BSE India Defence

L&T eyes up to 30% of modularisation market in 5 years

Larsen & Toubro aims to capture 20-30% of the $150 billion global modularization market within the next five years. This strategy follows the successful delivery of modules for Australia's Project Ceres urea plant. The company sees modularization as a key solution for large, complex energy projects and a way to address labor shortages.

Adani stocks soar up to 12% after Jefferies sees up to 53% upside in Adani Energy and others

Adani group stocks rallied, with Adani Total Gas up over 12%, after Jefferies highlighted growth plans for several group companies. Jefferies sees up to 53% upside for Adani Energy Solutions and maintained positive views on Adani Ports, Adani Green Energy, and Adani Power. The brokerage cited strong capex guidance and capacity expansion targets as key drivers.

Nifty 50 ends higher: Adani Ports jumps nearly 5%, Adani Enterprises and Bharti Airtel rally

Adani Enterprises Limited saw its stock rise by 3.3%, closing at ₹3,020. This gain made it one of the top performers on the Nifty 50 index, which ended Friday's session in positive territory. Adani Ports also jumped nearly 5%, contributing to the overall market uptick.

Cochin Shipyard: Releases Investor Call Transcript on FY27 Performance & Joint Ventures

Cochin Shipyard Limited released its investor call transcript detailing FY27 Q1 performance, including a turnover of INR 1,094.21 crores and PAT of INR 151.45 crores. The company also discussed a proposed 50:50 joint venture with Drydocks World, Dubai, for an International Ship Repair Facility. Strategic initiatives and an unexecuted order book of INR 22,000 crores were also highlighted.

HAL, BEL, L&T: CLSA sees up to 35% upside driven by Rs 2.19 lk cr defence capex

CLSA initiated coverage on Bharat Electronics (BEL) with an 'Outperform' rating and a target price implying 35.3% upside. The brokerage expects BEL to benefit from increasing electronics content in defence equipment and its leadership in radars, sonars, and electronic warfare systems. Rising defence spending and domestic procurement are key drivers for the sector.

BEL shares in focus as PSU receives orders worth Rs 648 crore since late August. What’s ahead after 183% r

Bharat Electronics (BEL) secured new orders worth Rs 648 crore since late August for various defense technologies, including laser-based IR jammers and cybersecurity solutions. These orders follow earlier significant wins and come amidst large defense procurement approvals. Motilal Oswal maintained a 'Buy' rating on BEL with a target price of Rs 530.

Solar Industries Falls 9% After Rs 12,951 Cr Omnia Acquisition

Solar Industries India shares fell nearly 9% after announcing a Rs 12,951 crore all-cash acquisition of South Africa-based Omnia Holdings. Investors are weighing the large transaction size against potential strategic benefits, despite Goldman Sachs maintaining a Buy rating. The deal aims to expand Solar Industries' international presence and strengthen its explosives and mining solutions.