Fighter Jet & Helicopter Stocks Leading India’s Defence Boom | CapitalKeeper Defence & Aerospace Theme – Part 1
Make in India | Atmanirbhar Bharat | Defence Capex | Global Export Boost
Fighter Aircraft & Helicopters (OEMs & Assemblers)
Series: India’s Defence & Aerospace Stocks 2025
✳️ Introduction
India’s defence manufacturing landscape is undergoing a revolutionary shift. With growing indigenous capabilities in fighter aircraft, helicopters, and aerospace systems, the companies operating in this space are emerging as multi-decade compounders. This category, also called the OEM (Original Equipment Manufacturer) segment, forms the core of India’s Defence Capex push under Atmanirbhar Bharat.
Today’s focus is on three key OEM stocks leading the aerial defence segment:
- Hindustan Aeronautics Ltd (HAL)
- BEML Ltd
- Taneja Aerospace (TAAL)
1️⃣ Hindustan Aeronautics Ltd (HAL)
🔧 Fundamentals:
- Largest Indian aerospace & defence PSU
- Makes LCA Tejas fighter jets, ALH Dhruv helicopters, trainer aircrafts, Rafale jet service support
- Recent order book: ₹85,000+ crore
📊 Technical Snapshot:
- CMP: ₹5,047
- Support: ₹4,900
- Resistance Zone: ₹5,300 / ₹5,500
- RSI (Daily): 57.8 – Neutral to bullish
- MACD: Slightly bearish crossover but above zero line
- ADX: 32 – Indicates strong ongoing trend
- Volume: Above 10-day average; institutional buying visible
📈 Chart Pattern:
✅ Cup-and-handle breakout confirmed
✅ Higher lows since ₹4,000 level
✅ Consolidation breakout above ₹4,880 = bullish signal
🎯 Trade Strategy:
- Buy on dips near ₹4,900–4,950
- Target 1: ₹5,300
- Target 2: ₹5,500
- Stop-loss: ₹4,880 (daily close)
2️⃣ BEML Ltd (Bharat Earth Movers Limited)
🔧 Fundamentals:
- PSU defence equipment maker
- Key supplier of military trucks, tanks carriers, mine plows, and aerospace ground support equipment
- Plays role in ISRO launches and missile logistics
📊 Technical Snapshot:
- CMP: ₹4378
- Support: ₹4,300
- Resistance: ₹4,600 / ₹5,400
- RSI: 53 – Neutral zone
- MACD: Positive with rising histogram
- ADX: 26 – Rising strength
📈 Chart Pattern:
✅ Ascending triangle forming
✅ Clean 20 EMA support on daily charts
✅ Ready to break previous swing high at ₹4,500
🎯 Trade Strategy:
- Buy near ₹4,200–4,350 range
- Target 1: ₹4,650
- Target 2: ₹5,600
- Stop-loss: ₹3,240
3️⃣ Taneja Aerospace (TAAL)
🔧 Fundamentals:
- Pioneer in private aerospace infra
- Owns India’s first private airfield
- Provides hangars, pilot training infrastructure, aircraft maintenance
📊 Technical Snapshot:
- CMP: ₹375
- Support: ₹350
- Resistance: ₹460 / ₹580
- RSI: 55 – Stable uptrend
- MACD: Positive crossover forming
- ADX: 24 – Early trend development
📈 Chart Pattern:
✅ Symmetrical triangle breakout zone
✅ Weekly bullish engulfing candle
✅ Low float stock – volatile but high potential
🎯 Trade Strategy:
- Buy between ₹355–₹375
- Target 1: ₹460
- Target 2: ₹580
- Stop-loss: ₹350
📘 Category Summary: Fighter Aircraft & Helicopter OEMs
| Stock | CMP (₹) | Trend | RSI | Trade View | Target | Stop |
|---|---|---|---|---|---|---|
| HAL | 5,047 | Strong Bullish | 57.8 | Buy Dips | 5,300 / 5,500 | 4,880 |
| BEML | 4,378 | Breakout Forming | 53 | Accumulate | 4,650 / 5,600 | 4,300 |
| TAAL | 375 | Early Bullish | 55 | Volatility Play | 250 / 280 | 350 |
🧠 CapitalKeeper Insights
This category should form the core of any defence-focused portfolio, especially for positional investors looking for:
- Government visibility
- High order books
- Strong cash flows
- Momentum + Value
Stocks like HAL and BEML are bluechip-grade within PSU Defence, while TAAL offers a microcap opportunity in India’s growing private aerospace infrastructure space.
📌 What’s Next?
In Day 2, we’ll explore Missile Systems & Ammunition Makers like:
- Bharat Dynamics (BDL)
- Solar Industries
- Premier Explosives
They’re already seeing order visibility for the next 3–5 years and rising export demand.
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