Adani Enterprises Share Price Jump 6% on Defence Deal, Embraer Tie-Up; Group Stocks Rebound

Adani Enterprises share price (NSE: ADANIENT) rose nearly 6% on Tuesday, January 27, after positive developments in its defence business. The stock touched an intraday high of ₹1,973.90 before trading around ₹1,960, even as the Nifty 50 remained slightly lower. This marked the stock’s biggest intraday gain since November 2025.

Despite the rally, the stock is still down about 12% so far this year. The company’s market capitalisation stands at around ₹2.26 trillion.

Defence Subsidiary Triggers Rally

The rally was driven by Adani Defence Systems and Technologies Ltd and its subsidiary Horizon Aero Solutions, acquiring an additional stake in Flight Simulation Technique Centre Pvt Ltd. Following the transaction, Adani Defence’s effective stake in the company increased to 72.8%.

Embraer Partnership Boosts Sentiment

Adding to the positive sentiment, Adani Defence announced a partnership with Brazil-based Embraer SA to set up an aircraft manufacturing facility in India. While the type of aircraft is yet to be finalised, the move signals the group’s expanding focus on defence and aerospace manufacturing.

Adani Group Stocks Rebound

Other Adani Group stocks also saw strong gains. Adani Ports and Adani Green rose over 4%, Adani Energy Solutions gained around 3.5%, while Adani Total Gas and Adani Power advanced more than 2.5%.

Also Read: Best Long-Term Stocks in Jan 2026 – 5yr CAGR Basis!

Recent Pressure on Group Stocks

Last week, Adani Group stocks were under pressure following reports related to a US SEC filing involving Gautam Adani and a group executive. The group has denied the allegations, calling them baseless, and stated it would pursue all legal options.

Adani Enterprises Financial Snapshot

In Q2FY26, Adani Enterprises reported an 83.7% year-on-year jump in consolidated net profit to ₹3,198 crore. However, revenue declined 6% year-on-year to ₹21,248.51 crore, while EBITDA fell 10% compared to the same quarter last year.

Conclusion

Adani Enterprises shares rebounded sharply as investors reacted positively to strategic defence acquisitions and the Embraer partnership. While regulatory concerns remain an overhang, long-term growth plans in defence and manufacturing supported market confidence in the stock.

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