Latest news with #BharatDynamicsLtd
Business Upturn
19 hours ago
- Business
- Business Upturn
Bharat Dynamics Q1 Results: Shares fall 2% ahead of earnings
By Aditya Bhagchandani Published on August 12, 2025, 10:00 IST Shares of Bharat Dynamics Ltd (BDL) fell 1.71% to Rs 1,488 in Tuesday's morning trade, ahead of the company's June quarter (Q1 FY26) earnings announcement later in the day. The stock opened at Rs 1,510 and moved within a range of Rs 1,457.10 to Rs 1,520.40 during the session, with a market capitalization of Rs 54,383 crore. In an exchange filing on July 31, BDL stated that its board of directors would meet on August 12 to consider and approve the unaudited financial results for the quarter ended June 30, 2025. The defence stock has faced profit booking in recent months, with shares declining nearly 25% since June. BDL had touched its 52-week high of Rs 2,096.60 on May 30, 2024, after hitting a 52-week low of Rs 890 on November 18, 2023. For Q4 FY25, the company's revenue from operations more than doubled to Rs 1,776.98 crore from Rs 854.12 crore in the same quarter last year, setting a strong base for FY26. Analysts expect Q1 earnings to reflect a robust order book, steady margins, and benefits from favourable defence sector tailwinds. Disclaimer: The information provided is for informational purposes only and should not be considered financial or investment advice. Stock market investments are subject to market risks. Always conduct your own research or consult a financial advisor before making investment decisions. Author or Business Upturn is not liable for any losses arising from the use of this information. Ahmedabad Plane Crash Aditya Bhagchandani serves as the Senior Editor and Writer at Business Upturn, where he leads coverage across the Business, Finance, Corporate, and Stock Market segments. With a keen eye for detail and a commitment to journalistic integrity, he not only contributes insightful articles but also oversees editorial direction for the reporting team.
Business Upturn
19-07-2025
- Business
- Business Upturn
Why did Bharat Dynamics shares fall 8% this week? Details here
By Aman Shukla Published on July 19, 2025, 12:06 IST Bharat Dynamics Ltd (BDL) shares took a sharp hit this week, ending over 8% lower as investors continued to book profits in the broader defence sector after months of strong gains. On Friday, the stock closed at ₹1,672, down nearly 4% for the day. Friday's session saw BDL open at ₹1,740 and hit a high of ₹1,762.80 before slipping to an intraday low of ₹1,668. This puts the stock well off its 52-week high of ₹2,096.60, though it's still up significantly from its 52-week low of ₹890. The recent sell-off in defence stocks—including names like Hindustan Aeronautics and Mazagon Dock—appears to be driven by profit-taking. Defence stocks had seen renewed interest starting in March, with momentum building further in May after India's high-profile 'Operation Sindoor.' The military operation, which saw successful interception of incoming drones and missiles launched by Pakistan, spotlighted India's growing capabilities in indigenously developed defence systems. Bharat Dynamics, a key manufacturer of missile systems, benefited from that sentiment. Disclaimer: The information provided is for informational purposes only and should not be considered financial or investment advice. Stock market investments are subject to market risks. Always conduct your own research or consult a financial advisor before making investment decisions. Author or Business Upturn is not liable for any losses arising from the use of this information. Ahmedabad Plane Crash Aman Shukla is a post-graduate in mass communication . A media enthusiast who has a strong hold on communication ,content writing and copy writing. Aman is currently working as journalist at
Business Standard
10-07-2025
- Business
- Business Standard
Metropolis Healthcare Ltd leads losers in 'A' group
Bharat Dynamics Ltd, Solar Industries India Ltd, Avantel Ltd and Bayer CropScience Ltd are among the other losers in the BSE's 'A' group today, 10 July 2025. Bharat Dynamics Ltd, Solar Industries India Ltd, Avantel Ltd and Bayer CropScience Ltd are among the other losers in the BSE's 'A' group today, 10 July 2025. Metropolis Healthcare Ltd crashed 4.20% to Rs 1971.85 at 14:46 stock was the biggest loser in the BSE's 'A' the BSE, 26069 shares were traded on the counter so far as against the average daily volumes of 15699 shares in the past one month. Bharat Dynamics Ltd lost 4.08% to Rs 1904. The stock was the second biggest loser in 'A' the BSE, 1.42 lakh shares were traded on the counter so far as against the average daily volumes of 1.88 lakh shares in the past one month. Solar Industries India Ltd tumbled 3.47% to Rs 15928.65. The stock was the third biggest loser in 'A' the BSE, 4851 shares were traded on the counter so far as against the average daily volumes of 4962 shares in the past one month. Avantel Ltd plummeted 3.42% to Rs 156.6. The stock was the fourth biggest loser in 'A' the BSE, 1.36 lakh shares were traded on the counter so far as against the average daily volumes of 2.88 lakh shares in the past one month. Bayer CropScience Ltd pared 3.33% to Rs 6225.8. The stock was the fifth biggest loser in 'A' the BSE, 4204 shares were traded on the counter so far as against the average daily volumes of 1807 shares in the past one month.
News18
10-07-2025
- Business
- News18
Bharat Dynamics, HAL, GRSE Fall Up To 3%: What's Dragging Defence Stocks Today?
Reported By : Last Updated: July 10, 2025, 13:30 IST Defence Stocks Fall (Representational Photo) Why Are Defence Stocks Falling Today? Defence stocks declined in Thursday's trade, with the Nifty India Defence index slipping 1.4 per cent to around 8,739 in morning deals. The dip comes amid concerns around high valuations, easing geopolitical tensions, and profit-booking by investors after a strong rally earlier this year. Among the biggest losers, Bharat Dynamics Ltd (BDL) dropped over 3 per cent to Rs 1,917 after Motilal Oswal Financial Services initiated coverage with a 'Neutral' rating and a target price of Rs 1,900. The brokerage said that while it liked BDL's business model and growth potential, the current valuation appeared fair, prompting a more cautious stance. It added that revenue growth may rebound on the back of emergency procurement orders. Garden Reach Shipbuilders & Engineers (GRSE) also fell more than 3 per cent to Rs 2,890. The stock has already declined nearly 11 per cent over the past month, although it remains up 96 per cent over the last six months. Other defence counters including Data Patterns and Zen Technologies were down over 2 per cent, while HAL, Solar Industries, and Cochin Shipyard also fell more than 2 per cent. Mazagon Dock, BEL, and Paras Defence slipped between 0.6–1 per cent, while BEML traded with marginal losses. Concerns over elevated valuations The defence stocks have been in focus on hopes of higher order inflows, after the Indian military conducted targeted strikes against terrorist outfits in Pakistan under the codename 'Operation Sindoor' in May. As the geopolitical tensions between India and Pakistan eased, the escalations in Russia-Ukraine war continued to support the rally in defence stocks. The rise in tensions between Israel and Iran further boosted the stocks. However, analysts have mixed views regarding the space, with some flagging elevated valuations in these stocks. Easing geopolitical tensions The fall in the defence stocks also comes on the back of overall easing geopolitical tensions. US President Donald Trump had hinted at a possible Gaza ceasefire deal between Israel and Hamas this week. This comes amid Israeli Prime Minister Benjamin Netanyahu's visit to US. Earlier, the easing tensions between Iran and Israel after significant escalations in the oil-rich middle east, had pushed down the stocks. Swipe Left For Next Video View all Profit booking after record rally Defence stocks may have also dropped as investors booked profits at elevated levels. The stocks have seen significant surge in 2025 so far. BDL shares have gained over 69 per cent this year, while those of jumped 75 per cent. HAL shares are up 19 per cent while Mazagon Dock Shipbuilders shares are up nearly 46 per cent. Aparna Deb Aparna Deb is a Subeditor and writes for the business vertical of She has a nose for news that matters. She is inquisitive and curious about things. Among other things, financial markets, economy, a... Read More Aparna Deb is a Subeditor and writes for the business vertical of She has a nose for news that matters. She is inquisitive and curious about things. Among other things, financial markets, economy, a... Read More Stay updated with all the latest news on the Stock Market, including market trends, Sensex and Nifty updates, top gainers and losers, and expert analysis. Get real-time insights, financial reports, and investment strategies—only on News18. view comments News business » markets Bharat Dynamics, HAL, GRSE Fall Up To 3%: What's Dragging Defence Stocks Today? Disclaimer: Comments reflect users' views, not News18's. Please keep discussions respectful and constructive. Abusive, defamatory, or illegal comments will be removed. News18 may disable any comment at its discretion. By posting, you agree to our Terms of Use and Privacy Policy.
Time of India
10-07-2025
- Business
- Time of India
Motilal Oswal see 4% downside for Bharat Dynamics, starts coverage with neutral call amid lofty valuations
Motilal Oswal has initiated coverage on Bharat Dynamics Ltd with a 'neutral' rating and a target price of Rs 1,900, about 4% below its current market value, cautioning that the stock's sharp run-up leaves little room for near-term upside. While lauding the defence manufacturer's robust order book, export momentum, and earnings potential, the brokerage said it would 'look for lower price points to enter the stock' given the demanding valuations. Shares of Bharat Dynamics fell 2.2% on Thursday to Rs 1,941.25 on the BSE. Motilal Oswal expects a sharp scale-up in execution as supply chain headwinds ease, driving a 35% revenue CAGR and 51% PAT CAGR over FY25–28. 'We like the business model of BDL and its ability to scale up its revenues and order book in current scenario,' the brokerage said, but noted that the stock is already trading at 70x/52x/38x FY26/FY27/FY28 earnings, valuations it considers fair. The target price of Rs 1,900 is based on 42 times the company's estimated earnings for September 2027. BDL's EBITDA margins are expected to remain strong at 24–26%, supported by backwards integration and a higher share of indigenized products. The company has indigenized 80–90% of several key missile platforms and is working with DRDO on about 40 development programs. Export momentum and order pipeline BDL's export revenue surged to Rs 12 billion in FY25 from Rs 1.6 billion the previous year, buoyed by demand for its Akash, Astra, and Helina missile systems, among others. The company has received export approvals for the Akash Weapon System to nine countries and is attracting further interest for torpedoes and air-to-air missiles, the brokerage noted. Its order book currently stands at Rs 227 billion, with a potential addressable market of Rs 500 billion over the next few years, including large-ticket orders such as the Quick Reaction Surface-to-Air Missile (QRSAM), Astra Mk1, and the indigenous long-range SAM system under Project Kusha. Defence spending tailwinds The brokerage highlighted a supportive macro backdrop, with NATO's revised 5% defence spending target by 2035 and India's recent Defence Acquisition Council approvals worth Rs 1 trillion. These developments are likely to expand the addressable market for domestic defence manufacturers. Motilal Oswal also pointed to BDL's diversification into new areas such as drone-delivered payloads, cruise missile engines, and advanced seekers, which could support long-term growth. Also read | Ola, Paytm, Swiggy tumble up to 50% in 2025: Are your loss-making tech bets still worth it? Despite the promising outlook, the brokerage flagged risks including reprioritisation of India's defence budget, delays in execution, and any changes in procurement policy. Supply chain dependencies, though easing, remain a sensitivity given BDL's integration with global vendors. ( Disclaimer : Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
