India’s ₹62,370 Crore Defence Boost: HAL to Deliver 97 LCA Mk1A Jets from 2027

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The Indian rupee has slipped nearly 30% against the US dollar since 2014, with experts warning more weakness could be on the horizon. Rising oil prices, global uncertainties, and persistent inflationary pressures are fueling the drag.

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IMPACT NEWS

India Seals ₹62,370 Crore HAL Deal for 97 LCA Mk1A Jets

India’s push for defence self-reliance just hit a major milestone with the Defence Ministry signing a ₹62,370 crore contract with Hindustan Aeronautics Limited (HAL) for 97 LCA Mk1A fighter jets. The deal, which includes 68 single-seaters and 29 twin-seaters, is one of the largest indigenous defence procurements in recent years. Deliveries are set to begin in 2027, marking the gradual phasing out of the ageing MiG-21 fleet that has long been considered the weak link in India’s air power.

What makes this deal especially significant is the technology under the hood. The LCA Mk1A will feature advanced indigenous systems like the UTTAM AESA radar, Swayam Raksha Kavach electronic warfare suite, and an overall indigenous content of more than 64%. This aligns directly with India’s “Atmanirbhar Bharat” vision while also strengthening HAL’s position as the backbone of the country’s defence manufacturing ecosystem.

For the Indian Air Force, currently operating just 31 squadrons against a sanctioned 42, these jets are more than new machines - they are a strategic boost. By filling critical gaps, the deal ensures India is better prepared for regional challenges, while also signaling to the world that the nation is serious about building a robust, self-reliant defence capability.

MARKETS

Indian equities slipped on Sept 25 with Sensex down 556 points and Nifty losing 166, as heavy FII outflows, global weakness, and fresh U.S. visa fee hikes hit sentiment. Profit booking in IT, auto, and financials added to the drag, wiping nearly ₹3 lakh crore in investor wealth in a single day.
_{Closing figures as on 25.09.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Hindustan Zinc (+3.06%): Stock rallied as soaring silver and gold prices boosted sentiment around its by-product earnings; strong volumes added momentum.

✅ Vedanta (+2.94%): Gained on the back of the metals rally, with traders betting on zinc and aluminium exposure despite overall market weakness.

✅ Bharat Electronics (+1.95%): Continued demand for defence names and BEL’s recent Nifty 50 inclusion kept buying interest alive near key levels.

✅ PB Fintech (+0.92%): Mild gains supported by investor confidence in its profitability turnaround story; steady accumulation despite broader market fall.

Top Losers

🔻 Kalyan Jewellers (-3.45%): Slipped as bullion volatility triggered profit booking in jewellery counters after a strong recent run-up.

🔻 Trent (-3.15%): Retail giant cooled off as stretched valuations made it vulnerable to sell-offs on a weak market day.

🔻 Tata Motors (2.73%): Fell sharply after reports of a potential £2 billion hit from JLR’s cyberattack, with heavy volumes reflecting panic selling.

🔻 TCS (-2.57%): IT major dropped to a 52-week low, pressured by U.S. visa fee hikes and persistent foreign outflows weighing on the sector.

INDIA FRONTIER

Everything else you need to know today

📈 Bullish: HSBC has upgraded Indian equities to "overweight," projecting the Sensex could climb 15% to 94,000 by end-2026. Fueled by strong earnings and resilient domestic demand, India is increasingly standing out as a global investment magnet.

✈️ Shift: India may pivot toward French fighter jet engines as talks with the US drag on, according to Bloomberg. The move underscores New Delhi’s urgency to modernize its air power while diversifying defense partnerships.

🔥 Unrest: Security forces patrolled Ladakh under curfew after deadly protests left four people dead and dozens injured. Locals are demanding statehood and job quotas, highlighting years of frustration since the region lost autonomy in 2019.

⚠️ Crisis: (From BBC) India is facing mounting internal challenges with unrest in sensitive border regions adding pressure on policymakers. The situation is drawing both domestic outrage and global concern.

SPECIAL

Gold and Silver Shine in 2025: Are Precious Metals the Smartest Long-Term Bet?

When stock markets stumble, investors often rush back to the timeless glitter of gold and silver - and 2025 is proving no different. Gold has delivered nearly 15% annualized returns over the past two decades, while silver has compounded at around 13%. Even in the last five years, gold has surged ahead with 16.6% annualized growth compared to silver’s 14.9%. The current year tells an even brighter story: gold has notched nine consecutive months of gains, climbing about 45% so far, while silver ETFs have dazzled with returns up to 47%. Beyond their safe-haven appeal, silver is gaining an edge thanks to its growing industrial use in solar, EVs, and electronics - making it not just a defensive play but also a growth asset.

In India, the love affair with gold continues, strengthened by modern avenues like ETFs, sovereign gold bonds, and digital gold. Yet, with long-term capital gains on physical holdings now taxed at 12.5% after 24 months, strategy matters more than sentiment. Market experts also caution against chasing rallies, urging investors to focus on disciplined asset allocation. The real takeaway? Gold and silver remain shining pillars of wealth preservation, but their glow is brightest when balanced within a diversified portfolio.

THE HANOOMAAN INSTITUTE

🔍 Signs You Were Born to Be a Loner - And Why That’s Your Hidden Superpower in Today’s World

In a world that glorifies constant networking, social buzz, and extroverted energy - being a loner is often misunderstood.

They value depth over noise, purpose over popularity, and clarity over chaos.

Some powerful signs you may be one:

• You recharge in solitude, not crowds.

• Small talk drains you; meaningful conversations light you up.

• You observe more than you speak.

• You crave creative freedom and inner peace.

In the entrepreneurial world, these traits aren’t flaws - they’re assets.

Loners often:
✅Think independently
✅ Build quietly but boldly
✅ Create meaningful work with focus
✅ Avoid herd mentality and hype cycles

In a hyperconnected, distracted world - the ability to be alone with your thoughts, process deeply, and act intentionally is rare.

So if you’ve ever felt “different” because you prefer solo walks over group chats - you’re not broken.

You’re probably built to build.

📌 Sometimes, the quietest minds make the loudest impact.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

Swing trading - growth stocks
by - Thrilesh

PEG Ratio > 2 AND
Debt to equity < 0.5 AND
Market Capitalization > 5000 AND
52w Index >75 AND
Average return on equity 5Years > 0

Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

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