India's Aerospace Stocks Enter a Multi-Year Flight Path as Analysts Flag Growth, Risks and Rich Valuations
India’s aerospace and defence manufacturing theme is gaining altitude as analysts point to a multi-year demand cycle powered by aircraft production, higher defence spending, export opportunities and supply-chain diversification. HAL, Data Patterns, Azad Engineering, MTAR Technologies and Unimech Aerospace are among the names drawing attention, though execution risk and elevated valuations remain central concerns.
