Defence stocks set for mixed Q4; Nuvama bets on BEL, Solar Industries, and a smallcap pick
Listed defence sector companies are expected to deliver a mixed set of numbers in Q4FY26, despite robust order visibility and ...
Friday, April 17, 2026
Tag: defence
Defence stocks attract attention as spending climbs
“Yes, we have these two hot wars going on, but I think we’ve had a reset of globalization and the ...
Rising geopolitics and indigenisation push place India’s defence sector in a structural growth cycle
India’s defence sector is entering a new phase of expansion as geopolitical tensions, government procurement initiatives and a strong push ...
Selective bets in defence, CV cycle turns supportive, value seen in ITC: Sandip Sabharwal
With the Union Budget just a day away, sharp moves in defence stocks and evolving sector dynamics are prompting investors ...
Budget expectations low, says Jefferies; lists defence capex among 8 measures to watch out for
Budget expectations from the upcoming FY27 Union Budget remain “low”, with Jefferies arguing that Finance Minister Nirmala Sitharaman is likely ...
BEL, Solar Industries, PTC to see upside up to 46%, Goldman Sachs says amid Rs 790 billion defence push
Goldman Sachs has turned bullish on India’s defence manufacturing sector, naming PTC Industries, Bharat Electronics, and Solar Industries among its ...
Smallcap multibagger defence stock surges 20% after Rs 95-crore BrahMos order win
Shares of Jaykay Enterprises Ltd jumped 20% to hit the day’s high of Rs 193 per share on the BSE ...
Indian markets eye rally on GST cuts, trade hopes & AI, defence boom: Ajay Bagga
The Indian markets wrapped up a fantastic week, with all major sectoral indices closing in the green, reflecting renewed optimism ...
Stock-specific opportunities emerging in defence, renewables after recent market pullback: Narendra Solanki
Railway and defence stocks staged a rebound in Tuesday’s trade, sparking debate over whether the bounce was sustainable or merely ...
Right time to take profit off the table in pharma; defence a structural buy: Rajiv Batra
Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy, Chief India & ASEAN Equity Strategist, JPMorgan, ...
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