Finpire Strategic Defence Theme

India’s defence sector is undergoing a structural transformation driven by sustained increases in defence capital expenditure, indigenisation initiatives, and rising participation of private players in defence manufacturing and exports. Policy focus on self-reliance, long-term order visibility, and strategic procurement has created a multi-year growth opportunity across defence platforms, electronics, and allied systems.

Finpire Strategic Defence Theme seeks to capture this opportunity by investing in a focused set of defence manufacturers and critical suppliers with strong sector relevance and execution capabilities. The portfolio maintains a balanced exposure across defence platforms, electronics, and precision engineering, aiming to participate in long-term sector growth while managing concentration risk through selective positioning and periodic review.