2 Defence stocks to watch as India pivots to proprietary nuclear and maritime tech

The Indigenisation Super-Cycle: Why India’s ‘Silent’ Suppliers are Moving Up the Value Chain As the world speculates on whether it is on the verge of a full-blown war, thanks to the geopolitical tensions between Iran, Israel, and the United States, investors are looking at the Defence sector differently. When it comes to India’s Defence Capabilities, the spotlight usually stays fixed on the giants like Mazagaon Docks and HAL. Investors often view them as the only safe harbours in a sector defined by massive capital and complex regulations. However, beneath the surface of these multi-billion-dollar contracts, a few small-cap contenders are…