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Capex Is King: Morgan Stanley Bets On Defence, Large-Caps; But Crude Oil Is India's Achilles' Heel
Jonathan Garner, Chief Asia and Emerging Market Equity Strategist
Paras Defence gains on bagging Rs 53-cr order from BEL for electro-optics supply
Paras Defence and Space Technologies added 2.77% after it has received an order from Bharat Electronics (BEL) for the supply of electro-optics systems valued at approximately Rs 52.82 crore.
Defence Boost: Govt Issues RFP To L&T-BEL, Tata, Bharat Forge-BEML For 5th Gen Stealth Fighter Jets
Bidders include L&T-Bharat Electronics Ltd., Tata Advanced Systems and Bharat Forge-BEML Ltd.
Ashok Leyland, BEL, 1 more defence stock set for next upmove: Bajaj Broking
Pabitro Mukherjee of Bajaj Broking believes that Ashok Leyland, Bharat Electronics and Garden Reach Shipbuilders recently saw sideways consolidation and now offer a favourable risk-reward profile.
Premier Energies shares in focus as promoters sell stake worth Rs 2,289 crore. Check top buyers
Promoter family members of Premier Energies sold shares worth around Rs 2,289 crore through a block deal, while institutional investors, including Quant Mutual Fund and Nomura, picked up stakes. The development comes amid strong investor interest in renewable energy and domestic solar manufacturing, supported by robust earnings growth and aggressive capacity expansion plans.
Bharat Electronics wins additional defence orders valued at ₹608 crore
Shares of Bharat Electronics Ltd ended at ₹421.75, up by ₹5.20, or 1.25%, on the BSE.
PM Modi Accorded Top Military Honour In Rome In Presence Of Giorgia Meloni | Watch
PM Modi and Giorgia Meloni discussed the India-Italy strategic partnership in Rome, with focus on trade, energy and defence collaboration.
Defence stock in focus after signing MoU for India’s first private marine gas turbine facility - Trade Brains
Defence stock in focus after signing MoU for India’s first private marine gas turbine facilityTrade Brains
BEL Q4 Results 2026 LIVE: PSU defence stock gains ahead of earnings. Profit, order book to dividend - what to expect
BEL Q4 Results 2026 LIVE: Bharat Electronics is expected to report modest execution in the fourth quarter of FY26 with revenue growth of around 4% year-on-year (YoY), while its order backlog strengthened to ₹74,000 crore, providing solid medium-term visibility.
FDH Aero opens Bengaluru office to strengthen India aerospace supply chain play
US-based FDH Aero has opened a new office in Bengaluru, consolidating its hardware and electronics divisions to support India's growing aerospace and defence sector. This full-service hub, backed by local inventory and teams, aims to cater to tier-1 manufacturers and OEMs amidst strong commercial aerospace demand and rising defence investment.
HAL Q4 Results 2026 LIVE: PSU defence stock falls ahead of earnings. Tejas aircraft deliveries, margin in focus
HAL Q4 Results 2026 LIVE: HAL’s revenue in the fourth quarter of FY26 is expected to fall 4.4% to ₹13,104 crore from ₹13,699.9 crore in the year-ago period, mainly due to the delay in deliveries of HTT-40 and LCA-Tejas Mk1A aircrafts.
GRSE Flags Rs 1.5 Lakh Crore Defence Orders Pipeline Beyond Corvette Project
State-run Garden Reach Shipbuilders said several Navy and Coast Guard tenders could move ahead over the next few months, including the Rs 70,000 crore P17 Bravo programme.