Thu May 22 04:40:00 UTC 2025: ## Indian Defence Stocks Soar After “Operation Sindoor,” Analysts Cautious on Future Growth

**Mumbai, India** – Defence and aerospace stocks in India have experienced a significant surge since the launch of “Operation Sindoor” following a recent terrorist attack in Pahalgam. Leading companies like IdeaForge Technology, Paras Defence, Zen Technologies, Hindustan Aeronautics, Bharat Electronics, and DCM Shriram Industries have seen gains ranging from 8% to 50% since May 7th.

The rally is largely attributed to strong orderbook anticipation and new order announcements, according to Vinit Sambre, Head of Equities at DSP Mutual Fund. However, Sambre cautioned that corporate commentary remains subdued due to the uncertain macroeconomic environment and the inherently long execution cycles in the defence sector.

The Indian defence ecosystem has matured considerably, showcasing advanced indigenous technology across drone warfare, air defence, and electronic warfare. The sector’s operational readiness and technological sophistication have been widely recognized both domestically and internationally, particularly following recent border activities.

While some analysts believe the recent run-up has resulted in reasonable valuations for Indian defence stocks, others are taking a more cautious approach. Manoranjan Sharma, Chief Economist at Infomerics Valuation and Ratings, noted that future stock appreciation will be contingent on various variables, making projections challenging.

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**Disclaimer:** Investors are advised to consult with certified experts before making any investment decisions.

**[Note: This article is a summary of the information provided and does not constitute financial advice. Please conduct your own research before making any investment decisions.]**

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