Global brokerage firm Jefferies Report has released a positive report on Hindustan Aeronautics Limited (HAL). Brokerage believes that the strong position of HAL in the defense sector, rapid orders and increasing margin may lead to the company’s stock in the next few times.

Jefferies eye on HAL’s financial health

According to Jeffers, HAL has received new orders at an annual growth rate of 28 per cent in FY 2025, compared to the previous year, this increase was 214 per cent. The company’s revenue is continuously increasing in double digits and margin has also improved. HAL and Bharat Electronics Limited (BEL) have performed better in margin expansion, based on which Jeffers has recommended ‘buy’ on HAL’s stock.

Bull, base and beer case

Jeffers has introduced three possible scenario for HAL’s shares. In the base case, brokerage has kept HAL’s target price of Rs 6,475, which is 30 percent more than the current level. In the bull case, if the ‘Make in India’ program gets further momentum and domestic orders increase, then the stock can reach Rs 7,500, which shows a 50 per cent gain. At the same time, if the defense budget is cut in the beer case or the order process is slow, then the stock may fall to Rs 3,750.

Hal’s performance

HAL’s stock has given 1,789 percent return in the last five years. At the same time, so far this year, the stock has registered an increase of more than 20 percent. However, on Friday, the stock closed at Rs 4,982.00, which shows a decline of 1.77 per cent. According to Bloomberg, 15 of the 20 analysts monitoring HAL have recommended ‘Buy’, 3 ‘Hold’ and 2 have recommended ‘Sell’.

What is the message for investors?

According to the report of Jefferies, HAL has good opportunities for investors, but it is necessary to monitor the defense budget and government policies. If the government further encourages ‘Make in India’ and HAL gets new orders, then there can be a huge jump in the stock. However, it would be appropriate to consult your financial advisor before any investment.

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

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The increasing tension and war between India and Pakistan has given a new life in the country’s defense sector. While big defense contracts and drone companies are being discussed in the market, there is also a defense stock that has quietly earned huge profits to investors. Actually, we are talking, Krishna Defense and Allied Industries Ltd. That, this company has now come into the discussion due to giving tremendous returns to its investors in the last few years.

What does the company do?

The company works with the Indian Army, Navy, Border Security Force (BSF) and Defense Research Organizations, making it a strong defense player. Let us tell you, in the first half of 2025, the company’s order book started from Rs 186.62 crore. During this time, the company received new orders worth Rs 190.39 crore, while orders worth Rs 94.04 crore were completed. Most of these orders belong to the defense sector, whose total price is around Rs 282.1 crore.

The company’s product portfolio includes shipbuilding steel, Belist BRICS, Composite Doors and other defense-grade materials. Due to investment and policy reforms under the self -sufficient Bharat Abhiyan in the defense sector by the Modi government, the shares of companies of this sector are getting a significant boom, and Krishna is also taking advantage of this.

Money has been doubled in a year

If we look at the stock, the company’s stock closed at Rs 789.45 in the last trading session, which remained in the green mark. In the last 1 year, this stock has given a return of 97.36 percent. That is, if an investor had invested money in it a year ago, he would have made a profit of about Rs 389 per share.

800 times returns in three years

And if we talk about three years, then the company has given a bang of 859.82 percent. This means that if someone had invested three years ago, he would have benefited about Rs 707 on every stock. The company’s 52 week high is Rs 1,130 and 52 weeks took 395.10 rupees. Currently, the market cap of Krishna Defense is close to Rs 1,082 crore.

Due to this great performance and strength in the defense sector, Krishna Defense can become a reliable option for investors in the coming time. However, it is necessary to check risks before any investment.

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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Investors are eyeing the defense sector these days amidst India-Pakistan tension. After the terrorist attack in Pahalgam, the increasing tension between Indo-Pak has once again made the headlines in the headlines. Let us tell you about those stocks of the defense sector today, which can make you rain on you even in this tension filled environment.

Dividend will earn strongly through dividend

If you are among those investors who pay attention to the dividend, then there is good news for you. There are selected companies in India’s defense sector, which are giving better dividend yields. According to the Financial Express report, Hindustan Aeronautics, Bharat Forge and Bharat Electronics are at the forefront of these companies.

Hindustan Aeronautics Limited (HAL)

HAL has given an interim dividend of Rs 25 in the third quarter of FY25, which was the only dividend of the entire financial year. The company’s dividend yield has been 0.85 percent. Hal works in aerospace and defense sector. HDFC Flexi Cap Fund has invested the most in Mutual Funds. Apart from this, foreign investors hold 12.3 percent and domestic institutional investors have 8.2 percent stake in it.

Bharat Forge

Bharat Forge’s dividend yield was 0.82 per cent and in FY25, the company gave a dividend of 2.5 per share, which was the only payment of the whole year. The company works in the forging sector and its market value is 54,126 crore. In this, Nippon India Growth Fund has bought a 1.92 per cent stake (5.44 million shares) for 636.49 crore. However, in the third quarter of FY25, the company’s profit declined 16.4 per cent to 212.78 crore.

Bharat Electronics Limited (BEL)

India has recently joined the NIFTY 50 dividend of Electronics 1.5 per share (Ex-Dividend Date- March 11). The company’s dividend yield has been 0.75 percent. BEL is also in the defense and aerospace sector and its market cap is 2.32 lakh crores. In this, Nippon India CPSE ETF has made the biggest investment. Apart from this, domestic institutional investors have 20.9 per cent and foreign investors have 17.3 per cent stake. BEL stock has risen 7.44 percent in the last one month.

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.)