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AEROSPACE DEFENCE STOCKS
Stocks in news: Tata Group stocks, HDFC Bank, Coforge, HFCL, Sun Pharma and Varun BeveragesOn September 11, Indian stock markets experienced a remarkable bounce back after an initial dip at opening. Key index heavyweights attracte...15 Sep, 2026, 06.00 AM IST- Commodity Talk| “The conversation is shifting from ‘Can I trade commodities?’ to ‘What role should commodities play?’: Sunil KatkeGold has already established itself as a strategic asset for Indian investors, but the opportunity is increasingly extending to silver, cop...14 Sep, 2026, 09.07 AM IST
- ETMarkets Smart Talk | Defence, power, EMS, AI proxies: Why FOMO is driving parts of the mid- and smallcap rally, says V SrivatsaThe valuation gap is becoming difficult to ignore. While the Nifty 50 is trading at around 21 times earnings, the Nifty Midcap and Smallcap...14 Sep, 2026, 08.52 AM IST
- $4 billion CIO Nimesh Chandan spots 4 bullish signals for Indian stocks. What changed?India’s stock market is poised for a broader recovery as four core cycles—macroeconomics, corporate earnings, credit growth, and market sen...11 Sep, 2026, 11.25 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
- Will BDL, HAL & other defence stocks deliver rocketing returns? Here’s why this brokerage remains bullishIndia’s defence sector is gaining momentum on the back of rising defence spending, localisation, strong order pipelines and growing exports...04 Sep, 2026, 01.50 PM IST
- HAL shares rise nearly 3% as GE Aerospace delivers 3 more F404 engines for Tejas Mk1AHAL shares rose nearly 3% after GE Aerospace delivered three F404-IN20 engines in August for India’s LCA Tejas Mk1A programme. The deliveri...04 Sep, 2026, 09.57 AM IST
- Raymond's Defence and Aerospace Push Positions It as a High-Conviction Engineering PlatformAs of September 3, 2026, Raymond's market capitalisation stood at approximately ₹5,012 crore. FY26 total income rose 10% to ₹2,312 crore, E...03 Sep, 2026, 08.38 PM IST
- Investing beyond Trump, oil prices and bond yields: 5 large-caps from different sectors with upside potential of up to 17%The US-Iran war is escalating once again. And as Brent crude went past $91 a barrel, Indian equities have come under pressure; the war is c...03 Sep, 2026, 02.51 PM IST
- Best FII bets: 3 AI-linked stocks and up to 250% rally in Q1. Have investors missed the bus?FIIs have remained heavy sellers of Indian equities since September 2024, with nearly $60 billion in cumulative outflows. However, Q1 share...02 Sep, 2026, 09.15 AM IST
- Nifty mega caps are going nowhere. Why Samco CIO Umesh Mehta put 75% of his Flexicap fund beyond largecapsMutual Fund CIO Umesh Mehta says Nifty mega caps may remain subdued as institutional ownership limits fresh buying and earnings momentum sh...30 Aug, 2026, 04.56 PM 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
- Meta’s Sandhya Devanathan to join OpenAI; IT stocks rallyMeta’s India and South East Asia head Sandhya Devanathan is departing after 10 years to join OpenAI. This and more in today’s ETtech Top 5.28 Aug, 2026, 07.35 PM IST
- Semiconductor GCCs set to add 10,000 jobs in IndiaAbout 80% of the expected headcount growth will come from existing GCCs and 20% from new centres, said Pareekh Jain, chief executive of EII...28 Aug, 2026, 06.00 AM IST
- Auto ancillary sector: Time for another re-rating? 5 stocks from the auto ancillary space with upside potential of up to 30%Auto ancillaries are in a very different situation from three years ago. At that time, it was all about who will be able to make the transi...26 Aug, 2026, 07.40 PM IST
- Antique initiates coverage on Astra Microwave with Buy; sees defence electronics upcycle driving growthAntique Stock Broking initiated coverage on Astra Microwave Products with a buy rating and Rs 2,000 target price, implying around 20% upsid...25 Aug, 2026, 11.51 AM IST
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