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BEL bags ₹1,011 crore in fresh defence orders, boosting order book
BEL secured orders worth ₹1,011 crore since Feb 25, 2026, including communication equipment, radar systems, and software. BEL reported Q3 revenue of ₹7,122 crore, up 23.7%.
Nirmal Bang sees defence growth, flags cement margin pressure on fuel costs
Jyoti Gupta, Senior Research Analyst at Nirmal Bang Institutional Equities, remains positive on defence, citing strong order books and execution visibility despite rich valuations, with picks like HAL and BEL. On cement, she sees limited gas impact but rising pet coke and coal costs may pressure margins. Demand may moderate, though she prefers large caps like Ambuja and UltraTech while staying cautious on weaker regional players.
Belgium shares lower at close of trade; BEL 20 down 0.54% - Investing.com India
Belgium shares lower at close of trade; BEL 20 down 0.54%Investing.com India
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
Belgium shares lower at close of trade; BEL 20 down 0.81% - Investing.com India
Belgium shares lower at close of trade; BEL 20 down 0.81%Investing.com India
Avoid OMCs; prefer defence and summer plays: Chola Securities
Dharmesh Kant, Head of Research at Chola Securities, says oil marketing companies remain largely avoidable as they are cyclical, commodity-linked businesses with limited long-term wealth creation potential, especially as renewable energy gains share. He advises selective buying in market declines, favouring defence stocks like BEL and HAL and summer-linked plays such as LG Electronics and Blue Star. Kant also sees corrections in InterGlobe Aviation as a potential long-term buying opportunity despite near-term volatility.
BEL, GRSE: Defence stocks fall after 17% rally amid Iran war; time to buy?
The recent up move in Nifty Defence reflects renewed buying after a long phase of consolidation, says Om Mehra, technical analyst at SAMCO Securities. The analyst is bullish on BEL, BDL and GRSE.
BEL, HAL, other defence stocks fall up to 3% as Middle East war enters day 10. What are experts saying?
Indian defence stocks such as BEL, HAL and BDL fell up to 3% even as escalating tensions in the Middle East boost investor interest in the sector. Analysts say strong government spending, growing order books and rising geopolitical uncertainties could continue to support long-term growth prospects for defence companies.
HAL, BEL, BDL, Zen Technologies to GRSE: Is defence the new IT for the Indian stock market? - Mint
HAL, BEL, BDL, Zen Technologies to GRSE: Is defence the new IT for the Indian stock market?Mint
BEL signs MoU with SASMOS to boost indigenous defence manufacturing
Bharat Electronics signed an MoU with SASMOS HET Technologies to boost indigenous defense manufacturing, exchanged by Manoj Jain and H G Chandrashekar, witnessed by Rajnath Singh.
Belgium shares lower at close of trade; BEL 20 down 1.23% - Investing.com India
Belgium shares lower at close of trade; BEL 20 down 1.23%Investing.com India
Belgium shares higher at close of trade; BEL 20 up 1.18% - Investing.com India
Belgium shares higher at close of trade; BEL 20 up 1.18%Investing.com India