Companies that supply India's defence establishment, per their own filings — from companies whose business IS defence down to those with a first order, each tier evidenced.
NALCO formed a JV with MIDHANI (a defence PSU) to manufacture high-end aluminium alloys for the defence and aerospace sector, though no current revenue scale is disclosed in this text.
“Formation of JV Company with MIDHANI to make high end aluminium alloy to meet the requirement of defence and aerospace sector.”
Exide supplies specialised submarine battery sets to the Indian Navy and exports to overseas navies, operating at full capacity in this defence segment.
“Operations remained at full capacity, with battery sets being delivered to the Indian Navy across Kilo Class (Type I), German 209 Class (Type II) and Scorpene Class (Type IV) submarines, all ahead of schedule.”
“applications spanning home power backup, industrial UPS, solar, railways, traction, infrastructure and specialised defence sector.”
TPS business is pivoting its IP-led KVM/Control Room portfolio toward military/defence C2 applications including DoD, NATO and NORTHCOM as a stated growth vertical.
“Government C2 Military – High Secure Operations [Department of Defence (DoD), North Atlantic Treaty Organization (NATO), NORTHCOM Centres]”
JBM lists a dedicated Defence Bus variant in its e-bus product portfolio for military transit in high-torque/hilly terrain, but no revenue, contracts, or order book figures are disclosed for this segment.
“JBM Defence Bus Application: Military transit in high-torque terrains Key Features: Night vision, large luggage bay, rugged design for hilly regions”
KEC is developing E-beam and elastomeric cable products with defence applications, with commercial production expected to commence in FY27, positioning defence as an end-market for its cable business.
“the Company made meaningful advances in its high-performance product portfolio of E-beam and elastomeric cables, a segment with critical demand in defence, automotive and railway applications. Commercial production is expected to commence in FY27.”
“progressing the development of e-beam and elastomeric cables and initiating pilot production for defence, automotive and railway applications”
The board is seeking shareholder approval to amend the Main Object Clause to add manufacture/supply of precision components for defence, aerospace, military and naval applications, signalling a committed intent to enter defence, but no current revenue.
“3. To carry on the business of designing, developing, engineering, manufacturing, fabricating, machining, assembling, testing, inspecting, repairing, reconditioning, upgrading, buying, selling, importing, exporting, supplying and otherwise dealing in precision engineering components, automotive components, mechanical components, parts, sub-assemblies, assemblies, systems, equipment and allied products for automotive, defence, aerospace, military, naval, land systems, industrial and other engineering applications, including components and equipment for defence and aerospace platforms, vehicles, machinery and systems, and to undertake all activities incidental or ancillary thereto, subject to applicable laws, rules, regulations, licences, permissions and approvals.”
“new business related to manufacturing, supply, designing and otherwise dealing in precision engineering components, automotive components, mechanical components, parts, sub-assemblies, assemblies, systems, equipment and allied products for automotive, defence, aerospace, military, naval, land systems”
Shukra Defence Private Limited, a subsidiary incorporated on 09/06/2026, is dedicated to designing, manufacturing and supplying defence, aerospace and homeland security products and systems for the armed forces and government, with no revenue yet.
“For carrying on the business of designing, developing, researching, manufacturing, importing, exporting, assembling, supplying, distributing, maintaining, and dealing in all kinds of expendable and nonexpendable defence, aerospace, homeland security, pharmaceutical, healthcare, biotechnology, medical devices, diagnostics, AI-based technologies, cybersecurity systems, tactical systems, autonomous unmanned systems (UxVs), communication systems”
Brightcom Defence was formally launched in FY2025-26 as a new dedicated division focused on aerospace intelligence and autonomous aerial defence; the CMD states it is still an emerging business with no revenue yet, building capabilities and partnerships.
“In August 2025, Brightcom Group announced the launch of a new, dedicated division called Brightcom Defence, to enter the rapidly growing aerospace intelligence and autonomous aerial defence sector.”
Kross is actively exploring defence-sector opportunities by leveraging its upcoming in-house seamless tube manufacturing facility, but no defence revenue yet.
“The Company is also actively exploring opportunities in the defence sector, leveraging its in-house seamless tube manufacturing capabilities to address emerging requirements in this space.”
The forging division is developing components for defence applications as a diversification beyond railways, but the work is at an earlier stage with no current revenue.
“Beyond the Railways, the Company is developing forged components for road construction equipment and defence, where the work is at an earlier stage, and is studying export opportunities for forging in markets where domestic capacity is being withdrawn.”
UCAL has initiated expansion into defence and aerospace as part of its diversification strategy, leveraging precision engineering and machining capabilities, though no revenue or specific contracts are disclosed.
“The Company has already initiated its expansion into defence and aerospace, demonstrating the transferability of its capabilities into demanding, high-precision applications.”
Company altered its object clause (approved by shareholders at an EGM on July 24, 2026) to include naval/defence shipbuilding and aerospace, but explicitly states it has not yet commenced any business in these objects.
“Subsequent to the close of the financial year, the Company has altered its Object Clause of the Memorandum of Association to include objects relating to naval and defence shipbuilding and aerospace, aviation and precision engineering products and services.”
Binding term sheet to acquire 40% stake in HAL-Edgewood Technologies (HETL), a HAL joint venture focused on military aviation electronics including the OSAMC mission computer; no revenue yet.
“we have executed a binding term sheet to acquire a 40% equity stake in HAL-Edgewood Technologies Private Limited (HETL), a joint venture of Hindustan Aeronautics Limited (HAL). HETL is a recognized frontrunner in military aviation electronics, famed for developing and patenting the Open System Architecture Mission Computer (OSAMC)”
“VL E-Governance & IT Solutions Limited (VLEG) has strengthened its growth roadmap by executing a binding term sheet to acquire a 40% equity stake in HAL-Edgewood Technologies Private Limited (HETL) a joint venture of HAL.”
R&D pipeline of specialised technical fabrics for defence (marine and inflatable) applications, still in development/testing with no commercial revenue yet.
“We are aggressively developing a pipeline of specialized technical fabrics designed to replace imports in high-growth sectors, including Automotive, Engineering, Rubber Components, and Defense (specifically for Marine and Inflatable applications).”
The company has decided to explore the defence segment as a new business vertical, alongside real-estate, mining and nuclear, but no committed capex, orders or JVs are disclosed yet.
“However, the company has decided to venture in developing its business and exploring various opportunities in various other segments like Real-Estate, Mining of stones, Nuclear and Defense segment.”
“During the year, the company has incorporated a Wholly-Owned Subsidiary and has entered into a MOU with GET Rosatom to enter and grow in this sector but has made no financial contribution to the revenue of the Company.”
Company is seeking shareholder approval (Special Resolution at Sept 30, 2026 AGM) to alter its objects clause to include designing, manufacturing and trading of defence products spanning missiles, electronic warfare, armoured vehicles, naval systems and related technologies.
“used in Defence for applications such as Rocket & Missile, Electronic warfare & surveillance, Battle tanks & armoured vehicles, other Land systems, Arms & ammunitions, Naval systems, Space Research & Exploration, Drones & Counter UAVs etc.”
“The Board of Directors has approved, subject to the approval of the shareholders, the alteration of the main object Clause III(A) of the Memorandum of Association (MOA) of the company by inserting new clauses 6,7 and 8 after the existing clauses 5 of the Main Objects of MOA of the company, to enable the Company to undertake activities in the defence manufacturing and renewable energy sectors”
“The Company now proposes to build upon this foundation and progressively diversify into Defence, Green Energy, Real Estate and Exploration & Mining, in addition to continuing its Agriculture business.”
The company acquired a 99.64% controlling stake in Novva Defence Iinds Limited after year-end, making it a defence-named subsidiary, but no revenue or operations are reported in this filing.
“Subsequent to the end of the financial year, the Company acquired shares in M/s. Novva Defence Iinds Limited as on 22nd April, 2026. Pursuant to the said acquisition, the Company acquired control of 99.64% over M/s. Novva Defence Iinds Limited, and accordingly, M/s. Novva Defence Iinds Limited became a Subsidiary Company of the Company.”
Received DRDO technology transfer for Hydrosuit and Breathing Apparatus during FY26, signalling entry into defence product capabilities, but no defence revenue is yet reported and the core business remains rainwear/life jackets/inflatable boats.
“During the year, the Company also received the Technology Transfer of Hydrosuit and Breathing Apparatus from Defence Research and Development Organisation (DRDO), further strengthening our capabilities and presence in the field of technical garments and Defence product capabilities.”
Definition used: Supplies equipment, systems, components or services to armed forces or defence PSUs — ordnance, platforms, electronics, shipbuilding, aerospace defence. Membership is extracted from each company’s newest annual report; every quote is validated against the report page before publishing, and core/growing tiers are confirmed by a second independent read (marked ). Companies whose reports our corpus hasn’t read yet simply aren’t listed — absence means unread, not “no exposure”.
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