Manvi Aggarwa
The defence sector has been getting serious attention for some time now, from domestic investors, global funds and even retail punters.
And if you think about it, it all adds up.
After all, how often do you find a sector with order books swelling at record pace, earnings visibility bright as day and government policy tailwinds blowing strong?
The stars do seem to be aligning. From Hindustan Aeronautics’ record order book to Bharat Electronics’ steady execution pipeline and the growing swagger of private players like Data Patterns and Bharat Forge, the market suddenly can’t get enough of defence stocks. The government’s aggressive push for self-reliance under ‘Atmanirbhar Bharat’ has only added fuel to this fire. It has ensured that large contracts stay within the country and critical technology know-how gets built here over time.
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Even foreign partners, like GE Aviation, Airbus and Dassault, are stepping in with joint ventures and tech-transfer deals. Most are lured by India’s growing manufacturing ambition and sheer scale of demand. Defence corridors, production-linked incentives, indigenisation lists, everything that could make India a manufacturing hub for the world’s defence needs is being rolled out.
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