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Defence news

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Defence stocks India after Rs 1.1 lakh crore DAC approvals
Rs 1.1 lk cr DAC push: Macquarie, Jefferies see up to 39% upside in these defence stocks

India’s fresh defence order push is putting key stocks in focus, with Jefferies seeing up to 39% upside in select…

September 8, 2026 11:38 IST
Adani Defence secures 5-year AK-203 ammunition pact
Adani Defence secures 5-year AK-203 ammunition pact as India deepens Rs 5,124-cr rifle localisation push

Adani Defence’s Kanpur facility can make small-calibre ammunition, and the five-year AK-203 supply pact provides a steady demand pipeline for…

Updated: September 6, 2026 13:13 IST
Defence Public Sector Undertakings in India.
How India is planning to turn defence PSUs into global giants | Explained

Rajnath Singh underlined that in the year 2025-26, India achieved defence production worth approximately Rs 1.8 lakh crore with DPSUs…

Updated: September 2, 2026 15:35 IST
India to double S-400 fleet? Inside Russia's Rs 50,000 cr bid for 5 additional squadrons (Representational image)
India to double S-400 fleet? Inside Russia’s Rs 50,000 cr bid for 5 additional squadrons

The S-400 had played a key rule during Operation Sindoor — taking out a large number of Pakistani surveillance and…

August 31, 2026 12:15 IST
Javelin anti‑tank missiles.
India signs Rs 292 crore deal for US Javelin anti‑tank missiles

The FGM-148 Javelin is a shoulder-fired, medium-range anti-tank missile made by Lockheed Martin and RTX.

Updated: August 29, 2026 12:07 IST
Samarthak, Indian Navy's first Multi-Purpose Vessel.
Samarthak: Navy’s 1st indigenous multi-purpose vessel worth Rs 887 cr marks big step for ‘Aatmanirbhar Bharat’

Built under an Rs 887-cr MoD-L&T contract, Samarthak is a 107-metre, 3,750-tonne multi-purpose vessel.

Updated: August 29, 2026 11:14 IST
India’s defence modernisation spurs a new earnings cycle for HAL, BEL, Larsen & Toubro and Data Patterns
Defence orders, bigger earnings: How military modernisation is powering HAL, L&T, Data Patterns

The report also said some companies are seeing slower order flows due to high comparisons with last year. However, strong…

Updated: August 28, 2026 15:16 IST
HAL-Samtel opens India's first public-private facility in Gurugram
How homegrown avionics are becoming critical to India’s defence manufacturing push

Samtel HAL Display Systems Ltd is notable for being India’s first public-private joint venture in defence avionics to indigenously design,…

Updated: August 30, 2026 08:02 IST
Indian Army battle tanks.
Rs 472 crore, 80 tanks a year: Why a new Jabalpur overhaul facility matters for the Army

India’s large T-72 and T-90 tank fleet remains vital to its armoured forces, making efficient maintenance, repairs and upgrades crucial…

Updated: August 28, 2026 08:55 IST
Akash missile
High performance, low cost: How Akash is reshaping India’s air defence and global footprint

Operation Sindoor put Akash in the spotlight, with Indian air defence units using it effectively against drone swarms and missile…

Updated: August 27, 2026 16:44 IST
India’s ‘Aravalli’ helicopter engine.
Why Aravalli Engine deal is the breakthrough India needed in aero-engine technology

Aravalli Engine deal: The manufacturing will take place at SAFHAL’s facility in Karnataka’s Tumakuru district, creating a space for advanced…

Updated: August 27, 2026 09:39 IST
Pinaka missile
How Pinaka’s Rs 60 bn growth outlook makes rocket artillery a defence opportunity

Pinaka has steadily evolved, with Mk1 Enhanced extending range to 45–60 km and doubling accuracy over the original 38–40 km…

Updated: August 26, 2026 13:16 IST
DRDO
From innovation to industrialisation: How DRDO’s missile tech is reaching Indian factories

For years, DRDO has been at the centre of India’s indigenous missile-development effort, working with the armed forces and an…

August 25, 2026 18:17 IST
'Sher' is ready: Why Amethi-made AK-203 rifle is a big leap for India's defence sector.
‘Sher’ is ready: Why Amethi-made AK-203 rifle is a big leap for India’s defence sector

AK-203 is a gas-operated assault rifle with a rotating-bolt mechanism which is expected to provide the Army with a modern…

Updated: August 23, 2026 12:46 IST
Defence equipment of Positive Indigenisation Lists.
Why India imposed restrictions on over 900 critical defence items in past six years | Check full list

Defence Ministry shows that between August 2020-2026, the govt notified 6 such long lists, covering a total of 914 items,…

Updated: August 21, 2026 14:30 IST
Prime Minister Narendra Modi.
Data as ‘national asset’ and push for global-ready defence industry: What PM Modi said during key meeting

PM Modi pointed out that the government invests significant resources in collecting, storing and managing data, but its full potential…

Updated: August 21, 2026 15:53 IST
Rs 3,070 crore defence opportunity: What the 6th Positive Indigenisation List means for India
Rs 3,070 crore defence opportunity: What the 6th Positive Indigenisation List means for India

The sixth Positive Indigenisation List covers 405 defence items across air, land, naval and electronics domains.

August 19, 2026 13:40 IST
NIBE Zen Technologies ideaForge Data Patterns BEL Paras Defence drone stocks
NIBE, Zen Tech to Data Patterns: 6 drone stocks to watch as PM Modi fast-tracks Rs 52,000 crore orders

Drone stocks: NIBE, Zen Technologies, ideaForge, Data Patterns, BEL and Paras Defence are emerging as key listed plays as India…

Updated: August 18, 2026 15:16 IST
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shorts
Telecom revenue to grow 12-14% in FY27: Report
Telecom revenue to grow 12-14% in FY27: Report
Business

India’s telecom market is expected to see a 10% growth in average revenue per user (Arpu) and 12-14% revenue growth in FY27 due to a round of tariff hikes and continued premiumisation. Despite having high data usage levels, mobile Arpu remains low at Rs 200, leaving room for further tariff rationalisation.

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