Selected Tag: defence
Selected Tag: defence

Opinion

Why L&T’s Defence Business Feels Strategic but Not Profitable

L&T has built India’s broadest private defence platform, but slow procurement, falling margins and long gestation test whether patience can still pay investors.

Dev Chandrasekhar

January 8, 2026 at 9:10 AM IST

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PIB

Optical Illusion in Public Capex

The public investment surge this year appears impressive, but much of its strength comes from accounting adjustments and base effects rather than new capital creation

Madhavi Arora

October 9, 2025 at 6:48 AM IST

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iStcoks/mgstudyo

Why US Supply Chain Access Could Be India’s Defence Gamechanger

India’s defence sector is set to break barriers and the stock market has taken notice.

Krishnadevan V

June 27, 2025 at 5:11 AM IST

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Tata Aerospace

The Bureau

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