Monday, 28 September 2026Updated 9m ago

Market pulse › Defence

Defence

Topic tag · tracked since 24 Sept · also defense, defence sector, defence stocks, military

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Today13 stories · 15 articles42 stories since 24 Sept

Net tone● +13% today−7% over the week

Market checkIndia Defence +0.43%Nifty India Defence on Fri, 25 Sept · Nifty +0.34%

Developing5 storylinesBiggest: India’s defence exports and indigenisation push · 4 updates

Defence in three lines

Written 10h ago from its latest stories

Defence Secretary Rajesh Kumar Singh said the Rafale deal will not slow Tejas Mark 1A development
Embraer partnered with Mahindra for the IAF’s Multi-Role Transport Aircraft program, using the KC-390 Millennium
Rajnath Singh called for defence self-reliance “from chips to ships.”

Stories per day

Bar colour is the day’s tone · tracking began on 24 Sept

424 Sept

1525 Sept

926 Sept

1227 Sept

228 Sept

Often tagged with

stories together this week · colour is their tone

Geopolitics16 Aviation5 Defence exports5 Russia5 Saudi Arabia5 Donald Trump4 Iran4 AI3 Aircraft orders3 India–Pakistan3

Stories

42 in all · newest first

▼ bearishTrump says US will win Iran war soon; does not rule out strikes before midtermsTrump said the US-Iran conflict would be won “very soon”Iran Donald Trump Geopolitics2 sources
3h

Policy● mixedUK's Healey puts defence in focus for reindustrialisation pushUnited Kingdom1 source
6h

● mixedSwiss voters reject bid to enshrine stricter neutrality in constitutionAbout 69% voted against the proposalUnited Nations1 source
13h

Deal▲ bullishRafale Deal Won't Slow Tejas Mark 1A Development, Says Defence SecretaryDefence Secretary Rajesh Kumar Singh said the Rafale deal will not slow Tejas Mark 1A developmentAircraft orders Strategy Dinesh Pant1 source
15h

● mixedIndia-Russia Defence Ties: Russian Envoy Denis Alipov Says It's Not A 'Zero-Sum Game'Russian Ambassador Denis Alipov said India-Russia ties are rooted in trust and mutual partnershipRussia Geopolitics1 source
16h

Deal▲ bullishEmbraer partners with Mahindra for IAF’s 60 transport plane tender, teams up with Adani for commercial planesEmbraer partnered with Mahindra for the IAF’s Multi-Role Transport Aircraft program, using the KC-390 MillenniumAviation Adani Group Aircraft orders1 source
16h

Order win▲ bullishIndian Navy Chief Invites Skyroot To Build Space Capabilities For Armed ForcesThe Navy Chief invited Skyroot to help build space capabilities for the armed forces1 source
16h

Deal● mixedBrazilian giant picks Mahindra for military betMahindra & Mahindra Autos Brazil1 source
18h

● mixedSouth Korean military, UN command launch investigation into DMZ explosionGeopolitics United Nations1 source
18h

Leadership● mixedKazakhstan's Tokayev dismisses defence minister after 14 die during naval exercise1 source
21h

Policy▲ bullish'Chips To Ships — India Must Be Self-Reliant In Defence': Rajnath Singh At NDTV SummitRajnath Singh called for defence self-reliance “from chips to ships”Semiconductors AI Defence exports1 source
22h

Policy● mixedNDTV Defence Summit 2026: 'Chips To Ships - India Must Be Self-Reliant In Defence', Says Rajnath SinghSemiconductors Defence exports1 source
22h

● mixedTaiwan official says US understands the island’s defence needsTaiwan China Geopolitics2 sources
23h

● mixedChina holds naval and air exercise near disputed South China Sea shoalChina US–China2 sources
1d

Broker call▲ bullishDrone stock Ideaforge gets buy rating; Ashika sees 27% upside - check target priceAshika sees 27% upside for IdeaforgeMarket valuations Ideaforge Technology1 source
2d

Expansion● mixedHAL Eases Its Engine Bottleneck Finally. Next Trigger? The GE414 ContractHAL1 source
2d

● mixedMade in India defence push: Big budgets, bigger opportunity, but key tech gaps persistDefence exports1 source
2d

● mixedRussia-Ukraine war: Moscow's decree forces pvt businesses to opt for air-defense systems to defend against drone attacksDrone strikes are prompting Russian businesses to lease or build air-defence systems and hire guardsRussia–Ukraine war Russia Ukraine1 source
2d

● mixed‘AI is a weapon system now’: Sarvam’s Pratyush Kumar says India needs its own defence layerSarvam AI AI Defence exports1 source
2d

● mixedIs US preparing for Cuba operation? Army Reserve seeks units for possible Southern Command mission: ReportThe Army Reserve sought units for a possible Southern Command missionCuba1 source
2d