Tata Group stocks have faced a sharp selloff in 2025, eroding ₹4.56 lakh crore in market value. TCS alone accounts for 85% of the slump, while 10 group companies — including Tejas Networks, Trent, and Tata Elxsi — have dropped 30–60% from their 52-week highs.
Rising geopolitics and indigenisation push place India’s defence sector in a structural growth cycle
India’s defence sector is experiencing a new growth phase driven by rising global security concerns, government initiatives prioritising domestic manufacturing, and a strong procurement pipeline.