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Indian defence stocks fall after Budget 2026 despite higher capital outlay

Why defence stocks plunged despite 18% rise in capital outlay – 4 major announcements to track for the sector

Defence stocks cracked after Budget even with higher spending. The reason wasn’t the money it was what was missing.

February 1, 2026 16:00 IST

Stocks making biggest moves midday as Hindustan Copper, ABB India and Hindalco rally

Markets end higher: Nifty above 25,400, Sensex up 200 points; Tata Steel, L&T among gainers

Sensex gains 222 points, Nifty closes above 25,400; see which stocks drove today’s rally. Read more now!

Updated: January 29, 2026 15:33 IST

From L&T, ONGC, Maruti Suzuki, to Vodafone Idea – Here are 10 stocks to watch

Stocks to watch today, January 29: Track key stock movements and business performance updates including L&T, Maruti, ONGC, and more—read…

January 29, 2026 06:24 IST

Cochin Shipyard reported an 18 per cent YoY profit decline in the third quarter of FY26

Cochin Shipyard reports 18% profit decline in Q3 despite 17% revenue growth, announces dividend and multiple acquisitions, JV

Cochin Shipyard reported an 18% YoY decline in consolidated profit to Rs 144 crore in Q3 FY26, even as revenue…

January 28, 2026 20:46 IST

Coal India Hindustan Zinc Kotak Bank Groww stocks midday movers

Stocks making biggest moves midday: Vodafone Idea, BHEL, Mazagon Dock Shipbuilders, and more

Vodafone Idea jumps on DoT relief, defence stocks rally; BHEL, Coal India, and Elecon Engineering among key movers in weak…

Updated: January 9, 2026 14:22 IST

3 hidden gems to play the shipbuilding boom. (Image Source: Canva)

Indian Navy’s 200-ship goal: 3 “hidden gems” riding the Rs 2.35 lakh crore capex wave

India’s maritime build-out is accelerating, backed by naval expansion. Beyond shipyards, ancillary and service players are emerging as proxy beneficiaries…

January 5, 2026 05:30 IST

7 Defence Stocks to Watch After DAC’s Rs 79,000 Crore Procurement Approval

The latest defence approvals shine a spotlight on these stocks across key segments.

January 2, 2026 10:51 IST

India’s Rs 44,700 crore shipbuilding Reset: These companies to anchor national maritime mission.

3 Defence shipbuilders set to win big from the new Rs 44,700 crore scheme

A Rs 44,700 crore policy push reframes shipbuilding as a long-term industrial theme. With incentives tied to scale, capacity, and…

January 1, 2026 05:30 IST

Pearl City finds it way home

VinFast is only the beginning. South Korean giant HD Hyundai plans to set up its first Indian shipyard in Tuticorin…

Updated: December 23, 2025 22:35 IST

India defence sector growth Motilal Oswal report Rs 7 trillion projects

Rs 7 trillion opportunity: 5 reasons why India’s defence sector is poised for high growth

India’s defence sector is in a new expansion phase with ₹7 trillion in approved projects. Motilal Oswal says HAL, BDL,…

Updated: December 15, 2025 13:00 IST

India's maritime MRO revolution: Aatmanirbhar Bharat's next frontier for shipping giants. (Image Source: Mazagondock)

Stop chasing shipbuilding. The real story is ship repair: 3 stocks to watch

Ship repair is emerging as the next growth theme in India’s maritime sector, driven by rising MRO demand, expanding facilities,…

December 11, 2025 05:30 IST

HD Hyundai to build $2 billion shipyard in Tamil Nadu; expands defence, crane partnerships in India

South Korea’s HD Hyundai has signed an exclusive agreement with the Tamil Nadu government to develop a new shipyard worth…

December 8, 2025 13:06 IST

Riding the naval wave: Why these stocks are poised for a decade of growth. (Image Source: Mazagondock)

India’s answer to China: 3 defence stocks set for a Rs 1.5 trillion naval windfall

India’s naval build-up is accelerating as rising regional tensions reshape the shipbuilding landscape, opening a massive multi-year opportunity for 3…

November 17, 2025 05:15 IST