Defence Sector

Motilal Oswal Financial Services has a 'Buy' rating on Bharat Electronics, Hindustan Aeronautics, Bharat Dynamics, and Astra Microwave Products

The recent up move in Nifty Defence reflects renewed buying after a long phase of consolidation, says Om Mehra, technical analyst at SAMCO Securities. The analyst is bullish on BEL, BDL and GRSE.

Ghatak is envisaged as a stealth-capable flying-wing unmanned combat aerial vehicle designed to penetrate heavily defended airspace without placing pilots at risk

India's strategic autonomy hinges on stronger hard power, a scaled-up military-industrial base, and technological self-reliance, panellists said at Business Standard Manthan

Strategic autonomy requires strong military capability, domestic defence industry and rapid technology adoption as global power rivalries reshape security and trade dynamics, experts said

Ahead of Prime Minister Narendra Modi's visit to Israel later this month, an MoU was signed between India and Israel to deepen defence ties and strengthen ongoing joint activities, including future seminars and cooperative initiatives. The International Defence Cooperation Directorate (SIBAT) within Israel's Ministry of Defense (IMOD) have facilitated meetings between leading Indian and Israel defence industries leading to the signing of the Memorandum of Understanding (MoU). SIBAT in cooperation with the Society of Indian Defence Manufacturers (SIDM) and India's Ministry of Defence led a seminar and B2B meetings this week between leading Indian and Israeli defence companies, the IMOD said. "The seminar was led by SIBAT Director, Brig. Gen. (Res.) Yair Kulas, and brought together small, medium and large Israeli and Indian defence companies for substantive engagements, with the goal of deepening familiarity with India's defense industrial ecosystem and its updated Defense Acquisition

Day 2 of the India-AI Impact Summit in New Delhi focused on large-scale deployment of artificial intelligence across key sectors.

India-AI Impact Summit 2026: Defence experts said AI can help armies take faster decisions, predict equipment failures and boost readiness while keeping humans in control of critical operations

Speaking at the India AI Impact Summit 2026, the senior military official also warned of risks from artificial superintelligence and called for responsible, doctrine-driven AI deployment in defence

Ahead of the numbers, some analysts said ‌improved order execution and easing supply chain issues were likely to aid ​the ‌company's earnings

Goldman Sachs highlighted three major tailwinds for the sector, including an 18 per cent Y-o-Y increase in capital procurement in the Union defence budget for FY27, and the proposed India-EU FTA

Draft Defence Acquisition Procedure 2026 released for stakeholder comments; focus on force modernisation, faster acquisition, and scaled-up production

The vessel will be equipped with a state-of-the-art navigation system, advanced communication suites and a deck capable of supporting helicopter operations

Defence stocks: Data Patterns, GRSE, Paras Defence, BEML, Mazagon Dock and BEL among others crashed up to 19% in Sunday's intra-day trade even as FM proposed 15% higher Budget spends for the sector.

Maharashtra's ₹330 crore Defence & Aerospace Venture Fund (MDAVF), launched in 2018, aims to catalyse manufacturing capabilities among MSMEs in strategic, high-growth sectors

Mirae Asset BSE India Defence ETF is suitable for investors seeking returns that align with the performance and investment in securities constituting the BSE India Defence Total Return Index

The study showed that growth has been consistent year-on-year rather than driven by short-term spikes, reflecting long-cycle modernisation and indigenisation programmes