DefenceMedium impactAfter close

Budget 2026 may simplify defence acquisition rules

1 Feb 2026 · 16:03 ISTafter close1 source ↓written by the desknot a recommendation

Finance Minister Nirmala Sitharaman will present the Union Budget for FY 2026-27 today, 1 Feb 2026. The defence sector is expected to receive significant focus amid rising geopolitical tensions and military upgrades. Key figures such as capital expenditure and fiscal deficit will be closely monitored by traders as they could influence market sentiment.

Not investment advice. For informational purposes only.

OI Charts is not a SEBI-registered investment adviser or research analyst. This bulletin was written by the OI Charts desk from the public sources listed here. It is commentary on market conditions, not a basis for any investment decision and not a recommendation to buy or sell any security. Prices as of 1 Feb 2026, 16:03 IST.

Sourcesnews.google.com

Defence

Read inEN हिं తె मरा த ગુ

1 OctTax revenue growth offsets subsidies as capex rises 18%MediumTax collections increased 14.6% YoY, easing fiscal risks for FY27. Government capex rose 18% in April-August, driven by significant spending in railways and defence, which bolsters the fiscal outlook despite high expenditures.
1 OctJefferies identifies top defence and power stocks amid capex boomHighJefferies has identified defence and power equipment sectors as top investment themes amid India's capital expenditure boom. Target prices for KEI Industries, Thermax, Data Patterns, and CG Power were raised, highlighting strong order books and project execution.
28 SeptEmbraer partners with Mahindra for IAF transport aircraft tenderHighEmbraer announced a partnership with Mahindra for India's 60-aircraft transport tender, offering the KC-390 Millennium jet. The collaboration aims to replace the Indian Air Force's ageing fleet, while also teaming up with Adani for civilian aircraft.
28 SeptContract awards total ₹5,467 crore across multiple sectorsMediumIndia's contracting market secured 27 confirmed awards worth ₹5,467 crore from 20 to 27 September 2026. Key sectors included defence, EPC, and energy storage, indicating a broadening order flow that could positively impact market sentiment.
25 SeptBharat Forge raises ₹2,000 crore through QIPMediumBharat Forge Limited raised approximately ₹2,000 crore through a Qualified Institutions Placement, advised by Shardul Amarchand Mangaldas & Co. The funds will primarily support capital expenditure for defence equipment capabilities, following a previous ₹1,650 crore QIP in December 2024.
24 SeptRaymond subsidiary wins major aircraft structures tenderMediumRaymond's subsidiary JK Maini Global Aerospace won a tender for wing and fuselage assemblies, marking its entry into the aircraft structures segment. This move could enhance revenue and market presence in the aerospace sector.

Budget 2026 may simplify defence acquisition rules

Related