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DCX Systems bags ₹68-crore order from HAL for airborne systems
DCX Systems secured a ₹68.05 crore order from Hindustan Aeronautics for custom antennas and power supplies, boosting its defence contracts. Shares rose 4.32% on NSE.

Garden Reach Shipbuilders signs MoU with Bharat Forge arm for defence, maritime innovation
Garden Reach Shipbuilders & Engineers signed an MoU with Kalyani Strategic Systems Limited on March 5, 2026, to develop indigenous naval systems and enhance maritime defence technologies. GRSE shares rose ₹94.25 or 4.07% to ₹2,407.55 on BSE today, March 5.
The two defence stocks this portfolio manager likes
Conrad Saldanha, MD & Portfolio Manager of Neuberger Berman, says market uncertainty due to Middle East tensions has created selective long-term opportunities. He sees attractive valuations emerging in global IT services after a sharp correction, while tech fundamentals remain strong. In India, he is selectively adding large caps like Reliance Industries and Bharti Airtel and likes IT midcaps such as Coforge and Persistent Systems as well as defence play Data Patterns, on weakness. Disclaimer: Network18, the parent company of CNBCTV18.com, is controlled by Independent Media Trust, of which Reliance Industries is the sole beneficiary.

Multibagger defence stock shows resilience against stock market crash; here's why
Despite market downturns, Apollo Micro Systems' shares increased by 1.5% on March 4 after securing ₹73.32 crore in orders from DRDO and others. The company maintains a strong order backlog of ₹1,305 crore, indicating robust demand in the defense sector.
Paras Defence shares soar 11% after MoU with Korea’s Green Optics. Check details
Paras Defence shares surged on Wednesday following a significant announcement. The company has partnered with South Korea's Green Optics. This collaboration focuses on optics and optical systems for space and defence sectors. The deal aims for joint development and business expansion. Defence stocks are also showing strength amid global tensions. Paras Defence has delivered strong returns over the past year.

Paras Defence shares jump 10% after MoU with South Korea's Green Optics
Paras Defence informed exchanges that it has signed a Memorandum of Understanding with South Korea-based Green Optics, which specialises in the design and manufacture of optics and optical systems for space, defence and other applications.
Gainers & Losers: Adani Ports, Tejas Networks and Indigo among 8 big movers on Monday
Eight key stocks — including big movers like Tejas Networks, Adani Ports, L&T and Indigo — saw sharp swings on Monday as escalating Middle East tensions, rising crude prices and defence orders drove intense sector-wide volatility.

Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks
Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.

Elbit Systems share price near record high ahead of the India-Israel defence deal
India-Israel defence deal: The defence stock of Israel's stock market has given multibagger returns of 440% in five years
Home First Finance Company India Ltd leads losers in 'A' group
Sagility Ltd, Nippon Life India Asset Management Ltd, Aegis Logistics Ltd and Tips Music Ltd are among the other losers in the BSE's 'A' group today, 26 February 2026.
HAL, BEL and other defence stocks jump up to 5% on potential India-Israel defence deal
Defence stocks such as Hindustan Aeronautics, Bharat Electronics and others gained up to 5% after reports of a potential India–Israel defence pact. The agreement, expected during Prime Minister Narendra Modi’s Tel Aviv visit, may prioritise technology transfer in missile defence and advanced weapon systems.

This mutual fund expert sees strong growth potential in midcap stocks
Sandeep Bagla of TRUST Mutual Fund sees strong growth potential in Indian midcap equities, driven by economic expansion, policy support, and sectors like technology, consumption, and energy.