India’s Defense Boom: ₹80,000 Crore Deal Sparks Rush

Defense stocks in India are expected to attract investors following the ₹80,000 crore military order disbursed by the Defense Acquisition Council, highlighting the government's commitment to strengthening the country's military capabilities. Primary beneficiaries of the order include defense PSUs like BEL, HAL, and BDL. Investment recommendations focus on HAL and BEL due to their robust order books and growth potential in sectors like metro, railway, and artificial intelligence. BEL is also anticipated to play a crucial role in the Make in India and AtmaNirbhar Bharat initiatives.