Defence Procurement Report – August 6, 2025 part 1

• The Defence Acquisition Council (DAC), chaired by Defence Minister Rajnath Singh, has approved capital acquisition proposals worth ₹67,000 crore. • The approvals focus on modernising the Indian Army, Navy, and Air Force under the Atmanirbhar Bharat initiative, with a strong push toward indigenous manufacturing. Indian Army • Approval for procurement of Thermal Imager-based Driver Night Sights for BMP Infantry Combat Vehicles. • These sights will significantly improve night-time navigation and combat efficiency of mechanised infantry units. Indian Navy • Approval for Compact Autonomous Surface Craft for anti-submarine warfare, enhancing underwater threat detection and engagement. • Clearance for new BrahMos Fire Control Systems and Launchers to boost sea-strike power. • Upgradation of the BARAK 1 Point Defence Missile System to enhance close-range ship defence. Indian Air Force • Procurement of Mountain Radars to strengthen surveillance in high-altitude, mountainous regions along the northern borders. • Modernisation of the SAKSHAM/SPYDER air defence system and integration with the IACCS (Integrated Air Command and Control System). Tri-services (Army, Navy, Air Force) • Procurement of Medium Altitude Long Endurance (MALE) Armed Drones, capable of long-duration surveillance and strike missions. • These drones will be produced domestically with over 60% indigenous components, supporting the Make in India initiative. Impact on Defence Stocks & Breakout Levels This mega order is expected to significantly benefit domestic defence manufacturers. Below are key stocks to watch and their technical breakout levels: 1. HAL (Hindustan Aeronautics Ltd)

o Likely beneficiary of drone production, aircraft maintenance, and radar systems. o Major Breakout Level: ₹4,640 o Sustained closing above this level could trigger momentum toward ₹4,850–₹4,980.