Hal, call to Bharat Dynamics: Defense supplies fall after Trump-Zelensky meeting

The stock market today: The defensive shares as Hal, call Bharat dynamics that fell during the Intraday Ambagte on Tuesday after Trump-Zelensky remained in focus and continued to increase in the past few months. While the Operation Sindoor and the India-Pakistan conflict to a sharp increase in the inflow of orders for domestic defense manufacturers such as Hindustan Aeronautics Ltd, Bharat Electronics Ltd, and Bharat Dynamics Ltd also remained high for export orders. However, the share price cooled slightly after the Trump-Zelensky meeting on Tuesday. Defense shares as hal, call, Bharat Dynamics’ share price movement The Hal share price and call share price fell more than 1% on Tuesday during the intraday Ambag, while the Bharat dynamics, or BDL, share price has dropped more than 3%. Despite the cooling, defense supplies, such as Hindustan Aeronautics Ltd., Bharat Electronics and Bharat Dynamics, or BDL, increased by 33-50%, among others. Strong Q1 results have contributed to the confidence for defense supplies, as Hal, Call, Bharat Dynamics remained strong the Q1 performance of defense supplies, which contributes to confidence. Defense shares Hindustan Aeronautics (HAL) and Bel beat Jefferies’ margin estimates with a strong expansion of 831 BPS and 385 BPS respectively at a year-on-year, which has driven the total improvement of the margin. Jefferies India Ltd. emphasized that both management teams led for margins that maintained or improved the FY25 levels due to leverage. Defense Stocks as Hal, Call, Bharat Dynamics- Analyst Views Jefferies India Pvt Ltd Believes That The Recent Indo-Pack Conflict Will Enhance The Domestic Defense Manufacturing Focus, and Estimate 14% Cagr in Domestic Defense Capital Spends over fy25e 5 -Year Growth Visibility of 19% Earnings per Share CAGR, Driven by Indigenization, which should keep multiples elevated analysts believe the performance of Hal over the deliveries of Tejas MK1A aircraft will be an important monitor in the coming quarters. However, Amit Anwani, research analyst at PL Capital Group, says that HAL is a long-term game about the growing strength and modernization of India’s air defense, as it is the primary supplier of India’s military aircraft, the long-term sustainable demand opportunity due to the government’s pressure on indigenous acquisition of defense fly. Also a robust order book with a 2-year pipeline of Rs1.0 trillion plus and Leap in Hal’s technology are other positive aspects. Disclaimer: The views and recommendations above are those of individual analysts or brokerage companies, not coin. We advise investors to check with certified experts before making investment decisions.