News for Bharat Dynamics Limited (BDL.BO)

Stocks in the defence sector posted strong gains, with Data Patterns rising 14.4% to Rs 1,631, Bharat Dynamics increasing 9.1% to Rs 1,102.25, and Zen Technologies advancing 10% to Rs 1,068.65. Other notable players, such as DCX Systems and Mazagon Dock Shipbuilders, also saw double-digit gains during intra-day trading.

The Q3FY25 results for mid and small cap companies saw more downgrades compared to large caps against the previous quarter, as majority of the companies were facing either top line and margin pressures.

India and the US have signed a pact to jointly produce advanced autonomous naval systems, including a 'glider' that can stay at sea for a year and a drone capable of both surface and underwater operations. This initiative aims to enhance surveillance and security in the Indo-Pacific region.

Adani Group finalist to take over private production of India's Small Satellite Launch Vehicle, sources say.

Stocks including TCS, Hindalco, UltraTech, Bank of Baroda, United Breweries, Piramal Enterprises, Paytm, RBL Bank and more will be in the spotlight on Friday, February 14.

European defence giant Thales aims to leverage its Indian presence to establish an export hub and is eager to co-develop new generation missiles with Bharat Dynamics Limited. They plan to expand their current missile supply to include other types and create a significant export facility for Maintenance Repair and Overhaul (MRO) services from India.

The UK and India have strengthened their defence collaboration with the launch of Defence Partnership-India at Aero India. Agreements were signed for advanced weapons systems, including LBRM and ASRAAM. This partnership supports India's Atmanirbhar Bharat vision and aligns with the UK's growth agenda.

India and UK sign deals for next-gen weapons, LPD development, and defense partnership at Aero India 2025.

BDL announced an interim dividend of 4 per share for FY25. The defence PSU has fixed February 14, as the record date” for the purpose of payment of interim dividend.

While the BSE PSU index was trading flat at 17,993.16, BDL shares were down 0.53 per cent at Rs 1,208.85 on BSE. Cochin Shipyard Ltd declined 0.48 per cent to Rs 1,416.85. REC shares were flat at Rs 440.20.

Stocks including UltraTech, Info Edge, Cummins, Swiggy, Ola Electric, Emcure Pharma, Azad Engineering, Solar Industries and more will be in the spotlight on Thursday, February 06.

PSU stocks such as Chennai Petroleum Corporation Ltd (CPCL), Mangalore Refinery and Petrochemicals Ltd (MRPL), Cochin Shipyard Ltd, MMTC Ltd, ITI Ltd and Oil India Ltd have led the losers, falling 47-59 per cent.

HAL shares jumped 4.64 per cent to Rs 3,692.75. This stock is down 11 per cent in 2025 so far. BEL shares advanced 3.63 per cent to Rs 284. This stock is down 5 per cent in 2025 so far.

Shares of Bharat Electronics, Hindustan Aeronautics, and BHEL fell up to 7% following the Union Budget FY26's disappointing defense allocation of Rs 4.92 lakh crore. Market expectations for a higher increase were unmet, dampening sentiment in the defense sector. Other defense stocks, including Paras Defense and MTAR Technologies, also saw significant losses due to conservative spending plans.

This week, 748 companies will announce quarterly earnings, with key results expected from Asian Paints, Titan, Airtel, SBI, M&M, ITC, and LIC. Sector highlights include Power Grid, Divi's Labs, Tata Power, and Bharti Airtel, among others. Notable earnings announcements span from February 3 to February 8, indicating a busy week for the markets.

Defense stocks fell up to 9% after the governments Rs 4.92 lakh crore defense budget for FY26 disappointed investors. HAL, BEL, BHEL, and Bharat Dynamics declined as capital expenditure growth remained modest. Analysts expected higher allocations. The market also turned negative post-budget.

Union Budget 2025 special trading session: Vijayakumar said the market will be looking for growth stimulating measures and not market-related taxation reliefs like changes in the capital gains taxation.

Bharat Dynamics share price: After resuming its upward momentum, the stock broke above its downward trendline and began forming higher highs and higher lows, finding support along an upward-moving trendline.

Indian headline indices ended on a positive note on Monday aided by banks and financial services stocks. Individually, Kotak Mahindra Bank, HDFC Bank and Bajaj Finance did the heavy lifting. While the S&P BSE Sensex settled at 77,073.44, up by 454.11 points or 0.59%, the broader Nifty closed at 23,344.75, higher by 141.55 points or 0.61%.Commenting on the day's action Om Mehra, Technical Analyst at SAMCO Securities said that the index formed a bullish hammer pattern on the daily chart, suggesting a potential change in trend.