Mission Sudarshan Chakra Ignites Rally in Defence Stocks: HAL, BEL, Data Patterns in Focus
- 18th August 2025
- 01:30:00 PM
- 3 min read
Mumbai | August 18 – Shares of defence companies were in demand on Monday, August 18, after Prime Minister Narendra Modi announced Mission Sudarshan Chakra, an indigenous air-defence system that will strengthen India’s security shield and reduce reliance on imported technologies. The move sparked a rally in defence counters, with several stocks trading higher in early deals.
In early trades the Nifty India Defence index rose 0.83% to 7,869.75. Among key gainers, Dynamatic Technologies surged 3.53% to ₹6,670.50, Data Patterns advanced 2.86% to ₹2,589.40, and Garden Reach Shipbuilders & Engineers (GRSE) climbed 2.53% to ₹2,653.30.
In the frontline pack, Hindustan Aeronautics Ltd (HAL) share price edged up 0.21% to ₹4,564, Bharat Dynamics Ltd (BDL) gained 2.29% to ₹1,614, while Bharat Electronics Ltd (BEL) added 0.42% to ₹386.50 on the NSE. Cochin Shipyard and other defence names also registered gains.
Mission Sudarshan Chakra: India’s New Missile Shield
Mission Sudarshan Chakra is aimed at developing an all-weather air-defence system to safeguard India’s military and civilian installations. The initiative is expected to offer rapid and precise responses to any external threat, drawing parallels with Israel’s “Iron Dome.”
The announcement comes amid heightened security challenges in the region. Reports last week suggested that Pakistan’s military leadership had hinted at targeting Indian infrastructure in case of future conflict, adding urgency to India’s defence preparedness.
Also Read: PL Capital Q1 FY26 Review on Defence stocks
Alongside the missile defence project, PM Modi urged innovators and scientists to focus on building indigenous jet engines for combat aircraft. The call comes as negotiations between HAL and GE Aerospace for co-production of engines have faced delays, slowing delivery of Tejas fighter jets to the Indian Air Force.
By linking India’s defence goals to successes such as UPI in digital payments and vaccine manufacturing during the pandemic, the Prime Minister underscored the need for self-reliance in strategic technologies.
Market Reaction
The announcement provided fresh momentum for defence stocks, which have been among the strongest performers in 2025 on the back of robust order books and the government’s Atmanirbhar Bharat programme. Investors expect Mission Sudarshan Chakra and the indigenous jet engine push to create opportunities for domestic manufacturers across aerospace, missile systems, and electronics.
Defence manufacturing remains a high-priority sector for India, with steady government backing and increasing private participation. With Mission Sudarshan Chakra expected to enhance India’s offensive and defensive capabilities, companies like HAL, BEL, BDL, Data Patterns, and GRSE are likely to play a central role in building indigenous platforms and securing long-term growth visibility.
PL Capital
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.
