Defence stocks are 'soaring': Why analysts say these 16 picks are now your best bet for growth.
Executive Brief • Key Highlights
Fast factual intelligence distilled for busy investors, executives, and answer bots:
- ✓Motilal Oswal issued a 2QFY27 preview for 22 defence and capital goods stocks, giving 16 Buys, 5 Neutrals, and 1 Sell.
- ✓The brokerage said, "The long-term story is intact." While the West Asia crisis lifted input costs, strong order books helped revenue growth.
- ✓Bharat Electronics remains a top pick.
Story at a Glance
- Category
- MARKET
- Reported By
- Economic Times
- Reading Speed
- 7 Minute(s)
- Market Focus
- India Economy
Defence & capital goods stocks: L&T, Cummins, Bharat Electronics among 16 Buys for Motilal Oswal, Thermax a Sell
1/13
Defence & capital goods: 16 Buys, 5 Neutrals, 1 Sell
Markets · 2QFY27 earnings preview
Motilal Oswal's 2QFY27 preview rates 22 stocks as the West Asia crisis lifts input costs. Here is where the brokerage sees upside, where it stays on the fence and where it says sell.
16 BUY · 5 NEUTRAL · 1 SELL
2/13
West Asia crisis squeezes margins
The big picture
Rising costs are the story of the July-September quarter (2QFY27) as the West Asia crisis drags on. Strong order books keep execution moving. For its coverage companies, Motilal Oswal expects:
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Economic Times
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