Defence stocks to fire up? Brokerages bullish after DAC clears Rs 2 38 lakh cr proposals; check top picks – Cater Pacific

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Defence stocks to fire up? Brokerages bullish after DAC clears Rs 2 38 lakh cr proposals; check top picks

Defence stocks to fire up? Brokerages bullish after DAC clears Rs 2 38 lakh cr proposals; check top picks

The government used a mix of security action and strong development work in affected areas. Stealth frigate, part of Project 17A, is equipped with advanced radar, sonar and BrahMos missile systems. Organised stealing of military land by land sharks in connivance with corrupt officials endangers national security. With the Defence Ministry coming out with stricter rules for awarding disability benefits and frequently challenging armed forces tribunal orders, veterans are up in arms and want relief from the government The use of Chinese-made components in Indian drones being supplied to the army runs the risk of compromising national security through the hacking of data.

Israel Iran War Live Updates: EU could release jet fuel stocks if Strait of Hormuz situation continues

The entire Indian naval effort risks coming across as a misplaced attempt to demonstrate relevance The Cabinet Committee on Security has flagged off the prototype development and testing stage of India's indigenous fifth generation stealth fighter jet, the Advanced Medium Combat Aircraft (AMCA). Feedback on the military recruitment scheme from various stakeholders has suggested several changes.

indian defence updates

Developed by Defence Research and Development Organisation, these radars will improve air surveillance in high-altitude areas. India on Friday commissioned its third nuclear-powered ballistic indian defence updates missile submarine (SSBN), INS Aridhaman, enhancing the country's sea-based nuclear deterrence. With over 75% indigenous content, it highlights India’s growing defence capability. India has added a major boost to its naval strength with the commissioning of INS Taragiri in Visakhapatnam.

  • For military users, particularly the Indian Navy and Air Force, this translates into reduced autonomy in precision navigation and targeting.
  • The Israeli military said Hezbollah had fired rockets at Israel, in what is considered the latest challenge to a tenuous, recently-extended ceasefire.
  • The development marks a significant step forward for private industry participation in a domain traditionally dominated by state-run entities.
  • The outcome is a more contested beyond-visual-range (BVR) environment where sensor power, networking, and missile kinematics jointly determine who prevails.
  • Traditional jamming creates a conspicuous electromagnetic signature, alerting adversaries to the approximate location of concealed forces.
  • The conflict in Iran shows the efficacy of inexpensive drones in overwhelming sophisticated air defence systems and drawing them into expensive duels.

In Asia, the Iran war is pushing South Korea to increase nuclear power generation, while Taiwan is debating restarting mothballed reactors. But long-term commitments to nuclear power made now will likely lock it in to countries' future energy mixes, said Joshua Kurlantzick of the Council on Foreign Relations. Nuclear power isn't a quick fix for the current energy crisis. The Iran war's global energy shock is causing some nations in Africa and Asia to boost nuclear power generation and spurring atomic energy plans in non-nuclear countries on both continents. Iran has consistently maintained that its nuclear programme is peaceful, while Western powers have sought stricter limits and verification mechanisms to prevent any potential weaponisation pathway. The remarks come as Iran and the US remain divided on key issues, including the scope of nuclear restrictions, sanctions relief, and broader security guarantees.

India Watches Closely as Taiwan Setback Pushes China into a Frenzy

  • The Israeli military said Saturday that its air force had eliminated a “terrorist cell” operating near its troops in southern Lebanon, despite the ceasefire there, as per an AFP report.
  • He said that the military had also been ordered to demolish any structure or roads that were “booby-trapped” and threatened soldiers.
  • Stealth frigate, part of Project 17A, is equipped with advanced radar, sonar and BrahMos missile systems.
  • The deal supports Aatmanirbhar Bharat and strengthens defence capabilities.
  • While Babbar Khalsa International (BKI) had earlier focused on recruiting and radicalising youth in urban areas, officials say those efforts largely failed due to greater public awareness and tighter security monitoring.

In high-intensity scenarios, fallback reliance on GPS or other external systems introduces uncertainty and potential denial risks, echoing the lessons of Kargil that originally drove NavIC’s creation. For military users, particularly the Indian Navy and Air Force, this translates into reduced autonomy in precision navigation and targeting. With the constellation reportedly slipping below the minimum satellite threshold required for reliable 3D positioning, India is once again confronting the very vulnerability NavIC was designed to eliminate—dependence on foreign navigation systems during conflict. The operational disruption of India’s NavIC navigation constellation in early 2026 has triggered a serious policy debate on whether ISRO should continue handling defence-oriented space assets or transition into a pure research and deep-space agency.

The Indian Air Force has denied reports of an aircraft crash near Kishtwar. He added that Israel and the US are leading the fight against “forces of evil” and have weakened Iran’s threat capabilities. Turkey's foreign minister on Saturday accused Israel of using security as a pretext to acquire "more land". Israeli Defence Minister Israel Katz said Sunday that the military had been instructed to use "full force" in Lebanon — even during the ongoing ceasefire — should Israeli troops face any threat. Israeli forces have destroyed Lebanese villages in the area, saying their aim is to protect northern Israeli towns ​from Hezbollah attacks.

Iran vows 'decisive response' if US continues its 'blockade, piracy, maritime robbery' in Gulf

indian defence updates

Last month, India awarded a US$424.4 million contract to state-run Bharat Dynamics Limited to supply the homegrown Astra Mk1 beyond-visual-range (BVR) air-to-air missile to its armed forces. A day after three people were killed and several others injured in a violent clash in Manipur’s Ukhrul district, central and state security forces on Saturday intensified operations to apprehend those involved and prevent further escalation, officials said. The cadres were reportedly active in the Phomching area and were attempting to move towards Shangnyu village when security forces initiated the operation. General Naravane, speaking to IANS in an interview, said that the Union government has given “full freedom” to the armed forces to take actions in situations like the 2020 India-China standoff, which shows that it has “full trust” in its military. Former Indian Army Chief (retired) General Manoj Mukund Naravane has emphasised the significant distinction between politics and the Indian armed forces, criticising efforts to link the military to political matters. The defence minister recently launched SANJAY, a Battlefield Surveillance System developed jointly by the Indian army and Bharat Electronics Ltd.

Raksha Mantri emphasized that mastering frontier technologies is essential for India’s security. Hence, reforms will encompass training, capability development and procurement of technologies such as AI-based drones, electromagnetic weapons, and anti-satellite missiles. He highlighted India's growing market and skilled workforce. Defence Minister Rajnath Singh urged German companies to partner with India for co-development and co-production.

Under the licence, Zen Technologies will manufacture a range of cannons including 12.7mm, 23mm, 30mm, and 40mm calibres, covering a wide spectrum of operational roles across land and naval domains. Cumulative funding in the range of $650–700 million underscores growing investor confidence, but more importantly, a large portion of these firms are hardware-centric, developing deployable systems rather than remaining at the conceptual stage. In less than half a decade, the ecosystem has expanded from near non-existence to over 190 startups spanning launch systems, satellite manufacturing, propulsion, ground infrastructure, and downstream analytics. DRDO Chairman Dr. Samir V Kamat’s assertion that space will be a domain in future warfare is less a warning and more a recognition of an ongoing structural shift in India’s strategic ecosystem.

IDEX will engage Industries including MSMEs, start-ups,individual innovators, R& D institutes and academia and provide them grants/funding and other support to carry out R&D development which has good potential for future adoption Secretary (DP) Shri Sanjeev Kumar chaired a Roundtable with banks, financial institutions, investors, startups and MSMEs on April 16, 2025, at South Block, New Delhi. The rail track trembles as a rocket-powered sled tears across the test range, fire trailing behind it. That is the power of ARBEL, Israel’s computer-assisted firing system built to eliminate human error and… Across India’s missile test ranges and frontline air bases, a critical capability shift is quietly unfolding.

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