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shared an insight ⚡️ 5 hours ago
AEROSPACE AND DEFENSE STOCKS WITH STRONG ORDER BOOK AS OF JUN26
India's aerospace and defence sector isn't just growing; it's compounding into one of the country's most closely watched investment stories. Domestic defence production has hit a record Rs 1.78 trillion, while exports have surged to Rs 384.2 bn in FY 2025-26. One such company from this sector that is having a strong order book is
BEL
.
Bharat Electronics (BEL) is a leading defence electronics and aerospace company that provides a wide range of products and solutions to India's armed forces. Its portfolio includes airborne radars, avionics, electronic warfare systems, and air traffic management solutions. The company continues to maintain a strong order pipeline, standing at Rs 722.58 billion (bn) as of Jul26, while it secured Rs 37.5 bn worth of orders during Q1FY27.
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shared an insight ⚡️ 9 hours ago
HOW AZAD ENGINEERING IS MOVING FROM PRECISION COMPONENTS TO FULL-FLEDGED ENGINE MANUFACTURING
AZAD
is moving beyond precision components into full-fledged engine manufacturing after delivering an indigenous turbojet engine. With aerospace and defense revenue up 38.4% YoY, Q1 revenue rising 26.8%, and EBITDA margin at 37.6%, the company is expanding capacity while testing could pave the way for scaled engine production. At the same time, the company is scaling its manufacturing infrastructure, expanding dedicated facilities for global OEMs, and maintaining strong financial performance.
With a market cap of Rs 17,200 crore, the company's shares are trading at a PE of 124 compared to it's industry average PE of 33. The shares have given a return of more than 280% since their listing in Dec23, making it a strong bet for long term investing.
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shared an insight ⚡️ 14th Aug
DIXON TECHNOLOGIES INCORPORATES NEW SUBSIDIARY FOR SMARTPHONE MANUFACTURING IN INDIA
DIXON
is in the process of incorporating a new subsidiary called Adivistar Electronics India Private Limited, which will undertake the original equipment manufacturing (OEM) business of electronic devices including smartphones. DIXON will hold a 51% stake in the new entity, involving an initial investment of Rs 25.5 million, through the acquisition of 25,50,000 equity shares at a face value of Rs 10 per share.
Having a market cap of Rs 86,000 crore, the company has been maintaining a strong ROCE and ROE of 42% and 37% respectively. Moreover, it has delivered a robust profit growth of 77% CAGR for the last 3 years, and with such new orders on hand, the company's profits are expected to grow in the coming years.
What are the top stock recommendations by Sanjay Ahuja?
Sanjay Ahuja regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include BEL, AZAD and DIXON. Explore Sanjay Ahuja's complete list of posts and trade views on their StockGro profile.
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Sanjay Ahuja follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
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Sanjay Ahuja has been a SEBI-registered Research Analyst and have 3+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
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Sanjay Ahuja has a proven track record of accurate market analysis and trend predictions. By analyzing economic indicators, market sentiment, and technical charts, they have consistently helped investors make well-timed investment decisions.
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Sanjay Ahuja is a SEBI-registered Research Analyst with the SEBI Registration INH000020439. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.