defense stock
Defense Exporting Stocks: The way geopolitical tension is continuously increasing in the world, it has completely changed the equations of the defense sector. In this era of war and conflict, where many countries are struggling with security concerns, India has succeeded in converting this disaster into an opportunity. There was a time when India was completely dependent on other countries for its security needs, but today the same India has emerged as a reliable supplier of arms to the world. The policy of ‘Make in India’ and the aggressive stance of the government has given a new flight to the Indian defense sector, the direct benefit of which is now visible to the investors in the stock market.
Not just a buyer, India now becomes a ‘merchant’
India’s image is no longer that of a mere arms-buying country, rather we have now become a big exporter. If we look at the figures, the picture becomes clearer. While India’s defense budget was Rs 2.53 trillion in FY 2014, it has increased to a huge figure of Rs 6.8 trillion in FY 2026. The effect of this huge investment by the government is visible on the ground.
In the year 2014, we sold defense equipment worth only Rs 6.9 billion, but in the financial year 2025, this figure has reached Rs 236.2 billion, breaking the record. Today India’s ammunition, radar systems and weapon platforms are showing their strength in about 80 countries of the world. After the success of ‘Operation Sindoor’, the world’s trust in Indian technology has deepened.
From radar to space, these companies dominate
In this changing environment, some companies are proving to be the horse of the long race. First of all, let’s talk about Data Patterns, which specializes in high-end defense electronics and radar systems. This company has now made inroads in markets like Britain, Europe and South America. As of September 2025, the company had export orders worth Rs 782 million, which is about 12 percent of their total order book. The company hopes to get more big international orders in the coming time.
The second major company is Astra Microwave, which is no longer limited to making parts only. This company is now working on complete system integration, especially for defense and space sectors. By September 2025, their order book was Rs 19.2 billion, which includes orders from developed countries like America, Israel and Singapore.
era of drone war
The role of drones has become important in modern wars and in view of this the importance of Zen Technologies has increased. This company manufactures training simulators and anti-drone systems, which is the biggest need of the present time. Their anti-drone systems are not only economical but are also considered very effective. The company has created its own special market in Africa, Middle East and CIS countries. By September 2025, the share of exports in their order book of Rs 6.8 billion was about 18 percent.
Disclaimer: This article is for information only and should not be considered as investment advice in any way. TV9 Bharatvarsha advises its readers and viewers to consult their financial advisors before taking any money related decisions.