#Defence
Latest news and updates about Defence.
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Latest news and updates about Defence.
Featured Coverage
Explainers & Analysis
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Listed defence sector companies are expected to deliver a mixed set of numbers in Q4FY26, despite robust order visibility and sustained inflows and a healthy pipeline where backlogs are no longer a constraint, Nuvama Institutional Equities said in a note. Solar Industries Nuvama expects healthy execution momentum, with revenue growth of 28% YoY, though the defence topline is likely to come in at Rs 900 crore, significantly below the Rs 3,000 crore guidance, primarily due to delays in Pinaka execution and geopolitical disruptions impacting defence supply chains. 4 lakh crore backlog is critical, the brokerage said, listing ongoing supply chain challenges, particularly focusing on the timely procurement of critical components.
Infra tech and manufacturing take the spotlight but the market reaction adds a twist Read on for a clearer view of what stood out in Finance Minister Nirmala Sitharaman039s Budget 2026 presentation.
