DEFENCE MODERNISATION

BrahMos missiles, Rafales, Sukhoi & drones: What is India's defence muscle if it ever has to attack?
India is much more prepared to act against terrorist groups in Pakistan than in 2019, given the addition of assets such as Rafale fighter jets, the S-400 air defence system and a range of stand-off weapons like loitering munitions, said people with knowledge of the matter. For instance, the Rafales, equipped with the 300 km-plus range SCALP ground attack missiles, can strike targets with pinpoint accuracy deep inside Pakistan, while still flying over Indian territory.

Rafale-M roars after Pahalgam: How India’s French fighter deal could turn up the heat on Pakistan
India’s ?62,000 crore deal with France to procure 26 Rafale-Marine fighter jets marks a major leap in naval aviation and defence self-reliance. Finalised after the Pahalgam terror attack, the agreement includes local assembly, integration of Indian weapons, and maintenance infrastructure. Experts say the move will pressure Pakistan both strategically and psychologically. With deliveries set between 2028 and 2030, the Rafales will operate from Indian carriers, boosting maritime dominance and interoperability with the Indian Air Force’s existing fleet.

'Why do Indians travel to Europe via Pakistan-friendly Istanbul?' Calls grow to suspend flights, rethink ties with Turkey
Amidst growing concerns over Turkey's backing of Pakistan, voices in India are advocating for a strong response. Suggestions include suspending flights between India and Turkey. This comes after reports of Turkish military cargo planes landing in Pakistan. Analysts highlight Turkey's consistent support for Pakistan. Calls for boycotting Turkish tourism and airlines are also gaining traction.

Govt debunks claims of Army commander 'removal' after Pahalgam attack as fake
The government has refuted claims on social media. These posts alleged Lt Gen MV Suchindra Kumar was removed after the Pahalgam attack. PIB clarified the General is retiring on April 30. Lt Gen Pratik Sharma will be the new Northern Army Commander. PIB also flagged fake documents about Indian Army preparedness.

Kim Jong Un oversees warship weapons test-fire, eyes nukes for N. Korea navy
North Korean leader Kim Jong Un has ordered the rapid nuclear armament of naval vessels, following the first test-firing of a new warship weapons system. The newly unveiled 5,000-ton destroyer-class vessel, Choe Hyon, is expected to be equipped with tactical nuclear missiles.

Turkiye denies sending weapons to Pakistan amid rising cross border tensions with India
Turkiye has denied reports that it sent military supplies to Pakistan amid soaring tensions with India following the Pahalgam terror attack. Claims on social media had suggested that six Turkish C-130E aircraft delivered weapons, sparking alarm in India. However, Turkiye’s Directorate of Communications dismissed the reports as "speculative." While no confirmed arms delivery has occurred, Turkiye and Pakistan maintain close defence ties, including drone sales and joint fighter development.
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Pakistan Defence Minister Khawaja Asif's X account blocked in India
India has blocked the X account of Pakistan Defence Minister Khawaja Asif after he alleged an imminent Indian military incursion following the Pahalgam terror attack. Additionally, 16 Pakistani YouTube channels were banned for spreading false and provocative content against India.
India bans 16 Pakistani YouTube channels
The Indian government has banned 16 Pakistani YouTube channels for allegedly spreading provocative content and misinformation against India, its Army, and security agencies, particularly following the Pahalgam incident. Channels like Dawn News, Ary News, and Geo News are among those blocked.
Pro-Pak social media accounts falsely claiming docs on Indian Army's preparedness leaked: PIB
Amid heightened tensions following the Pahalgam terror attack, the Press Information Bureau (PIB) has debunked claims by pro-Pakistan social media accounts alleging a leak of confidential Indian Army documents, labeling them as fake. The Ministry of Defence also cautioned against a fraudulent WhatsApp message soliciting donations for army modernization, urging the public to remain vigilant against misinformation.
Defence stocks: In the short term it’s an event, in the long term a trend: 9 defence stocks with upside potential of up to 32%
With tensions flaring up again between India and Pakistan, did you notice that it is naval moves that are making news, with missiles being fired from ships? Yes, the air force is also undertaking exercises, but somehow it is the navy that is visibly more active. Now, all this is a short-term reaction. The long-term reality is that if India is to become an economic super power, it needs much better defence capabilities. And these should not be dependent on foreign countries. Now, defence capabilities cannot be built overnight. So, ignore the short-term events and focus on defence as a long-term trend.
Misleading message circulating on WhatsApp related to donation for Army's modernisation: Govt
The Ministry of Defence has issued a warning about a deceptive WhatsApp message falsely claiming the government established a bank account for Indian Army modernization. The message, wrongly citing a Cabinet decision and actor Akshay Kumar's involvement, provides incorrect account details.
US Commander gives strident warning about China's threat
Admiral Samuel Paparo warns of China's rapid military modernization and aggressive behavior, posing threats to the US and its allies. China employs multifaceted tactics, including military pressure and economic coercion. Xi Jinping is escalating pressure on Taiwan, while the Philippines faces Chinese bullying. China's actions in the Yellow Sea mirror its South China Sea tactics.
Nuvama initiates coverage on these 3 defence stocks, sees up to 22% upside
Nuvama highlights that most private defence companies are currently trading at a premium compared to Defence Public Sector Undertakings (DPSUs), driven by stronger earnings growth and better return ratios.
General Manoj Pande advocates leapfrogging reforms for India's defence modernisation
Former army chief General Manoj Pande emphasised the need to balance modernisation with indigenisation in defence. He advocated for a shift from incremental steps to a more significant leap in achieving 'Atmanirbharta'. Highlighting the Agnipath scheme as a path-breaking reform, he stressed inter-departmental coordination.
India's Defence sector outlook remains strong, with rising indigenisation and record orders: Report
India's defence sector is poised for significant growth, fueled by indigenisation efforts and a robust order pipeline, according to a Nirmal Bang report. Defence production is projected to reach Rs 1.75 trillion by FY25, aiming for Rs 3 trillion by 2029. The Ministry of Defence signed a record 193 contracts worth over Rs 2.
China condemns US for doubling down on military spending with $1 trillion budget, warns it won’t ‘make America great again’
China has sharply criticised the United States for planning a record-breaking $1 trillion defence budget for fiscal year 2026. The Chinese Ministry of National Defence said the move reflects America’s obsession with military power and warned it could bring “painful disasters” to the world. Meanwhile, President Trump has framed the increase as essential to rebuilding military strength. The massive spending rise is likely to deepen partisan divisions at home and fuel rising global military tensions.
Rajnath Singh calls for low-cost, high-tech solutions for forces
Defence Minister Rajnath Singh emphasized the strategic necessity of a resilient, self-reliant defence manufacturing ecosystem amidst ongoing global conflicts. He advocated for modernizing armed forces through indigenous production and developing low-cost, high-tech solutions to enhance their fighting capabilities. Singh highlighted the importance of adapting to evolving security environments, leveraging technology, and fostering a 'Whole of Nation' approach to security.
After 40 years, Defence Shipyard HSL's net worth turns positive
After 40 years, Hindustan Shipyard (HSL) has turned its net worth positive, overcoming significant challenges and liabilities. Achieving a provisional total income of ?1,586 crore and a profit before tax of ?295 crore in 2024-25, HSL is now poised for Miniratna status.
Armed forces should prepare dynamic perspective planning addressing various challenges: Rajnath Singh
Defence Minister Rajnath Singh urged the armed forces to adopt dynamic planning to address both long-term and short-term challenges amid current global security scenarios. He emphasised the significance of military intelligence and modern technology while praising operational preparedness and efforts against cross-border terrorism and hybrid warfare.
Florintree leads 175 crore fundraise in defence vision equipment maker Tonbo
Tonbo, a defence technology startup, raised Rs 175 crore in a pre-IPO Series D funding round, valuing the company at Rs 1,500 crore. The funding, led by Florintree Advisors and EXIM Bank, supports Tonbo's advanced vision equipment for global security markets, including the Indian armed forces and other international clients.
Yunus Tangles with Delhi: Bangladesh's China pivot raises eyebrows
Muhammad Yunus aims to position Bangladesh as China's gateway to South Asia by emphasizing its strategic role. This shift in foreign policy may strain Bangladesh's relations with India, especially with issues like the persecution of Hindu minorities and Hasina's extradition request, while strengthening ties with Beijing.
China builds a supercharged lab that can make it the world’s leading energy superpower
China is constructing a large-scale laser-driven nuclear fusion facility in Mianyang, aiming to revolutionize energy and defense sectors. The project rivals the world's leading fusion research centers, potentially affecting global power dynamics with advancements in clean energy and nuclear weapon simulations.
"Seven states of India are landlocked...": Yunus invites China to expand, calls Bangladesh the "only guardian of the ocean"
Bangladesh's interim government chief adviser, Muhammad Yunus, has urged China to expand its economic influence in Bangladesh, highlighting the northeastern states of India as landlocked. His remarks have sparked criticism in India, with experts questioning his motivations and potential implications for regional connectivity.
World War III on the horizon? Why European nations are preparing for war—And what it means for the world
World War III: As global tensions rise, Europe is preparing for the unthinkable: war. The Middle East is once again a flashpoint, with Israeli airstrikes on Gaza and US involvement in Yemen raising fears of regional escalation. Meanwhile, Russia's continued aggression in Ukraine has led NATO to sound the alarm, warning that a full-scale European conflict could erupt by 2030. With growing military cooperation between Russia, China, North Korea, and Iran, experts fear the world may be inching towards a Third World War. Governments across Europe are urging citizens to prepare—because the next global conflict may not be far off.
Lok Sabha passes Carriage of Goods by Sea Bill; step towards ending colonial-era laws, says minister
The Lok Sabha passed the Carriage of Goods by Sea Bill, 2024, on Friday. The bill aims to align with international conventions and address changes in the global shipping industry. It defines the responsibilities, liabilities, rights, and immunities of carriers involved in sea transport.
HAL shares rise 2% after revising Tejas Mk1 contract to Rs 6,542 crore amid delays
Hindustan Aeronautics Limited (HAL) has amended its contract with the Indian Air Force (IAF) for the delivery of Tejas Mk1 Final Operational Clearance (FOC) fighter jets, increasing the contract value to Rs 6,542.20 crore. Despite delays in production, the Tejas Mk1A program progresses with the first engine delivered by GE Aerospace. HAL’s Q3 profit saw a 14% increase.
Lockheed’s F-35 faces a bigger threat than China—It’s Donald Trump’s foreign policy
The F-35 fighter jet, once the undisputed champion of Western air power, is facing an unexpected challenge—not from rival aircraft, but from politics. As Donald Trump sows doubt over NATO and hints at restricting US military exports, America’s allies are reconsidering their dependence on US-made weaponry. Concerns over a potential "kill switch" and Washington’s reliability as a security partner have left some nations rethinking their defence strategies. Could Trump’s policies make Lockheed Martin’s flagship fighter a casualty of his presidency?
HAL revises Tejas Mk1 contract to ?6,542 crore amid delay and production hurdles
Hindustan Aeronautics Limited (HAL) has amended its contract with the Indian Air Force (IAF) for the production of Light Combat Aircraft (LCA) Tejas Mk1 FOC fighter jets, increasing the deal’s value from Rs 5,989.39 crore to Rs 6,542.20 crore. Meanwhile, American defence giant GE Aerospace has delivered the first of 99 F404-IN20 engines to HAL, marking a significant milestone in the Tejas programme.
MoD seals ?6,900 crore deal with Bharat Forge & Tata for India’s next-gen ATAGS artillery
India has inked defence contracts worth Rs 6,900 crore to boost its artillery capabilities. The Ministry of Defence has signed deals with Bharat Forge and Tata Advanced Systems Limited for 155mm/52 calibre Advanced Towed Artillery Gun Systems (ATAGS) and High Mobility Vehicle 6x6 Gun Towing Vehicles. This move, part of India’s broader push for self-reliance, will enhance firepower, modernise the Army’s artillery regiments, and support domestic defence manufacturing.
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