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Friday, April 10, 2026
TopicDefence PSUs

Topic: Defence PSUs

Defence stocks surge continues amid escalating India-Pakistan tensions since Pahalgam attack

Rising India-Pakistan tension & an expectation of domestic firms getting major orders from armed services spark a market rally for both govt & private defence firms.

India’s defence exports grew to Rs 23,622 cr in FY2024-25, with private sector contributing 64%

Defence exports grew by 12.04% year-on-year. MoD says 1,762 export authorisation were issued in FY2024-25 compared to 1,507 in the preceding financial year.

Defence PSUs are headless. Struggle for power hurting national security

Mazagon Dock Shipbuilders has been without a head since Feb this year due to power struggle between naval officers and civil servants on criteria of qualifications.

On Camera

A stronger Iran has emerged from the rubble. US learned the lesson 40 days late

The US and Israel’s assassinations of Iranian leadership ended up bestowing martyrdom on those killed. Shias saw the deaths as a continuity of martyrdom from the Battle of Karbala.

Data centre gold rush risks blackouts, central electricity body warns states against tripping grids

India’s fast-growing data centre sector may strain state electricity networks; Central Electricity Authority has urged Maharashtra, Andhra Pradesh, Telangana and Tamil Nadu to boost capacity.

Theaterisation proposal to be shared with defence ministry in a week or so—CDS Gen Anil Chauhan

Theaterisation, which aims to divide the forces into three theatres with specific areas of responsibility, will become the single most far-reaching reform that the Indian military has witnessed since independence.

China insulated itself against energy shocks. India is ‘all talk, no walk’

China patiently invested capital, skill and technology in coal gasification. Unlike it, we won’t move from words to action. As crude prices decline, we lose interest.