have been rallying in the last few days with investor interest returning to the sector amid rising geopolitical tensions in West Asia and expectations of stronger defence orders. The rally in defence-linked counters comes at a time when the ongoing conflict involving Iran and the US-Israel alliance has heightened global focus on military preparedness and maritime security. Such geopolitical developments often strengthen sentiment around defence companies as investors anticipate higher procurement and export opportunities. Market participants believe that sustained geopolitical tensions and growing focus on naval modernisation could continue to support defence and shipbuilding companies in the near term, particularly those with strong order books and export potential.

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