Defense Stocks: 3.5 Lakh Crore Order Book! Experts’ eyes on ‘these’ 3 stocks in the defense sector

Defense Stocks: India’s defense sector is growing rapidly. Indian defense companies have been performing well for the past few years. These companies have also given substantial returns to stock market investors. The defense sector is benefiting from the Government of India’s ‘Make in India’ programme. The three defense companies have work orders worth ₹3.5 lakh crore. What exactly are these companies that have defrauded investors?

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1- Hindustan Aeronautics

The company has work orders worth ₹254,538 crore. Of this, new orders were worth ₹97,028 crore. The company’s work orders have grown by 34 percent year-on-year. In fiscal 2026, the company’s revenue grew by 7 percent annually. From this company’s point of view, completing work orders is still a challenge. According to the company, it will aim to supply 15 to 20 LCA aircraft in FY 2027. However, this will largely depend on GE. How will the shares perform?
On Friday, shares of HAL closed up 0.6 percent at ₹4216.75 on the BSE. The company’s share price has fallen by 16 percent over the past year.

2- Bharat Electronics

The estimated business of this defense company is ₹73,882 crore. The company’s order book grew by 3.6 percent year-on-year. The company’s total operating revenue for fiscal 2026 was ₹27,480 crore, up 16 percent year-on-year. The company’s profit after tax was ₹6,048 crore in the previous financial year.
On Friday, shares of the company closed at ₹408.05 on the BSE. The company’s share price has increased by 3.64 percent over the past one year. Let us tell you, in the last 5 years, the share price of Bharat Electronics Limited has registered a growth of 702 percent.

3- India Dynamics

The company has a total work order of ₹2,600 crore. Its order book has grown by 14 percent year-on-year. On Friday, its shares closed at ₹1,207 on the BSE. Over the past year, the company’s share price has fallen 36 percent.

(This is not an investment advice. Stock market carries risk. Consult an expert before making any investment.)

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