India’s defence exports give 34X in a decade
FY 14 ₹686 crores
FY 26, 38,424 crores
HAL order book: ₹2.54 lakh cr. (8 year order book)
FY 27 capex: +22%, 75% domestic.
Its not a hal/bel trade. They have reached saturation.
Its the decade for private defence companies now.
Sensex is at 73,134 today, the exact same level it was on April 1, 2024. Two years of investing and zero returns.
FIIs pulled around 1.27 lakh crore out of India, DIIs absorbed roughly 90,000 crore of that just through your SIPs in these 3 months of 2026.
5 minutes before Trump made his public announcement on the 5 days ceasefire, a 1.5 billion dollar long was taken in the s&p 500 futures.
Peak manipulation.