Equitymaster's guide to Defence stocks with detailed analysis and much more. Also check out Equitymaster's powerful Stock screener to find the top Defence stocks. Meanwhile, a list of Defence Stocks is available here...
Since 1970s, the Indian government has relied on imports to grow India's military strength. In this process, it spent hundreds of billions of dollars on foreign equipment.
But now, with major changes in policies, those billions have started to flow in Indian companies. It is now India's time to become self-reliant.
The promptness with which Indian defence manufacturers can cater to India's rising defence modernization needs should be a big tailwind for the next few decades.
Few Indian defence companies could use their engineering capabilities to eventually become global leaders. And once they gain reputation in the global market, sky is the limit.
Also, with Indo-China tensions not abating, the defence sector will be in focus in the near future. The tipping point might not be too far away.
So it's safe to say that defence stocks can potentially offer a great wealth creating opportunity.
Mar 23, 2026
If history is any guide, prolonged conflicts don't just increase uncertainty, they accelerate military spending. Here are 5 companies to watch...
Mar 17, 2026
Technology set to define the next era of global manufacturing in India.
Mar 11, 2026
These are the sectors to watch in 2026.
Mar 10, 2026
With Indonesia signing a BrahMos deal with India, here are 9 companies involved in its manufacturing ecosystem.
Mar 9, 2026
Drone warfare is rapidly changing the rules of modern conflict. As militaries race to build counter-UAV capabilities, a handful of Indian defence companies are emerging at the centre of this shift.
Mar 6, 2026
This stock, which has a virtual monopoly in the conventional submarines and destroyers, has fallen to yearly lows. Can it bounce back as the defense theme picks up?
Mar 4, 2026
The best opportunities exist in uncertain times, and these 3 companies make a compelling story in the drone exporting ecosystem.
Mar 3, 2026
Indian tech companies are achieving milestones. Some can become wealth creators.
Mar 2, 2026
From defence to gold, stocks watch amid global tensions.
Feb 26, 2026
This stock has hit a new 52-week high. Let's look at whether defence initiatives are the key reason.
Mar 21, 2026
These companies form the backbone of India's missile ecosystem-from propulsion to precision electronics.
Mar 14, 2026
A look at five mutual funds investing in companies linked to India's emerging drone ecosystem.
Mar 11, 2026
Drones have become integral to modern-warfare. Find out which drone stock is leading the race.
Mar 9, 2026
These three mutual funds hold defence companies involved in the domestic manufacturing push in the sector.
Mar 7, 2026
These lesser-known companies from the defence space could benefit big time from India's defence spending.
Mar 4, 2026
Which defence stocks should you be tracking? Read on...
Mar 4, 2026
Defence stocks are in the limelight once again, due to geo-political tensions. Here are a few missiles, jets, and drone stocks to watch.
Mar 2, 2026
Paras Defence and Space Technologies jumps 6% in a day. Here's the story behind the rally.
Feb 28, 2026
With growing demand, here's a look at India's notable defence stocks in 2026.
Feb 23, 2026
Across defence, engineering, auto components, and retail, these companies are entering an accelerated growth phase.
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