Bharat Electronics Limited

Indian Defence Stocks Soar: Geopolitical Boost and Strong Earnings

The Indian defence sector has staged a dramatic comeback, soaring over 65 per cent since February’s lows and reaching a record ₹11.23 lakh crore in market capitalization. Fueled by geopolitical tailwinds, robust government support, and stellar earnings—especially from frontrunner Bharat Electronics—defence stocks are outpacing broader markets. With mutual funds delivering double-digit monthly returns and marquee stocks hitting new highs, this sector’s resurgence offers a compelling story of opportunity and momentum for investors