Defence, self-reliance, and budgetary priorities: Sectoral opportunities in a shifting strategic landscape

January 24, 2026

India’s defence sector is transforming. A record budget and focus on domestic production are boosting capabilities. Exports are growing, reaching over 100 countries. New technologies and private sector involvement are key. This presents a multi-decade opportunity for investors. The upcoming budget is expected to further enhance capital expenditure and promote exports.

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