Hindustan Aeronautic News

More than the Nifty and Sensex, it is positive market breadth which reflects the street’s underlying optimism. A part of this is probably thanks to the statement over the weekend indicating a possible thaw in the India-US relationship which has been in the freezer for some time. Also, the street has started to build in a bullish start to festive season sales. There is, of course, nothing wrong in being bullish, but keep your expectations in check and be nimble-footed at this point of time. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.

The way the market reacted to the GST rate rationalisation clearly shows that “sell-on-news mode” is still active. Now there are two reasons why the market has been in this particular mode. First: Some risks are still on the table (the India-US tariff tiff). The reason why we consider this a risk is that the 50% tariff cannot continue for long. Either it has to be settled, or it will escalate, with more goods being impacted, or even higher tariffs. History suggests that usually such wars don't start easily. But once they do, ego is the biggest hurdle to a solution. So, unless this is resolved by year-end, it will become an even bigger issue. The second reason: Valuations. However, GST brings some hope. We may see better top and bottom lines in some segments.

There are short term themes which play in the market and then there are some stories which are long-term and structural in nature. So, if you are looking to invest from a perspective of more than the medium term, which is surely more than two years or so, ensure that, while you allocate some money to the theme of the street, you put a large part of the money in stocks where the operating matrix is such that the runaway of growth is much bigger and larger.

Apollo Micro Systems has given investors great returns. The company's stock has performed better than other defence stocks. Its financial results are strong and orders are increasing. The company is expanding into exports and new technologies. Government initiatives are helping the defence sector grow. Experts believe the stock will continue to perform well.

Here’s the thumb rule: Always make a distinction between what is happening to the stock price and what is happening to the fundamentals of a company or sector. There are times, however, when this is even more important. At this point of time, the risk of more headwinds for the economy are high. But did the movement of the market on Monday give you that feeling? So, a couple of things: If you are putting money into the market, make sure it is not money you need in a hurry. Also: Focus on a few businesses and even fewer stocks; and ignore the noise on the street.

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Voting Results of 62nd AGM and Report of the Scrutinizer

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Proceedings of 62nd Annual General Meeting

Hindustan Aeronautics Limited (HAL) is set to benefit as India nears a $1 billion deal with General Electric (GE) for 113 F404-IN20 engines to power the LCA Mk1A. The order, linked to the Indian Air Force’s expanded fleet requirements, builds on earlier engine contracts and strengthens HAL’s role in India’s indigenous fighter aircraft programme.

Prabhudas Lilladher forecasts Nifty 50 at 27,609 over 12 months, citing India’s consumption revival, tax cuts, and easier credit. Top stock picks include Titan, Britannia, DOMS Industries, Adani Ports, and ICICI Bank. Overweight on banks, healthcare, consumer; risks stem from U.S. tariffs, geopolitics, and sector-specific pressures.

Announcement as attached

Hindustan Aeronautics (HAL) received Cabinet approval for a Rs 62,000-crore order of 97 LCA Mk-1A fighter jets, boosting investor optimism. The upgraded Tejas jets will replace the ageing MiG-21 fleet. Following the announcement, HAL shares rose 1.3% to Rs 4,525.85 on BSE, with brokerages projecting a potential target of Rs 6,325 after the company’s strong Q1 results.

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Share price of key Indian defence stocks HAL and BEL saw a sharp rise on Wednesday after the govt cleared Indian Fir Force's plan to acquire 97 LCA Tejas Mark 1A fighter jets for Rs 62,000 crore. Hindustan Aeronautics Limited will begin production. This order follows a previous one for 83 aircraft. The Tejas jets will replace the aging MiG-21 fleet. Deliveries for the earlier order are scheduled to begin in February 2024.

Investors eyeing dividends from Indian giants like Coal India, HAL, and RVNL should note that today is the last chance to buy shares to qualify. These companies have set August 21, 2025, as the record date for dividend eligibility.

HAL shares: HAL reported a 3.7% YoY drop in Q1FY26 net profit to ₹1,383.77 crore despite a 10.8% revenue rise to ₹4,819.01 crore, driven by stronger execution and demand. Net profit fell 65.2% QoQ due to seasonal and project delivery factors. Net worth stood at ₹34,985.17 crore as of March 2025.

Financial results for the quarter ending 30th June 2025

Hindustan Aeronautics Ltd reported a 3.7% YoY decline in consolidated Q1FY26 net profit to Rs 1,383.77 crore, despite an 10.8% surge in revenue to Rs 4,819.01 crore. Quarterly profits fell sharply 65.2% sequentially.

Sometimes, in the stock market, connecting the dots is important. Now, the question: What made the stock market move up on Monday? There was certainly nothing positive regarding the India-US trade treaty. So, clearly, there was something else. While in the market one cannot be 100% sure about anything, the trigger for the rally probably was the MF numbers for July which were released on Monday. It clearly showed an improvement. How is this important?

Hindustan Aeronautics Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 12/08/2025 ,inter alia, to consider and approve the Audited Financial Results for the quarter ended 30th June, 2025

The Defence Acquisition Council (DAC), chaired by Defence Minister Rajnath Singh, has approved proposals for the procurement of indigenous Medium Altitude Long Endurance (MALE) drones, autonomous surface vessels, mountain radars, and upgrades to infantry combat vehicles and air defence systems.

Margin Trading Funding (MTF) in India reached a record high in August, exceeding ₹96,000 crore, reflecting strong investor confidence despite market fluctuations. This surge indicates a growing appetite among retail investors to borrow for stock market investments. Hindustan Aeronautics, Tata Motors, and TCS are among the most traded stocks using borrowed funds, highlighting specific investment preferences.

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Because we have the word “Hold ” in the headline, does it mean today’s list only has stocks where the analyst recommendation is “Hold”? No. But our headline says “Hold”, because, at a time the markets are volatile and bears are again on the prowl, the first instinct is to either buy to “average out” prices, or sell in order to protect profit. But in reality, the best action may well be no action. Just ignore what is happening in the market, whether it is noise about global events or even earnings. Just to put this in perspective. Remember February 2022? That was when Russia launched its full-scale war against Ukraine. There was panic and the global markets melted. Today, nobody even talks about the war that still rages on. So, if you are holding the right stock, it will pay off in the long term. Do just that: Hold.

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After a strong run fueled by robust orders and Operation Sindoor, Indian defence stocks are facing turbulence. Shares of companies like Mazagon Dock and Cochin Shipyard have declined significantly, dragging down the Nifty India Defence index. This downturn is driven by concerns over high valuations, potential delivery delays, and execution risks.

When the Nifty and Sensex are rising every other day in tandem with bullish headlines, it is difficult to think rationally about valuations. Similarly, when they are falling every second day, it is difficult to think about what business you will own when you buy a stock, and that corrections are part markets, and that they will keep happening. And that, in the end, it is all about earnings.

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LIC has trimmed its holdings in several popular retail stocks, including Suzlon Energy, Reliance Power, and Vedanta — companies that have remained favorites among small investors despite their fluctuating performance. According to data compiled from ACE Equity, the insurance major's current portfolio now includes 277 stocks.

Indian defence stocks, including HAL and BDL, experienced a downturn on Friday, with shares tumbling up to 5% as investors booked profits after a sustained rally. The Nifty India Defence index declined for the third consecutive session, reflecting a shift in sentiment from optimism to caution.

HAL shares: This significant handover occurred at L&T’s Precision Manufacturing & Systems Complex in Coimbatore, representing a key milestone in the strengthening partnership between the private sector and defense manufacturing.

PL Capital cited strength in domestic-facing sectors like pharma, banks, capital goods, defence, and power, as trigger for a Nifty rally. The brokerage has also raised its bull-case target to 28,957 and listed 17 top stock picks across large, mid, and small caps.

The defence stock rally is losing steam as mutual funds offloaded Rs 1,713 crore across nine stocks in June, led by Solar Industries, Zen Technologies, and Bharat Forge. Post-Operation Sindoor optimism and NATO-led tailwinds pushed valuations into overheated territory, prompting institutional exits amid concerns of stretched pricing and execution risks.

Announcement as attached

Announcement as attached

When buying a stock, it would be good to ask yourself some questions. Why am I buying this particular stock? When or what will make me sell the stock? Clarity on these questions will help sort out many problems and probably lead to better returns in the market. These questions are particularly relevant when the markets are in volatile mode. Also, and more importantly, when valuations are not cheap and you have some money to invest in stock markets.