India's defence sector ends FY25 with record orders as exports, reforms, and robust pipelines fuel bullish outlook for FY26 and beyond, driving strong gains in top defence stocks
The defence stocks rally comes amid reports of the Pakistan army violating the ceasefire along the Line of Control (LoC) and Indian troops responding appropriately with small arms
Apollo Micro Systems share price: The defence company saidf that its standalone revenue for the March 2025 quarter (Q4FY25) stood at ₹161.76 crore
The fall in BEL share price came after the company missed its revenue guidance for the financial year 2025 (FY25).
The sharp rally in HAL shares came after the Ministry of Defence (MoD) signed two major contracts with HAL on March 28, 2025
HAL share price rose after Ohio, US-based aerospace company GE Aerospace delivered the first of 99 F404-IN20 engines to Hindustan Aeronautics for Tejas Light Combat Aircraft Mk 1A Fighter Jet
Bharat Dynamics shares rose on the BSE after it informed its shareholders that it has won an order from the Ministry of Defence for the supply of armaments to Indian Armed forces
The Centre approved faster defence procurement guidelines along with granting preliminary approvals for military procurement proposals worth over ₹54,000 crore
Investor firepower reloaded, targeting domestic growth, exports, and European rearmament
Analyst at Elara Capital believe defense companies in India stand to benefit as the EU defence OEM turn to public and private defence firms to procure components and subsystems.
The uptick in HAL share price came after the company posted a healthy set of Q3FY25 results
Shares of BEL, for instance, soared 5 per cent to Rs 292.10 on the back of two-fold jump in average trading volumes after the company reported a healthy December 2024 quarter
Among the top highlights of Bharat Electronics Q3 performance include a 39% Y-o-Y growth in execution and a 330 bps expansion in Ebitda margin to 28.9 per cent, surpassing analyst expectations
Shares of Apollo Micro Systems hit a 52-week high of Rs 150, as they rallied 14% on the BSE in Monday's intra-day trade amid heavy volumes on expectations of strong third quarter earnings
BDL is the exclusive service provider for indigenously developed guided missiles such as Akash surface-to-air missiles and Konkur anti-tank guided missiles
Indian investor Indusbridge Ventures and U.S.-based FedTech, which established the programme in September 2024, selected seven Indian companies and talks are underway about specific projects
Elara Capital expects ordering flow to rise sharply in Q4FY25 for the sector given that defence capex is set to be met in FY25
Bharat Dynamics share price: Ministry of Defence has signed a contract with Bharat Dynamics Limited for the supply of Medium-Range Surface-to-Air Missiles (MRSAM) for the Indian Navy
The rise in the BEL share price came on the back of an additional order win worth Rs 561 crore
Apollo Micro Systems share price: The Board of Directors of Apollo Micro Systems is scheduled to meet on Thursday, January 9, 2025, to consider the issue of equity shares and/or convertible securities