Re-Arm Europe Opens Doors For Indian Defence Firms Says Amit Kalyani, Bharat Forge

At Davos 2026, Business Today Group Editor Siddharth Zarabi speaks exclusively with Amit Kalyani, Vice Chairman & Joint Managing Director of Bharat Forge, on the deep sense of uncertainty gripping global business leaders. Kalyani describes a visible shift in mood at Davos—confidence replaced by concern—as CEOs grapple with geopolitics, tariffs, defence spending pressures in Europe, and trade tensions between the US and Europe. He explains how Bharat Forge is responding by doubling down on India, tapping opportunities from Europe’s re-armament push, navigating US manufacturing constraints, and expanding its defence and industrial portfolio. Despite the headwinds, Kalyani says growth opportunities remain strong—especially in India’s infrastructure build-out and global defence markets.