BEL

Revenue Grew 25% in Q1. A Rs 300 Billion Order Is Expected in the Next Few Weeks

by

Strong execution on defence electronics, QR-SAM finalisation imminent, zero import target within five years, Rs 22 billion in annual R&D  Bharat Electronics delivered a solid if unspectacular first quarter of FY27 — revenue beat estimates, PAT was in line, and the order book remains one of the most visible in India’s defence electronics space. The … Read more

India’s Defence Sector Just Hit a Production Record, Which Stocks Actually Benefit

by

Rs 1.78 trillion in production, Rs 384 billion in exports, private sector scaling fast — the cycle is real. But execution and localisation now separate the winners from the rest. SOIL and BEL lead the picks. India’s defence sector has arrived at a genuine inflection point. Production in FY26 reached an all-time high of Rs … Read more