🔥 Defence Acquisition Council (DAC) ₹80,000 Cr: Defence Beneficiary Mapping

MRSAM Missiles (Navy/IAF)
BEL: Radar/C2 systems. BDL: Missile integration.
High-margin BEL-BDL-DRDO ecosystem play.

Loitering Munitions
Solar Industries, ideaForge, Zen Tech, Paras Defence.
Indigenisation shift boosts private drone/ammo share.

T-90 Tanks Overhaul
BEL: Fire control. BEML: Platform upgrades. L&T: Subsystems.
Steady execution revenue stream.

Mi-17 Mid-Life Upgrade
HAL: MRO/airframe. BEL: Avionics/comms.
High ROCE services model.

Refuellers/AWACS RFPs
BEL: Radar/EW. HAL: Platforms. Astra: Microwave payloads.
Long-term electronics-heavy programs.

Top Structural Winners
BEL: Universal exposure. BDL: Missile volumes. HAL: MRO/upgrades.
Solar/L&T: Private/indigenisation alpha.

Key Takeaway: BEL sweeps all categories—DAC unlocks 3-7 year defence supercycle.

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