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Dr Reddys Laboratories Ltd leads losers in 'A' group
JSW Dulux Ltd, Paras Defence and Space Technologies Ltd, Shaily Engineering Plastics Ltd and Solar Industries India Ltd are among the other losers in the BSE's 'A' group today, 09 July 2026.
HFCL Defence Revenue To Start From Q1 FY28 As Major Orders Enter Execution Phase
HFCL expects defence revenue from Q1 FY28 as it bids for Army contracts and develops radars, anti-drone systems, jammers and ammunition.
Banks and insurance are the bright spots, says Quantum AMC's Christy Mathai
Christy Mathai, Fund Manager at Quantum AMC, says most companies' input cost pressures will show up in quarter two rather than quarter one, as firms are still using cheaper stockpiled materials to protect margins. He expects a broader earnings recovery from the second half of the year, provided tensions in West Asia don't escalate further. Mathai is upbeat on private banks and life insurance, cautiously positive on select pharma names with US exposure, but is steering clear of chemical and defence stocks over stretched valuations. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Solar Industries Shares Can Fall 40% Despite Strong Defence Growth, Says Kotak Securities — Here's Why
Kotak Securities has initiated coverage on Solar Industries with a Sell rating and a target price of Rs 10,300, implying 40% downside despite strong defence growth.
Apollo Micro Systems shares rise over 1% as company nears Premier Explosives deal
Apollo Micro Systems shares gained after reports said the company is close to acquiring Premier Explosives in a deal valued at Rs 2,300-2,500 crore. The proposed acquisition would strengthen Apollo's presence across the defence manufacturing value chain amid rising government spending and growing investor interest in the sector.
India and Australia re-affirm commitment to progressing an Comprehensive Economic Cooperation Agreement
Third India-Australia Annual Summit Joint Statement stated that Prime Ministers of both nations reaffirmed that defence and security cooperation is a cornerstone of the partnership in an increasingly complex strategic environment. They announced the Joint Declaration on Defence and Security Cooperation, reflecting a step change in the depth and ambition of the bilateral defence and security relationship, and contribution to regional strength and security.
Uranium Trade, Defence, Maritime Security And Critical Minerals: India, Australia Deepen Strategic Ties
PM Modi landed in Melbourne on Wednesday to a red-carpet welcome.
TCS, Infosys crash up to 55%: Why India's largest mutual fund scheme is still buying
India's largest mutual fund scheme is buying more shares of TCS and Infosys. This buying occurs even as these IT stocks experience significant market value losses. The fund manager's conviction rests on current cash flows rather than future AI narratives. While AI disruption pressures revenue, it also creates new technology spending opportunities. The sector is no longer considered expensive, but earnings visibility remains a concern.
Top 5 Nifty India Defence Stocks to Watch - Equitymaster
Top 5 Nifty India Defence Stocks to WatchEquitymaster
Defence sector Q1 results preview: Muted earnings likely on execution delays; BEL, Bharat Dynamics, GRSE among top picks
Defence sector Q1 results preview: While reported earnings of defence sector may remain subdued, underlying execution momentum is gradually building, with clearer visibility on recovery expected as conversion accelerates through the year, particularly into H2FY27, analysts said.
India's mutual fund industry just beat FIIs in a historic first. Here's what changed
India's mutual fund industry has overtaken foreign institutional investors in total assets under custody for the first time, marking a historic shift in market ownership. Strong SIP inflows and sustained domestic participation have driven the milestone, even as FII holdings declined amid continued selling and changing global investment trends.
10 microcap stocks rally up to 430% in CY26; 5 turn multibaggers: Here’s FII and MF exposure
Microcap stocks delivered stellar CY26 gains, with several companies rallying over 50%. Sterlite Technologies, MTAR Technologies and others emerged as multibaggers, attracting significant FII and mutual fund interest.