Explore 10 brokerage-backed ‘Buy’ stocks, from NTPC to Eternal, with projected upsides of 13% to 55% across key sectors.
The report also said some companies are seeing slower order flows due to high comparisons with last year. However, strong…
Macquarie sees fresh growth triggers for Bharat Electronics, GMR Airports and Cummins India, from defence orders to airport expansion and…
Operation Sindoor put Akash in the spotlight, with Indian air defence units using it effectively against drone swarms and missile…
BEL secures Rs 730 crore in new orders, lifting August inflow to Rs 1,271 crore as it eyes FY27 targets;…
While BEL represents the scale of India’s defence-electronics opportunity, Data Patterns offers a view of how the private sector can…
The Rs 3,100 crore opportunity associated with the list is also not directly comparable with the Rs 9 lakh crore…
India’s indigenisation push is not restricted to its newest indigenous platforms. By targeting components and spares, the policy can also…
According to the brokerage firm, it identifies the indigenisation as a key factor supporting BEL’s future order-flow growth.
Kotak Institutional Equities sees up to 45% downside in Cochin Shipyard, Mazagon Dock and Solar Industries, while retaining HAL as…
Jefferies has taken sharply different calls on four India-linked capex stocks, backing HAL, BEL and Data Patterns while rating BHEL…
Drone stocks: NIBE, Zen Technologies, ideaForge, Data Patterns, BEL and Paras Defence are emerging as key listed plays as India…
India’s fighter-engine race is heating up as Safran proceeds on the AMCA Mk2 programme and Rolls-Royce joins Reliance for an…
The potential awards come at a time when order inflows for listed defence companies fell around 17% in FY26, with…
Antique Stock Broking expects Bharat Dynamics Limited (BDL) to benefit from missile supplies worth around Rs 10,000-12,000 crore for the…
Brokerages see 10–43% upside in 10 Buy-rated stocks across defence, fintech, autos and consumer sectors; review targets before investing.
CLSA sees a major defence aerospace opportunity ahead, with HAL, BEL and L&T positioned for potential gains from the Rs…
According to Kotak’s report, several Indian companies have become part of Boeing and Lockheed Martin’s global supply chains. On the…