Record order books, rising exports: Nirmal Bang’s Jyoti Gupta on why defense remains a long-term growth story

India’s defense manufacturing sector is in the midst of a strong multi-year order book rebound, supported by record approvals, rising indigenization and accelerating exports, although earnings returns will remain uneven due to milestone-driven execution, Jyoti Gupta, principal research analyst at Nirmal Bang Institutional Equities Research, said in an interview with ET Now.Gupta said the sector […]

Airtel leads as Indian stock market creates Rs 148 lakh crore wealth in five years: Motilal Oswal study

The top 100 wealth creators achieved a five-year CAGR of 38%, far above Sensex’s 21% CAGR. Motilal Oswal said this period marks the fastest phase of wealth creation in the thirty-year history of the survey. Airtel and ICICI Bank emerge as the biggest gainers Bharti Airtel tops the list as the largest wealth creator, adding […]

Execution hurdles remain a major challenge for power companies: Dharmesh Kant

India’s power equipment and transmission space has returned to the spotlight as investors digest a mix of strong order inflows, execution delays and premium valuations. In a recent interaction with ET Now, market expert Dharmesh Kant out Cholamandalam Securities offered a nuanced look at the sector’s strengths and weaknesses, while also expanding its view to […]

HAL calls Teja crash at Dubai air base an ‘isolated event’ and says there will be no impact on future deliveries

Firefighters work at the scene of a crash involving an Indian-made HAL Tejas fighter jet during the Dubai Air Show, United Arab Emirates, November 21, 2025 | Photo credit: Dubai Government Media Office State aviation giant Hindustan Aeronautics Ltd (HAL) on Monday described the fatal crash of a Tejas Light Combat Aircraft during an aerial […]

Structural shift underway in defense: HAL and BEL positioned for insight into long-term orders

India’s defense sector is on the cusp of a multi-year structural shift, backed by strong policy support and a surge in capital procurement proposals.Recent approvals from the Defense Acquisition Council (DAC), totaling INR 790 billion across all three services, follow a steady trend of increased budgetary allocation and a continued drive towards self-reliance. The government’s […]

Defense stocks still have firepower; BEL, HAL, Data Patterns among the top picks: Pankaj Pandey

In a conversation with ET Now, Pankaj Pandey, head of research at ICICI Direct, shared his sector-wise view on automotive, chemicals, defense and jewellery. He believes the market continues to show strong performance in certain sectors, although valuations remain critical for investors. Automotive sector: M&M leaders, Eicher shines in the premium segmentWhen asked about the […]

BEL, Solar Industries and PTC see up to 46% increase, says Goldman Sachs amid Rs 790 billion defense push

Goldman Sachs has turned bullish on India’s defense manufacturing sector, naming PTC Industries, Bharat Electronics and Solar Industries among its top picks, after the Defense Acquisition Council (DAC) this week approved proposals worth Rs 790 billion, a move that the brokerage said underlines its belief in an increasing total addressable market (TAM) for domestic defense […]