Supported by healthy order books, defense companies in India are showing a strong revenue visibility for the next 12 months with improvement in margins. Some companies are having a strong export pipeline, with rising inquiries for missiles, radars, naval platforms and ammunition. The management has remained positive, with expectations of a pickup in H2FY26 as tendering activity improved and regional demand visibility strengthened. Some of the stocks to keep a watch are -

BDL

BEL

ZENTEC

MAZDOCK

GRSE

, and

HAL

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