India's defence sector is predicted to experience an 11% CAGR in capital expenditure through FY2030, driven by increases in domestic procurement and AoN approvals. Kotak Institutional Equities forecasts a strong push in defence exports, while maintaining cautious views on specific companies.
2 min read14 Jul 2026Indian benchmark indices opened higher on gains from auto stocks, with the Nifty 50 rising 0.22% and BSE Sensex advancing 0.26%. Investor sentiment remained cautious due to stalled US-Iran talks, while Nifty 50 trades within a range between 23,600 and 24,200.
4 min read1 Jul 2026Garden Reach Shipbuilders gained over 2% to hit the day's peak of ₹2,666.60 on the National Stock Exchange (NSE). Mazagon Dock also added over 2% to ₹2,442.50, and Cochin Shipyard added 1.8% to ₹1,432.60 apiece.
2 min read9 Jun 2026From defence and infrastructure to autos and asset management, these five blue-chip companies combine strong balance sheets, growth visibility and long-term compounding potential.
8 min read26 May 2026US-Iran war: Apart from the geopolitical tensions, India's defence sector is buzzing with recent deals with Germany, France, EU, and Israel, boosting the country's defence capabilities
3 min read4 Apr 2026Mazagon Dock Shipbuilders shares rose nearly 9% on March 6, totaling 15% for the week, driven by a ₹99,000 crore defense contract with the Indian Navy. Contract negotiations have been finalized, and a positive outlook for future orders remains.
2 min read6 Mar 2026Defence stocks to buy: Analysts recommend HAL and BEL shares as good long-term investments
3 min read14 Feb 2026India moves 95% of its trade by sea but builds almost no ships. Now a ₹2.3-trillion defence pipeline, rising indigenisation, and policy tailwinds are creating a rare, multi-year opportunity for select players.
8 min read29 Dec 2025Mazagon Dock Shipbuilders share price has remained flat in the past six months. However, the PSU defence stock has rallied 25% on a year-to-date (YTD) basis, and has gained 40% in one year.
2 min read28 Oct 2025Mazagon Dock Q2 Results LIVE: Mazagon Dock share price has gained 26% on a YTD basis, while it has rallied 40% in one year. The PSU defence stock has delivered multibagger returns of 175% in two years and a staggering 3,242% returns in the past five years.
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