India’s avionics market could hit $1.34 billion by 2030. Yet one company trades at 85.8x earnings and another near 70.2x.…
Elara expects BEL’s Q2FY27 revenue to increase 12% year-on-year to Rs 6,487.1 crore. The brokerage estimates EBITDA at Rs 1,778…
This editorial compares GRSE and Data Patterns across business models, revenue growth, margins, leverage, return ratios, cash conversion, Q1 FY27…
India’s latest indigenisation list points to opportunities in defence electronics. Turning them into durable businesses will require access to technology,…
India’s fresh defence order push is putting key stocks in focus, with Jefferies seeing up to 39% upside in select…
The report also said some companies are seeing slower order flows due to high comparisons with last year. However, strong…
While BEL represents the scale of India’s defence-electronics opportunity, Data Patterns offers a view of how the private sector can…
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…
Four defence stocks are flashing powerful technical signals. From breakout-and-retest setups to an inverse head-and-shoulders pattern, discover why these charts…
HAL vs Data Patterns: Goldman Sachs has changed its preferred defence stock by upgrading Hindustan Aeronautics to Buy while downgrading…
India’s aerospace story is taking off. As global OEMs source more from India and defence spending rises, a few niche…
Global brokerage Jefferies has reaffirmed its strong conviction on eight Indian bluechips across real estate, FMCG, finance, and defence following…
India’s defence production has touched a record Rs 1.78 lakh crore, but Nuvama says the next winners may not be…
Defence stocks rallied after the Defence Acquisition Council cleared Rs 52,000 crore acquisition proposals. Here’s why BEL, HAL, Bharat Dynamics…
The airborne radar and command centre will be an ‘eye in the sky’ for India — designed to detect incoming…
India’s defence exports have jumped 25x in a decade. As global demand rises and exports hit a record ₹38,424 crore,…
Motilal Oswal remains positive on India’s Electronics Manufacturing Services (EMS) sector, citing strong order books, rising AI-led demand and robust…