
Indian defence stocks have gained significant investor attention recently, outperforming the IT sector, which has struggled amid geopolitical tensions and market volatility. Companies like Bharat Electronics, Hindustan Aeronautics Limited, Bharat Dynamics, Paras Defence, and Zen Technologies have seen strong order books and steady margins, benefiting from increased military spending and geopolitical developments such as Operation Sindoor. This shift reflects growing confidence in defence as a key sector amid ongoing global uncertainties.
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