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Defence
Today13 stories · 15 articles
Net tone● +13% today
Market checkIndia Defence +0.43%
Developing5 storylines
Defence in three lines
- 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.”
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Deal● mixedDRDO and CSIR-CGCRI collaborate on lighter bulletproof glass for armoured vehiclesDRDO has joined CSIR-CGCRI to develop lighter bulletproof glass for armoured vehiclesDRDO
▼ 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”IranDonald TrumpGeopolitics
● mixedSwiss voters reject bid to enshrine stricter neutrality in constitutionAbout 69% voted against the proposalUnited Nations
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 ordersStrategyDinesh Pant
● 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 partnershipRussiaGeopolitics
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 MillenniumAviationAdani GroupAircraft orders
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 forces
● mixedSouth Korean military, UN command launch investigation into DMZ explosionGeopoliticsUnited Nations
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”SemiconductorsAIDefence exports
Policy● mixedNDTV Defence Summit 2026: 'Chips To Ships - India Must Be Self-Reliant In Defence', Says Rajnath SinghSemiconductorsDefence exports
Broker call▲ bullishDrone stock Ideaforge gets buy rating; Ashika sees 27% upside - check target priceAshika sees 27% upside for IdeaforgeMarket valuationsIdeaforge Technology
● mixedMade in India defence push: Big budgets, bigger opportunity, but key tech gaps persistDefence exports
● 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 warRussiaUkraine
● mixed‘AI is a weapon system now’: Sarvam’s Pratyush Kumar says India needs its own defence layerSarvam AIAIDefence exports
● 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 missionCuba
▼ bearishTrump rejects Iran’s seven-day ceasefire proposal; renewed bombing reportedly possibleTrump rejected Iran’s conditional seven-day ceasefire proposalIranDonald TrumpUS midterms
● mixedPlane crash in Congo kills 14, including two senior military officialsAt least 14 people died in the crashAviation safetyAviationIvory Coast
● mixedPakistan, Saudi, Turkish chiefs discuss closer military tiesPakistanSaudi ArabiaIndia–Pakistan
● mixedUS Army plans for possible Cuba operation: Police, medical units could be ready within 120 days — ReportUS Army planning could have police and medical units ready within 120 daysCubaDonald Trump
▲ bullishIndia could hit Rs 50,000 crore defence export target two years early: Defence SecretaryDefence exportsTrade and tariffs
● mixedIran could join Turkey-Saudi-Pakistan defence pact, Turkish speaker saysIranSaudi ArabiaPakistan
● mixedTrump reportedly approves licences for Ukraine to produce Patriot missilesZelenskyy said Trump had made a “final decision” on licences to produce Patriot missilesUkraineDonald TrumpRussia–Ukraine war
● mixedUK ministers to brief defence companies, infrastructure providers on Russia threatsUnited KingdomInfrastructureRussia
Policy● mixedMake in India turns 12: Amit Shah points to record defence output, chip push and Rs 12.22 lakh crore capexGovernment capexManufacturingChip plants
● mixedSwedish, Finnish fighter jets intercept group of Russian military aircraftRussiaAviationGeopolitics
Market move● mixed240% rally in six months! Defence stock Raymond hits 52-week high; exit or hold? Explained with target, stop-loss, ratioRaymond shares peaked at ₹1,222.15, a 52-week high, before decliningRaymondAviation
Broker call● mixedWhen will FIIs return? Bernstein bets on deep tech, defence, chips, 2 more sectorsBernsteinSemiconductorsFII flows
● mixedTaliban accuses Pakistan of striking Afghanistan to avoid defence-pact commitmentsThe Taliban accused Pakistan of striking Afghanistan to avoid commitments under the Makkah defence pactPakistanSaudi ArabiaGeopolitics
● mixedFrance to send military to protect Saudi Arabia on Red Sea oil route, Macron saysSaudi ArabiaCrude oilShipping routes
● mixedNetanyahu at UNGA — says attacking Iran was ‘one of the easiest decisions’ he ever made: Key takeawaysNetanyahu defended Israel’s wars against Iran and Hamas in his UNGA speechIranIsraelGeopolitics
Order win● mixedDRDO inks first high-value deep tech project agreement with a start-up under TDF schemeDRDOStartups and VCStartup funding
● mixedAirbus pitches Eurofighter to Portugal as best replacement for F-16 jetsAircraft ordersAviation