Defence stocks jumps up to 20% as India and Germany boost military budgets
India’s defence sector is a strategic pillar of national security and economic growth. With a defence budget of Rs 6.81 lakh crore ($78 billion) in 2025, India ranks third globally in military spending. The nation boasts over 1.44 million active personnel and exports defence products to 75+ countries, supporting modernization and self-reliance initiatives. On Tuesday, […] The post Defence stocks jumps up to 20% as India and Germany boost military budgets appeared first on Trade Brains.
India’s defence sector is a strategic pillar of national security and economic growth. With a defence budget of Rs 6.81 lakh crore ($78 billion) in 2025, India ranks third globally in military spending. The nation boasts over 1.44 million active personnel and exports defence products to 75+ countries, supporting modernization and self-reliance initiatives.
On Tuesday, German lawmakers approved a spending package to unlock billions in debt financing for defence and infrastructure. They also plan to exempt defence spending, exceeding 1% of GDP, from the debt ceiling, lifting constitutional borrowing restrictions to enhance military funding and national security investments.
German Chancellor Friedrich Merz called the move to unlock billions in military spending a crucial step toward a broader European defence alliance, including non-EU nations like the UK and Norway. European countries are launching a “Rearm Europe” initiative to strengthen defence against potential Russian aggression in the region.
India’s defence exports surged 32.5 percent to Rs 21,000 crore in FY24, reaching over 100 countries, with the US, France, and Armenia as top buyers, per an October 2024 PIB release. Most defence stocks are now recovering after a 30-60 percent correction from their all-time highs in 2024.
Also read: Monopoly stock with ₹2,500 Cr revenue guidance for FY26 to add to your watchlist
Here is the defence stock jumped up to 20 percent after German lawmakers billions of Euros in Debt finance for defence:
| Company Name | CMP | Increased % |
| Mazagon Dock Ltd | 2,625.75 | 10.49 |
| Bharat Dynamics Ltd | 1,198.45 | 7 |
| Cochin Shipyard Ltd | 1,462.75 | 9.09 |
| Garden Reach Shipbuilders Ltd | 1,641.35 | 20 |
| Hindustan Aeronautics Ltd | 3,745.30 | 5 |
| Paras Defence and Space Technologies Ltd | 952.70 | 5.26 |
Written by Abhishek Singh
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The post Defence stocks jumps up to 20% as India and Germany boost military budgets appeared first on Trade Brains.
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