DOMESTIC PRODUCTION OF MISSILES
Defence stocks: Time to change strategy in a bearish market? An ecosystem with down and upside potential of -39% to plus 37%
The current fall is both at the level of the indices and the broader market. And when the selling is this broad, almost every sector is affected. But they do not all feel it equally, and it is worth knowing why every sector behaves differently at different points of time. Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
Bharat Dynamics shares rise 2% in a weak market after bagging Rs 811 crore order from Ministry of Defence
Bharat Dynamics shares gained 2% after the Defence Ministry awarded an Rs 810.79-crore contract for 160 SAT-SAAW weapons and associated equipment for the Indian Air Force, adding to the company’s order visibility amid rising defence spending.
Motilal Oswal initiates Buy on Solar Industries, sees 24% upside. 4 reasons why
Motilal Oswal has initiated coverage on Solar Industries with a Buy rating and a target price of Rs 23,000, citing strong growth prospects across explosives and defence. The brokerage expects revenue and profit to grow at 43% and 34% CAGR, respectively, through FY30.
Defence funds deliver 19% returns in 2026, HDFC Defence Fund leads. Should investors chase the rally or stay cautious?
Defence sector funds have delivered strong returns in 2026, averaging nineteen percent year-to-date. HDFC Defence Fund led this category with a notable twenty-four point five one percent gain. Experts cite increased defence spending and government policies supporting domestic manufacturing. Investors should review their existing allocation and avoid chasing recent sharp rallies. A five percent allocation cap is suggested for most investors in this sector.
Trump's pressure on NATO is reshaping Europe's defences. Will it break the alliance?
European nations are increasing defence spending and exploring alternatives to American military technology. This shift is happening as doubts grow about the durability of United States support for NATO. While allies have met spending demands, uncertainty about future US troop presence has persisted. Further, Russia's actions have tested NATO unity and European defence capabilities.
From mountain fighters to Red Sea power: How the Houthis rose to control Bab el-Mandeb
Yemen's Houthi group now controls the vital Bab el-Mandeb Strait. This group evolved into a formidable fighting force with Iranian support. They have disrupted vital shipping and struck critical oil facilities. Houthi missiles and drones have reached over 1,000 miles away. Their military tactics focus on infiltration and drone attacks.
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DRDO develops GaN chip: Meet Dr Meena Mishra, scientist behind the technology that was denied by other countries and why it matters for Indian defence platforms
Dr Meena Mishra, director of DRDO’s Solid State Physics Laboratory, has led work on indigenous Gallium Nitride-based Monolithic Microwave Integrated Circuit technology for high-frequency defence systems. The technology can support radars, electronic warfare, communications and unmanned platforms. A 3.5 mm x 3 mm indigenous GaN chip can deliver up to 30 watts of power and operate at speeds the ministry says are 300 times faster than silicon.
Solar's $1.3 bn bet is a turn for India's defence-industrial complex
The piece argues that Solar Industries’ ₹12,951-crore acquisition of South Africa’s Omnia Holdings could mark a new phase for India’s defence industry, as Indian companies increasingly move beyond domestic production into overseas acquisitions, manufacturing and technology partnerships.
Operation Epic Fury: IG report reveals $33B war costs, loss of multiple F-15E Strike Eagles, and diplomatic strain
Months of bombing and missile attacks on Iran are yet to yield any substantive gains to the US. While President Donald Trump has on several occasions claimed that the American military is winning the war, Iran has time and again bounced back to hit US bases in the Middle East. The Strait of Hormuz remains a strategic chokepoint, hitting the crude trade and world economy.
Oman postpones regional talks on Strait of Hormuz
Oman postponed a meeting on the Strait of Hormuz amid regional tensions. An Iranian ship was struck near the waterway, killing one person. Houthi rebels launched drones and missiles toward southern Saudi Arabia. An Israeli strike in Gaza killed two individuals, according to reports. Protests erupted in Syria over increased fuel prices.
6 stocks with consistent score improvement and upside potential of up to 24% in one year, according to analysts
Another week where the bears were in total control. There is, at this juncture, no point in guessing what will happen to the Nifty and Sensex. It depends on many things that have nothing to do with what is happening at the fundamental or technical levels. So, let the storm pass. The stocks we have in our list today have seen an improvement in their overall average Stock Report Plus score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum.
BRICS 2026: India's chairship and Global South's push for 'endless war to end of war'
New Delhi hosts the 18th BRICS Summit amid global conflicts and economic challenges. Developing nations seek this platform to voice concerns and find alternative solutions. The bloc faces internal divisions due to differing geopolitical alignments and national priorities. India aims to facilitate dialogue and steer discussions towards shared Global South objectives. The summit will explore practical solutions for global problems and promote peace and prosperity.
$60 billion opportunity! Will defence stocks fire on all cylinders and who will be the biggest beneficiary?
India’s defence sector is entering a new growth phase, with the combat use of indigenous weapons boosting the credibility and export potential of locally developed systems. Defence spending has risen sharply from Rs 2.53 trillion in FY14 to Rs 6.81 trillion in FY26, while the government’s Atmanirbhar Bharat push is creating long-term opportunities.
Defence exports rise after Operation Sindoor. Jefferies names Solar, Astra, HAL and BEL as top stock picks
Jefferies initiated coverage on Solar Industries and Astra Microwave with Buy ratings, citing strong defence growth prospects and rising order books. It also maintained Buy ratings on HAL and Bharat Electronics while assigning a Hold rating to Bharat Dynamics. The brokerage expects robust earnings growth across these companies, supported by rising defence spending, indigenisation and export opportunities.
HAL, Astra Microwave, other defence stocks rally up to 4% after DAC clears Rs 1.10L cr proposals; Motilal picks 3 stocks to buy
Defence stocks: The Defence Acquisition Council approved defence procurement proposals worth around Rs 1.10 lakh crore, with nearly 98% of purchases to be sourced from Indian companies. The move is likely to keep defence stocks such as HAL, BEL, Paras Defence, BEML and Astra Microwave in focus. The approvals cover requirements of the Army, Navy and Air Force.
Why Systematix is bullish on Apollo Micro Systems after 47% YTD rally; check target price
Systematix initiated coverage of Apollo Micro Systems with a Buy rating and Rs 570 target, citing defence-system integration, a Rs 12,000-crore opportunity, capacity expansion, acquisitions and strong earnings growth, while flagging execution, working-capital and tender-related risks.
Stocks in news: Tata Motors, RVNL, Eicher Motors, Mazagon Dock and Lupin
Indian equity markets experienced volatility, with the Nifty 50 extending its losing streak for four weeks. Escalating US-Iran hostilities pushed crude oil prices higher, impacting overall market sentiment. Several companies, including Tata Motors and Rail Vikas Nigam, are expected to be active on Monday. Mazagon Dock Shipbuilders and Eicher Motors also reported significant corporate developments. Lupin received US FDA approval, while JSW Steel saw production increases in August.
Adani Defence signs 5-year deal to power India-Russia AK-203 rifle programme with indigenous ammunition
Adani Defence and Indo-Russian Rifles signed a five-year agreement. This pact will supply indigenously produced ammunition for AK-203 rifles. The agreement creates an integrated domestic supply chain for the rifle program. It supports continuity of ammunition availability over the contract period. This strengthens domestic capabilities and self-reliance in defence manufacturing.
Will BDL, HAL & other defence stocks deliver rocketing returns? Here’s why this brokerage remains bullish
India’s defence sector is gaining momentum on the back of rising defence spending, localisation, strong order pipelines and growing exports. Bajaj Broking remains bullish on Bharat Dynamics and Hindustan Aeronautics, citing improving execution, robust order books and long-term military modernisation as key growth drivers.
Russia secretly helping Iran develop supersonic missiles: Report
Russia reportedly aids Iran in developing advanced supersonic cruise missiles since 2023. This covert program involves Russian missile specialists and ramjet propulsion technology. The technology could significantly enhance Iran's military capabilities and threaten naval vessels. This cooperation deepens existing strategic and military ties between Moscow and Tehran. The development occurs amid ongoing military confrontations in the region.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 20%
We normally don’t dwell on F&Os in this space. However, it is good to know that, in the current circumstances, an upmove in the indices and certain key stocks could be because of short-covering. They are usually sharp and may seem like a market recovery, but may not actually be one. Any sustainable recovery will have market breadth; without that, it is suspect.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 24%
US bond yields remain elevated, suggesting that the debt market expects inflation to move up. Now, if the risk-free returns indicated by the yield on US bonds stays high, it means that flows to emerging markets will be lower. However, this is likely to be a short-term thing; we have seen this happening in the past as well.Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Iran crisis puts Xi-Putin’s anti-US bloc to the test, with PM Narendra Modi in the mix
The Shanghai Cooperation Organization summit convenes amid US economic pressure on Iran. Chinese and Russian presidents will meet with Iran's leader at the summit. The bloc's ability to act coherently faces scrutiny due to internal rivalries. Leaders are expected to offer symbolic solidarity with Tehran. The summit highlights the evolving global order and challenges to Western dominance.
First drones, now missiles. The spending is certain, who gets the maximum is not: 14 stocks from the defence ecosystem
The defence sector’s positives are well known. But there are some unknowns. For “security reasons” we will never know how or why orders are placed, or how the focus areas are decided. Not surprising. No government will announce what it plans to do for its own defence. The only certainty is that there will be an increase in spending. Just Google how many countries have said that their defence spending as a percentage of GDP will see a sharp rise in the next three years. The number and names on the list may surprise you.
Is Russia hinting at World War III? UK asks its people to stock food and water as Putin warns of strikes on Britain; CIA chief secretly flies to Moscow amid Kremlin threats
Britain advises households to stockpile food and water for national emergencies. Russia warns of striking British military targets in response to Ukraine's missile use. CIA Director John Ratcliffe made an unannounced visit to Moscow for high-level talks. These events highlight increasing pressure on countries supporting Ukraine. The situation reflects a complex geopolitical landscape with potential for wider conflict.
India’s space economy may grow 5x to $45 billion by 2030. Who is leading the boom?
India’s private space sector is shifting from prototypes to commercial operations, with the government targeting a fivefold expansion of the space economy to $40–45 billion by 2030. The startup ecosystem has grown to over 400 companies, with Skyroot Aerospace, Pixxel, Agnikul Cosmos and Digantara emerging as key private players.
Rajnath Singh opens DRDO missile tech to private sector
The defence ministry approved technology transfer for DRDO conventional missile systems. This move opens production to the private sector, ending public sector dominance. Private firms can now produce systems at scale and offer tailored advanced variants. This policy aims to reduce import dependence and increase domestic value. It will also support the growth of India's defence manufacturing sector.
Rajnath Singh clears transfer of DRDO-developed missile technologies to Indian firms
Defence Minister Rajnath Singh's recent approval to transfer missile technology from DRDO to Indian businesses marks a pivotal step towards enhancing local defence manufacturing. This initiative encourages Indian companies to produce advanced missile systems that comply with regulatory norms. By strengthening domestic capabilities, the government is not only fostering self-reliance but also enriching the country's defence sector and enhancing production efficiency.
Will Paras Defence, MTAR Tech, HAL, other defence stocks deliver explosive returns? Here's what analysts say
Defence stocks are currently soaring, largely fueled by progressive government reforms aimed at strengthening the sector. Analysts maintain a positive outlook on future growth, bolstered by the Defence Ministry's list that encourages domestic procurement. Although valuations may seem elevated, market corrections present prime opportunities for investors. As India aspires to lead in global defence technology, the horizon looks promising for the industry.
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