Amid government’s thrust on indigenisation, a strong order book and possibilities of export, defence stocks have been rallying in the past few weeks. Domestic brokerage firm Elara Securities prefers small giants in the private defence space. Here are six such ideas that investors can study:
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG