What we are seeing in Europe is obviously going to benefit the entire metal pack and then that could add value and exports might move up in a few companies. So definitely companies like Hindalco, JSW Steel and Tata Steel look like the biggest beneficiary of this.
Defence shares gain momentum on strong production and growth outlook
Indian defence stocks surged as the government announced a record ₹1.78 lakh crore in defence production for fiscal 2026, a 15.6% increase from the previous