Aatmanirbharta Push Pays Off: Indian Defence Firms Flush with Orders | Giridhar Aramane | ET Now

Aatmanirbharta Push Pays Off: Indian Defence Firms Flush with Orders | Giridhar Aramane | ET Now

Indian defence companies—both public sector undertakings and private players—are witnessing robust order inflows and strong execution visibility, says Giridhar Aramane. Speaking on the growth of India’s defence manufacturing ecosystem, he highlights how policy reforms, indigenisation, and the government’s Aatmanirbharta push have translated into healthy order books across the sector.

With rising domestic procurement, expanding export opportunities, and long-term defence modernisation plans, the sector is emerging as a key structural growth story. Investors and market participants are closely tracking PSU defence majors as well as private defence manufacturers for sustained earnings visibility and execution momentum.

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