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Feb 17
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$99.44
$100.73
+1.3%
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LONG
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Narendra Modi
Prime Minister of India
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Modi announces the inauguration of a helicopter assembly line in India to produce high-altitude helicopters (capable of reaching Mount Everest). This specific capability refers to the Airbus H125 (formerly AS350 B3), which holds the world altitude record. This manufacturing partnership (Tata-Airbus) directly benefits Airbus (EADSY) through technology transfer and sales, and Safran (SAFRY), which supplies the Arriel 2D engines for the H125. This solidifies their dominance in the Indian defense and civil aviation market. LONG French aerospace leaders expanding industrial footprints in India. Execution delays in the "Make in India" manufacturing setup or geopolitical shifts. |
Bloomberg Markets
Modi Meets Macron, Hails India-France Helicop...
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Feb 17
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$99.44
$100.73
+1.3%
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N/A
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Finnhub News
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Finnhub - SAFRY
Safran: Aftermarket Power And Margin Expansio...
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Feb 13
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—
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LONG
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Geir Håøy
CEO, Kongsberg Defence & Aerospace
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Kongsberg sees high demand for air defense (NASAMS) and anti-drone systems. Safran raised 2026/2028 guidance. The "Greenland Moment" and Munich Security Conference rhetoric confirm Europe is building "sovereign capabilities" independent of the US. This is a structural increase in spending on air defense, space, and aftermarket services (Safran/Rolls-Royce). LONG. Defense is decoupling from the general economic cycle due to geopolitical necessity. Supply chain bottlenecks (rare earths, chips) limiting delivery capacity. |
Bloomberg Markets
L'Oreal Falls, Kongsberg Sees Air Defense Sys...
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