Page 2 - Defence Firms
Govt scraps tax exemption on imports of missile parts amid Adani prob
In September, the government said it would free up all such parts, whether for long- or short-range missiles, from import taxes, in a boost for defence companies
 "Govt scraps tax exemption on imports of missile parts amid Adani prob")
MTAR Technologies rallies 13% on huge volumes in subdued market; here's why
In the past five weeks, the stock price of MTAR Technologies - a smallcap aerospace & defence company - has zoomed 52 per cent on expectation of strong earnings.
 "MTAR Technologies rallies 13% on huge volumes in subdued market; here's why")
Paras Defence signs MoU with Israel's Cielo for inertial solutions
The two firms will explore opportunities in India for adapting, marketing, selling, and producing inertial sensors and closed-loop inertial solutions
 "Paras Defence signs MoU with Israel's Cielo for inertial solutions")
Aavishkaar Group, Jamwant launch Rs 500-cr fund for defence, deep tech
Aavishkaar Group and Jamwant Ventures have launched a Rs 500-crore fund to invest in defence and deep-tech startups, targeting 15-25 companies at seed and Series A stages
 "Aavishkaar Group, Jamwant launch Rs 500-cr fund for defence, deep tech")
Allow 100% foreign-owned defence companies under automatic route: Thales
According to Indian government rules, foreign companies can invest in the defence sector in India under the automatic route only if their stake does not exceed 74 per cent
 "Allow 100% foreign-owned defence companies under automatic route: Thales")
Govt 'probes' Adani Defence for tax evasion on missile parts imports
Adani Defence Systems and Technologies is one of the smaller businesses of the coal-to-airports conglomerate of billionaire Gautam Adani
 "Govt 'probes' Adani Defence for tax evasion on missile parts imports")
Mukul Agrawal portfolio: PTC Industries stock soars 9%, nears record high
PTC Industries has rallied 25% in the last one month; the Aatmanirbhar Bharat initiative, coupled with increased budgetary allocations and higher indigenisation targets bodes well for the company.
 "Mukul Agrawal portfolio: PTC Industries stock soars 9%, nears record high")
WhAP facility opens in Morocco: All about India's first amphibious vehicle
The WhAP is India's maiden amphibious infantry combat vehicle. It's wheeled, and is designed for improved survivability and lethality and all-terrain operations, according to the website of TASL.
 "WhAP facility opens in Morocco: All about India's first amphibious vehicle")
MoD inks ₹62,370 cr deal with HAL to purchase 97 LCA Mk1A aircraft
The delivery of these aircraft would commence during 2027-28 and be completed over a period of six years
 "MoD inks ₹62,370 cr deal with HAL to purchase 97 LCA Mk1A aircraft")
L&T, BEL join hands to support India's fifth-gen fighter aircraft programme
The collaboration aims to leverage L&T's expertise in strategic defence and aerospace platforms with BEL's experience in defence electronics and systems to support the AMCA programme
 "L&T, BEL join hands to support India's fifth-gen fighter aircraft programme")
Tata Advanced Systems opens first overseas defence facility in Morocco
Tata Advanced Systems has set up a new plant in Morocco to produce the DRDO-TASL developed WhAP 8x8, a modern armoured vehicle built for mobility, protection and versatile missions
 "Tata Advanced Systems opens first overseas defence facility in Morocco")
Pvt defence firms to continue double-digit growth in FY26: Crisil Ratings
The strong growth momentum comes on the back of a significant policy push by the government, which has been drawing sizeable private investments for the sector
 "Pvt defence firms to continue double-digit growth in FY26: Crisil Ratings")
Rajnath Singh says PoK will naturally come to India without any aggression
The minister noted that the people in the region themselves have been expressing a desire for freedom from the current administration
 "Rajnath Singh says PoK will naturally come to India without any aggression")
Need 100K startups, shorter acquisition cycles in defence: Rajinder Bhatia
Kalyani Group's defence head Rajinder Singh Bhatia highlighted the need for scaling startups, embracing civilian tech for defence, and shortening acquisition cycles
 "Need 100K startups, shorter acquisition cycles in defence: Rajinder Bhatia")
HAL, BEL, BDL to gain from India's ₹4 trn defence overhaul: InCred Equities
The brokerage has assigned an 'Add' rating to HAL and BEL, with target prices of ₹6,325 and ₹459, respectively, while Bharat Dynamics, Astra Microwave, and Data Patterns remain 'Not Rated.'
 "HAL, BEL, BDL to gain from India's ₹4 trn defence overhaul: InCred Equities")
Apollo Micro Systems stock zooms 101% in 6 weeks. What's behind the rally?
Shares of Apollo Micro Systems hit a new high of ₹341.05, soaring 6 per cent on the BSE in Monday's intra-day trade.
 "Apollo Micro Systems stock zooms 101% in 6 weeks. What's behind the rally?")
These 2 defence-related microcap stocks can rally up to 18%, suggest charts
Paras Defence, Midhani were seen trading above the super trend line hurdle on the daily chart, thus implying a likely positive trend going ahead.
 "These 2 defence-related microcap stocks can rally up to 18%, suggest charts")
Militaries seek cheaper defences as drones reshape modern battlefields
Drone costs can range from just a few hundred to several thousand dollars, and their price tag is rapidly depreciating as innovation and mass production pick up
 "Militaries seek cheaper defences as drones reshape modern battlefields")
Apollo Micro, GRSE, Paras rally up to 8%; what's driving defence stocks?
At 10:32 AM; Nifty India Defence index was up 2.6 per cent, as compared to 0.28 per cent rise in Nifty 50.
 "Apollo Micro, GRSE, Paras rally up to 8%; what's driving defence stocks?")
RAN Samwad: With Rajnath's call, the indian way of war takes shape
In its place appears to be a posture of punitive deterrence: A move from restraint-based reactivity to imposing costs and deterring future provocations
 "RAN Samwad: With Rajnath's call, the indian way of war takes shape")
