Browsing Tag
Ministry of Defence
59 posts
Bharat Electronics (NSE: BEL) near Rs 370: Does a 22% share-price decline finally make its valuation attractive?
Bharat Electronics Limited has delivered strong September-quarter revenue growth, yet its shares remain nearly 22% below their March peak. With a ₹68,717 crore order book, slowing margin growth and a market valuation of approximately ₹2.70 lakh crore, the investment question is whether BEL's earnings outlook can justify a substantial premium even after the correction.
India’s Rs 661.5cr BrahMos contract shifts attention to naval missile integration and domestic manufacturing
India's Ministry of Defence has contracted BrahMos Aerospace Private Limited to supply fire control systems and launchers for naval vessels. The agreement carries a minimum 68% indigenous-content requirement, potentially extending its industrial significance beyond the principal contractor.
Zen Technologies’ (NSE: ZENTEC) Rs 1,239cr defence backlog: Can new orders reverse its earnings slowdown?
Zen Technologies has announced ₹472.5 crore in fresh defence simulator orders after reporting a ₹1,239 crore June-end backlog. However, declining revenue, weaker operating margins and an expanding counter-drone portfolio make contract execution and cash conversion the next major tests.
Can Avantel turn a rising defence SATCOM pipeline into stronger cash generation?
Avantel has received a ₹117.88 crore DRDO contract to develop, install and commission a ground-segment hub for voice and data communications, with execution scheduled through February 2029 and a 36-month warranty.
Garden Reach Shipbuilders wins Rs 1,032cr ONGC order as commercial shipbuilding push gathers pace
Garden Reach Shipbuilders & Engineers has won a ₹1,032.07 crore ONGC order for four Platform Supply Vessels, adding a significant offshore-energy contract as GRSE expands beyond its defence-heavy order book.
Defence Holdings’ zero-revenue year hides a bigger 2026 test: Can its £4m funding turn defence AI into repeatable sales?
Defence Holdings plc reported no revenue and a £4.56 million operating loss for the year to March 2026, but those accounts capture a business before its first Ministry of Defence contract. The investment case now depends on whether £4 million of fresh capital, three software builds and its Meridian accelerator can produce repeatable sovereign defence technology revenue.
Bharat Electronics (NSE: BEL): Can the order book justify its premium valuation?
Bharat Electronics revenue surged 25%, but slower profit growth tests whether NSE: BEL’s ₹2.96 lakh crore valuation can hold. Read the analysis.
Can Bharat Forge turn 255,128 Indian Army carbines into its next defence earnings engine?
Bharat Forge’s largest small-arms contract is moving from order-book visibility toward industrial execution. The decisive test will be whether the company can convert a 255,128-unit Indian Army programme into timely deliveries, dependable margins and sustained defence revenue growth.
India approves Rs 52,000cr military acquisition package across Army, Navy and Air Force
India clears ₹52,000 crore of missile, drone and air-defence proposals. Discover which technologies and manufacturers could benefit as tenders advance.
Defence Holdings ($ALRT) just raised £4m, 25% discount. Oracle in, MoD test pending. UK Palantir or hype?
Defence Holdings (LSE: ALRT) raised £4m at a 25% discount as a proposed MoD contract looms. The question: can news flow outrun relentless dilution?