While we have discussed the prospects of Indian defence product companies taking advantage of the defence buildup in Europe, tension between India and Pakistan has suddenly woken us to an immediate danger of a war on our borders also. The New York Times headline has rightly or wrongly, again drawn our attention to the defence preparedness.
From the World Wars to the wars fought by us, one lesson is clear. Defence production goes into an overdrive when the danger looms.
As a layman I can’t really put my finger on which sub-sector may be more active, but Solar and other companies in the explosives, Zen Technology in drones, BEL and many others may be required to step up their production.
https://www.nytimes.com/2025/04/26/world/asia/india-pakistan-military-kashmir-attack.html
Of course, the infrastructure development on the India-China border has shown that many other sectors, not directly associated in our mind with defence may also be involved.
Disclaimer: I am invested in Zen Technology, Dcxsystems, Krishna Defence, and Astra Micro. Nothing in the above post is to be construed as a recommendation.
With recent tensions with neighbouring countries, India will look at increasing the defense spending to ensure enough artillery to safeguard Indians…Good time to increase the allocation towards this sector.
Drones are playing a major role the world over.
Large orders, but can we take our eyes off the execution?
Ukraine now claims to be the leading country in Drones, their use and manufacture.
https://www.ndtv.com/india-news/centre-receives-air-force-proposal-to-buy-114-made-in-india-rafale-jets-9267354/amp/1?utm_campaign=fullarticle&utm_medium=referral&utm_source=inshorts
Total opportunity of around 2 lakh crores and 60 percent of it will be local components .
Can we list probable indian companies ??
May be
Axiscades
Astra microwave
Paras
???
Krishna Defence
BEL
Apollo Micro
Data Patterns
Zen technologies
Hi everybody,
I’ve just started studying about defense sector and started with Zen, and i came to understand that zen outsources most of its manufacturing about 80%, what id don’t understand is to whom? can someone explain it to me or refer me some resources to understand this?
Sharing some of the names found across multiple sources:
Tata Advanced Systems Limited (TASL) (Subsidiary of Tata Sons) - Manufacturing complete fuselages
Dassault Reliance Aerospace Limited (DRAL) (JV: 51% Reliance Aerostructure, 49% Dassault Aviation) - Production of mechanical parts, sub-assemblies
Mahindra Aerospace (Part of Mahindra Group) - Supply of components like aerostructures, avionics integration; potential for wings production.
Larsen & Toubro (L&T)- Mechanical parts
Hindustan Aeronautics Limited (HAL) - aerostructures (e.g., wings or integration)
Kalyani Strategic Systems (Part of Bharat Forge) - Precision components and forgings for airframe and engines
Godrej & Boyce - Aeronautical components and precision tooling
Safran (French, with Indian ops) - M-88 engine MRO
Thales (French, with Indian ops) - Avionics, radar (RBE2), and electronic warfare systems