Defence Sector

Motilal Oswal sector of the week: Defence; BEL, Bharat Dynamics top picks

A key growth driver for the defence sector remains the robust pipeline of Acceptance of Necessity (AoN) approvals, which typically convert into orders over the next two to three years

Defence stocks see strong triggers amid rising capex, fewer concerns

Rising defence spending, strong order books and policy push support outlook for domestic players, even as supply chain and execution risks persist

Navy set to commission frontline stealth frigate 'Taragiri' on Apr 3

Indigenous stealth frigate 'Taragiri', endowed with the cutting-edge weapon suite including supersonic missiles, is set to be commissioned into the Indian Navy on April 3, officials said on Saturday. The ceremony in Visakhapatnam is scheduled to be presided over by Defence Minister Rajnath Singh, and it will serve as a powerful testament to the nation's journey toward becoming a completely self-reliant naval power, they said. As the fourth potent platform of the Project 17A class, 'Taragiri' is not merely a ship; it is a 6,670-tonne embodiment of the 'Make in India' spirit and the sophisticated engineering capabilities of our indigenous shipyards, a Navy spokesperson said. The fourth ship of Nilgiri-class (Project 17A) and the third one built by Mazagon Dock Shipbuilding Ltd (MDL), 'Taragiri' (Yard 12653), was delivered to the Navy on November 28 last year at MDL, Mumbai, marking a major milestone in achieving self-reliance in warship design and construction. This state-of-the-art

Motilal Oswal sector of the week: Defence; check top bets, target here

Tensions in West Asia is expected to support sustained demand for defence equipment such as missiles, air-defence systems, surveillance technologies, and electronic warfare solutions, believes MOFSL

Middle East crisis to boost defence demand; Motilal Oswal favours 4 stocks

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

BEL, GRSE: Defence stocks fall after 17% rally amid Iran war; time to buy?

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.

DRDO's Ghatak combat drone programme gathers pace; 60 units planned

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

Hard power, self-reliance underpin strategic autonomy, say experts

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

India's strategic autonomy needs military power, say experts at BS 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

India, Israel sign another MoU to deepen defence ties ahead of Modi's visit

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

India AI Impact Summit 2026 Day 2 wrap: Key takeaways on defence, jobs and investment

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

AI key to faster decisions, smarter military sustainment: Defence experts

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

AI helped predict Chinese move in Arunachal, avoid casualties: Lt Gen Rana

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

HAL Q3FY26 results: Profit rises nearly 30% on higher order deliveries

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

Trade deals, capex push boost India's aero, defence outlook: Goldman Sachs

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

'Owned by', not just 'made in' India: MoD looks to reset defence buying

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

Swan Defence gets export order from Oman for naval training vessel

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