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.
Bharat Forge reported modest Q4FY26 results but provided strong guidance, anticipating significant growth from its defence, aerospace, and data centre segments, with a projected 25 per cent revenue growth in Indian manufacturing for FY27, despite current high valuations.
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.
Pakistan is reportedly pursuing Chinese J-35 stealth fighters while China already operates hundreds of J-20 stealth aircraft.
American industry groups sought punitive tariffs on Indian goods at USTR hearings, while Indian officials defended the country's manufacturing growth as demand-led and WTO-compliant.
Former Trinamool Congress MLA Saokat Molla has been remanded to 14 days of NIA custody in connection with the Bhangar bomb blast case. The NIA identified Molla as a 'key conspirator' and alleges he directed other accused and sought to destroy evidence. His counsel argued against custody, citing his Z-plus security.
The defence sector is seeing renewed interest by Indian corporates, says Jyoti Mukul
'India's security challenges are no longer confined to the Line of Control or the Line of Actual Control.'
'They also span cyber networks, economic systems, information warfare, technology ecosystems, maritime routes, and internal social cohesion.'
In a major liberalisation, the government on Thursday allowed manufacturing of several hundreds of equipment and products in the defence sector without licence.
'We won not (only) because we were able to carry out long-range precision strikes.' 'That is, of course, one of the reasons but we had better situational awareness about what's happening than Pakistan.'
'If you go by the capital expenditure, this is a good defence budget. But we will have to see if the government can keep defence spending at 2 per cent or higher in 2027-2028.'
'Exploration should be made easier and companies should be given operational flexibility.'
Reliance Industries has been eyeing the relatively closed field of defence manufacturing and homeland security for the past year or so. In fact Reliance chairman Mukesh Ambani handpicked Dr Vivek Lall, a former top executive with Boeing last year to lead the company's foray into the sector
Infosys co-founder Kris Gopalakrishnan urges Indian startups to focus on deep technology and advanced manufacturing to ensure strategic autonomy.
Loitering munitions, often described as 'suicide drones' or 'kamikaze drones', are becoming central to modern warfare because of their ability to hover over target areas, identify threats and strike with high precision.
India has successfully conducted the maiden salvo launch of the indigenously developed Naval Anti-Ship Missile-Short Range.
TARA is India's first indigenous modular glide weapon, capable of transforming conventional unguided warheads into long-range precision-guided weapons.
Force Motors Limited announced its highest-ever revenue and profitability for the fiscal year ending March 31, 2026, driven by growth across its Urbania, Trax, and Traveller platforms, as well as defence partnerships and international engine manufacturing.
Andhra Pradesh Chief Minister N Chandrababu Naidu marked World Telecommunication and Information Society Day by emphasising the state's growing quantum technologies ecosystem and the importance of secure digital infrastructure.
After his wide-ranging talks with Modi on the second and final day of his India visit, Johnson said the new defence and security partnership will enable India to strengthen its domestic defence industry as well as help the two countries protect vital shared interests in the Indo-Pacific.
IdeaForge Technology Ltd has announced a partnership with Digital Media Professionals Inc. (DMP) to develop next-generation AI drones, aiming to enhance autonomous capabilities and expand into the Japanese market.
The Defence Acquisition Council (DAC) has recently approved procurement proposals worth Rs 79,000 crore across three services and it has cleared AoN (Acceptance of Necessity) of Rs 3.3 trillion in financial year 2026 (FY26).
The Indian government is planning to develop an unmanned combat search and rescue aircraft for the Indian Air Force, designed to operate autonomously and in challenging terrains.
Beijing has been wary of Sanae Takaichi's efforts to boost Japan's military profile since taking office six months ago, points out Dr Rajaram Panda.
India's foreign direct investment (FDI) inflows are projected to surpass $90 billion in 2025-26 (FY26), driven by robust policy reforms, free trade agreements, and strong economic growth, according to DPIIT Secretary Amardeep Singh Bhatia.
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.
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.
'Mobius made EMs investable and India his most enduring belief.'
The Indian government has issued an updated Standard Operating Procedure (SOP) for processing Foreign Direct Investment (FDI) applications, aiming to clear all proposals within 12 weeks, a two-week extension from the previous 10-week target, to ensure a fully paperless and transparent process.
Foreign secretary Vikram Misri on Friday shared key details on agreements between India and the UAE, stating that the UAE will store up to 30 million barrels of crude oil in India's strategic petroleum reserve following Prime Minister Narendra Modi's visit.
If TVK MLAs and ministers are perceived as clean, or demonstrably cleaner than their predecessors, the credibility dividend will be enormous. The voter will feel rewarded, points out Ramesh Menon.
Andhra Pradesh is spearheading an ambitious initiative to establish a fully integrated beach sand minerals, rare earth, and titanium ecosystem, aiming to attract over 50,000 crore in investments over the next decade. This move is part of India's broader strategy to reduce its reliance on China for strategic minerals and permanent magnets, with the state preparing a comprehensive rare earth policy and planning specialised industrial clusters.
Essar Steel aims to participate in the indigenisation of products used in naval defence
The 15th India-Vietnam Defence Dialogue signalled a move from routine talks to deeper cooperation, with new deals on submarine rescue and defence industry to support stability in the Indo-Pacific, notes Dr Rajaram Panda.
China has denied any links to the Iranian cargo ship seized by the US in the Gulf, which allegedly contained chemical materials for manufacturing missiles. The denial follows allegations by former US envoy to the UN Nikki Haley, who claimed the ship was headed from China to Iran.
Andhra Pradesh is set to launch India's first indigenously built, open-access quantum computers, marking a significant step towards building a sovereign quantum hardware ecosystem. The initiative aims to position the state as a global hub for quantum technology and enable applications in various sectors.
US President Donald Trump received a red carpet welcome in Beijing for talks with Chinese President Xi Jinping on trade, the Iran war, and other key issues. The visit underscores the importance both nations place on their relationship amid ongoing tensions.
'India has the capital to invest in defence production.' 'With clear timelines and commitments, private industry can deliver surge capacity effectively.'
A 44-year-old Iranian woman with a US Green Card was arrested at Los Angeles International Airport on suspicion of trafficking weapons on behalf of the Iranian government and is expected to appear in court on Monday.
Companies in the fast-moving consumer goods (FMCG) sector are losing favour with equity investors, with their price-to-earnings (P/E) ratio declining to its lowest level in six years, now trading at 38.8 times trailing earnings.
