Defence Sector News

Opinion

The new India-US defence pact offers reassurance in uncertain times—Will dissonance in other areas test its success?

As technology, geopolitics and warfare evolve at breakneck speed, the new India-US defence framework provides a much-needed roadmap for bilateral security relations. However, its success will hinge on whether both sides can translate intent into shared innovation, trust and strategic depth.

3 min read11 Nov 2025
Opinion

Shrinking red corridors: How the government’s reworked strategy is making Naxalism history

The Modi government’s campaign against Naxalism has delivered dramatic results, as the numbers show. A comprehensive and coordinated effort was mounted over the past decade. Has India finally found the right formula to end a 60-year insurgency?

4 min read4 Nov 2025
News

India, US sign 10-year defence framework as Hegseth meets Rajnath Singh in Malaysia—What we know

India and the United States signed a 10-year framework agreement on Friday to enhance defence sector collaboration, following a 'fruitful' meeting in Kuala Lumpur, Malaysia.

1 min read31 Oct 2025
Opinion

Will Japan get past its pacific constitution and seize its chance to lead Asia’s security order?

As America’s grip on Asia loosens, Japan’s new PM Sanae Takaichi appears open to its playing a larger role in regional security. Japan’s pacific constitution has been losing popularity, but can Tokyo step out of Washington’s shadow without provoking Beijing?

3 min read29 Oct 2025
Markets

Multibagger defence stock jumps over 4% after receipt of DRDO order

Apollo Micro Systems shares rose 4% to ₹286.90 after securing defence orders worth ₹184.33 million. The company has seen significant growth in its order book and partnerships, leading to a 171% increase in stock value since April.

1 min read29 Oct 2025
Markets

Motilal Oswal bullish on BEL, HAL and BDL after DAC’s latest project approvals; upside seen up to 23%

Bharat Electronics Limited, Hindustan Aeronautics Limited, and Bharat Dynamics Limited are set to benefit from the Defence Acquisition Council's recent approvals, with a capital acquisition of ₹790 billion.

2 min read27 Oct 2025
News

Goodluck India to invest ₹400 crore to boost artillery shell production amid global trade uncertainties

Ram Aggarwal, chief executive officer, Goodluck India Ltd, said that the expansion at the defence unit will raise the annual production capacity from 150,000 artillery shells to 400,000 over the next one year.

3 min read15 Oct 2025
Markets

Defence Sector Q2 Results Preview: Policy push, order inflows to drive growth; BEL, BDL, Mazagon Dock among top picks

Defence Sector Q2 Results Preview: Analysts remain constructive on the defence sector. Defence stock picks include Data Patterns India (Buy) and a positive outlook on Garden Reach Shipbuilders & Engineers, Mazagon Dock Shipbuilders, and Zen Technologies.

3 min read10 Oct 2025
Opinion

Can India’s defence apparatus keep up with the latest revolution in military affairs?

As drone warfare reshapes battlefields around the world, India must augment its air and missile defence systems with drones. We need local tech for all types—from eyes in the sky and cheap decoys to lethal combat drones that can fly in coordination with manned fighters.

4 min read7 Oct 2025
Markets

India-Turkey conflict: Which defence stocks to buy amid geopolitical tension?

From an investment perspective, the sector offers significant long-term opportunities, and several stocks stand out. Sachdeva recommended these three defence stocks to buy amid rising geopolitical tensions.

2 min read6 Oct 2025

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