Page 4 - Defence Sector

Largecap segment shines in Q4 amid broad sectoral divergence: Equirus Sec

Of the 270 companies analysed, largecaps saw a 6 per cent Y-o-Y earnings rise, midcaps gained 2 per cent, while smallcaps slumped 16 per cent.

Operation Sindoor: India needs information-defence, not just rebuttals

Counter-narratives do exist today, but coming from unofficial sources, they often get lost in the noise of disinformation

Pakistan raises defence budget by 20% after Op Sindoor, cuts overall outlay

Pakistan's total budget outlay decreases by 7% to 17.573 trillion Pakistani rupees ($62 billion)

GRSE, BDL among 9 defence stocks up over 70% in 2 mths; time to book gains?

Analysts recommend defence stocks are fully priced-in at current levels, hence booking some profit is advisable; but remain optimistic of long-term prospects.

Conditions right to lift defence spend to 2.5% GDP by FY30: Defence secy

Defence Secretary Rajesh Kumar Singh underscored that FY25 marked the first time in five years that the military modernisation budget was fully exhausted

Rajnath to hold defence talks with Australian counterpart Marles today

Defence Minister Rajnath Singh will meet Australian Deputy Prime Minister and Defence Minister Richard Marles in New Delhi on Wednesday, an official statement said.Both leaders will discuss regional and global security issues and the deepening of defence cooperation ties.In a post on X, the Ministry of Defence stated, "Raksha Mantri Shri Rajnath Singh will meet Australian Deputy Prime Minister & Defence Minister Richard Marles MP in New Delhi today, to discuss regional and global security issues and deepen Defence Cooperation. Defence and security are key pillars of the Comprehensive Strategic Partnership, with both nations committed to peace, stability, and a rules-based order in the Indo-Pacific."Marles is travelling to the Maldives, Sri Lanka, India and Indonesia from June 2-5 for high-level meetings, as per the Australian Defence Government release.The Deputy Prime Minister will meet leaders and counterparts in the South and Southeast Asia as part of the Government's ...

Defence ministry weighs licensing reform; DAP 2020 revision by Nov-end

The revision of the Defence Acquisition Procedure (DAP) 2020 document, aimed at streamlining the defence procurement policy, will be completed within six months

NDA makes history as first batch of 17 Female Cadets graduates; know more

A historic moment in Pune as the first batch of 17 women graduates from NDA. The Passing Out Parade, scheduled on May 30, marks a major step towards women's empowerment in the armed forces

India's defence production hits all-time high of ₹1.46 trillion in FY25

Defence minister said that defence exports also hit a record high in the previous financial year, crossing ₹24,000 crore, an increase of nearly 14 per cent from ₹21,083 crore in FY24

Why did this defence stock soar 32% in 2 days? Zoomed 57% so far in May

Shares of Apollo Micro Systems hit a new high of ₹183.60, soaring 18% on the BSE in Tuesday's intra-day trade after the company received export order worth of ₹114 crore.

Reliance Defence ties up with Rheinmetall to supply ammunition, explosives

Reliance Defence and Rheinmetall AG will jointly produce explosives and propellants at a new greenfield facility in Maharashtra as part of a broader defence collaboration

Reliance Defence, Rheinmetall AG to build major ammo unit in Maharashtra

Reliance will build a major ammunition complex in Maharashtra with Germany's Rheinmetall AG, aiming to support India's defence forces and its ₹50,000 crore export goal by 2029

Guidance, stock rally may keep Hindustan Aeronautics under pressure

HAL reported a decent set of numbers in Q4FY25, with revenue at ₹13,700 crore (down 7 per cent Y-o-Y). The operating profit dipped 10 per cent Y-o-Y to ₹5,290 crore

Ursula von der Leyen opens 1st strategic dialogue with EU defence industry

The meeting highlighted the crucial role of the defence sector, with President von der Leyen emphasising the urgent need for Europe's defence industry to operate at a greater scale and speed

BrahMos project to attract fresh investment of ₹10K cr: UP govt official

Apart from catering to domestic requirements, the missile will be exported to countries such as the Philippines and Indonesia

Rajnath holds talks with Japanese counterpart, thanks him for defence ties

Defence Minister praised Nakatani for his efforts to deepen defence cooperation between the between the the two countries

Defence ministry orders hit ₹2.1 trn in FY25, 92% awarded to local firms

India's defence sector received record orders as FY25 ends, with domestic firms securing 92 per cent of contracts; FY26 outlook brightens with reforms and exports push

Defence secy meets PM Modi amid Indo-Pak tensions after Pahalgam attack

Defence Secretary Rajesh Kumar Singh on Monday met Prime Minister Narendra Modi against the backdrop of increasing tensions between India and Pakistan over the Pahalgam terror attack. The meeting comes a day after Chief of Air Staff Air Chief Marshal A P Singh met Prime Minister Modi and is understood to have discussed the security situation. Navy Chief Admiral Dinesh K Tripathi had on Saturday apprised the prime minister on the overall situation in the critical sea lanes in the Arabian Sea. In a high-level meeting with the top defence brass, Prime Minister Modi on last Tuesday gave the armed forces "complete operational freedom" to decide on the mode, targets and timing of the response to the Pahalgam terror attack that left 26 people dead. Modi also emphasised the national resolve to deal a "crushing blow to terrorism".

Paras Defence, HAL drive Q4 earnings surge in India's defence stocks

Strong fourth-quarter results from private defence firms including Paras Defence and Bharat Dynamics lift sentiment amid expectations of robust FY26 order flows

India's defence stocks rally on FY25 order surge, FY26 bullish outlook

India's defence sector ends FY25 with record orders as exports, reforms, and robust pipelines fuel bullish outlook for FY26 and beyond, driving strong gains in top defence stocks