📅 May 12, 2025
💣 India’s strike doctrine is now official policy. So is your opportunity to make money off missile guidance systems.
🧠 TL;DR (for people who don’t know BEL is a stock and think HAL only flies planes):
- Operation Sindoor = Doctrine, Not Just One Strike
- India’s entire defence ecosystem is now in the spotlight
- GOI likely to fast-track capital acquisition, exports, indigenous tech
- PSUs, private defence, drone-tech, and missile suppliers are where the 💸 is at
🎯 Top Defence Stocks to Track Post Operation Sindoor
1. Bharat Electronics Ltd (BEL)
Ticker: BEL | PSU | Radar King of India
- Makes: Radar systems, missile electronics, comm gear
- Order book: ₹75,000+ Cr
- FY24 PAT: ₹4,200 Cr
- CMP: ₹190
- Target: ₹250+ 🚀
💥 Why it’ll rally: No war, strike, or even Republic Day can happen without BEL equipment blinking somewhere.
2. Hindustan Aeronautics Ltd (HAL)
Ticker: HAL | PSU | Fighter Jet Daddy
- Makes: Tejas aircraft,
- helicopters, jet engines
- Order book: ₹95,000+ Cr
- FY24 PAT: ₹6,620 Cr
- CMP: ₹4,500
- Target: ₹5,500 🛫
💥 Why it’ll rally: Expect Tejas Mk1A and LCH exports to zoom post India flexing air power over PoK.
3. Bharat Dynamics Ltd (BDL)
Ticker: BDL | PSU | Missile Merchant of India
- Makes: Akash, Astra, and anti-tank guided missiles
- FY24 Revenue: ₹3,700 Cr
- PAT: ₹820 Cr
- CMP: ₹1,250
- Target: ₹1,600 🎯
💥 Why it’ll rally:
Modi just hinted India used smart, precision missiles. Guess who makes them? BDL is basically our version of Raytheon, but less arrogant.
4. Solar Industries India
Ticker: SOLARINDS | Private
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