Defence stocks detonate in Rs 1.8 lakh crore boom. Is a ceasefire on the charts?
Defence stocks surged by Rs 1.8 lakh crore following Operation Sindoor, driven by strong government orders and Make-in-India momentum. Key players like IdeaForge, Cochin Shipyard, and HAL saw significant gains. While optimism runs high, experts caution on stretched valuations and potential profit booking, urging investors to maintain valuation discipline amid rising geopolitical and defence budget developments. | Source: The Economic Times
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2. Banking, defence & derivatives: What’s driving India’s next market rally? - The Economic Times
3. BEL, HAL, BDL, Mazagon Dock, MORE: Are Defence Stocks Gearing For Fresh Rally After NATO Defence Budget Hike? - Goodreturns
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5. Israel-Iran war: Mazagon Dock, GRSE, Bharat Dynamics, other defence stocks rally. Do you own any of these? - Mint
6. Top 5 Defence Stocks to watch out for in 2025 and beyond - financialexpress.com
7. Nato’s Defence Spending Boost Sparks Rally In Indian Defence Stocks - BW Businessworld
8. BEL, HAL, GRSE, Mazagon, Paras and other defence stock fly high in weak market; here's the reason - ET Now
9. These 7 defence stocks surge 50–100% in just 5 months - The Economic Times