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Sanjay Ahuja

16th Feb · SEBI-Registered Analyst

FIVE STOCKS THAT STAND TO GAIN FROM INDIA'S DEFENSE SECTOR GROWTH

India’s defence story is not just about bigger budget allocations, but about deeper integration into global aerospace and defence supply chains. Private defence suppliers with exposure to advanced materials, complex machining, electronics and artificial intelligence-enabled systems stand to gain. The EU-India FTA and the US-India trade deal are the main drivers behind this push. While higher defence spending boosts domestic opportunities, trade agreements enable such companies like

BEL
,
BHEL
,
SOLARINDS
,
DATAPATTNS
, and
AZAD
to expand footprint abroad.

#Miscellaneous#MacroViews#TrendingSectors#FundamentalViews#WatchOutFor
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