BEL, Solar Industries, PTC to see upside up to 46%, Goldman Sachs says amid Rs 790 billion defence push

Goldman Sachs turned bullish on India’s defence sector after DAC cleared Rs 790 billion in new projects, naming PTC Industries, Bharat Electronics, and Solar Industries as top picks. The brokerage sees up to 46% upside, citing strong order visibility and expanding opportunities in naval and missile systems.

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