India GDP Growth 2026: Economy Beats Forecasts with Strong 7.7% Expansion in FY26; Q4 Grows 7.8%

  India has once again showcased its economic resilience. The country recorded a robust 7.7% GDP growth in fiscal year 2025-26 (FY26), surpassing both the previous year’s 6.5% and the government’s Second Advance Estimate of 7.6%. This performance reaffirms India’s position as the world’s fastest-growing major economy despite global headwinds like geopolitical tensions and volatile crude oil prices. According to provisional estimates released by the Ministry of Statistics & Programme Implementation (MoSPI) on Friday, the Indian economy continues to demonstrate strong momentum. Key Highlights of India’s FY26 GDP Numbers Annual GDP Growth : 7.7% in FY26 (up from 6.5% in FY25) Q4 FY26 Growth : 7.8% (steady from the previous quarter) Real GDP Level : ₹323.12 lakh crore in FY26, compared to ₹299.89 lakh crore (First Revised Estimate) in FY25 Real Gross Value Added (GVA) : Expanded by 7.9% for the full year Nominal GVA : Grew 9.1% in FY26 Q4 GVA Performance : Real GVA a...
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Fortifying Your Portfolio: Top Defence Picks Amid Market Turbulence

 

In a year where the broader market's only scraped 1.9% gains and feels like the world's laggard, defence stocks are stealing the show with 20-50% YTD pops. Why? India's massive ₹6.2 lakh crore budget, 70% indigenization push, and geopolitical vibes are making this sector bulletproof. Sure, the correction's nipped at edges, but that's your entry point for structural winners. I've picked four standouts with fat order books, export potential, and analyst love. These could deliver 25%+ returns as the dust settles. Dive in with me.

Kicking off with Garden Reach Shipbuilders & Engineers (GRSE). This naval beast surged 8% recently on warship deals, trading at ₹2,200 after a light dip. With an ₹25,000 crore order book and 18% margins, targets hit ₹2,800—up 86% in H1 alone. In volatile times, government-backed plays like this are rock-solid.

Apollo Micro Systems is the rocket—up 140% in six months, rallying another 8% on MoUs at ₹180. A ₹3,000 crore pipeline in drones and missiles screams 50% upside, plus exports to Asia. Low debt, high growth—buy the pullback.

Paras Defence and Space Technologies isn't far behind, up 59% YTD with an 8% pop on optics orders at ₹1,200. Doubled EBITDA last quarter, targets to ₹1,500. Space tech's the future, and Paras is leadingideal for innovators in a dip.

Last but not least, Cochin Shipyard. Gained 5% on DPM 2025 hype, at ₹2,100 after 10% backtrack. ₹22,000 crore orders, green ships focus, and ₹5 dividend incoming—30% CAGR ahead.

Defence is more than a trend; it's a fortress. Allocate smartly and watch it shield your gains. Thoughts on these?

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