In the last few years, global conditions have been seen deteriorating, whether it was about Russia and Ukraine War or Russia Ukraine War or the war between Israel and Hamas, whether recently Iran and Israel Conflict and Iran-Israel Conflict (Iran-Israel Conflict) and Iran-Israel Conflict. India-Pakistan is of tension .. Even though the geopolitical conditions have been stressful due to these conflicts, the companies of the defense sector have cut a lot of silver. Looking at a figure, in the last six months, the Indian Defense FIMMS has raided its market over Rs 3 lakh crore.
Earnings in the conditions of war
The year 2025 has been full of global tension since the beginning. The conflict between Iran-Israel, which started in the past, may have stopped, but during the continued war for 12 days, Defense Stocks performed strongly, which has been seen since the ceasefire. Look at the first half of the year amid the conditions of war, the movement of 18 Defense Stocks listed in the Indian stock market has been spectacular in this period and their market cap has raised a total jump of Rs 3,12,052 crore or $ 36.35 billion in total.
This defense share in the list of brokerage
Looking at the data of corporate database aceequity, their combined market capitalization has increased rapidly due to the strong bounce in the shares of 18 defense companies listed on NSE. As of June 24, his market value jumped to Rs 11,81,856 crore, while in the end of 2024 last year the figure was Rs 8,69,803 crore. Brokerage is also consistently taking a positive attitude towards shares of Indian defense companies. Jefferies has a positive outlook for HAL, BEL and data pattens. Apart from this, Increded Equities also trust the shares of Hindustan Aeronautics Limited and Bharat Electronics Limited.
According to reports, in the last six months, BEL was at the forefront of the defense companies whose market cap increased the most, whose market value increased by Rs 91,737 crore during this first half. Apart from this, Solar Industries India Limited (Rs 66,040 crore), Hindustan Aeronautics Limited (Rs 47,433 crore) and Majgaon Dock Shipbuilders Limited (Rs 42,589 crore) were ahead with earnings. Talking about other big companies, the Defense Firms, which recorded a boom in the market cap, include Bharat Dynamics Limited (Rs 26,721 crore), Garden Reach Shipbuilders and Engineers Limited (Rs 17,955 crore) and Cochin Shipyard Limited (Rs 16,437.29 crore).
Shares climbed 95% in six months
Looking at the shares with a boom, the shares of many defense companies have jumped more than 90 percent in the last six months. Talking about some, GRSE Share has climbed 95 percent in this period, solar industries 74.46%, BDL 64.91%, Paras Defense 63.54%, Majhgaon Dock 47.38%and BEL 42.82%have jumped. Apart from this, Cochine Shipyard Share 40%, while some stocks like data pattern (India) and HAL have risen from 15 to 30%.
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