Defence Sector

Bharat Heavy Electricals Ltd (BHEL) shares jumped as much as 6% on November 4, 2026, after the company secured orders worth ₹20,000 crore to ₹28,000 crore from Adani Power for four projects. The contracts involve supplying boilers, turbines, generators and allied services, with each project valued at ₹5,000 crore to ₹7,000 crore, excluding GST. BHEL's order book stood at ₹2,57,571 crore as of September 2026, including ₹30,000 crore of orders secured in H1 FY27.

Indian benchmark indices extended their gains for the second consecutive session on November 3, 2026. Sensex rallied 1,225.07 points (1.62%) to close at 76,917.85, while Nifty advanced 370.05 points (1.58%) to 23,810.85. FMCG, Realty and Private Bank stocks led the rally, with Nestle India, Tata Consumer Products and Asian Paints among the top gainers. Easing crude oil prices, continued FII buying and improved global sentiment supported the market, while PSU Banks, Metals and Energy stocks ended lower.

Indian stock markets ended sharply higher on November 2, 2026, with Sensex rising 1.66% to 75,692.78 and Nifty gaining 1.68% to 23,440.80. Reliance Industries surged 11.60% following record Q2 FY27 earnings, while Energy, Infrastructure and Metal stocks led sectoral gains. Softer crude oil prices, foreign fund inflows and positive global cues further supported market sentiment.

Defence stocks advanced on October 27 after the DAC approved ₹2.12 lakh crore in procurement proposals, with 82% earmarked for Indian industry. Check the leading gainers, share prices and key procurement details.

Indian stock markets ended lower for the third consecutive session on October 22, with the Sensex declining 460 points and the Nifty slipping below 22,700. Media, FMCG, IT and energy stocks led sectoral losses, while rising Brent crude prices and a sell-off across Asian markets added to investor concerns.

Sensex fell 876 points to 73,852.90 and Nifty declined 1.11% to 22,888.95 on October 19, 2026. Banking and IT stocks led losses amid earnings concerns, elevated crude oil prices and foreign investor outflows.

HFCL reported a 448% year-on-year surge in Q2 FY27 net profit to ₹394 crore, while revenue increased 144% to ₹2,542 crore. With an order book exceeding ₹28,900 crore, the company expects FY27 revenue growth of at least 80% and plans to invest ₹1,800 crore in manufacturing capacity expansion.

BHEL shares climbed to ₹463.25 after the company reported a 120.1% year-on-year rise in Q2 FY27 net profit. Revenue increased 23.8%, while EBITDA margins improved to 11%.

The Sensex gained 745 points and the Nifty rose 1.13% on October 9, 2026, as TCS earnings lifted IT stocks and buying spread to banking, financial services and FMCG shares. Lower crude prices and a fall in India VIX supported sentiment, while global risks remained.

The Indian stock market is under pressure as geopolitical tensions, rising crude oil prices, higher US Treasury yields, rupee weakness and foreign investor selling trigger a broad-based sell-off in Nifty and Sensex.