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Tejaswi

13th Apr · SEBI-Registered Analyst

Zen Leads Defence Order Surge

ZENTEC
India's Defence Acquisition Council recently approved deals worth Rs 2.38 lakh crore. This huge push boosts helicopters, missiles, radars, and drones for stronger armed forces. Companies like Zen Technologies stand out in this wave. Zen Technologies, based in Hyderabad, makes advanced training simulators and anti-drone systems. It helps Indian defence forces train better and fight drones. The firm has grabbed big orders lately, showing its key role. In late 2025, Zen got Rs 289 crore from the Ministry of Defence. These contracts upgrade anti-drone systems already in use. Work finishes in one year, with no ties to promoters for full fairness. Early 2026 brought more wins: Rs 404 crore orders. This includes Rs 332 crore for new anti-drone gear, or counter-unmanned aerial systems. Rs 72 crore goes to training simulators and tools. Shares jumped 9% on the news. These deals fit the big Rs 2.38 lakh crore plan. Zen aids self-reliance with home-grown tech against drone threats. Its order book grows fast in a hot sector. Experts see promise but note high prices. Brokerages like Motilal Oswal pick Zen post-approvals. Trading at 36-48 times earnings, it eyes FY27 growth. Zen shines amid Astra and others. Its anti-drone and sim skills match modern needs. Investors watch as execution boosts revenue soon. Strong defence spending aids multi-year gains.

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