News for Hindustan Aeronautics Limited (HAL.BO)

Amid market volatility, Helios Flexi Cap Fund increased cash holdings to 20.6% in February. The fund added stocks like Zomato and Bajaj Finance while exiting 11 stocks, including Infosys and TCS. Three new stocks, including Kotak Mahindra Bank, were introduced. The fund manages Rs 2,453.23 crore and follows a dynamic equity investment approach.

Marks first partnership for roll-out of Mobilicom's OS3 cybersecurity software to meet critical needs in rapidly evolving uncrewed aircraft systems (UAS) market

Empowered Committee suggests measures for Indian Air Force capability enhancement, focusing on acquisition timelines and 'Aatmanirbharta' in aerospace.

The contrast between these projects and Iran’s lack of participation in any joint fighter jet development or production is striking.

Indian Air Force Chief emphasizes need for 35-40 jets annually to address fighter aircraft deficiency and promote indigenous production.

"I see valuation comfort in these names. I would accumulate these stocks on dips with a medium- to long-term view," the market expert told Business Today.

The defence ministry has formed a committee led by Defence Secretary Rajesh Kumar Singh to enhance production of indigenous LCA jets and increase private sector involvement. Currently, HAL manufactures the jets, but delays have occurred due to supply issues. Private companies may be involved in setting up new production lines to fulfill a potential order for 97 additional jets.

Food delivery company Zomato and Jio Financial Services have made an entry into the Nifty50 index as part of the semi-annual reshuffle while Bharat Petroleum Corporation and Britannia Industries have been booted out.

Market expert Hemang Jani identifies opportunities in beaten-down stocks like Trent, Dixon Technologies, and Cummins India, which have strong fundamentals despite significant corrections. He advises focusing on companies with solid earnings growth instead of large-cap defensive names for potential bounce-back investments.

Several major stocks have seen significant market cap declines in 2025, led by LIC (-Rs 84,059 crore), Trent (-Rs 71,076 crore), SBI (-Rs 65,194 crore), Zomato (-Rs 59,832 crore), TCS (-Rs 59,499 crore), HDFC Bank (-Rs 58,833 crore), HCL Tech (-Rs 56,322 crore), Siemens (-Rs 55,272 crore), L&T (-Rs 50,852 crore), and Varun Beverages (-Rs 50,812 crore). ITC faced the steepest erosion (-Rs 91,000 crore) due to its hotel business carve-out, weak earnings, and market sentiment.

Stocks including Bharti Airtel, Zomato, ABB India, Paytm, Anant Raj, SBI Cards, GMR Airports, KIMS and Uno Minda more will be in the spotlight on Tuesday, February 14.

India considers US President Trump's offer of F-35 stealth fighters amid its rising defense cooperation with the US. Important decisions remain about cost, technological access, and maintaining strategic independence. Additionally, India must navigate existing commitments like the S-400 air defense system, which poses potential complications with US systems.

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

HAL partners with Collins Aerospace for MRO facility; Safran contracts Titan; HENSOLDT explores defence opportunities in India.

BJP MP Tejasvi Surya praised HAL after a 30-minute flight in India's indigenous trainer aircraft, HTT-40, at Aero India-2025 in Bengaluru. He highlighted the progress since the 2014 Modi administration, overcoming past controversies, and emphasized HAL's achievement in producing the HTT-40 in a record 40 months, symbolizing India's move towards self-reliance in defense technology.

Hindustan Aeronautics Ltd (HAL) reported a 14% YoY increase in Q3 profit, reaching Rs 1,440 crore, driven by strong demand from the defense ministry. Revenue rose 15% YoY to Rs 6,957 crore, with EBITDA up 17% YoY. HAL declared a first interim dividend of Rs 25 per share, with a record date of February 18 and payment on March 14.

In January, mutual funds bought stocks worth Rs 575 billion in India's secondary market, with key additions in Axis Bank, HDFC Bank, and ICICI Bank. Major reductions were seen in Reliance Industries, ITC, and Bharat Electronics. Notable entries included Adani Wilmar in mid-cap and AXISCADES Technologies in small-cap. Mutual funds actively managed their portfolios, focusing on large, mid, and small-cap stocks.

HAL shares dropped 4.6% after IAF Chief AP Singh criticized delays in Tejas-Mk1A delivery. HAL cited past sanctions as a cause but assured 11 aircraft deliveries by March. The PSU is negotiating an 80% technology transfer for GE-414 engines while managing a Rs 1.3 lakh crore order book.

Stocks including Vodafone Idea, NBCC (India), BEML, Hero Moto, IRCTC, Kolte Patil, ITC, Jupiter Wagons, Cyient DLM and more will be in the spotlight on Wednesday, February 12.