Market blazed by the fire of Iran war, shares of HAL, BEL and Mazagon Dock jumped by 13%: – ..

News India Live, Digital Desk: The possibility of increased demand for defense equipment globally after the US and Israel targeted Iran’s top leadership on Saturday (28 February 2026) has breathed life into the Indian defense sector.

1. These shares made a big jump (Top Gainers)

Shares of defense companies have performed well in today’s early trade:

Hindustan Aeronautics Ltd (HAL): HAL shares 10% to 13% A huge rise of up to Rs. Investors expect demand for India’s indigenous fighter planes (Tejas) and helicopters to increase amid global instability.

Bharat Electronics Ltd (BEL): Shares of this giant company of defense electronics sector 8% Jumped till.

Bharat Dynamics Ltd (BDL): Shares of this missile and torpedo manufacturing company also 9% A circuit-like surge was seen.

Mazagon Dock & Cochin Shipyard: Also in shares of shipyard companies 5% to 7% An increase of ₹ has been recorded.

2. 3 big reasons for the surge (Why the Surge?)

Global order expected: In the environment of war, India needs new opportunities from the Allies and the global market. Defense Export The chances of getting orders have increased.

Budget and Self-Reliance: The Indian government’s aim of being 100% ‘self-reliant’ in the defense sector and the allocation in the recent budget had already strengthened the sentiment.

Geopolitical Barometer: Experts believe that defense stocks are often seen as a ‘safe haven’ during times of war, because during this time the military expenditure of countries suddenly increases.

3. What should investors do? (Expert Advice)

Market experts and analysts have advised investors to exercise caution:

Earnings over Headlines: Experts say that do not invest just by looking at the war headlines. Focus on companies that already have Strong Order Book Is.

Profit Booking: Investors who had bought at lower levels took advantage of this rally and partially Profit Booking Can do.

Long-term View: Defense sector is great for long term, but at current prices it may be safer to invest in ‘SIP’ mode instead of ‘Lumpsum’ investment, as war news can bring huge fluctuations in the market.

upcoming challenges

If the war drags on, rising crude prices and supply chain disruptions could put pressure on the entire economy. In such a situation, this rise in defense stocks may also be ‘volatile’.