Archive · 8 Dec 2025
Analysts Bullish on Renewable and Defence Stocks
Several companies are making big plans in the renewable energy and defence sectors.
Analysts think their stocks could go up a lot.
Waaree Energies and Suzlon Energy are expanding their solar panel and wind turbine businesses, respectively, and see strong growth potential due to India's renewable energy targets.
Sona BLW Precision Forgings is also doing well, with a lot of orders for electric vehicle components and railway parts.
In the defence sector, companies like Bharat Electronics, Hindustan Aeronautics, and Bharat Dynamics are expected to do well because of increased government spending and new defence deals.
Both sectors are getting ready for big growth in the coming years.
Emkay Global initiated coverage on Waaree Energies with a 'Buy' rating and a target price of Rs 4,260, implying 48% upside.
Suzlon Energy received a 'Buy' rating from Motilal Oswal with a target price of Rs 74, suggesting 43% upside.
Waaree Energies is expanding its solar panel and battery storage business, with significant growth projections for 2025-2028.
Suzlon Energy is increasing its wind turbine manufacturing capacity and sees strong growth potential in the wind energy sector.
Sona BLW Precision Forgings received a 'Buy' rating from Nuvama with a target price of Rs 570, implying 16% upside, driven by deep EV exposure and a strong order book.
Bharat Electronics (BEL), Hindustan Aeronautics (HAL), and Bharat Dynamics (BDL) received 'Buy' ratings from Motilal Oswal with target prices of Rs 500, Rs 5,800, and Rs 2,000 respectively, driven by strong order inflows and export opportunities in the defence sector.
- Who
- Waaree Energies, Suzlon Energy, Sona BLW Precision Forgings, Bharat Electronics (BEL), Hindustan Aeronautics (HAL), Bharat Dynamics (BDL)
- What
- Analysts predict significant upside for renewable energy and defence stocks
- When
- Projections for 2027 and 2028
- Where
- India
- Why
- Growth in solar, wind energy sectors, and defence sector supported by government targets and regulatory measures
- Waaree Energies Target Price
- Rs 4,260
- Waaree Energies Upside
- 48%
- Suzlon Energy Target Price
- Rs 74
- Suzlon Energy Upside
- 43%
- Sona BLW Target Price
- Rs 570
- Sona BLW Upside
- 16%
- Sona BLW Order Book
- Rs 23,600 crore
- Sona BLW EV Exposure
- 70% of order book
- Sona BLW Railway Segment Revenue
- 20% of Q2 FY26 revenue
- Sona BLW Railway Order Book
- Rs 1,300 crore
- BEL Target Price
- Rs 500
- HAL Target Price
- Rs 5,800
- BDL Target Price
- Rs 2,000
- Zen Technologies Target Price
- Rs 1,400
- India's Solar Capacity Target
- 300 GW by 2030
- India's Wind Capacity Target
- 100 GW by 2030
- Defence Sector Acceptance of Necessity Approvals
- Rs 7 lakh crore between FY24 and first ten months of FY26
Sources
Suzlon Energy shares have 43% upside, Motilal Oswal says after analyst meet
Waaree Energies share price: Why Emkay sees 48% upside on this renewable energy stock
Suzlon Energy share price: Buy, 43% upside possible, says MOFSL
Suzlon Group Vice Chairman Girish Tanti Expects Government To Convert 40 GW Of Uncontracted Renewable Energy Capacity To The FDRE Option
BHEL: Execution ramp up ahead? ICICI Securities ups target price
Suzlon Energy share price gains over 2% as Motilal Oswal stays bullish, sees 43% upside
BEL, HAL, BDL: 3 defence stocks to buy as long term growth visibility stays intact
Nuvama recommends Buy on this key EV component maker with 16% upside potential: 4 factors driving the bullish call
Suzlon shares headed for 50% upside? What analysts, charts suggest; check price targets
Motilal Oswal’s top 3 defence sector picks with up to 32% upside potential – Check full list
