The Defence Blueprint | Defence 101

​Join us for a focused deep dive (recorded video of LIVE session) into the business of Defence. No jargon, just the investment reality. Here's why this session can help you: Follow the Money: The MoD has a record ₹6.81 Lakh Crore budget for FY26. We show you exactly where that cash is flowing. The "Domestic Lock-in": 75% of the modernization budget is reserved for Indian companies. This isn't just policy; it's guaranteed revenue visibility. From Buyer to Builder: India’s defence exports have hit ₹21,000 Cr+ . We analyze which companies are actually winning global orders (and which are just talk). Beyond the Giants: Everyone knows HAL and BEL. We uncover the ecosystem of mid-cap system integrators and precision suppliers fueling the supply chain. The Valuation Reality Check: Are stocks in a bubble or a breakout? We decode order books vs. execution capability to find the real value. The Ground Reality: Learn to spot the difference between a "government announcement" and a signed contract that hits the bottom line. Don't invest on headlines. Invest on blueprints.

• Module 1: Introduction