HAL, Mazagon Or BEML? Sharad Avasthi Shares His Top Defence Sector Picks

India's defence sector continues to attract investor attention, but stock performance across the space has been mixed. In this discussion, Sharad Avasthi, Head of Research (PCG), SMIFS, shares his outlook on key defence names and explains where he sees the strongest opportunities. Avasthi remains bullish on HAL and Mazagon Dock, citing strong business moats, order book visibility and reasonable valuations relative to growth prospects. He also highlights BEML as an attractive diversified play with exposure to defence, railways and heavy equipment. At the same time, he believes valuations in some defence stocks have become stretched. Watch the full conversation to understand the opportunities, risks and key trends shaping India's defence sector outlook.

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Видео HAL, Mazagon Or BEML? Sharad Avasthi Shares His Top Defence Sector Picks канала Business Today