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SOLAR INDUSTRIES DEFENCE
Motilal Oswal initiates Buy on Solar Industries, sees 24% upside. 4 reasons why- Behind the Modi-Xi border thaw, India's dependence on Chinese imports, especially rare earths, keeps deepening
- These large- and mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos have upside potential of up to 25%, according to analysts
- India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman SachsIndia’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor c...17 Sep, 2026, 04.37 PM IST
- Volatility is a phase, structural change is more important for markets: 5 large-caps with an upside potential of up to 31%Volatility is now a fact of life for the market, and rising interest rates have made clear it is not going away soon. That means more press...17 Sep, 2026, 04.19 PM IST
- Solar Industries’ defence share may fall to 22-25% by FY30 after Omnia deal: JefferiesSolar Industries’ Omnia acquisition could reduce the defence segment’s revenue contribution to 22-25% by FY30, Jefferies said, while agricu...16 Sep, 2026, 12.08 PM IST
- Solar Industries shares plunge 17% in 2 days. Why Jefferies, Nuvama still see up to 46% upsideSolar Industries shares have plunged over 17% in two sessions following the Rs 12,951 crore acquisition of South Africa’s Omnia Holdings. D...16 Sep, 2026, 11.13 AM IST
- Stocks in news: Yes Bank, Vedanta, Groww, BHEL, Bharat Forge and NBCCIndian equity markets closed lower on Tuesday, extending their monthly decline. Nifty50 reached a key support level, indicating a potential...16 Sep, 2026, 06.00 AM IST
- Solar's $1.3 bn bet is a turn for India's defence-industrial complexThe piece argues that Solar Industries’ ₹12,951-crore acquisition of South Africa’s Omnia Holdings could mark a new phase for India’s defen...15 Sep, 2026, 02.13 PM IST
- Vijay Kedia reveals multibagger playbook: How the superstar picks stocks using RISE strategyVijay Kedia’s investment approach is built as much around discipline as opportunity. He is willing to buy stocks after sharp declines but r...15 Sep, 2026, 10.05 AM IST
- As private wallets begin to open, India's big future bet takes offIndia’s Rs 1 lakh crore RDI programme is beginning to unlock venture capital flows into deeptech, marking a shift in the country’s attempt ...14 Sep, 2026, 01.43 PM IST
- World’s biggest handshake at BRICS: Can it shake the world order?Modi, Xi and Putin’s BRICS meeting carries symbolic weight, but its impact will depend on deliverables. An expanded, divided BRICS faces in...12 Sep, 2026, 01.17 PM IST
- These large- and mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos have upside potential of up to 28%, according to analystsWith each passing day, things are getting more complicated in the Gulf region – as well as in the market. When will things get sorted out? ...11 Sep, 2026, 10.27 AM IST
- BRICS Summit 2026 leaders list: Xi, Putin, Pezeshkian and other world leaders to attend India’s major diplomatic eventNew Delhi hosts the BRICS Summit 2026 on September 12-13 at Bharat Mandapam. India aims to position BRICS as a growth engine and champion G...10 Sep, 2026, 06.16 PM IST
- HDFC Defence Fund adds HAL, Mazagon Dock, Bharat Electronics and 5 others in AugustThe HDFC Defence Fund added several defence stocks in August. Hindustan Aeronautics and Mazagon Dock were among the new additions. Bharat E...10 Sep, 2026, 10.53 AM IST
- $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 potent...09 Sep, 2026, 10.18 AM IST
- Defence exports rise after Operation Sindoor. Jefferies names Solar, Astra, HAL and BEL as top stock picksJefferies initiated coverage on Solar Industries and Astra Microwave with Buy ratings, citing strong defence growth prospects and rising or...08 Sep, 2026, 09.55 AM IST
- Why Giorgia Meloni's four-year milestone matters far beyond ItalyItalian Prime Minister Giorgia Meloni's administration has fostered remarkable stability, dramatically enhancing Italy's international role...07 Sep, 2026, 02.43 PM IST
- ISRO’s ‘Bahubali’ draws big industry interest as L&T, Adani, others eye rocket technologyLarsen & Toubro, JSW, Adani Group and Mahindra are among companies considering bids to manufacture and operate ISRO’s LVM3 heavy-lift rocke...31 Aug, 2026, 06.00 AM IST
- First drones, now missiles. The spending is certain, who gets the maximum is not: 14 stocks from the defence ecosystemThe defence sector’s positives are well known. But there are some unknowns. For “security reasons” we will never know how or why orders are...30 Aug, 2026, 05.58 AM IST
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