Every analyst call
Every public market call we’ve tracked, newest first. Filter by instrument, direction, grading status, analyst, firm, or sector — every combination is a shareable link.
Sentiment · Nifty India Defence
Analysts lean bullish
17 analyst stances matching these filters · one per analyst
Trackable
6 · 4 bull / 2 neutral / 0 bear
Long-Horizon
none in window
Commentary
11 · 10 bull / 1 neutral / 0 bear
Bullish 82.4% (14)Neutral 17.6% (3)Bearish 0% (0)
Date range
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Bullish on the Indian defence sector, expecting multi-year growth driven by higher government spending, greater domestic…” | HSBC AnalysisHSBC | Nifty India Defence | PENDING | |
| “Bullish on the defence sector, maintaining a positive stance. This conviction is likely based on strong government suppo…” | Mayuresh JoshiMarketsmith India | Nifty India Defence | PENDING | |
| “Bullish on the domestic defence manufacturing sector, as the ₹1.10 lakh crore acquisition proposals provide significant …” | Ajit MishraReligare Broking | Nifty India Defence | PENDING | |
| “Bullish on the Nifty India Defence index in the near term, expecting continued outperformance relative to the benchmark.…” | Sudeep ShahSBI Securities | Nifty India Defence | PENDING | |
| “Positive on the defence sector following the DAC's approval of ₹1.1 lakh crore worth of AoN proposals for the Army, Navy…” | Motilal Oswal AnalysisMotilal Oswal Financial Services | Nifty India Defence | PENDING | |
| “Bullish on Bharat Dynamics Futures for the near-term, recommending a buy in the ₹1,400-1,410 range with targets of ₹1,48…” | Jay ThakkarICICI Securities | Nifty India Defence | NOT GRADED | |
| “Maintains a bullish stance on the defence sector, citing an improved Indian outlook and structural tailwinds. The firm b…” | Goldman Sachs AnalysisGoldman Sachs Group Inc. | Defence | NOT GRADED | |
| “Maintains 'Buy' ratings on Mazagon Dock Shipbuilders, HAL, Bharat Electronics, Bharat Dynamics, Zen Technologies, Solar …” | Antique Stock Broking AnalysisAntique Stock Broking | Defence Sector | NOT GRADED | |
| “Bullish on India's defence sector, viewing the ₹52,000 crore DAC approval as reinforcing a structural growth cycle, not …” | Choice Institutional Equities AnalysisChoice Institutional Equities | Defence Sector | PENDING | |
| “Anand Tandon views the defence sector as a long-term structural opportunity with potential for consistent growth. Howeve…” | Anand TandonIndependent | Nifty India Defence | NOT GRADED | |
| “Despite record exports, the defence sector is currently overvalued, leading to a neutral stance. Investors should remain…” | Sunil SubramaniamSense and Simplicity | Nifty India Defence | NOT GRADED | |
| “While the defence sector's structural growth story remains intact due to increasing global and domestic spending, valuat…” | Pankaj PandeyICICIdirect.com | Nifty India Defence | NOT GRADED | |
| “Kant is very bullish on the defence sector for the long term, citing strong order inflows, a feasible execution run rate…” | Dharmesh KantCholamandalam Securities | Nifty India Defence | PENDING | |
| “Anish Shah welcomes the significant increase in defence capital expenditure to ₹2.19 lakh crore (a 17-18% jump), viewing…” | Anish ShahMahindra Group | Nifty India Defence | NOT GRADED | |
| “Jyoti Gupta is structurally very positive on the defence sector for the long term, anticipating a 10-15% increase in bud…” | Jyoti GuptaNirmal Bang Institutional | Nifty India Defence | PENDING | |
| “Amit Anwani of PL Capital anticipates India's defence capital outlays to grow steadily at 8-10% annually over the next f…” | Amit AnwaniPL Capital | Nifty India Defence | NOT GRADED | |
| “Mihir Vora maintains a long-standing positive view on the defence sector, seeing it as a long-term secular story. This i…” | Mihir VoraTrust MF | Nifty India Defence | NOT GRADED |