The defence sector has seen impressive revenue growth in Q2, with several companies reporting a surge of up to 240% in their sales. These companies are benefitting from increased demand, government contracts, and growing geopolitical tensions, which are driving their financial performance to new heights. In this article, we spotlight defence stocks that have delivered remarkable revenue growth, showcasing their potential for further expansion in this crucial industry.
Here is the list of stocks to look out for
Data Patterns (India) Ltd
Data Patterns (India) Ltd is a vertically integrated Indian company specializing in the design, development, and manufacturing of high-reliability electronic systems for the defense and aerospace industries. Established in 1985, the company provides solutions for platforms in space, air, land, and sea, with expertise in areas like radars, electronic warfare, avionics, and satellite systems.
With a market capitalization of Rs. 16,973.22 Crores on Friday, the shares of the company jumped upto 1.1 percent, reaching a high of Rs. 3143.90 compared to its previous close of Rs. 3106.65.
Coming to financial highlights, Data Patterns (India) Ltd’s revenue has increased from Rs. 91 crore in Q2 FY25 to Rs. 307 crore in Q2 FY26, which has grown by 238 percent. The net profit has also grown by 62 percent from Rs. 30 crore in Q2 FY25 to Rs. 49 crore in Q2 FY26.
Rossell Techsys Ltd
Rossell Techsys Ltd. is an Indian engineering and manufacturing company focused on the aerospace and defense sectors, providing Build to Specifications (BTS) and Build to Print (BTP) services to global Original Equipment Manufacturers (OEMs). The company has a major facility in Bengaluru’s Aerospace Park and holds a long-term contract with Boeing for electrical panel assemblies for the T-7A Red Hawk aircraft.
With a market capitalization of Rs. 2,634.61 Crores on Friday, the shares of the company declined upto 1.4 percent, reaching a low of Rs. 694.15 compared to its previous close of Rs. 704.30.
Coming to financial highlights, Rossell Techsys Ltd’s revenue has increased from Rs. 51.10 crore in Q2 FY25 to Rs. 125.17 crore in Q2 FY26, which has grown by 145 percent. From a loss of Rs. 0.10 crore in Q2 FY25 turned to a profit of Rs. 5.67 crore in Q2 FY26.
Bharat Dynamics Ltd
Bharat Dynamics Ltd. (BDL) is an Indian state-owned enterprise under the Ministry of Defence, established in 1970 to serve as a manufacturing base for guided missile systems and other defence products for the Indian Armed Forces. Headquartered in Hyderabad, BDL manufactures a range of defence equipment, including missiles (Surface-to-Air, Air-to-Air, Anti-Tank Guided Missiles), torpedoes, and other allied defence equipment.
With a market capitalization of Rs. 55,398.59 Crores on Friday, the shares of the company declined upto 2.9 percent, reaching a low of Rs. 1503.90 compared to its previous close of Rs. 1556.70.
Coming to financial highlights, Bharat Dynamics Ltd’s revenue has increased from Rs. 545 crore in Q2 FY25 to Rs. 1,147 crore in Q2 FY26, which has grown by 111 percent. The net profit has also grown by 76 percent from Rs. 123 crore in Q2 FY25 to Rs. 216 crore in Q2 FY26.
Jaykay Enterprises Ltd
Jaykay Enterprises Ltd is a part of the JK Group that specializes in advanced defence, aerospace, and digital manufacturing solutions. The company offers a range of services, including additive manufacturing, prototyping, CNC machining, and composite engineering. It also provides digital services such as software design and development, and has expanded into the MedTech sector.
With a market capitalization of Rs. 2,665.67 Crores on Friday, the shares of the company jumped upto 0.9 percent, reaching a high of Rs. 215.15 compared to its previous close of Rs. 213.35.
Coming to financial highlights, Jaykay Enterprises Ltd’s revenue has increased from Rs. 30.81 crore in Q2 FY25 to Rs. 63.07 crore in Q2 FY26, which has grown by 105 percent. The net profit has also grown by 1,921 percent from Rs. 0.51 crore in Q2 FY25 to Rs. 8.77 crore in Q2 FY26.
Written by Sridhar J
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