Defence stocks to buy for long-term: HAL, Bharat Electronics among Top defence stock picks after Q2 results

Defence stocks to buy for long-term: HAL, Bharat Electronics among Top defence stock picks after Q2 results

Hindustan Aeronautics Limited (HAL) and Bharat Electronics Limited (BEL) have emerged as top defence stock picks for long-term investment after robust Q2 2025 results.

Hindustan Aeronautics Limited (HAL)

HAL reported strong Q2 FY26 results with revenue rising 11% year-on-year to ₹6,629 crore. The company posted a net profit of ₹1,669 crore, a 10.5% increase compared to the same quarter last year. This growth reflects HAL's solid execution across aircraft and aerospace manufacturing and their expanding defence portfolio. HAL’s consistent performance strengthens its position as the backbone of India's military aviation and aerospace sector, making it an attractive long-term investment for those betting on India’s defence modernization.​

Bharat Electronics Limited (BEL)

BEL's Q2 FY26 results were equally impressive with revenue growing 29.2% quarter-on-quarter to ₹5,946 crore and a 24.8% rise year-on-year. Profit after tax stood at ₹1,287 crore, showing significant growth of 17.8% year-over-year. BEL's EBITDA rose 22%, although operating margins saw a slight contraction. The company's strong order book of ₹74,453 crore provides a robust revenue pipeline which, combined with steady earnings growth, makes it a favorite among defence sector investors aiming for long-term capital appreciation.​

Other Notable Defence Stocks

• Bharat Dynamics Limited (BDL) is prominent in missile systems and strategic defence equipment.

• Mazagon Dock Shipbuilders and Cochin Shipyard lead in naval defence construction.

• Data Patterns (India) Limited and Paras Defence are growing in electronic warfare and aerospace technology.

Investment Summary

• HAL and BEL have reported strong Q2 numbers with rising revenue and profits.

• Both companies benefit from India’s increasing defence budget and modernization plans.

• Their solid financials and strategic importance make them top picks for long-term investment in the Indian defence sector.

• Investors should also consider other companies like BDL, Mazagon Dock, and newer tech-focused defence firms for portfolio diversification.

The defence sector stocks, led by HAL and BEL, stand as promising options for investors looking to capitalize on India’s defence growth trajectory post the positive Q2 results in 2025.