Latest news with #BharatElectronics
Mint
4 days ago
- Business
- Mint
Mazagon Dock vs Bharat Dynamics vs BEL: Which PSU defence stock to buy after Q4 results 2025?
Indian defence stocks have recently drawn investor interest amid escalating tensions between India and Pakistan, coupled with the government's continued push towards indigenisation in defence manufacturing. Shares of defence PSUs (public sector undertakings) such as Bharat Dynamics (BDL), BEML, Bharat Electronics (BEL), Hindustan Aeronautics (HAL), Mazagon Dock Shipbuilders, Garden Reach Shipbuilders & Engineers, and Cochin Shipyards have recently witnessed robust momentum. Among these, BEL, BDL, and Mazagon Dock Shipbuilders have recently announced their Q4FY25 results. Here is a comparative analysis of their performance and insights into which defence stock to buy after Q4 results 2025. Bharat Electronics Ltd (BEL) reported a net profit of ₹ 2,105 crore for Q4FY25, marking an 18% increase from ₹ 1,784 crore in the corresponding quarter of the previous year. The defence company's revenue from core operations rose 7% YoY to ₹ 9,119.7 crore. As of April 1, 2025, BEL's order book stood at a robust ₹ 71,650 crore. The board recommended a final dividend of ₹ 0.90 per equity share of face value ₹ 1 each. Bharat Dynamics posted a 5.54% YoY decline in net profit to ₹ 272.77 crore for Q4FY25. However, its total revenue from operations more than doubled, rising to ₹ 1,776.98 crore from ₹ 854.12 crore a year earlier. The defence PSU's board recommended a final dividend of ₹ 0.65 per equity share of ₹ 5 each. Mazagon Dock Shipbuilders reported a sharp 51% YoY decline in net profit to ₹ 325.3 crore for Q4FY25. Revenue from operations rose modestly by 2.3% YoY to ₹ 3,174.4 crore. The board declared a final dividend of ₹ 2.71 per equity share of ₹ 5 each. Among the three, Bharat Electronics (BEL) has emerged as the strongest contender based on Q4 results, according to Seema Srivastava, Senior Research Analyst at SMC Global Securities. BEL's strength is underpinned by a healthy order book, particularly in radar and electronic warfare systems. In contrast, BDL's profitability declined, and MDL saw a sharp drop in net profit. 'BEL stands out as a stable investment opportunity due to its consistent earnings, large order pipeline, and diversified portfolio,' Srivastava noted. She added that while Bharat Dynamics and Mazagon Dock benefit from their strategic role in India's defence ecosystem, short-term market sentiment remains cautious. 'For investors focused on long-term growth in India's defense sector, BEL appears to be the most attractive defence stock pick post-Q4 results. However, it's essential to keep an eye on Mazagon Dock's volatility and BDL's recovery potential, as both companies have their strengths and weaknesses,' Srivastava said. From a technical perspective, Bharat Electronics currently exhibits the most promising setup, said Ganesh Dongre, Senior Manager of Technical Research at Anand Rathi. 'On the weekly chart, BEL share price is forming a bullish flag pattern, which typically signals the potential for strong upward momentum. Bharat Electronics shares have also been consistently sustaining above the 1.28 Fibonacci retracement level from their March low, which lies at ₹ 370 — now acting as a key support zone. Bharat Electronics share price is currently trading around ₹ 385, offering an attractive risk-reward ratio,' Dongre explained. Bharat Dynamics share price is currently in a consolidation phase, oscillating between ₹ 1,800 and ₹ 2,030. The stock is yet to break above the 1.28 Fibonacci retracement level from its March low. Dongre advised waiting for a breakout above this range for a clearer directional signal. Mazagon Dock share price has already approached the 1.618 Fibonacci extension level from its March low, effectively meeting its projected technical targets. 'With the stock nearing its extended resistance zone, the immediate upside appears limited. As such, it may not offer a favourable entry point for new positions in the near term,' Dongre said. Both on fundamental and technical grounds, Bharat Electronics emerges as the strongest defence stock pick among Mazagon Dock Shipbuilders and Bharat Dynamics post-Q4 results 2025. 'Between Mazagon Dock, Bharat Dynamics, and BEL, BEL clearly stands out with its bullish chart pattern, support above a key Fibonacci level, and breakout confirmation. For investors seeking a technically robust opportunity, BEL is a favourable pick in the ₹ 385 – ₹ 390 range, with a target of ₹ 420 – ₹ 440 and a stop-loss at ₹ 370,' Dongre said. Backed by robust financial performance, a strong order book, favourable technical structure, and strategic relevance, BEL offers a balanced proposition for both long-term investors and short-term traders. Disclaimer: The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before making any investment decisions.
Business Upturn
6 days ago
- Business
- Business Upturn
Nifty 50 top losers today, May 29: Tata Consumer Products, HDFC Life, Bharat Electronics, Jio Financial Services and more
By Aman Shukla Published on May 29, 2025, 15:43 IST The Indian equity markets witnessed a decent rally on May 29, 2025, with benchmark indices ending the day in the green. The BSE Sensex jumped 320.70 points or 0.39%, closing at 81,633.02, while the Nifty 50 advanced 81.15 points or 0.33% to settle at 24,833.60. Despite the overall market rally, some prominent stocks from the Nifty 50 index ended the day in the red. Among the biggest losers of the day were well-known names like Tata Consumer Products, HDFC Life and Bharat Electronics. Let's take a closer look at the top losers of the Nifty 50, according to Trendlyne. Nifty 50 top losers on May 29 Tata Consumer Products declined by 1.4% to close at ₹1105.6. HDFC Life Insurance fell by 1.1%, ending the day at ₹780.9. Bharat Electronics dropped 0.9% to settle at ₹386.8. Jio Financial Services also slipped 0.9%, closing at ₹287.9. Bajaj Finance was down 0.6%, finishing at ₹9210.0. Shriram Finance registered a 0.5% loss and closed at ₹652.3. Bajaj Finserv decreased by 0.4%, ending at ₹2015.1. Asian Paints declined 0.4% to ₹2295.0. ITC dropped 0.4%, closing at ₹418.8. Apollo Hospitals Enterprise closed at ₹6935.0, down 0.3%. 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. 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 Upturn
7 days ago
- Business
- Business Upturn
Nifty 50 top gainers today, May 28: HDFC Life, Bharat Electronics, Bajaj Finance, Bharti Airtel and more
The Indian stock market faced a notable setback on Wednesday, May 28, 2025, as major benchmark indices ended the day in the red. The BSE Sensex slipped 239.31 points (0.29%) to close at 81,312.32, while the Nifty 50 dropped 73.75 points (0.30%), settling at 24,752.45. However, amidst the broader market weakness, several Nifty 50 stocks bucked the trend and recorded impressive gains. HDFC Life, Bharat Electronics and Bajaj Finance emerged as the top gainers on the Nifty 50 index today. Below is a detailed look at the top gainers of the Nifty 50 (as per Trendline) for the day. Nifty 50 Top Gainers on May 28 HDFC Life Insurance Closed at ₹789.5, up by 1.8%. Bharat Electronics Closed at ₹390.3, up by 1.3%. Bajaj Finance Closed at ₹9282.0, up by 1.2%. Bharti Airtel Closed at ₹1856.1, up by 0.7%. Hero MotoCorp Closed at ₹4362.2, up by 0.6%. Adani Ports & Special Economic Zone Closed at ₹1411.2, up by 0.5%. HCL Technologies Closed at ₹1660.0, up by 0.5%. ICICI Bank Closed at ₹1452.9, up by 0.5%. NTPC Closed at ₹339.9, up by 0.4%. State Bank of India Closed at ₹796.6, up by 0.4%. 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. 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
New Indian Express
27-05-2025
- Business
- New Indian Express
Equity indices open Tuesday's trading session on a muted but optimistic note
CHENNAI: Indian equity markets opened Tuesday's trading session on a muted but cautiously optimistic note, with benchmark indices showing marginal losses in early trade. Despite a negative start, broader market sentiment remains constructive, particularly in the midcap space. Index Snapshot at Open NSE Nifty 50 opened 34 points lower at 24,967, down 0.13%, and BSE Sensex began the session down 108 points at 82,068, a 0.13% dip Bank Nifty slipped 88 points to start at 55,484, down 0.16%. Nifty Midcap 100, however, outperformed with a gain of 60 points, or 0.11%, opening at 57,127.60 Despite the initial red ticks on frontline indices, midcap and broader market strength suggests underlying buying interest, even as markets consolidate after recent highs. Technical View Stock analysts say that Nifty managed to close above the psychological 25,000 level yesterday, but as long as the previous high of 25,116 holds, there's a small chance of a pullback that could test 24,462. Therefore any dip is likely to be short-lived, and the broader trend remains bullish unless key support levels are breached, they say. Sector & Stock Highlights Top gainers in Nifty 50 in the early session were Bharat Electronics, IndusInd Bank, Dr Reddy's Laboratories, Hindalco, and Shriram Finance These stocks led the charge on early buying interest, reflecting sector-specific momentum and strong investor confidence. While top losers in Nifty 50 included NTPC, Bajaj Finserv, Mahindra & Mahindra, Grasim Industries and Tata Motors. These names dragged down the index, showing profit booking or weakness amid lack of fresh triggers. However, heavyweights remained volatile in early trade and are expected to guide the broader index movement throughout the day. Market participants are closely tracking Q4 earnings, with several key companies set to report results today. This includes Life Insurance Corporation of India (LIC), Bharat Dynamics, Bosch, Carraro India, DCX Systems, EPACK Durable, NMDC, Gujarat Fluorochemicals, among others. These results will be crucial in determining short-term direction, particularly in stock-specific moves and sectoral rotation. Outlook The market appears to be in a consolidation phase near all-time highs, with rotational moves across sectors. The next few sessions will be guided by earnings announcements, macroeconomic cues, and global trends. Key support for Nifty remains at 24,462, and a hold above this level could provide the base for a fresh leg higher towards 25,500+ levels.
Mint
27-05-2025
- Business
- Mint
BEL, HAL to Mazagon Dock: Defence stocks rise after Rajnath Singh's nod for 5th generation fighter planes
Defence stocks in focus: Defence stocks, which are already flying high so far this month, witnessed a further leg up on Tuesday, May 27, rising as much as 10% after the government approved the Advanced Medium Combat Aircraft (AMCA) Programme Execution Model. The rise in defence stocks also added to the gains in the Nifty India Defence index, driving it higher for the fifth straight session. The 18 stocks pack added over 1% to hit a fresh record high of 8,728.20 in intraday trade today. So far this month, the index has gained 21%, adding to 11.5% rally seen in April and a 25% jump recorded in March. Garden Reach Ship Builders shares were among the top gainers, rising nearly 5%. Bharat Dynamics, Mazagon Dock, Hindustan Aeronautics and Bharat Electronics (BEL) gained between 0.5% to 3% in intraday deals. Defence Minister Rajnath Singh on Tuesday approved a framework for building the country's most advanced stealth fighter jet. This development holds significance against the backdrop of growing military conflict with Pakistan. According to Ministry of Defence's statement, the recent approval will provide a significant push towards enhancing India's indigenous defence capabilities and fostering a robust domestic aerospace industrial ecosystem. India will partner with a domestic firm for the stealth fighter programme, and companies can bid independently or as a joint venture, the defence ministry said in a statement, adding that the bids would be open for both private and state-owned firms. The project is crucial for the Indian Air Force, whose squadrons of mainly Russian and ex-Soviet aircraft have fallen to 31 from an approved strength of 42 at a time when rival China is expanding its air force rapidly, said a Reuters report. Pakistan has one of China's most advanced warplanes, the J-10, in its arsenal. Investor sentiment toward defence stocks has remains strong, buoyed by expectations of increased government spending in the sector amid rising tensions with Pakistan. Additionally, March quarter earnings from defence companies have largely met analysts' forecasts, lending further support to the ongoing rally on Dalal Street. The renewed interest in defence counters—after a period of relative quiet—was sparked by India's recent airstrikes on terror camps in Pakistan and Pakistan-occupied Kashmir (PoK) on May 7. The operation, dubbed 'Operation Sindoor,' showcased the capabilities of India's indigenously developed defence systems, which not only took out key airbases across the border but also intercepted enemy drones and missiles with precision. According to analysts at IIFL, as quoted by Bloomberg, the sector could outperform others, with strong order visibility and positive sentiment helping sustain premium valuations. Besides increased spending on defense locally, global budgets too are growing, creating export markets for Indian companies, they say. Bharat Electronics is IIFL's top pick by virtue of having the best execution track record among state-owned companies, the Bloomberg report added. (With inputs from agencies) Disclaimer: This story is for educational purposes only. The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before making any investment decisions.
