Nifty India Defence

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.

Axiscade Technologies Shares Hit 10% Upper Circuit; Here Are 5 Reasons Behind the Rally

AXISCADES Technologies shares hit a 10% upper circuit due to positive defense sector outlook and increased government spending. The company is shifting focus to aerospace and defense, with a reported defense opportunity pipeline exceeding Rs 24,000 crore. Investor attention also increased ahead of an upcoming analyst meeting.

AXISCADES Technologies Share Price Surges

AXISCADES Technologies Limited's share price surged, trading at ₹1,845.80, significantly above its 50-day SMA. The company reported a consolidated total income of ₹185.86 crore for June 2026, but also a net loss of ₹14.76 crore. Investors are monitoring the stock's momentum and upcoming financial performance.

Apollo Micro Systems share price jumps 3.5% after recent fall | technical experts flag key levels

Apollo Micro Systems shares rose 3.5% on September 17, despite an 8.76% decline over the past week. This jump occurred as the company reported a 43% increase in net profit for Q1 FY27. Technical analysts warn that key support levels may fail to prevent further price drops.

Here's What We Like About Bharat Dynamics' (NSE:BDL) Upcoming Dividend

Bharat Dynamics Limited (BDL) is set to trade ex-dividend on September 21st, with a payment of ₹0.40 per share on October 28th. The company's dividend is covered by both profit and cash flow, with a payout ratio of 43% of profit and 51% of free cash flow. BDL has shown 15% annual earnings per share growth over the past five years.