Kaushalya Infrastructure Development Corporation Ltd. Share Price

Defence Stocks Stay In Focus As Government Pushes Indigenous Manufacturing 🚀🛡️

Defence stocks remained in focus after the Indian government reiterated its commitment to boosting indigenous defence manufacturing and increasing domestic procurement. The continued policy support is expected to strengthen order inflows for Indian defence companies and reduce dependence on imports. Market participants believe sustained government spending on defence modernization could benefit companies involved in defence equipment, electronics, and aerospace manufacturing. Investors are also tracking upcoming defence contracts and execution timelines, which could influence future revenue growth. The long-term outlook for the sector remains positive, supported by higher budget allocations, export opportunities, and the government’s focus on the ‘Make in India’ initiative.

Hindustan Aeronautics Ltd (HAL): Execution Focus in a Strategic Aerospace Phase

Defence Stocks Rally Up to 4% Amid Reports of Rs 40,000-45,000 Crore Boost to FY26 Capital Outlay

Shares of key defence companies surged as much as 4% in Thursday's session, fueled by media reports suggesting the Indian government is preparing a substantial top-up to the defence budget for FY26 to accelerate major procurement projects. According to ET Now, the Centre is contemplating an additional allocation of Rs 40,000–45,000 crore under the capital budget for the fiscal year ending March 2026, aimed at supporting high-value initiatives in indigenous manufacturing and equipment upgrades. This supplementary funding is slated for approval via parliamentary grants during the upcoming winter session, signaling a proactive push to fortify national security amid evolving geopolitical dynamics. The positive buzz propelled several stocks higher: MTAR Technologies climbed nearly 3%, while

📌 Stocks to Watch – July 7 Highlights

Here’s a quick look at the key market movers for today: Rail Vikas Nigam: Won a ₹143.4 crore order from Southern Railway to upgrade electric traction in Salem Division. Hazoor Multi Projects: Bagged a ₹913 crore solar project order in Gujarat’s Khavda solar park. BEML: Secured two export orders worth $6.23 million – one from CIS for bulldozers and another from Uzbekistan for motor graders. Mahindra Lifespace: Launched a new tower in Pune’s Mahindra Citadel project. Project GDV is ₹2,500 crore. Jyoti CNC Automation: Board approved buying 20 acres in Karnataka for expansion at TMTP. UltraTech Cement: Chief Legal Officer Anoop Khatry resigned on July 3 due to personal reasons. Olectra Greentech: P V Krishna Reddy appointed Chairman (from July 5); MD K V Pradeep resigned (effective July 4). Shilpa Medicare: Brazil’s ANVISA completed a GMP audit of its unit with no major concerns. Tata Steel: Got a ₹1,902.7 crore demand for mineral shortfall. Company says it’s unjustified and will challenge it legally. Shyam Metalics: • Stainless steel sales down 19% YoY in June • Aluminium foil sales up 52% YoY • Aluminium realization: ₹3.61 lakh/tonne (↑9% YoY) Sanmit Infra: Board reappointed Sanjay, Kamal, and Haresh Makhija to leadership roles. Bulk Deals: • Dreamfolks: Bajaj Finance (0.58%) & Motilal Oswal MF (0.51%) sold stakes • Emcure Pharma: Bain Capital sold ₹562.7 cr worth (2.37%) • Godavari Biorefineries: Two funds exited ~1.1% stake at ₹256.75/share • JTL Industries: Jindal Oil & Fats sold 19.5 lakh shares • Kaushalya Logistics: Vicco Products bought 99,200 shares at ₹84.58/share New SME Listings Today: • Pushpa Jewellers • Vandan Foods • Marc Loire Fashions • Cedaar Textile • Silky Overseas Watch these names during today’s session for possible price movement.

Stock in news

Pavna Industries posted strong Q2FY25 earnings with PAT up 76% YoY. Revenue rose 16% YoY to Rs.7952.26 lakh with 44% EBITDA growth and a PAT margin gain of 144 bps YoY. Motisons Jewellers delivered good Q2 results with 101% PAT growth YoY. Revenue rose 21% YoY to Rs.10934.44 lakh and EBITDA grew 34% lifting PAT margin by 374 bps YoY. Nandan Denim posted robust H1FY25 performance with PAT rising 64% YoY. Revenue surged 62.25% Cellecor Gadgets ties-up with Dixon Technologies to expand into manufacture of washing machines boosting its 'Make in India' product line with a focus on quality & innovation. Servotech Power’s new range of solar inverters, battery storage systems & solar pump controllers align with govt. push for residential, commercial & agricultural solar energy use. Zee Media Corp. posts H1 revenue of Rs.306.7 cr. with significant improvement in Zee News market reach and leads the Hindi business news segment with 77.4% market share. Sky Gold brings on CaratLane (Titan subsidiary) and P.N. Gadgil Jewellers as key customers, marking notable growth in its operations. Mangalam Worldwide reports Q2FY25 net profit growth of 226%. Maiden Forgings signs an agreement to sell Unit II land as part of its strategic consolidation and expansion. Osia Hyper Retail opens a new 30,000 ***** store in Kanpur, expanding its U.P. presence. Sejal Glass posts 124% growth in Q2FY25 net profit. Harshadeep Hortico reports 71% rise in Q2FY25 net profit. Kaushalya Logistics secures a transportation contract with Uttarakhand Seeds & Tarai Development Corporation. Supreme Power Equipment closes H1FY25 with an 11% growth in topline and bottomline.

Stock in news

Tata Motors with a range of EVs and has launched a festive sale with EV discounts and a CAMO edition of the Tata Punch. With its new Tamil Nadu plant set to produce 2.5 lakh vehicles annually, it will be a big beneficiary of the EV boom. Rudra Global Infra Products plans Rs. 190 cr. solar project, aiming to generate 30MW and support steel production. This, along with additional Rs. 20 cr. in casting, targets a turnover of Rs. 1,000 cr. post-expansion, doubling from current levels. Univastu India, valued at Rs. 241 cr., specializes in civil construction and posted strong Q1 FY24 results. It raised Rs. 32.4 cr. via a preferential issue and secured Rs. 14.14 cr. project. Positioned well in India’s infra boom, it holds significant growth potential. Aartech Solonics, a defense and power sector player with Mcap of Rs. 209 cr., posts turnaround results, a robust order book and received recognition from the Indian Army for its product ‘KranKing’. This microcap’s growth outlook in defense and power looks promising. Indraprastha Medical Corporation, a debt-free Apollo Hospitals group co., expects FY25 EPS of Rs. 20. With a PE ratio of 35x below the industry average of 55.49x. Stock may touch Rs. 700, offering an attractive long-term investment opportunity. Digikore Studios becomes the first VFX firm globally to produce fully AI-generated 30-second video content, simulating complex scenes with multiple characters. Emerald Finance’s Q2FY25 PAT rose 139%, bolstering market position with expanded offerings. Kaushalya Logistics secures Bondada Engineering as a key client in its FTL business.