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India’s Defence Renaissance: From Dependency to Dominance
India"s win against Chinese Jets and Turkish Drones puts us in the global map- global military spending $2.4 trillion ( 2023)
This article published just before the recent Indo- pak Warfare throws insights in to India"s capability.
it’s not just about warfare; it’s about a revolution that merges AI, robotics, and cybersecurity into India’s defence strategy.
India’s total defence tech market? A whopping $138 billion opportunity over the next decade.
Electronics now make up 40% of modern warfare—a new $50–$60 billion segment.
From being an importer, India now dreams of exporting to the world.
Operation sindoor achieved multiple targets. one among them to create market for weapon technology developed by India.
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Top 24 Defence Stocks by market Cap in 2025
If you click each stock in left , you can view details of financials of the company
https://www.indmoney.com/stocks/category/defence
16 nations queuing up to buy Brahmos from India
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EMS sector in depth analysis by Axis capital
It is a 100 page research report. Please scroll down to read the entire report..once you open the link, it would ask for down load.
You dont have to down load. Just scroll down to read free.
It covers all listed EMS companies Dixon, Amber , Kaynes, Avalon , PG Electroplast , Syrma SGS , Cyient DLM.
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How India plans to hit 3 lakh crore Defence production and 50000 Crore Defence Exports target by 2029 !
Supply chain for Brahmos missile
As a result of the dynamic and precision strikes from the Brahmos missiles, there are are some dozen of countries like Thailand, Singapore, Brunei, Brazil, Chile, Argentina, Venezuela, Egypt, Saudi Arabia, United Arab Emirates, Qatar and Oman are reportedly lining up to buy the BrahMos missiles.
Notably, the Brahmos missile system- Brahmos Aerospace is a joint collaboration between India and Russia and India’s share in the partnership is 50.5% and Russia’s is 49.5.
So who are the suppliers for Brahmos missile system? whether these ancillaries also deal with other defence equipments ?
Garden reach ship builders is the lowest bidder for the construction of Next Generation Corvettes ( NGC ships) for the Indian Navy. The order is valued at over ₹25,000 crore.
India’s Defence Sector- Past, Present & Future
From license Raj to 100% FDI , from PSU’s to Private sector participation and from mporter to exporter, Today, India’s defense industry is far more diverse and dynamic than ever before. Private players finally have a seat at the table – they’re bidding for, and winning, defense contracts in a way that was unheard of a few decades ago. Companies like Larsen & Toubro, Tata Advanced Systems, Mahindra Defence, Bharat Forge, Adani Defence and others are now building everything from parts of fighter planes to artillery guns and naval ships.
In creating this domestic capacity, though, we’ve unlocked a much larger market. Although we’re still the world’s second biggest importer
but things are changing very fast. Atma nirbhar bharat - our defense exports are rising too. Indian-made equipment, like the BrahMos missile, or the Tejas fighter, is finding interest from foreign buyers – a point of national pride as well as business opportunity.
However , can we be the net exporter from being a net importer ?
It is too early days …we still have a long way to go
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Defence PSUs must perform or step aside.
Given that the US continues to supply weapons to Pakistan, just as Russia does to China, India has no option but to pursue Prime Minister Narendra Modi’s ‘Aatmanirbharta’ (self-reliance) initiative to catch up in military-tech advancements. Geopolitics will always remain volatile, and the need of the hour is a proven and trusted supply chain.
Given India’s hostile neighbourhood and the looming threat of terrorism, the country cannot afford complacency in defence preparedness. The armed forces must remain combat-ready, and cannot be expected to wait indefinitely for the public sector to conceptualize, test, and induct key systems.
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Mini Ratna Defence PSU’s - unlisted to be listed ?- Value unlocking for the Govt ?
Miniratna Defense PSU Companies: Defense Minister Rajnath Singh has approved the granting of ‘Miniratna Category-I’ status to Munitions India Limited (MIL), Armored Vehicles Nigam Limited (AVNL) and India Optel Limited (IOL).
Last 3 years financial performance disclosed
GRSE signs an Memorandum of Understanding (MoU) with Norway’s Kongsberg.
The MoU will pave the way for India to build its first ever Polar Research Vessel (PRV) indigenously.
As part of the MoU, Garden Reach will receive design expertise for developing the Polar Research Vessel, taking into account the requirement of the National Centre for Polar and Ocean Research, who will be using it for research activities in the polar and southern ocean realms.
While the defence shipping companies have overflowing order book, gradually they are diversifying in to commercial shipping and non-defence shipping segments - and GRSE is having the first mover’s advantage.
GRSE is supplying 13 ferry service ships to Kolkata- Hooghly.
The timely execution of orders is the major key concern for defence shipping companies. since the shipping orders take longer time to execute , the quarterly performance could be lumpy.
Discl :I remain invested from 500 level. Not a buy sell recommendation. May be biased.
Defence shipping stocks face a lot of volatility due to lumpy quarterly performance and frequent govt policy changes. Govt also comes out with OFS quite often which adds to volatility
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