Defence Firms

The Pentagon labeled the AI start-up, which is widely used across the Department of Defense, a supply-chain risk earlier this year, barring its use by the Pentagon and its contractors

MTAR, as Bloom's key supplier of critical hot box assemblies (commanding 60-70 per cent wallet share), is not merely a beneficiary of this theme but an irreplaceable enabler of it, MOFSL said.

Among defence public-sector undertakings (DPSUs), DAM Capital said that it prefers Hindustan Aeronautics and Bharat Electronics.

With strong policy environment, rising defence allocations, increasing indigenization and a clear shift towards advanced electronics and systems, Data Patterns is well-positioned to benefit.

In a world where peace can no longer be taken for granted, Sourisse, who heads a global defence major, tells Veenu Sandhu why strategic autonomy is more critical now than ever

Thus far in the month of April, Nifty India Defence index has outperformed the market by surging 8 per cent, as against 3 per cent gain in Nifty 50.

Among the defence stocks, Paras Defence, Bharat Dynamics, Apollo Micro Systems, BEML, Midhani, Bharat Electronics and Astra Microwave gained between 8% and 10% in Wednesday's intra-day trade.

Shares of Sunita Tools were locked in the 5 per cent upper circuit at ₹1,075.20, also its new life-time high on Thursday on the BSE.

IG Defence unveils 'Project KAL', an indigenous long-range strike drone capable of carrying explosive payloads up to 1,000 km, aimed at boosting India's unmanned warfare capabilities

BEL is a manufacturer and integrator of radars, communication systems, EW suites, and avionics

Crisil Ratings believes that the Belrise group will maintain its strong position in the auto components industry backed by its established customer relationships and a diversified product portfolio.

Thus far in the calendar year 2026, BEL has outperformed the market by surging 16%, as compared to 6.6% decline in the BSE Sensex.

Share price of Data Patterns (India) rallied 9.5 per cent today to hit a high of ₹3,190 on the NSE in the intraday trade

The draft also proposes monitoring timelines from the request for information (RFI) stage onwards, alongside the planning of concurrent activities, to compress overall acquisition timelines

At 11:15 AM on Friday; the Nifty India Defence was the sole sectoral index trading in green and up 0.08 per cent, as compared to 1 per cent decline in the Nifty 50.

Released for stakeholder comments on Tuesday, the Draft Defence Acquisition Procedure 2026 addresses domestic industry concerns over the definition of 'Indian vendor'

With US-India trade deal on the horizon coupled with healthy diversification efforts at the company (ADS), Sansera Engineering remains one of top pick in the auto ancillary space for ICICI Securities.

With strong growth visibility over the next few years, the MTAR management has increased its FY26 revenue growth guidance to 30-35% and maintained its EBITDA margin outlook at around 21%.