India’s Defence Boom: Why NATO’s $Trillion Spending Surge Could Trigger a Golden Decade for Indian Exports

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With a July 9 tariff deadline looming, India and the U.S. have hit a diplomatic speed bump disagreements over auto, steel, and farm tariffs threaten a swift deal. India’s push for steel relief and tariff waivers clashes with Washington’s demands for deeper market access. For startups navigating global supply chains, this standstill could reshape cost structures and expansion bets. Can Modi and Trump broker a last-minute handshake?

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Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

✅ India’s Defence Boom Just Went Global

India’s defence sector just crossed a major inflection point and this time, it’s not just about HAL or BEL. Startups, this one’s for you.

At the recent NATO summit, member countries committed to spending 5% of GDP on defence by 2035 opening the door to trillions in new procurement. Europe, however, doesn’t have the industrial base to meet that demand quickly. Enter India.

India’s transformation from importer to exporter is real FY25 defence exports surged to ₹23,622 crore, a 34x jump since 2014. The government is chasing a ₹50,000 crore target by 2029, and Reliance just inked a ₹600 crore deal with Germany’s Rheinmetall to co-produce high-tech ammunition in Maharashtra.

But this isn’t just about big firms. Startups in aerospace, robotics, cybersecurity, simulation, and AI-enabled logistics now have a once-in-a-generation shot at embedding themselves into global defence value chains.

🌍 With the West seeking trusted, cost-effective, politically neutral partners India has never been better positioned.

Yes, compliance and quality bars are high. But so is the opportunity.

MARKETS

Indian markets surged across the board with the Sensex jumping 1,000 points to hit 83,755.87 and Nifty 50 soaring by 304 points to 25,549, both posting +1.21% gains. The rally was broad-based Nifty Bank climbed 585 points (+1.03%), while Nifty Midcap 100 added 345 points (+0.59%). Strong buying across sectors signals bullish sentiment investors are clearly in a risk-on mood!
_{Closing figures as on 26.06.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Shriram Finance (+4.16%) Strong volume surge on the back of positive sentiment around non-banking finance sector (NBFCs), following bullish cues from recent lending growth reports and stable credit quality outlook for FY26.

✅ Jio Financial (+3.03%) Boosted by news of Jio-bp and Adani Total Gas partnership for fuel station collaborations. This is seen as a major ecosystem expansion, enhancing synergy prospects for Jio's financial services footprint.

✅ Hindalco (+2.67%) Up due to bullish commodity prices, and optimism surrounding India's push to be a global aluminium hub. Global cues and strong metal demand supported the rally.

✅ Tata Steel (+2.65%) Positive momentum from growing steel export orders, particularly to European markets post-NATO's defence spend hike. Global steel prices firming also supported the rise.

Top Losers

🔻 Dr Reddy’s Labs (-1.50%) Declined after market reports highlighted delays in key drug launch approvals in the U.S. and weak Q1 forecast concerns amid tightening U.S. FDA scrutiny across pharma sector.

🔻 Tech Mahindra (-0.87%) IT sector underperformed amid lower-than-expected deal closures in Q1. Also, NASSCOM's soft outlook on tech exports weighed on sentiment.

🔻 Hero MotoCorp (-0.53%) Weakness triggered by rising EV competition, and muted rural demand forecasts. Investors cautious ahead of monthly sales data and monsoon distribution impact.

🔻 Maruti Suzuki (-0.41%) Marginal decline due to rising input cost concerns, especially due to commodity inflation and muted exports. Also, cautious stance ahead of June-end delivery numbers.

INDIA FRONTIER

Everything else you need to know today

🎨 Reshuffle: JSW Paints is reportedly nearing a final deal to acquire AkzoNobel India, a move that could reshape the ₹50,000 crore decorative paints market. For startups in chemicals, coatings, or construction tech, this signals deep-pocketed players are doubling down on consolidation.

🌾 Fuelshift: In a surprising pivot, India is turning a bumper rice harvest into ethanol at record volumes aiming to tackle both surplus stock and fuel needs. While critics cite food security risks, the move may fuel innovation in agri-tech, biofuels, and carbon-neutral logistics.

🛡️ Armedge: With NATO pledging 5% of GDP for defence by 2035, Indian firms like HAL, BEL, Paras Defence, and Ideaforge are suddenly sitting in a global procurement sweet spot. For startups working in embedded systems, UAVs, or cybersecurity, this could unlock a mid-term export super cycle.

💳 Unicornrise: Pine Labs has officially filed for a ₹2,600 crore IPO with SEBI, and early backers are lining up to offload 14.78 crore shares. As one of India’s few profitable fintech unicorns, this listing could reset expectations for valuations and exits.

SPECIAL

🌍 India’s Millionaire Migration Isn’t Just a Wealth Story

According to the Henley Private Wealth Migration Report 2025, 3,500 Indian millionaires are expected to relocate abroad this year. While down from previous years, the signal is clear: global wealth is going mobile and fast.

India’s loss isn’t trivial. An estimated ₹2.2 lakh crore ($26.2B) in capital could be walking out the door capital that could have funded early-stage startups, backed VCs, or powered R&D.

But here’s the flip side: where wealth moves, new infrastructure follows. And startups can build that bridge.

🔍 Big opportunity zones:

• Fintechs focused on cross-border banking, FX optimization, and digital wealth advisory

• SaaS tools for HNWI advisors, immigration consultants, and family offices

• AI-led platforms for tax planning, golden visa strategy, and real estate relocation services

With UAE, the US, Italy, and even Saudi Arabia emerging as the new “wealth havens,” startup founders who understand HNWI pain points like compliance, comfort, and convenience are entering a booming niche.

💡 Takeaway: This migration isn’t a red flag it’s a greenfield opportunity for Indian startups to globalize, digitize, and monetize services for the world’s mobile millionaires.

THE HANOOMAAN INSTITUTE

💰 Small Habits, Big Wins: 5 Frugal Shifts You’ll Thank Yourself For in 2025

Think being frugal means sacrifice? Not anymore. In 2025, financial mindfulness is about micro-decisions that stack up quietly and powerfully. Here are 5 frictionless money moves that can redefine your relationship with wealth:

1️⃣ Audit & Cancel Unused Subscriptions: That gym membership or random streaming app you forgot about? They're bleeding your wallet. A quick monthly audit can save thousands annually. Every ₹499 matters.

2️⃣ Embrace the 24-Hour Rule Before Buying: Impulse purchases are emotional spikes. Pausing for 24 hours cools the urge. Most times, you’ll forget you even wanted it saving money and mental clutter.

3️⃣ Swap 1 Takeout Night for a DIY Dinner Don’t kill all joy just tweak it. Skipping one UberEats meal a week could save ₹2,000/month. Bonus: cooking is meditative and social.

4️⃣ Use Public Libraries (Yes, Seriously): Modern libraries offer free eBooks, audiobooks, software courses, and more. It's like having a personal development budget… for ₹0.

5️⃣ Try Round-Up Savings Apps: Buy coffee for ₹97? An app rounds it to ₹100 and invests ₹3. Over time, those coins become capital.

🔍 Final Thought: You don’t need big sacrifices. Just better systems. These tiny tweaks compound faster than you think. And in a world obsessed with hustle, quiet money wins still matter.

💡 What’s one small frugal habit you’re starting in 2025?

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Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

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