DAC's Rs 79,000 Cr Boost: Solar, BEL, Zen Win for Shareholders?

Defence Acquisition Council approved Rs 79,000 crore procurements for loitering munitions, Pinaka rockets, radars, counter-drones, and more—all domestic focus. This lifts order visibility for Solar Industries,

, Zen Technologies, benefiting shareholders via growth. ​ Solar Industries Gains leads in explosives, rockets for Pinaka (HEPF, ADM), loitering munitions like Nagastra. Supplies BrahMos boosters too. Approvals directly target its strengths, expanding backlog to Rs 16,800 Cr+. Strong exports, 30% Q2 growth outlook boost EPS, ROE—big win despite monsoons. ​ BEL's Radar Edge BEL excels in low-level lightweight radars (LLLR), counter-drone Mk-II, HF software-defined radios. Order book Rs 74,000 Cr+, debt-free, 25% PAT rise Q2 FY26. Diverse EW, comms portfolio ensures steady inflows, 16% EPS CAGR—low-risk value for holders. ​ Zen's Drone Defence offers RF detectors, radar, jammers for anti-drone systems. Recent Rs 289 Cr MoD upgrades, focus on detection/neutralization. Despite YTD dips, Rs 809 Cr revenue, 271 Cr profit show simulator strength. Tailwinds aid recovery, margins 34%—upside potential. ​ Overall Shareholder Boost Indigenous push de-risks 2-4 year pipelines; FY26 AoNs Rs 3.3 Tn. PSUs like BEL stable, privates like Solar/Zen high-growth. Premium valuations reflect moats, but execution key. Long-term holders gain from rising capex, exports.