Defence Shares Flying High! January Mein ₹3,294 Cr Ke Orders, Budget Ne Lagayi Aag!

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AuthorAarav Shah|Published at:
Defence Shares Flying High! January Mein ₹3,294 Cr Ke Orders, Budget Ne Lagayi Aag!
Overview

Bhai log, India ke defence sector ke liye January ka mahina zabardast raha! Ekdum se **₹3,294 Crore** se bhi zyada ke orders aa gaye hain. Ye sab ho raha hai because of the new Budget aur 'Make in India' wala push.

Toh hua kya hai ki, sarkar ne FY2027 ke liye defence ministry ko ₹7.85 lakh Crore ka budget diya hai. Ye budget India ki projected GDP ka lagbhag 2% hai. Is heavy support ke karan, companies ko orders milne shuru ho gaye hain, aur 'Make in India' initiative bhi zor pakad raha hai.

Sabse pehle baat karte hain Bharat Electronics (BEL) ki. BEL ne toh bhai ₹1,775 Crore ke contracts jeete hain alag-alag cheezon ke liye, jaise communication gear, medical electronics, aur drone detection systems. Unka order book pehle se hi ₹73,015 Crore ka tha January 1, 2026 tak, aur ab aur bhi badh gaya hai. Stock bhi pichhle mahine lagbhag 8.93% bhaga hai.

Phir aata hai AXISCADES Technologies. Inki subsidiary Mistral Solutions ne ₹100 Crore ka order pakda hai advanced signal processing units ke liye. Lekin interesting baat yeh hai ki is order ke baad bhi, inka stock pichhle mahine lagbhag 18.5% gira hai. Shayad market mein kuch aur factors chal rahe hain.

Aur Solar Industries India ne toh export mein kamaal kar diya! Sirf January 30 ko hi, unhone ₹1,419 Crore ke export orders liye hain defence products ke. Ye dikhata hai ki Indian defence products ki demand ab bahar bhi badh rahi hai. Iss wajah se, unka stock bhi pichhle mahine 7% upar gaya hai.

Yeh sab ho raha hai kyunki India ab defence mein aatmanirbhar (self-reliant) banna chahta hai. Budget ka 75% jo capital acquisition ke liye hai, woh domestic industries ko hi jayega. Companies jaise BEL, AXISCADES, aur Solar Industries iska fayda utha rahi hain. HAL aur BDL jaise PSUs bhi isse faayda uthaenge.

Ab valuation ki baat karein toh, February 2026 tak, BEL ka P/E ratio lagbhag 53.8x tha. Solar Industries ka toh aur bhi high, 91.2x ke aas paas. AXISCADES ka bhi 55.54x ke upar hai. Market in companies se kaafi expectations rakh raha hai.

Analysts ka kehna hai ki defence sector mein aage bhi growth achhi rahegi. Motilal Oswal aur Morgan Stanley jaise firms BEL par bullish hain aur target price bhi badha rahe hain. Toh long term mein sab theek lag raha hai, lekin haal hi mein budget ke baad kuch profit booking bhi hui hai.

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