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Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha Khemka
India's capital goods sector is experiencing robust growth, fueled by strong order backlogs and increasing project execution across infrastructure, power, and industrial segments. Government focus on development and manufacturing, alongside new-age tech investments, is driving demand. Companies are poised for steady revenue expansion and stable profitability, with key players like L&T and BEL showing strong prospects.
Bharat Electronics wins new orders worth Rs 1,011 crore
Bharat Electronics said that it has secured additional orders worth Rs 1,011 crore since the last disclosure on 25 February 2026.
Bharat Electronics wins orders worth Rs 1,011 cr
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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
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 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.
HAL, BDL, other defence stocks in focus as Iran-Israel war continues; Trump says it's 'too late' for talks
Escalating Middle East conflict fuels optimism for Indian defence firms, with expectations of increased export orders. US President Trump's comments and recent military actions have heightened tensions. This, coupled with India-Israel defence cooperation, is expected to boost sentiment for companies like HAL and BEL, despite broader market jitters.

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%.
Stocks to watch: Adani Ports, BEL, ONGC, Airtel among 10 shares in focus today amid US-Israel-Iran war - Mint
Stocks to watch: Adani Ports, BEL, ONGC, Airtel among 10 shares in focus today amid US-Israel-Iran warMint
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.
Bharat Electronics announces record date for interim dividend of Rs 1.95 per share
Bharat Electronics Limited announced an interim dividend of Rs 1.95 per share for FY26, with a record date of March 5. The company reported 21% YoY profit growth and robust revenue, with shares up 74% in the past year.

Bharat Electronics declares ₹1.95 per share interim dividend for FY26
Bharat Electronics Limited declared a ₹1.95 interim dividend per share for FY 2025-26. BEL reported 23.7% revenue growth and 28% EBITDA rise in the December quarter.