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HAL shares have 30% upside potential based on this important medium-term trigger, Citi says
While timelines for commercial finalisation and execution risks remain key monitorables, Citi sees this development as a medium-term positive for HAL.
HAL, BEL, BDL to Mazagon Dock Shipbuilders: Defence stocks rise up to 10% amid ceasefire hopes in US-Iran war
MTAR Technologies emerged as the top gainer on the Nifty India Defence index, with over 10% rally. Paras Defence and Space Technologies, Data Patterns (India), AXISCADES Technologies and Mishra Dhatu Nigam rallied 3-5%.
Stocks to watch: LIC, HAL, GAIL, ICICI Prudential AMC among 10 shares in focus today - Mint
Stocks to watch: LIC, HAL, GAIL, ICICI Prudential AMC among 10 shares in focus todayMint
Stocks in news: ICICI Pru Life, Anand Rathi Share, LIC, Vedanta, HAL - The Economic Times
Stocks in news: ICICI Pru Life, Anand Rathi Share, LIC, Vedanta, HALThe Economic Times
HAL CMD shares an important update on the LCA Mark1A — Here's what he said
According to the HAL CMD, the sixth engine from General Electric is ready for delivery and a total of 20 engines are expected to arrive in the second half of this year.
CLSA cuts HAL share price target but still sees 40% upside
CLSA expects order inflows of around $25 billion over FY27-30, driven by demand for helicopters, fighter jets and the Super Sukhoi programme.
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.
BrahMos missile export: Indonesia agreement may benefit HAL, Data Patterns and 3 other defence stocks
Indian defence stocks such as Hindustan Aeronautics, Data Patterns (India), Paras Defence and Space Technologies, Premier Explosives and PTI Industries are part of the broader BrahMos supply ecosystem and could benefit if the deal moves forward.
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
Defence stocks can rally up to 38%, says Motilal Oswal. Here are 4 reasons why
Defence stocks are poised for significant gains, potentially up to 38%, as global conflicts spur increased military spending. Motilal Oswal highlights Hindustan Aeronautics and Bharat Dynamics as top picks, citing rising geopolitical tensions, robust government budgets, and supportive defence policies. Strong order inflows further bolster the bullish outlook for these companies.
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, 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.