Hal share jumps: The quarterly results of Hindustan Aeronautics Limited (HAL), a company under the Ministry of Defense, were released a day earlier. However, HAL’s profit in it was about 3.7% less than the same quarter last year and the total profit in the April-June quarter of FY 2025-26 was Rs 1,437 crore. Despite this, the revenue witnessed a faster increase of 10.8%.

Q1 boom after the result

HAL is the same company, which Prime Minister Modi has also appreciated for the construction of defense equipment. Defense products made by the company have been used in many operations against Pakistan. The next day after the results were released, its stock recorded a gain of about 3%. The stock declined soon after the results came on Tuesday a day earlier, but later recovered in the green mark.

What is the opinion of the broking firm?

Broking firm Motilal Oswal believes that the future delivery of the Tejas fighter aircraft and the strong order books of the company are strong. He has given a “by” rating by fixing its target price of Rs 5,800. Similarly, broking firm Nuwama says that the company’s revenue may increase an average of 21% annually between the financial year 2025 and 2028. He has given a “by” rating by fixing its target price of Rs 6,000.

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Disclaimer: (The information provided here is being given only for information. It is necessary to tell here that the investment in the market is subject to risks. Always consult expert before investing as an investor. Abplive.com is never advised to invest money here.)

Defense sector stocks: India’s defense sector is moving fast. In the last three months, the defense sector based mutual funds have gained up to 60 percent. There are a total of six funds of both active and passive in this category, which has given an average return of 57.70 percent so far. Three schemes of this category have given a return of more than 60 %. Motilal Oswal Nifty India Defense ETF has given the highest returns of about 60.49 percent in the last three months. After this, Motilal Oswal Nifty India Defense Index Fund gave 60.23 percent returns.

These stocks gave so much return

Grow Nifty India Defense ETF and Aditya Birla SL Nifty India Defense Index Fund gave 60.12 % and 59.96 % returns in the last three months respectively. Grow Nifty India Defense ETF FOF gave 59.45 percent return. The only active fund based on the defense sector HDFC Defense Fund has given 45.93 percent return. Experts believe that after ‘Operation Sindoor’, the Indian defense system got ironed in the time of tension between India and Pakistan. Apart from this, the government is also increasing the expenditure on the defense sector. Due to all this, defense stock has gained momentum.

Defense stocks are filling up

According to the ET report, Scripbox founder and CEO Atul Singhal said, Defense Index Funds have given tremendous returns. For the financial year 2025, the emphasis was laid on indigenization while fixing the budget for the defense sector of the country. The total capital expenditure of the Ministry of Defense was kept at Rs 1.72 lakh crore, which also supported the new order. In FY 2024, defense exports reached an all-time high of Rs 21,083 crore, which shows the global demand for Indian defense manufacturing. Along with this boom in income, the funds of funds were promoted due to policy incentive and favorable geopolitical background.

Actually, whenever there is an atmosphere of tension on the border, the demand for defense equipment like missile, drone, radar increases. To fulfill this demand, defense manufacturers increase their production, signed on many contracts, their revenue increases. At such a time, investors focus on these companies and start buying their shares.

Apart from this, India has been asking for weapons from countries like Russia, Israel and France for decades, but now things are slowly changing. Companies like HAL, India Electronics, Paras Defense and Jane Technologies are now making their own defense system. Now other countries are now trying to buy these weapons from India.

Gave so much return in 6 months

In the last six months, Defense Based Passive Funds have given a return of 34 percent, in which Motilal Oswal Nifty India Defense ETF has been at the top as the fund has given a return of 34.22 percent in the last six months, after which Motilal Oswal Nifty India Defense Index Fund has given 33.73 % Returns in the same period. Grow Nifty India Defense ETF FOF has given 33.35 percent returns in the last six months. The only active fund based on this sector HDFC Defense Fund has given 15.86 percent returns in six months.

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Defense stocks: With the increase in tension over the Pahalgam terror attack between India and Pakistan, now investors’ eyes are on the stock of the defense sector. On Tuesday, Paras Defense and Space Technologies Limited, Data Pattern (India) Limited, Hindustan Aeronautics Limited (HAL), Bharat Electronics Limited (BEL) and Bharat Dynamics Limited (BDL) and other companies including other companies saw this hopes with this expectation.

Defense sector stocks seen boom

On April 30, the price of the share of Paras Defense reached Rs 1,227.65 with a jump of 7.46 % before the company’s board meeting on stock split and dividend. Data Pattern (India) Limited increased by 5.55 percent to Rs 2,358.05. BEL 3.95 percent rose to Rs 317.25. BDL 2.63 percent increased to Rs 1,527. HAL’s shares rose 2 to Rs 4,517.

Among the shipping shares, the shares of Garden Reach Shipbuilders and Engineers Limited (GRSE) rose to Rs 2,358.05 with a jump of 4.63 percent. Majgaon dock shipbuilders increased 3.69 percent to Rs 2890. Cochin Shipyard 2.07 percent increased to Rs 1,533.45. However, on Wednesday, April 30, the shares of these big companies in the defense sector saw a decline.

Shares fell from the torso today after the boom

Hindustan Aeronautics (HAL), Garden Reach Shipbuilders and Engineers (GRSE), Data Pattern, Cochin Shipyard and other shares declined by 5.2 percent during the business session. GRSE shares recorded the highest decline of 5.2 percent, followed by data patterns (-4.5 percent) and HAL (-1L (-1L) and HAL (-3.1R) The number remained.

Cochin Shipyard, Bharat Electronics (BEL) and Majgaon dock shipbuilders declined from 1 percent to 3 percent. However, market experts believe that the manner in which geopolitical situations are changing at global levels and looking at the government’s increasing expenditure on defense, it will not be wrong to say that India’s defense sector can fly fast.

Disclaimer: (The information provided here is being given only for information. It is necessary to tell here that the investment in the market is subject to risks. Always consult expert before investing as an investor. Abplive.com is never advised to invest money here.)

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