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

Qatar’s Ministry of Foreign Affairs said the attack was a “blatant violation of Kuwait’s sovereignty and a serious threat to regional security and stability”. The meeting is being attended by Deputy Prime Minister Muhammad Ishaq Dar and army chief Asim Munir, in addition to the Prime Minister. According to media reports, Iran Foreign Minister Syed Abbas Araghchi has left Pakistan after meeting PM Shahbaz Sharif and army chief Asim Munir in Islamabad. Iran's recent use of swarms of fast boats to seize container ships near the Strait of Hormuz is raising new maritime security concerns.

SSB Gets a Major Upgrade: Online Screening in 2026, CDSTE from 2027

Carbon Fiber Reinforced Plastic (CFRP) inherently reflects less radar energy compared to metallic structures, but the real advantage lies in fabrication precision. Once deployed, Crew Transfer Vessels (CTVs) or Platform Supply Vessels (PSVs) undertake slow maritime transit to offshore rigs, further compounding delays. The traditional offshore logistics chain has long been a weak link in an otherwise technologically advanced energy ecosystem. In contrast, cognitive EW systems operate by feeding carefully engineered false returns into the adversary’s sensor chain, altering the interpreted imagery without triggering suspicion. At the core of this shift is the deployment of SAR Active Decoy systems—also referred to as Coherent Deception Jamming—designed not to merely obscure signals, but to actively manipulate what enemy sensors perceive, particularly synthetic aperture radar (SAR) satellites.

• With over 75% indigenous content, it highlights India’s growing defence capability.
• Manthan, iDEX’s flagship defence innovation event at Aero India 2025, chaired by Secretary (DP) Shri Sanjeev Kumar, showcased India’s vibrant defence innovation ecosystem with iDEX winners, senior leaders and industry, fostering dialogue on…
• French firm Safran has been chosen to jointly develop engines for the AMCA stealth fighter jet in india, marking an escalation in its rivalry with America’s General Electric, the engine supplier for the Tejas LCA
• India on Saturday advised its nationals in Mali to remain highly vigilant, exercise utmost caution and stay indoors due to recent security developments in the West African nation.

Iran’s Shahed vs US’s LUCAS—The drone arithmetic reshaping the West Asia war

These operations, part of a layered threat system, challenge previous assessments of Tehran's naval capabilities and highlight difficulties in securing the vital oil route. The advanced USS Rafael Peralta seized an Iranian vessel, part of a broader crackdown. The US Navy has intensified indian defence updates maritime pressure on Iran with a recent interception, even as diplomatic talks involving American envoys and Iran are underway in Pakistan.

• At the annual Chanakya Defence Dialogue 2024, experts discussed integrating advanced technologies like AI, drones, and cyber tools to boost the Indian Army’s surveillance and operational capabilities
• While the current approval framework covers around 120–130 aircraft, equivalent to roughly seven squadrons, long-term planning within the Indian Air Force (IAF) is now oriented toward a 250-aircraft fleet.
• A quiet process is underway to buy new fighters for the Indian Navy’s aircraft carriers, under its Multi-Role Carrier Borne Fighter (MRCBF) program, with revised numbers and a new, hybrid and potentially problematic approach…
• The move marks a significant expansion for the company, which has traditionally focused on combat training and simulation systems, into frontline defence hardware manufacturing.
• Nuclear power isn’t a quick fix for the current energy crisis.
• The first batch of four Rafale aircraft will arrive in India by May 2020.

Rajnath Singh invites German industry to co-develop, co-produce modern defence systems with India

Nearly a year after Operation Sindoor, a ground-level assessment along the Punjab border reveals a fundamentally transformed Indian air defence posture—one that is faster, denser, and far more integrated than before. Designed to operate at the intersection of clean energy aviation and persistent surveillance, Tejasvaan reflects a growing shift toward autonomous systems capable of remaining airborne for extended durations without reliance on conventional fuel-based propulsion. The Indian Air Force’s evolving Super Sukhoi construct—pairing a large-aperture AESA radar with a ramjet-powered long-range missile—does not eliminate stealth advantages, but it does compress them to the point where they are no longer decisive on their own.

He highlighted the importance of joint training, technological advancements, and civil-military integration to build future-ready forces. The video film ‘Into The Deep’ was released on Wednesday to mark the 77th anniversary of the founding of the People’s Liberation Army Navy showcased Chinese navy’s transition from maritime ambitions and coastal defences. The move marks a significant expansion for the company, which has traditionally focused on combat training and simulation systems, into frontline defence hardware manufacturing. Zen Technologies Limited has received a government-issued arms manufacturing licence, enabling the Hyderabad-based firm to enter the production of air defence cannons tailored for counter-drone and low-altitude threat environments.