Defence Stocks Soar As Policy Boosts And Exports Fuel Rally

SummaryRecord Stock Rally: Indian defence shares have jumped as much as 360% in a year, supported by government spending, export growth and investor interest in security-focused firms.Policy Power Boost: Rajnath Singh approved doubling financial powers for commanders, enabling faster procurement of ₹1.25 lakh crore in equipment and boosting indigenous manufacturing.Drone Deal Ahead: India plans

June 5, 2026
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TVS Supply Chain And Italy’s ALA Group Form ₹2,000 Crore Aerospace And Defence JV In India

TVS Supply Chain Solutions has entered India’s aerospace and defence supply chain market through a 51:49 joint venture with Italy’s ALA Group, aiming to generate over ₹2,000 crore in cumulative revenue by 2031.The partnership will deliver integrated logistics and procurement services, positioning India as a key hub in the global aerospace ecosystem.TVS Supply Chain Solutions announced the

June 4, 2026
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Defence Ministry Considers Incentives For Indigenous Military‑Grade Material Sourcing Under DAP 2026

The Ministry of Defence is examining an industry proposal to incorporate incentives in the forthcoming Defence Acquisition Procedure 2026 to encourage domestic procurement of military‑grade materials, Business Line has reported. This initiative aligns with the government’s broader effort to reduce dependence on rare earth imports and strengthen indigenous supply chains. Military‑grade

June 4, 2026
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MoD Expands Financial Powers of Armed Forces To Boost Readiness And Speed Up Defence Projects

Defence Minister Rajnath Singh today unveiled in New Delhi the revised delegation of financial powers for the Armed Forces, a significant reform aimed at enhancing efficiency and operational readiness.The announcement covered a wide spectrum of areas including medical services and infrastructure projects, with financial limits being increased by up to 100 per cent. In certain categories, the

June 4, 2026
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India To Expand Rafale Fleet To 150 Aircraft, Forming Core of Its Airpower Backbone

India’s Rafale expansion plan is now entering a decisive phase, with a formal Letter of Request sent to France for 114 additional fighters worth nearly ₹3.25 lakh crore (US$39 billion).This would raise India’s Rafale fleet from 36 to potentially 150 aircraft, making it the backbone of the Indian Air Force and the largest fighter acquisition in its history.India is preparing to transform the

June 4, 2026
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India Weighs Su‑57 Licence Deal As Russia Offers Full Source Code Access

Russia has offered India unprecedented access to the Su‑57 stealth fighter’s source code, alongside licensed production rights, marking one of the most significant technology‑transfer proposals in modern defence aviation.This move could reshape India’s fifth‑generation fighter strategy, bridging the gap until the indigenous AMCA enters service.Russia has formally proposed that India undertake

June 4, 2026
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India’s Strategic Imperative: Harnessing Asymmetric Warfare And Artificial Intelligence For Future Conflicts

When Russia invaded Ukraine in February 2022, many believed Kyiv would collapse within days. Yet four years later, Ukraine continues to resist one of the most powerful militaries in the world.Similarly, despite sustained pressure and repeated strikes by Israel and the United States, Iran has not only endured but remains a significant strategic actor capable of imposing costs on its adversaries.

June 4, 2026
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India’s AMCA To Feature Modular Engine Bay For Seamless Transition Into Sixth-Generation Propulsion

India’s Advanced Medium Combat Aircraft (AMCA) is being designed with a modular engine bay to ensure seamless transition into sixth-generation propulsion systems, marking a decisive leap in adaptability and long-term strategic autonomy.The MK-2 variant will feature a co-developed Safran-GTRE turbofan, but the airframe is already engineered to accommodate future variable cycle engines by the

June 1, 2026
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Fielding AMCA Stealth Jets A National Security Imperative

India’s Advanced Medium Combat Aircraft (AMCA) program has entered a decisive phase with the government shortlisting three private sector contenders to build the country’s first fifth-generation fighter jet.This marks a historic departure from tradition, as Hindustan Aeronautics Limited (HAL) has been excluded from the ₹15,000 crore project.The shortlisted players—TATA Advanced Systems, the L&amp

June 1, 2026
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India And Russia Discuss Licensing For Local Production of Su-57E Stealth Fighter Jets

Russia and India are engaged in consultations regarding the establishment of production facilities for Russia’s fifth-generation Su-57E stealth fighter jets on Indian soil, according to the Russian Federal Service for Military-Technical Cooperation (FSMTC).The announcement was made to Sputnik on Saturday, shortly after the inaugural International Security Forum held in the Moscow Region. The

June 1, 2026
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