PSU Defence Companies Outperform in Q1 – Bets: Order Inflows Signal Strong Multi-Year Visibility for Defence Stocks – News Air Insight

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According to Amit Anwani, HAL’s order book has jumped from ₹30,000 crore to ₹1.9 lakh crore, and with the latest approval, it is inching towards ₹2.5 lakh crore – a 6–7x growth. BEL too has seen cumulative strong inflows over the last two years, including a ₹30,000 crore order expected to reflect this year, which drove its healthy Q1 performance.



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