Defence stocks cracked after Budget even with higher spending. The reason wasn’t the money it was what was missing.
India’s nuclear submarine programme shifts investor focus to defence supplier stocks like Mishra Dhatu, PTC Industries and CFF Fluid Control.
Metal stocks cracked after a sharp global reversal, Vodafone Idea surged on a ₹45,000-crore investment plan, while railway shares stayed…
Rail capex has more than doubled since FY22 to ₹2.6 lakh crore in FY26. Order books look strong, but execution…
Indian markets stayed volatile at midday with sharp stock-specific action. Axis Bank surged on strong Q3 results, Kotak slipped on…
Nuvama shifts focus from orders to execution naming Bharat Electronics, DCX Systems, and Solar Industries as India’s top defence outperformers…
Vodafone Idea jumps on DoT relief, defence stocks rally; BHEL, Coal India, and Elecon Engineering among key movers in weak…
India’s maritime build-out is accelerating, backed by naval expansion. Beyond shipyards, ancillary and service players are emerging as proxy beneficiaries…
India’s defence systems are changing in ways most people never notice. This fast growing company rests inside that change, silently,…
A Rs 44,700 crore policy push reframes shipbuilding as a long-term industrial theme. With incentives tied to scale, capacity, and…
India’s defence sector is in a new expansion phase with ₹7 trillion in approved projects. Motilal Oswal says HAL, BDL,…
Ship repair is emerging as the next growth theme in India’s maritime sector, driven by rising MRO demand, expanding facilities,…
A century-old Kolkata shipyard is quietly turning into India’s modular warship machine. A revolution most investors haven’t noticed. From secretive…
After years of being ignored, a select group of PSU leaders is entering a new phase of growth—where cleaner books,…
One of India’s most reputed fund houses, 3P Investment Managers, founded by Prashant Jain, just made 3 big changes to…
The second half of 2025 has witnessed profit booking and time correction across defence stocks in sync with the broader…
India’s naval build-up is accelerating as rising regional tensions reshape the shipbuilding landscape, opening a massive multi-year opportunity for 3…
India’s defence-shipbuilding cycle is shifting gears, as a new set of contenders gains attention with swelling order books and long-term…