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Defence stocks buck market rally: BEL, Solar Industries, Data Patterns Slip; Nifty India Defence down 2% - Upstox
Defence stocks buck market rally: BEL, Solar Industries, Data Patterns Slip; Nifty India Defence down 2%Upstox

Defence electronics to lead next growth phase; Bharat Electronics remains top pick: PL Capital
Amit Anwani, Research Analyst at PL Capital Group, expects a defence and commercial shipbuilding pipeline exceeding ₹2 lakh crore to support growth, while Bharat Electronics remains his preferred stock under coverage, with Solar Industries also offering long-term opportunities.
RIL, BEL, Lenskart, Delhivery among Motilal Oswal's top monthly picks
Top monthly stock picks by Motilal Oswal Wealth Management Research Desk: Analysts are bullish on Reliance, Bharat Electronics, ACME Solar, Delhivery, Gokaldas Exports and Lenskart.
ICICI Securities bullish on defence sector; bets on HAL, Solar, ASTM, BEL
The geopolitical backdrop, analysts believe, continues to provide a structural tailwind, as the conflict in the Middle East has reinforced defence budget urgency across GCCs

Q4 Results Live Updates: Eureka Forbes Profit Flat; Dhanuka Agritech Announces Share Buyback
BEL, BPCL, Mankind Pharma are among companies set to report earnings today.

Q4 Results LIVE Updates: IOC, Astral, Afcons react to earnings; BPCL, BEL report today
Q4 Results LIVE Updates: BPCL, Zydus Life, BEL, BLS International, Dhanuka Agri, Dredging Corp, Eureka Forbes, Hatsun Agro, Healthcare Global, J Kumar Infra, PI Industries, PNC Infratech, Prince Pipes, Safari Industries, RITES, Trident, Zee Entertainment, Shaily Engineering are among the other important numbers to track today along with result reactions from IOC, IGL, Afcons, Astral and many others. Stay tuned for all the live result reactions right here.
Stock Alert: Wockhardt, Jindal Stainless, Petronet LNG, Manappuram Finance, Aarti Industries
Larsen & Toubro, Mahindra and Mahindra, Punjab National Bank, Marico, Hero Motocorp, Lloyds Metals and Energy, SRF, Coforge, United Breweries, Poonawalla Fincorp, Ajanta Pharma, Emcure Pharmaceuticals, Aadhar Housing Finance, Gallantt Ispat, Jammu and Kashmir Bank, Voltamp Transformers, AAVAS Financiers, Lloyds Engineering Works, Alkyl Amines Chemicals, SJS Enterprises, Shilchar Technologies, GNG Electronics, Gujarat Heavy Chemicals, Aeroflex Industries, Shanthi Gears, Shoppers Stop, Dalmia Bharat Sugar and Industries, Cigniti Technologies, Raymond Realty, Raymond, Shipping Corporation of India Land and Assets, PTC India Financial Services, Spandana Sphoorty Financial, Dolphin Offshore Enterprises (India), CFF Fluid Control, DCW, Automobile Corporation of Goa (ACGL), Paushak, Mafatlal Industries, B Right Realestate, Kothari Petrochem, Foseco Crucible (India), Sutlej Textiles and Industries, Primo Chemicals, Onward Technologies, Kriti Nutrients, Jenburkt Pharma, Kriti Industries ..
Defence stocks set for mixed Q4; Nuvama bets on BEL, Solar Industries, and a smallcap pick
Defence sector companies anticipate mixed Q4FY26 results despite strong order books. Nuvama Institutional Equities highlights BEL, Data Patterns, and Solar Industries as top picks. While order inflows remain robust, growth momentum is expected to moderate. Defence stocks have seen a strong rebound in April, with further action anticipated following earnings announcements and geopolitical developments.
Middle East crisis to boost defence demand; Motilal Oswal favours 4 stocks
Motilal Oswal Financial Services has a 'Buy' rating on Bharat Electronics, Hindustan Aeronautics, Bharat Dynamics, and Astra Microwave Products

South Korean defence stocks surge as high as 30% amidst ongoing US-Iran war
Defence stocks globally had seen a sharp surge on Monday with the escalation of the war in the Middle East. Indian stocks such as Paras Defence and ideaForge were up between 6% to 7%, while others such as Solar Industries and Bharat Electronics gained between 2% to 4%.
Watch | Gurmeet Chadha & Devina Mehra on market strategy amid West Asia tensions
Devina Mehra, Founder, Chairperson and Managing Director of First Global and Gurmeet Chadha, Managing Partner & CIO of Complete Circle say geopolitical tensions may trigger short-term volatility but not a lasting bear market. Mehra advises using market dips to deploy cash, noting past conflicts fade from markets and crude spikes are usually temporary. She prefers autos, pharma and select cyclicals. Chadha remains overweight defence, citing opportunities in Solar Industries, Bharat Electronics and Zen Technologies, while also watching refiners amid oil price swings.