Despite a disappointing Q4 FY26 performance, many analysts remain bullish on Hindustan Aeronautics (HAL) due to its substantial order book and pipeline. However, persistent supply chain issues, particularly for jet engines, and execution challenges are key factors that could impact its future stock performance and revenue growth.
India's annual defence production has reached an all-time high of Rs 1.78 lakh crore in FY 2025-26, marking a significant 15.6 per cent growth over the previous fiscal year. This achievement reflects a 110 per cent increase since 2020-21 and highlights the country's expanding defence industrial base, driven by policy support and increased private sector participation.
British armed forces, including Royal Marine Commandos, intercepted the Russian shadow fleet oil tanker SMYRTOS in the English Channel, marking the UK's first such operation. The action aims to disrupt Russia's funding for its war in Ukraine, with the UK government highlighting the shadow fleet's role in sustaining Moscow's military efforts.
The EoI comes at a time when ISRO is working to enhance LVM3's payload capacity to five tonnes in GTO and is also evaluating the procurement of a Russian semi-cryogenic engine for the vehicle's second stage.
'The share of the private sector is at its all-time high of around Rs 42,000 crore in FY26, reflecting its expanding role in the defence ecosystem.'
Tamil Nadu Governor RV Arlekar announced that the TVK regime, led by Chief Minister C Joseph Vijay, will take steps to ensure fair financial devolution from the Centre, including pursuing the matter in the Supreme Court. The government also plans to conduct a 'Social Justice Survey' and address the state's severe financial deterioration.
Samajwadi Party chief Akhilesh Yadav has voiced his support for the TMC and DMK after their losses in recent assembly elections, while criticising the Congress party.
The sources declined to specify the number of drones the Navy plans to acquire but said the focus is now on manufacturing the MK-II in India through partnerships with Hindustan Aeronautics Limited (HAL) and Elcom.
Tamil Nadu Chief Minister C Joseph Vijay met with his predecessor, DMK President MK Stalin, at his residence in Alwarpet, Chennai, ahead of a crucial floor test for the government. The meeting, described as a courtesy call, occurred after Vijay's criticism of the previous DMK regime's debt burden.
The Madras High Court has issued notices to key political figures and the Election Commission following a petition alleging corrupt practices during the Tamil Nadu Legislative Assembly election, including the use of children to influence voters.
Senior DMK leader KR Periakaruppan lost the Tiruppattur assembly seat by one vote to Tamilaga Vettri Kazhagam's Seenivasa Sethupathy R in the Tamil Nadu elections. The defeat highlights the impact of individual ballots and the rise of actor Vijay's TVK.
The Dravida Munnetra Kazhagam on Friday sought a change in seating arrangement for its MPs in the Lok Sabha, saying their alliance with the Congress has ended and it would not be appropriate for its members to sit alongside those of the Congress.
HAL executives said deliveries of the Tejas Mk1A to the IAF would begin within this year, but only after the successful completion of the weapons-firing trials currently underway.
India's indigenous fighter jet programme reached a key milestone on Friday, October 17, 2025, as the Tejas Mk1A made its maiden flight at Hindustan Aeronautics Limited's Nashik facility.
The DMK has strongly criticised the Congress party for exiting their alliance in Tamil Nadu, accusing them of betrayal and opportunistic behaviour. The DMK claims the Congress has undermined the stability of the state government and risked the progress made in the last five years.
A faction of the AIADMK, led by S P Velumani and C Ve Shanmugam, has announced its support for the TVK government led by Chief Minister C Joseph Vijay, citing opposition to Edappadi K Palaniswami's alleged plans to align with the DMK.
The Indian defence ministry has initiated a project to indigenously design and develop a 1000-kg aerial bomb for the Indian Air Force (IAF), aiming to enhance self-reliance in the defence sector.
Tamilaga Vettri Kazhagam joint general secretary CTR Nirmal Kumar, accompanied by party leaders, met with the Communist Party of India leaders at the CPI office in Chennai on Thursday, to garner the support for making goverment in Tamil Nadu.
Chief Minister C Joseph Vijay-led TVK government successfully won the trust vote in the Tamil Nadu assembly, securing 144 votes in favour, with support from the Congress, VCK, and an AIADMK rebel faction.
The INDIA bloc faces a significant challenge as the Congress and DMK part ways, raising questions about the alliance's future and unity.
Tamil Nadu Governor Rajendra Vishwanath Arlekar informed TVK chief Vijay that his party lacks the necessary support to form the government. TVK is intensifying efforts to gain support from Left parties, VCK, and IUML. The Governor's decision has sparked protests and political debate in the state.
India has successfully conducted the maiden salvo launch of the indigenously developed Naval Anti-Ship Missile-Short Range.
Actor-politician Vijay's newly formed party, Tamilaga Vettri Kazhagam (TVK), has made a surprising and strong showing in the Tamil Nadu Assembly elections, leading in nearly 100 constituencies and leaving established Dravidian parties like DMK and AIADMK trailing.
The Indian Air Force (IAF) is establishing a maintenance facility for GE Aerospace's F404-IN20 jet engines, which power the Tejas light combat aircraft, with technical support from GE Aerospace. This initiative aims to enhance India's indigenous defence capabilities and reduce reliance on overseas repair centres.
India's defence expenditure surged to $92.1 billion in 2025, making it the world's fifth-largest military spender, according to SIPRI data. This 8.9 per cent year-on-year rise was primarily driven by operational and procurement needs following heightened regional tensions with Pakistan in May 2025.
The Indian Air Force's Tejas light combat jets are scheduled to return to the skies next week after being grounded for two months due to a software glitch. HAL expects to deliver over 20 Tejas Mark 1A variants by December, but delays persist due to engine supply issues.
US Central Command (CENTCOM) released footage of a maritime operation where Marines boarded an Iranian-flagged vessel, the Touska, in the Gulf of Oman, leading to heightened tensions and threats of retaliation from Iran.
The high-intensity election campaign in Tamil Nadu concluded with accusations and counter-accusations between the DMK and AIADMK, while new entrant TVK made its presence felt. Key issues included state autonomy, corruption, law and order, and the delimitation bill.
Police in Kannur, Kerala, are investigating faculty members at Kannur Dental College following the death of a first-year student. The student's family alleges he was emotionally harassed by faculty, leading to a suspected suicide. The college has suspended two faculty members and is cooperating with the police investigation.
Police in Kannur, Kerala, are investigating faculty members at Kannur Dental College following the death of a first-year student, Nithin Raj RL, who allegedly died by suicide after facing emotional harassment. The college has suspended two faculty members and initiated an internal inquiry.
Tamilaga Vazhvurimai Katchi (TVK) has announced its departure from the DMK-led Secular Progressive Alliance (SPA) ahead of the Tamil Nadu Assembly elections, citing the DMK's 'big brother' attitude and unmet demands.
The finance ministry has clarified that its letter to state chief secretaries, urging them to align their bonus policy to promote pulses, oilseeds, and millets, was an advisory and not a directive. This clarification comes in response to Tamil Nadu Chief Minister M K Stalin's criticism, who called the advisory a 'treacherous act against farmers'.
The US Navy seized an Iranian-flagged cargo ship in the Gulf of Oman, escalating tensions as ceasefire talks face uncertainty. The incident raises concerns about the fragile ceasefire and the ongoing blockade of the Strait of Hormuz.
Police in Kannur, Kerala, have launched an investigation into Kannur Dental College following the death of a first-year student, Nithin Raj RL, who allegedly died by suicide after facing emotional harassment from faculty members. The college has suspended two faculty members and is cooperating with the police investigation.
India's defence sector is on the cusp of a 'super cycle' of growth, driven by escalating geopolitical conflicts and a strong policy push towards indigenous manufacturing, with major players like BEL, HAL, and BDL poised for significant order inflows and technological advancements.
Newlyweds Rashmika Mandanna and Vijay Deverakonda hosted a grand reception on March 4, and invited prominent figures from the film industry.
PMK leader Anbumani Ramadoss has criticised the DMK government over the law and order situation in Tamil Nadu, citing the Tuticorin rape and murder case and other incidents as evidence of police failure to monitor and prevent crimes.
Glimpses from Vayu Shakti 2026 highlight India's aerial might and combat readiness. From sonic booms to precision strikes, the Indian Air Force showcased its full-spectrum capabilities over Rajasthan skies.
The DMK party in Tamil Nadu has released its manifesto for the upcoming Assembly elections, promising a range of welfare measures focused on women, education, and economic development, including financial assistance and job creation initiatives.
Even as the benchmark and broader indices were down sharply on Monday due to escalating tensions in West Asia, the Nifty Defence index ended the session in the green.
