Defense shares surge: Shares of defense companies like Garden Reach Shipbuilders, BEML, Bharat Dynamics saw amazing boom today. On Friday, shares of these companies jumped between 5 and 7 percent. With this, he was closing with an edge on the last trading day of the week. Mtar Technologies are at the forefront of all this. Its shares have gained more than 9 percent. While the shares of Paras Defense also climbed up to 5 percent after receiving an order of Rs 26 crore.

Mtar expects more order and revenue

Talking to CNBC-TV18 on Thursday, MTAR Technologies’ management said that their plan is to be doubled by doubled to Rs 1,500 crore -1,600 crore by 2028. The management also said that his clean energy segment is also ready to generate at least 100 percent revenue by the end of the next business year.

The company is also expected to get a big order from the nuclear division. According to the management, MTAR technologies have a good capacity and also have technology to handle maximum orders. All six analysts who covers MTAR technologies have given this stock ‘buy’ rating this stock.

Why did defense shares rise?

According to reports, next week, a team from the US Defense Department may come to India to talk on the sale of six P-8i Navy patrol aircraft. Brokerage firm Antique Stock Broking recently maintained a ‘buy’ rating and target price of Rs 3,047.

Earlier this week, in a separate exchange filing, Majhgaon Dock Shipbuilders said that the company finally started dialogue regarding the order of the P-75i submarine, which analysts described as a major trigger for the stock. Shares of MTAR Technologies are leading 9 percent lead on Friday, after which Garden Reach, BEML and Estra are trading between Micro 7 and 8 %.

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.)

Also read:

Broken investors on JBM Auto’s stock, company have an order to manufacture 11000 electric bus; A jolt climbed into a shock

Hal shares: Defense sector government company Hindustan Aeronautics Limited (HAL) will announce its result for the first quarter of 2025-26 next week. The market cap of HAL listed in BSE 100 index is Rs 2,96,926.0 crore till August 8 (Friday). Maharatna PSU gave this information in an exchange filing on 7 August.

Why was the company started?

The company as Hindustan aircraft was established by Shri Walchand Hirachand on December 23, 1940 in Bangalore in collaboration with the then Mysore government. Its purpose was to manufacture aircraft in India. In 1945, the company went to the Ministry of Industry and Supply and then in January 1951 under the Ministry of Defense. The company will announce its first quarter result on Tuesday, August 12, 2025.

Fourth quarter results of 2025

In the fourth quarter of 2025, the company’s net profit declined by 7.7 percent to Rs 3,977 crore in the fourth quarter of 2025, which was Rs 4,309 crore in the same period of a year ago. HAL’s operational revenue in the January-March quarter stood at Rs 13,700 crore, which is 7.2 percent less than Rs 14,769 crore in the fourth quarter of FY 24.

In Q3 FY25, tax-after-profit (PAT) has increased from Rs 1,440 crore to Rs 1,440 crore from Rs 1,440 crore in the third quarter of FY 2025. The company’s revenue increased 97 percent during the October 2025 October-December quarter of Rs 6,957 crore.

In this entire business year, HAL’s net profit increased by Rs 7,621 crore in FY 2024 to Rs 8,364 crore as against Rs 7,621 crore. The operational revenue was Rs 30,981 crore, which is 2 percent more than Rs 30,381 crore for the previous financial year.

HAL’s share performance

HAL shares closed at Rs 4439.85 on Friday, the last trading day of the previous week, which is less than Rs 4550.95 to 2.44 percent. HAL shares have been seen declining for the last few weeks. In the last one month it has broken up to 11.23 percent.

According to BSE analytics, the shares of Hindustan Aeronautics have had a huge jump of 0.46 percent in the last six months and 135.27 % in the last two years. In the last 3 years, its shares have given a return of 311.25 percent.

Also read:

How will the market move next week, will the business catch the speed? These 5 factor will decide

Defense sector shares: After approving the purchase of indigenous weapons worth Rs 1.05 lakh crore by the government, the shares of the defense sector remained in the focus today. The Defense Acquisition Council, headed by Defense Minister Rajnath Singh, flagged off 10 military procurement proposals, which will be done under the ‘Buy Indian IDDM’ category. The result of this is that as soon as the market opened, there was a surge in defense stock, which led to a rise of about 2 percent in the Nifty India Defense Index.

The purchase of these things got approval

On the social media platform X, the Ministry said, on July 3, led by Defense Minister Rajnath Singh, the Defense Acquisition Council approved 10 capital acquisition proposals worth about Rs 1.05 lakh crore through indigenous sources. Major approvals include armored recovery vehicle, electronic war system, SAM, integrated inventory system, naval mines, mine counters Major Wessals and Submersible Autonomous Vessals. This will promote mobility, air defense, logistics efficiency and meritime security. ”

Defense stock seen

With this announcement, on July 4, 2025, Paras Defense and Space Technologies shares jumped more than 9 % in early trade. This boom in the company’s shares came not only because of the announcement of DAC, but also because the company did ex-split for its first stock split on 4 July. Stock split was split in the ratio of 1: 2 in the shares of Paras Defense.

Similarly, Garden Reach Shipbuilders and Engineers (GRSE) took a 2.5 percent lead in Intrade Trade and the shares of Majgaon Dock Shipbuilders also rose by 2 percent. Bharat Dynamics Limited (BDL) and Solar Industries also rose more than 1 percent. Bharat Electronics (BEL) shares also led to a bounce of about 1.5 percent.

Also read:

Pakistan is no longer well, ‘Brahmastra’ is going to meet the Indian Army; 1.05 lakh crore Maha-Dil

Bharat forge share: The shares of Defense Sector company Bharat Forge in India saw a boom on Wednesday, June 18. With a boom of 1.9 percent, the price of Bharat Forge’s stock reached the Intrade High of Rs 1,325.05 at BSE. Till 10 am, its shares were trading at Rs 1,310.4 per share with a gain of 0.82 percent. The company’s market capitalization is Rs 62,648.73 crore. The highest price of the company’s 52-week was 1,826.2 per share and the minimum price of 52-week was 919.1 per share.

This is the reason for the rise in shares

There is a big deal behind this boom in the company’s shares. In fact, Bharat Forge, along with the Ministry of Defense, has signed a Memorandum of Understanding (MOU) with French company Turgis Galard. Under this, AAROK unmanned air vehicle (UAV) will be supplied to the country’s army. The agreement between Turgis Galard and Bharat Forge will promote India’s defense sector.

What is the specialty of Aarok drone?

Please tell that Aarok drone is very dangerous. Both Bharat Forge and Turgis Galard will make it together. It can fly for more than 20 hours with a speed of 450 kilometers per hour in the air.

It can keep a close watch on every activity of the enemy by going to a height of 45,000 feet with a payload capacity of 1.5 tons of arms and can target enemies bunkers, air defense systems, military bases when needed.

In this, advanced radar and electromagnetic sensor will also help in protecting it from enemies. There is no strong information about its price at the moment, but experts believe that the price of an Aarok drone can sit between 50 and 100 crores.

What does the company do?

Pune -based India’s multi -national company Bharat Forge provides high quality, high performance, innovative safety components and solutions for all sectors like automotive, electricity, oil and gas, construction and mining, rail, marine, defense and aerospace.

Also read:

Even before the offer opened on June 18, this IPO is rocking the gray market, know how much the price band is

Share Market: India retaliated after the terrorist attack on April 22 in Pahalgam, Jammu and Kashmir. The Indian Army targeted nine bases in Pakistan and Pakistan -occupied Kashmir under ‘Operation Sindoor’ and completely destroyed them. Due to this, Pakistan made efforts to attack India by shielding weapons of Türkiye and China. However, the Indian defense system of drones and missiles used by Pakistan for attack on India rescued sixes.

All of all failed in front of India

According to a TOI report, the Air Marshal AK Bharti, Director General of the Air Operation, said, India’s air defense system stands like a wall. It is not a matter of Pakistan to distinguish it. Whether it is Turkish drone or something else, everyone has failed in front of India’s technology. The effect of this is that now questions are being raised in the minds of investors regarding ‘Made in China’. As a result, there is a huge decline in China’s defense shares.

Raising trust with Chinese companies

The shares of the aircraft company Aick Chengdu in Shenzhen, China saw a major decline in three consecutive business sessions. Pakistan used this company’s J-10C fighter jet during the war against India.

According to the ET report, similarly Pakistan also used the PL-15 missile that killed the Indian Army. The shares of Jhujhou Hongada Electronics Corp, the company that makes it, has fallen by 10 percent.

In addition, shares of China Aerospace Times Electronics declined by 7 percent in two days, bright laser technologies, North Industries Group, China Spacesat and AVIC Aircraft also recorded a decline between 5–10 percent.

India’s defense companies boom

Meanwhile, there was a strong jump in defense sector companies in India. The Nifty India Defense Index took a lead of 10 percent in three days. Companies like Ideaaphorge, GRSE, Cochin Shipyard and Bharat Dynamics jumped up to 38 % within a week.

Also read:

These companies of Adani Group are getting reduced by Mutual Funds, more than 1000 crores shares sold in April alone

Share Market: After the announcement of ceasefire between India and Pakistan, the stock market ran at the speed of bullet on Monday. Both Sensex and Nifty started a great start. Both index rose by more than 3 percent. While the Nifty reached above 24,800, the BSE Sensex went beyond 82,100. At 2:11 pm, the Nifty was trading at 24,842.35 with a gain of 50 834 points or 3.48 %. The BSE Sensex ranked at 82,132.08 with a rise of 2,678 points or 3.37 %.

These shares boom

The BSE still leads by 2675 points. It is worth noting that the shares of companies supplying Weapon Equipment to the company making defense equipment for India and weapon making companies increased. These include names like Bharat Electronic Limited (BEL), Bharat Dynamics Salimated (BDL), C2C Advanced (Aerospace and Defense), Larsen (Engineering), Alloys (Iron Steel), IdeaForge Tech. In today’s business session, these shares had a lot of jump.

Foreign investors trust India

According to a TOI report, VK Vijaykumar, Chief Investment Strategist of Geojit Investments Limited, says the ceasefire between India and Pakistan has increased the market. The purchase of foreign investors is a major reason for this boom, which remained continuously for sixteen days except last Friday, when tension between the two countries was at its peak. There are signs of re -rapid growth in the domestic macroose market such as GDP and income improvement in GDP and income in FY 2026 and fall in inflation and interest rates.

Foreign investors in the favor of these shares

He further said, foreign investors believe that ICICI Bank, HDFC Bank, Bajaj Finance, RIL, L&T, Bharti, UltraTech, M&M and Eicher are in favor of big companies, which has gained momentum. Midcap IT and digital stock are other segments that should be monitored. Pharma stock may come under pressure in the near future after Trump’s announcement of low drug prices in the US.

Also read:

Pakistan’s pole opened on social media, more than I spent before getting a loan from IMF

Defense stocks Rise: There has been great tension on the border since the terrorist attack in Pahalgam. Pakistan’s Defense Minister Khwaja Asif has started seeing the war of war. Amidst all these things, the shares of India’s defense companies have continued to rise continuously for the last three days. Some shares have jumped up to 25 percent in the last two days. A day earlier, the Nifty Defense Index jumped up to five and a half percent during the trading on Tuesday. There are a total of 18 shares in this index and all the shares were trading in the green mark. In the last two days, this index has jumped up to 10 percent.

If we talk about Paras Defense shares, then it saw a jump of 10 percent on Wednesday. This boom in this stock is seen at a time when the results of the March quarter are coming from the company in the evening. In an information sent to the stock markets, the company said that the payment to the shareholders will be considered in the board meeting for the financial year 2025. Also, shares will be divided i.e. the proposal of stock split will be considered.

Defense stock jump

Market participants say that due to continuous violation of ceasefire from Pakistan on the border and increasing security concerns in Jammu and Kashmir, investors are increasing towards defense shares. Shares like Paras Defense, BEL, Cochin Shipyard and Garden Rich Ship Builder are seeing tremendous boom.

Paras Defense shares rose more than 15 per cent to Rs 1316 during trading on Tuesday. In the last two days, this week has jumped up to 25 percent. The shares of Garden Risip Builders also jumped up to 15 percent.

Pahalgam attack put wings

In addition, the shares of Data Pattern flew around 12 per cent, Cochin Shipyard’s stock around 9 per cent, Hindustan Aeronautics 3 per cent and Majgaon Dockship Builders’ shares flew up to 7 per cent. Meanwhile, the stock of India Electronics came up as top gainers on Tuesday and it jumped 4.72 per cent during the business and reached around Rs 319 on Intra Day High.

In the last two days, this stock has increased by about 7 percent. This new purchase in defense shares is being done after the Pahalgam attack on 22 April. In Pahalgam, the terrorists opened fire on unarmed tourists, in which about 26 people died.

Also read: 5% broken Bajaj Finance shares after quarterly results, now buy, keep or benches? Learn expert opinion