Defence Sector
SCL Mohali to retain 180nm chips, but will still be strategically key: director general
Kamaljeet Singh, director general of Semi-Conductor Laboratory, said upgrading to newer chip nodes will require three times the outlay of the ₹4,500 crore pitched by the Centre. It maintains that legacy-standard chips could be strategically important in defence and space applications.
3 min read1 Aug 2026This startup's next-gen engine may power India's defence ambitions
Developing indigenous engine technologies would strengthen India's strategic autonomy, as dependence on foreign engine suppliers extends beyond procurement to maintenance, spare parts and upgrades
4 min read30 Jul 2026‘Truly special’: Aviation Minister Ram Mohan Naidu shares glimpses of first Made-in-India C-295 military aircraft
The Airbus C295 is a medium-range twin-engine turboprop tactical transport aircraft. In 2021, India signed a $2.6 billion contract with Airbus to purchase 56 C-295 aircraft to replace its ageing Avro-748 fleet, out of which 40 will be Made-in-India.
2 min read19 Jul 2026Defence sector Q1 results preview: Muted earnings likely on execution delays; BEL, Bharat Dynamics, GRSE among top picks
Defence sector Q1 results preview: While reported earnings of defence sector may remain subdued, underlying execution momentum is gradually building, with clearer visibility on recovery expected as conversion accelerates through the year, particularly into H2FY27, analysts said.
4 min read8 Jul 2026Raymond’s aerospace vertical growth outpaces precision engineering business
Driven by global supply-chain diversification, JK Maini Global Aerospace is clocking a 25% expansion rate and has locked in a ₹2,350-crore order pipeline over the next five years.
2 min read28 Jun 2026Paras Defence to GRSE, Mazagon Dock: Defence stocks rise up to 4.5% today amid US-Iran peace deal buzz
Amidst easing U.S.-Iran tensions, India's defense stocks rose, aided by a government maritime package. Analysts foresee growth driven by robust order inflows, policy support, and advancements in domestic manufacturing, with geopolitical developments closely watched by investors in the sector.
3 min read12 Jun 2026From Paras Defence to Apollo Micro, GRSE, Data Patterns: Defence stocks fall despite gains in Indian stock markets
Despite broader market gains, defence stocks fell sharply on Thursday, with Paras Defence and Apollo Micro among the top losers. The Nifty India Defence Index dropped 1.3%, attributed to profit booking after a sustained rally, while long-term prospects for the sector remain positive.
2 min read11 Jun 2026Bharat Dynamics, Aequs to Axiscades: Why are defence stocks down up to 8% today?
The Nifty India Defence Index has touched an intraday low of 9,124.85 today compared with its Wednesday close of 9,253.75. Yet, it remains one of the best-performing indices this year with an 18% rise.
3 min read29 May 2026These are the top-performing defence stocks of 2026 so far
India’s defence sector has emerged as one of the best-performing themes of 2026 so far, but beware the risks of investing in such highly cyclical stocks.
6 min read14 May 2026Uncle Sam may be pulling out from the Indo-Pacific—can a post-pacifist Japan could help fill the vacuum?
With very few jobs being created by GDP expansion, India’s current path could see its economy double in size without uplifting people’s lives. There is a way out of this disappointing state of affairs, but it requires policymakers to make hard choices.
3 min read30 Apr 2026Wait for it…
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