Скачать или смотреть Budget 2026 Defence Push: These Companies Could Be the Big Winners | Business News | ET Now

Budget 2026 Defence Push: These Companies Could Be the Big Winners | Business News | ET Now

With the defence budget expected to rise in Budget 2026, market focus is shifting to which companies stand to benefit the most from higher allocations. Over the past few years, capital outlay has steadily increased, with FY26 estimates already around ₹1.8 lakh crore and a long-term growth trend of 7–8%.

A key factor is how funds are allocated within the defence budget. Spending on aircraft, aero engines, and helicopters has risen sharply to over ₹60,000 crore in recent years, driving strong order inflows for Hindustan Aeronautics Limited (HAL). With several helicopter orders pending approval and an order pipeline of over ₹1 lakh crore awaiting clearances, HAL could remain a major beneficiary.

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