Defense supplies: Apollo Micro, Zen Tech, Garden Reach between 23 shares that rose to 61% in May | Einsmark news

Defense supplies in focus: Defense supplies such as Garden Reach Shipbuilders, Paras Defense, Apollo Micro Systems, Cochin Shipyard and Solar Industries end in May with good profits, powered by a strong demand from Dalal’s defense sector as the best exporter of the month. The Nifty India defense index ended the month with a 22% rally, which recovered from February lows of February, which made the sector the largest turnaround champion in 2025. After being under pressure for five consecutive months due to the valuation problems, the sector began recovering in March and expanding its profits in April. However, a fresh wave of optimism was caused by the introduction of ‘Operation Sindoor’, during which India showed the strength of its indigenous developed defense systems and successfully intercepted drones and missiles introduced by Pakistan. Sentiment was further strengthened after Prime Minister Narendra Modi repeated the government’s focus on promoting indigenous defense production under the Make in India initiative. In addition, strong earnings in March, rising order, expectations of the expectation of the increase in defense spending by the Indian government to further strengthen national security, and the growing global demand for India’s indigenous defense products contributed to a strong rally in the defenses in the previous month. This starry performance also drove the combined market cap of the 18 Nifty India defense constituent past the £ 11 Lakh Crore mark for the first time, reaching £ 11.3 Lakh Crore. In comparison, the market cap stood at £ 10 Lakh Crore during the same period last year, indicating an increase in more than £ 1 Lakh Crore, most of which came in May. Apollo Micro Leads May Defense Rally; Drones and shipbuilders follow with strong profits in terms of individual counters, Apollo micro systems have emerged as the top performer among defense supplies in the May rally, which produces more than 60% yield as it rose from £ 117 to £ 183. It was also the biggest monthly profit of the share since October 2023, when it achieved a return of 62%. Drone-related shares, including Ideforge Technology, Droneacharya Aerial Innovations, Zen Technologies, Rattanindia Enterprises and Paras defense and spacecraft, also rose to 50%. Meanwhile, shipbuilding shares also delivered excellent performances, with shipbuilders and Cochin Shipyard, which achieved 57% and 23% respectively. Stock name returns in May Apollo Micro Systems 60.5% Garden reaches shipbukers 57% Zen Technologies 51% Droneacharya Aerial 50% IdeForge Technology 41.2% Techera Engineering 39.2% Mishra Dhatu Nigam 38% Taneja Aerospace & Aviation 34% NIBE 33.3% Astra Microwave Products 32.4% Bhar Bhar Dynamis Rossell Techsys 23.2% Bharat Electronics 22.5% Sika Interplant Systems 22% Cochin Shipyard 22.3% Paras Defense 18% Mtar Technologies 15.5% C2C Advanced Systems 14% Datapatrons (India) 14.6% Mizagon Dock Shipbiders 13.7% Hal 11% DCX Systems 8% CFF Liquid 6% Source: Trandlist Even Mazconte In the contemporary session, it tumbled by 8%, and it is still 15% for the month of May. Other defense banks such as Mtar Technologies, Bharat Electronics, Mishra Dhatu Nigam, Bharat Dynamics, Beml, Astra microwave, data patterns, dynamatic technologies, Cyient DLM and DCX systems have also seen significant interest in investors. Positive prospects for the defense sector for the defense sector are promising, as they are increasingly seen as a strong long-term event-which is considered by increasing defense budgets, growing export potential and sustained policy support by initiatives such as making in India and Atmanirbhar Bharat. India’s domestic manufactured defense products gain global traction, with the export of a record high of £ 23,622 crore in FY 2024–25. The government now intends to reach annual defense exports worth £ 50,000 by 2029, further expanding its worldwide footprint. This year, the government awarded £ 6.81 Lakh Crore to the defense budget. In addition, reports indicate that an extra £ 50,000 boost is being considered, reflecting the sector’s strong growthomentum. Disclaimer: The views and recommendations given in this article are those of individual analysts. This does not represent the views of coin. We advise investors to check with certified experts before making investment decisions.