How Should You Invest In Defence Sector Ahead Of Budget 2026 | Gaurah Shah's Top Picks

Gaurang Shah, Senior Vice President at Geojit Investments reiterates a strong long-term view on the defence sector, citing favourable government policy, rising private sector participation and evolving geopolitics. Emphasising the long gestation nature of defence manufacturing, the expert advises investors to approach the sector with a three to five year-plus horizon, remaining positive on select PSU and private defence players.