Tata Sons Chairman Urges Collaboration in the Indian Defence Sector

Tata Sons Chairman N Chandrasekaran visited Solar Industries’ defence facility in Nagpur on September 16, 2025, as per the news reports. He reviewed the company’s missile, ammunition and other production units. Solar’s Chairman Satyanarayan Nuwal said the visit was a courtesy call with no fixed agenda.

Remarks on Defence Sector

As per ANI reports, Chandrasekaran said India’s defence sector requires participation from multiple companies. He added that no single organisation can meet the country’s defence needs alone. Tata Group, he noted, will collaborate wherever there is scope. He underlined that the focus is on developing capabilities for the nation.

Tata Group’s Role

The Tata Group has been working with the Ministry of Defence and the Defence Research and Development Organisation on various projects. These include programmes involving fighter aircraft, helicopters, transport aircraft, unmanned systems, weapon systems and aero-engine components.

Solar Industries Q1FY26 Earnings Results

Solar Industries reported revenue of ₹2,154 crore in the first quarter of FY26, up 28% year-on-year. International business contributed ₹826 crore, showing 43% growth. Defence revenue stood at ₹418 crore, an increase of 115%. The company’s order book reached ₹15,000 crore, with Pinaka rockets expected to move to commercial production this year.

Capital Expenditure and Guidance

The company has committed ₹2,500 crore in capital expenditure for FY26. Over the next 4 to 5 years, this is expected to rise to ₹14,000-15,000 crore, with defence as a focus area. Management has guided for annual revenue above ₹10,000 crore, with ₹3,000 crore expected from defence.

Read more: Tata Board Split on Chandrasekaran’s Third Term, Noel Proposes New Leadership Model!

Upcoming Projects

As per news reports, Solar Industries plans to take part in Medium Altitude Long Endurance UAV tenders valued at around ₹20,000 crore. It also expects to begin production at its 155 mm shell facility soon. The company recently secured a ₹160 crore Nagastra-1 order, to be delivered within the next year.

Conclusion

The visit and remarks pointed to the need for broader collaboration in India’s defence sector, involving multiple companies and long-term capacity building.

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