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DATAPATTNS

0 deep-dives · 9 policy notes

What has moved DATAPATTNS

15 dated calls from the policy coverage · 11 positive · 0 negative · 4 watch

  1. Positive2026-10-16inferred

    Space-and-defence electronics and specialised materials are the layers where a ₹2,563 crore indigenous satellite programme generates sub-tier order flow

    Policy Pulse - Ministries & Regulators - 16 Oct 2026
  2. Watch2026-10-13inferred

    Same procurement counterparty and the same budget line, but no award was named for these companies on this date

    Policy Pulse - Ministries & Regulators - 13 Oct 2026
  3. Positive2026-10-13inferred

    The Rs 30,000 crore emergency-procurement book runs through this supplier set, and counter-drone and electronic warfare are named categories

    Policy Pulse - Ministries & Regulators - 13 Oct 2026
  4. Positive2026-10-13inferred

    Drones and counter-drone systems are named priority domains, and the IIT Kanpur centre is a research pipeline these specialists recruit from

    Policy Pulse - Ministries & Regulators - 13 Oct 2026
  5. Positive2026-10-12inferred

    Aerospace and space is a named mission sector, and these are the listed Indian defence-aerospace and space-engineering names a CEPA chapter would touch

    Policy Pulse - Global Spillover - 12 Oct 2026
  6. Positive2026-10-09inferred

    The BrahMos contract and the "signed-this-year" MRFA and jet-engine pipeline flow to the listed defence primes and their private sub-system suppliers; BrahMos Aerospace and Tata Advanced Systems themselves are unlisted

    Policy Pulse - Ministries & Regulators - 09 Oct 2026
  7. Positive2026-10-08inferred

    These are the listed space and defence-engineering supply names most directly geared to satellite and payload work

    Policy Pulse - Modi / India Govt - 08 Oct 2026
  8. Watch2026-10-07

    Fleet support and fighter-engine programmes pull electronics, avionics and explosives content, but nothing was awarded here

    Policy Pulse - Ministries & Regulators - 07 Oct 2026
  9. Positive2026-10-06

    Avionics, optronics, and propulsion/energetics content on naval missile programmes

    Policy Pulse - Ministries & Regulators - 06 Oct 2026
  10. Positive2026-10-05

    Submarine-grade electronics, precision structures and RF/microwave subsystems are the sub-supplier layer. No company was named for the submarine programmes

    Policy Pulse - Ministries & Regulators - 05 Oct 2026
  11. Positive2026-10-01

    The third shortlisted grouping, named in the RFP list. Bharat Forge brings aerostructures and forgings, BEML the platform-manufacturing estate, Data Patterns the defence-electronics and avionics content

    Policy Pulse - Ministries & Regulators - 01 Oct 2026
  12. Watch2026-10-01inferred

    Crew and identity screening, airport surveillance and counter-drone systems sit in this complex, and the government's stated national-security doctrine now explicitly flags drones, cyberattacks and lone-wolf attacks as core threats ⚠️ inferred

    Policy Pulse - Modi / India Govt - 01 Oct 2026
  13. Watch2026-09-16inferred

    Defence electronics is the largest domestic buyer of indigenously designed silicon; benefit depends on order conversion, not announcement flow

    Policy Pulse - Modi / India Govt - 16 Sep 2026
  14. Positive2026-09-10

    Space-based surveillance (SBS) and satellite electronics adjacency; both supply defence electronics and satellite subsystems

    Policy Pulse - PM Modi / India Govt - 10 Sep 2026
  15. Positive2026-09-10

    SBS-3's 52-satellite build-out over 2027-2030 is a multi-year domestic content pipeline for satellite subsystems, structures and ground segment

    Policy Pulse - PM Modi / India Govt - 10 Sep 2026

Mentioned in Policy Pulse

HDFCBANK:ICICIBANK:SBIN:KOTAKBANK:AXISBANK:BAJFINANCE:CHOLAFIN:SHRIRAMFIN:PFC:RECLTD:IREDA:HUDCO:DLF:OBEROIRLTY:CRISIL:ICRA:BSE:CDSL:ANGELONE:MOTILALOFS:IIFL:APOLLOHOSP:FORTIS:MAXHEALTH:MEDANTA:KIMS:YATHARTH:HCG:SUNPHARMA:CIPLA:DRREDDY:LUPIN:NIBE:BDL:HAL:BEL:DATAPATTNS:PARAS:SOLARINDS:MAZDOCK:COCHINSHIP:BEML:MTARTECH:ASTRAMICRO:IDEAFORGE:ZENTEC:TCS:INFY:HCLTECH:WIPRO:TECHM:COFORGE:PERSISTENT:LTM2026-10-09

Policy Pulse - Ministries & Regulators - 09 Oct 2026

The RBI raised daily CRR maintenance to 99% and lined up Rs 25,000 crore of bond sales, negative for rate-sensitive NBFCs and bond-funded lenders; SEBI mandated a colour-coded credit risk-o-meter, positive for CRISIL and ICRA; and a 30% cap on cancer-drug trade margins lifted Apollo Hospitals and Fortis while TCS led a 3% Nifty IT rally.

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BHARTIARTL:IDEA:INDUSTOWER:TATACOMM:TEJASNET:HFCL:STLTECH:ITI:TATAELXSI:DIXON:KAYNES:CGPOWER:SYRMA:AMBER:MOSCHIP:TATATECH:PAYTM:DATAPATTNS:PARAS:HAL:BEL:AXISCADES:MTARTECH:GESHIP:COCHINSHIP:MAZDOCK:GRSE:ADANIPORTS:HINDUNILVR:NESTLEIND:DABUR:ITC:INFY:TECHM2026-10-08

Policy Pulse - Modi / India Govt - 08 Oct 2026

PM Modi opened India Mobile Congress 2026 with a stated target of one billion 5G users by 2030, a call for a global anti-cyber-fraud framework and USD 15 billion of BharatNet middle-mile connectivity, positive for BHARTIARTL and INDUSTOWER on the demand commitment and for DIXON and KAYNES on a mobile phone industry now worth USD 63 billion with USD 29 billion of exports. The PM separately amplified a space self-reliance piece by Digantara's founders, and Indian equities closed at their lowest level since April 2025 with ITC and JSW Steel among the worst hit.

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BEL:LT:BDL:MTARTECH:APOLLO:DATAPATTNS:PARAS:SOLARINDS:MAZDOCK:COCHINSHIP:GRSE:HAL:HDFCBANK:ICICIBANK:SBIN:KOTAKBANK:AXISBANK:LICHSGFIN:PNBHOUSING:MUTHOOTFIN:MANAPPURAM:DLF:MARUTI:TMPV:M&M:TVSMOTOR:BAJAJ-AUTO:HEROMOTOCO:EICHERMOT:BAJFINANCE:CHOLAFIN:SUNPHARMA:DRREDDY:CIPLA:TCS:INFY:PAYTM:AUROPHARMA:ICICIPRULI:TATAINVEST:INDIGO:COALINDIA:TECHM:ITC:NESTLEIND:HINDUNILVR:JIOFIN:RELIANCE:ASIANPAINT:HDFCLIFE:MAXHEALTH:ULTRACEMCO:APOLLOHOSP:BSE:ANGELONE:MOTILALOFS:IIFL2026-10-06

Policy Pulse - Ministries & Regulators - 06 Oct 2026

The Ministry of Defence signed a Rs 661.50 crore BrahMos fire-control and launcher contract for Indian Navy ships at a minimum 68% indigenous content - BEL and LT are the inferred beneficiaries because PIB names no listed company. The RBI decides rates tomorrow with a 25 basis point hike to 5.50% near-fully priced, the 57th GST Council was rescheduled for a second time to October 8, and SEBI is reported to be partly reversing the Closing Auction Session for derivatives settlement, a positive for BSE, ANGELONE and MOTILALOFS. Trent's 23% Q2 revenue beat drove a 12.6% surge to a Rs 1.5 trillion market cap while Coal India and Tech Mahindra led the day's losses as the Sensex closed 685 points higher at 73,067.81.

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MUTHOOTFIN:MANAPPURAM:BAJFINANCE:CHOLAFIN:SHRIRAMFIN:LICHSGFIN:PNBHOUSING:DLF:OBEROIRLTY:PRESTIGE:GODREJPROP:MARUTI:TMPV:TVSMOTOR:HDFCBANK:ICICIBANK:SBIN:AXISBANK:KOTAKBANK:PNB:ANGELONE:MOTILALOFS:IIFL:BSE:MCX:CDSL:PAYTM:MAZDOCK:COCHINSHIP:GRSE:BEL:HAL:DATAPATTNS:MTARTECH:ASTRAMICRO:APOLLO:MIDHANI:SUNPHARMA:DRREDDY:TCS:INFY:WELSPUNLIV:TRIDENT:KPRMILL2026-10-05

Policy Pulse - Ministries & Regulators - 05 Oct 2026

The RBI's MPC opened a three-day meeting with roughly 60% of polled economists expecting the first repo hike since February 2023 - a 25bp move to 5.50% on October 7 that would pressure LICHSGFIN, DLF and MARUTI - while the 57th GST Council meets the same day with a pre-announced compliance, refunds and ITC package that is positive for SUNPHARMA, WELSPUNLIV and PAYTM. SEBI's Project Jagrook went live on every broker website today, and the Rs 80,000 crore Project-75(I) submarine programme with TKMS reached final approval stage as the clearest single positive for MAZDOCK.

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IOC:BPCL:HINDPETRO:MRPL:RELIANCE:ONGC:OIL:INDIGO:HINDUNILVR:ITC:NESTLEIND:DABUR:MARICO:TORNTPHARM:LT:SIEMENS:ABB:CGPOWER:CUMMINSIND:THERMAX:AIAENG:KAYNES:DIXON:AMBER:SYRMA:UNOMINDA:MOSCHIP:HDFCBANK:ICICIBANK:SBIN:BANKBARODA:PNB:AXISBANK:KOTAKBANK:FEDERALBNK:IDFCFIRSTB:BSE:MCX:ANGELONE:MOTILALOFS:IIFL:IEX:CDSL:KFINTECH:CAMS:PFC:RECLTD:IRFC:HUDCO:IREDA:WELSPUNLIV:TRIDENT:VTL:KPRMILL:ARVIND:GOKEX:PAGEIND:DIVISLAB:LAURUSLABS:SYNGENE:SUNPHARMA:DRREDDY:CIPLA:AUROPHARMA:LUPIN:AJANTPHARM:IPCALAB:MANKIND:EMCURE:NATCOPHARM:GRANULES:NEULANDLAB:HIKAL:JUBLPHARMA:BEL:BHARATFORG:BEML:DATAPATTNS:HAL:SOLARINDS:PREMEXPLN:MTARTECH:MIDHANI:PARAS:ASTRAMICRO:ZENTEC:IDEAFORGE:GRSE:MAZDOCK:COCHINSHIP:BDL:BAJFINANCE:CHOLAFIN:SHRIRAMFIN:FIVESTAR:MUTHOOTFIN:MANAPPURAM:TITAN:KALYANKJIL:SENCO:PAYTM:JSWSTEEL:TATASTEEL:SAIL:JINDALSTEL:APLAPOLLO:COALINDIA:INFY:HCLTECH:TCS:APOLLOHOSP:MAXHEALTH:BAJAJ-AUTO:ESCORTS:IRCON:SANSERA:LUMAXTECH:MPHASIS2026-10-01

Policy Pulse - Ministries & Regulators - 01 Oct 2026

The Finance Ministry cut the diesel and ATF export levy for a second fortnight, positive for IOC, BPCL and RELIANCE, as GST crossed Rs 2 lakh crore for a third month and the manufacturing PMI hit a seven-month high of 55.1. SEBI cleared corporate bond index futures for the NSE, the AMCA prototype RFP closed on 30 October with LT, BEL, BHARATFORG, BEML and DATAPATTNS named in the three shortlisted consortia while HAL did not qualify, and the rupee closed at 96.31 into a live RBI hike risk on October 7.

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TARIL:ADANIENSOL:POWERGRID:KEC:KPIL:POWERINDIA:APARINDS:TDPOWERSYS:VOLTAMP:CGPOWER:SIEMENS:ABB:EXIDEIND:ARE&M:HBLENGINE:WAAREEENER:PREMIERENE:SWSOLAR:SUZLON:INOXWIND:NTPC:TATAPOWER:JSWENERGY:NHPC:SJVN:IREDA:NTPCGREEN:TORNTPOWER:ADANIGREEN:NLCINDIA:COALINDIA:LT:NCC:HGINFRA:GRINFRA:PNCINFRA:KNRCON:ULTRACEMCO:AMBUJACEM:SHREECEM:DALBHARAT:INDIACEM:JKCEMENT:RAMCOCEM:BIRLACORPN:GODREJPROP:DLF:OBEROIRLTY:PRESTIGE:THERMAX:VGUARD:HAVELLS:POLYCAB:KEI:INDIGO:HAL:BEL:DATAPATTNS:ASTRAMICRO:IDEAFORGE:ZENTEC:IRCTC:LEMONTREE:BSE:ANGELONE:MOTILALOFS:IIFL:PAYTM:HDFCBANK:ICICIBANK:SBIN:KOTAKBANK:AXISBANK:FEDERALBNK:IDFCFIRSTB:CHOLAFIN:BAJFINANCE:SHRIRAMFIN:FIVESTAR2026-10-01

Policy Pulse - Modi / India Govt - 01 Oct 2026

PM-DHARA's first trading session priced the Rs 1.86 lakh crore transmission and storage programme selectively, with TARIL up 9.29% as the top BSE gainer and ADANIENSOL up 4.31% while the Nifty fell 0.88% to an eighth straight weekly loss. Prime Minister Modi's UPSC centenary address set out a 2047 that is more urban, Captain Smit Machchhar's rescue drew national tribute, and the October 5-7 RBI meeting now carries live hike risk on a rupee near 96.

policy-pulsegreen-energydefenceinfrastructureurbanisation
DIXON:CGPOWER:UNOMINDA:AMBER:KAYNES:SYRMA:TATAELXSI:MOSCHIP:PGEL:BEL:HAL:DATAPATTNS:TEAMLEASE:HDFCAMC:NAM-INDIA:UTIAMC:ITC:HINDUNILVR:NESTLEIND:BRITANNIA:DABUR:MARICO:SBIN:AXISBANK:BANKBARODA:PNB:TMCV:MARUTI:BHARATFORG:VTL:TRIDENT:PAGEIND:WELSPUNLIV:TTKPRESTIG:HAWKINCOOK:HDFCLIFE:SBILIFE:JSWSTEEL:HINDALCO:TRENT:TCS:INFY2026-09-16

Policy Pulse - Modi / India Govt - 16 Sep 2026

PM Modi chaired the annual global semiconductor CEO roundtable today and opens SEMICON India 2026 tomorrow - 600+ companies, 300 international, 52 countries, with DIXON, CGPOWER and UNOMINDA named at the event. The Cabinet also cleared the first EPFO wage ceiling hike in 12 years to Rs 25,000 effective September 17, lifting TEAMLEASE and the AMC cohort while raising statutory costs for VTL and TRIDENT.

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AXISCADES:MTARTECH:DATAPATTNS:PARAS:WALCHANNAG:HAL:BEL:LT:DIXON:KAYNES2026-09-10

Policy Pulse - PM Modi / India Govt - 10 Sep 2026

PM Modi told the Paris International Space Summit that India will build a space station by 2035 and put an Indian on the Moon by 2040. Three India-France space deals were signed, including AXISCADES with France's U-Space on microsatellites and Safran's EUR 5M+ supply into India's 52-satellite SBS-3 constellation (MTARTECH, DATAPATTNS inferred).

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BEL:HAL:BDL:DATAPATTNS2026-08-28

Policy Pulse - Modi/Govt - 28 Aug 2026

India-Kuwait Joint Defence Committee held inaugural meeting in New Delhi; defence export opportunities for BEL, HAL, BDL.

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