Winning Bizness Desk
Mumbai.Shares of France’s Dassault Aviation rose 1.16% after Indian Rafale jets struck multiple terror camps and air bases in Pakistan during precision operations. The market move came as confirmation emerged of Rafale jets’ effectiveness in cross-border missions, shifting investor confidence towards France's defense manufacturing sector.
Shenyang stocks slump amid questions over J-15
Meanwhile, China’s Avic Shenyang Aircraft Co Ltd, maker of the J-15 fighter jets reportedly used by Pakistan, saw its shares drop by 4.43%. The fall followed reports exposing the ineffectiveness of Pakistani air defense systems — many of them Chinese-made — during India’s aerial offensive. This marked a sharp reversal from earlier social media-led speculation favoring J-15 jets.
India expands Rafale fleet with new ₹63,000 crore deal
India has finalized a new deal with Dassault Aviation to acquire 26 Rafale Marine jets worth ₹63,000 crore ($7.4 billion) for its Navy. These aircraft, capable of carrier operations, will be delivered in phases over the next 37 to 65 months. The Navy deal follows the earlier 2016 contract for 36 IAF Rafales.
Solid earnings strengthen Dassault’s market position
Dassault Aviation’s financial performance further fueled its stock rally. The company posted 2025 revenues of €6.24 billion (₹60,053 crore) and net income of €924 million (₹8,890 crore). With 17.7% annual growth in France’s defense sector, investors are betting on sustained momentum. Airbus holds a 10.56% stake in Dassault, while Groupe Industriel Marcel Dassault owns 66.28%.
Rafale Marine: a force multiplier at sea
The Rafale Marine jets boast advanced strike capabilities, with a top speed of 2,200 km/h, a 3,700 km range, and carrier launch systems. Armed with SCALP missiles, HAMMER bombs, and MICA air-to-air missiles, the jets support nuclear and anti-ship strikes, night missions, mid-air refueling, and precision targeting — giving India a significant strategic edge.
Terror camps, air bases hit in coordinated Indian assault
According to Indian military officials, nine terror hubs including Jaish-e-Mohammed HQ in Bahawalpur and Lashkar’s base in Muridke were hit. More than 100 terrorists were killed, including key players in past attacks on India. Indian forces also destroyed 11 Pakistani air installations, neutralizing multiple Chinese-supplied radar and missile defense systems.
Story in a nutshell
Dassault Aviation’s shares rose 1.16% after Indian Rafale-led airstrikes
China’s Shenyang Aircraft saw a 4.43% drop in stock value
India signed a ₹63,000 crore deal for 26 new Rafale Marine jets
Rafales targeted 9 terror camps and 11 air bases in Pakistan
Over 100 terrorists, including Pulwama and IC-814 plotters, were killed
Chinese air defense systems in Pakistan failed to intercept Indian strikes
Dassault’s strong financials and defense exports boosted investor confidence