Nifty India Defence News and Updates

Name: Latest research reports of Solar Industries India Ltd. authored by Anand Rathi and published by - Trendlyne research reports.
Item: Solar Industries India Ltd.
Rating: 5
Author: Anand Rathi

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Solar Industries India Ltd.

19 Nov 2025

13460.00

1.45%

Defense entering a new growth phase; upgrade to Buy

Buy: Solar Industries India Ltd.

Anand Rathi

We initiated coverage on SIIL on 27-Oct, 2025 with a HOLD, as we believed valuations had priced in higher growth.

Solar Industries Ind.. has an average target of 17253.00 from 3 brokers.

Bharat Electronics Ltd.

19 Nov 2025

415.30

1.23%

BHARAT ELECTRONICS LTD

Buy: Bharat Electronics Ltd.

Target

Geojit BNP Paribas

of higher material costs and product mix. However, operating efficiencies cushioned the impact, limiting margin erosion to 90 bps, at 29.4%. strong earnings visibility for the next 3 years. product mix, rising indigenous content and cost optimisation. We forecast...

Number of FII/FPI investors decreased from 1755 to 1158 in Sep 2025 qtr

Cyient DLM Ltd.

17 Nov 2025

431.95

-0.21%

Azimuth AI, Cyient Semiconductors launch IP-powered silicon chip

Business Line

The chip was launched by Union IT and Electronics Minister Ashwini Vaishnaw in New Delhi

Cyient DLM Ltd. has lost -31.66% in the last 1 Year

Azimuth AI, Cyient unveils India's first-gen IP powered silicon chip

Business Standard | 17 Nov 2025

Paras Defence and Space Technologies Ltd.

17 Nov 2025

718.60

1.15%

Paras Defence wins 71.68 cr DRDO order for submarine optronic periscopes

Business Line

Optronic periscopes are advanced electro-optical systems that provide submarines with enhanced surveillance, reconnaissance and targeting capabilities

Number of FII/FPI investors decreased from 81 to 69 in Sep 2025 qtr

Paras Defence Shares Extend Advance After Q2 Results; Rises 14% In Seven Days

NDTV Profit | 17 Nov 2025 3 more

Cochin Shipyard Ltd.

17 Nov 2025

1677.20

-0.32%

India-made fleets crafted in Kochi

Business Line

Cochin Shipyard eyes doubling turnover as country moves to strengthen presence in global shipbuilding sector

Cochin Shipyard Ltd. is trading below all available SMAs

Mishra Dhatu Nigam Ltd.

17 Nov 2025

328.90

-0.18%

Mishra Dhatu Nigam

Buy: Mishra Dhatu Nigam Ltd.

Target

ICICI Direct

About the stock: Mishra Dhatu Nigam (Midhani) is one of the key manufacturers of critical metals such as special steels, super alloys (nickel base, iron base and cobalt base), titanium alloys etc. The company primarily cater to the requirements...

Mishra Dhatu Nigam Ltd. is trading below all available SMAs

Cochin Shipyard Ltd.

16 Nov 2025

1677.20

-0.32%

Navy to commission indigenous anti-submarine warfare vessel on Nov 24

Business Standard

Anti-submarine warfare shallow-water craft 'Mahe', equipped with torpedoes, multi-functional anti-submarine rockets and advanced radars and sonars, is set to be commissioned into the Indian Navy on November 24, officials said on Sunday. The first of the eight Anti-submarine warfare shallow water craft (ASW SWC) being built by the Cochin Shipyard Limited (CSL) is named after Mahe, the historic port town in Puducherry, and symbolises India's rich maritime heritage. With her blend of firepower, stealth and mobility, the ship is designed to hunt submarines, conduct coastal patrols, and secure India's vital maritime approaches, a Navy spokesperson said. Equipped with torpedoes and anti-submarine rockets, the first of the Mahe-class ASW-SWC was delivered to the Navy on October 23. The Navy is poised to script another milestone in its indigenous shipbuilding journey with the commissioning of 'Mahe' at the Naval Dockyard in Mumbai on November 24, the spokesperson said. 'Mahe' represents t

Cochin Shipyard Ltd. is trading below all available SMAs

Mishra Dhatu Nigam Ltd.

15 Nov 2025

328.90

-0.18%

Lower dispatches impact H1; revenue guidance of INR 13/INR 20bn in 1/5 years intact

Buy: Mishra Dhatu Nigam Ltd.

Target

ICICI Securities Limited

MIDHANI’s Q2FY26 performance was disappointing. EBITDA fell 33% YoY to INR 328mn, following a 20% YoY fall in revenues to INR 2.1bn as some of the dispatches shifted to H2.

Mishra Dhatu Nigam L.. has an average target of 452.50 from 2 brokers.

Bharat Dynamics Ltd.

15 Nov 2025

1487.60

1.72%

Strong performance; guides for revenue CAGR of over 30% backed by order book

Hold: Bharat Dynamics Ltd.

Recommendation Target

ICICI Securities Limited

BDL’s Q2FY26 performance beat consensus expectation as EBITDA grew 90% YoY driven by strong sales (+114% YoY). EBITDA margin fell 180bps YoY to 16.3%, implying an adverse product mix (gross margin was lower) and potentially higher R&D expenses (other expenses were higher).

ICICI Securities Limited downgraded Bharat Dynamics Ltd. to Hold with a price target of 1590.0 on 15 Nov, 2025.

Hindustan Aeronautics Ltd.

14 Nov 2025

4517.80

1.72%

Hindustan Aeronautics revamp study to be ready by March next year

Business Standard

Govt ropes in BCG to conduct study in view of firm's growing order book

ICICI Direct increased Buy price target of Hindustan Aeronautics Ltd. to 5830.0 on 13 Nov, 2025.

Nifty India Defence PB	10.8
Nifty India Defence PE	53.9
Nifty India Defence DIV	0.5
Nifty India Defence EPS	149