bharat electronics

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

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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

Defence Just Got a Shot in the Arm — Here Are Companies to Own

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The Defence Acquisition Council has cleared a sweeping round of approvals covering missiles, strike aircraft, warships and anti-drone systems. Motilal Oswal says the sector remains a structural buy — and names its picks with price targets Even as the broader Indian market grapples with an energy shock, rising inflation and earnings downgrades, one sector is … Read more