Nirmala Sitharaman's 9th Budget: Budget 2026 में India की defence strategy में बड़ा बदलाव हो सकता है। FY27 defence budget में massive boost, AI, drones और surveillance tech पर heavy focus, Rafale और AMCA जैसी indigenous ताकत पर emphasis। PPP model और defence startups को funding, mentorship मिलेगी। Multi-front threats और China-Taiwan, Iran-US crises को ध्यान में रखते हुए India global defence-tech hub बनने की राह पर। क्या Budget से ये सभी targets पूरे होंगे?
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NewsTranscript
00:001 February 2026, this is the day in which the entire country sees the entire country.
00:18The entire sector of the country is in the 1 February, because the country is the union budget.
00:25The entire country is going to change the entire entire year.
00:33This day is not necessary to tell us about this day.
00:38But there are some sectors that are in the direction of the budget.
00:43One is the defence sector.
00:45What are the hopes of the budget of the budget?
00:48What are the allocations expected?
00:50We will try to understand everything.
00:53We have a very special place in this time.
00:56Commander Navneet Kaushik Ji is here.
00:59Sir, good returns.
01:01Thank you very much.
01:05We will try to understand a little geopolitical situation around the world.
01:15If we talk about the conflict between China and Taiwan, there are nuclear and military setbacks.
01:23The United States has its own intervention in a very large area.
01:29The global scenario has a little hit.
01:31Do you want to think about what point of India here?
01:35And do you want to plan a defense strategy?
01:38If we come to a point in this situation, then what is the strategy?
01:44See, if we think about geopolitics, then we have no permanent alliances here.
01:53So, we have to think about every country.
01:56And actually, this is also right.
01:58Because you have to have your own technology.
02:04You have to have your own freedom.
02:05You have to have your own technology.
02:07You have to have your own technology.
02:09If you don't do that, so whatever you have to do, you have to have your own decision-making ability.
02:17In geopolitics, if you look at the critical mineral supply chain in China,
02:24The supply that was in the hand of the defense equipment,
02:26the supply that was in the hand of the rest,
02:28All of these are critical fault lines.
02:31If you don't put them in your hand and don't be dependent on your own,
02:36So, if you look at the world over the technology dominance, you go to the economic prosperity
02:50and the deep tech and the decisive technologies are coming from the defense.
02:59So it's a defense technology, import and export, this is very important for our Earth-vivaçtas.
03:07In GeoPolits, those who are changing, you have to diversify the supply chain.
03:16This means that you have to take your supplies from different places,
03:23you have to diversify the market and you have to make a lot of things yourself.
03:27So it's a game, where you will import some technology, improve and improve.
03:36What you will import, you will work and make it better.
03:39Then in the long run, you want to grow as an economic growth.
03:46Okay.
03:48So this is the whole answer that we have come to mind.
03:51It's the expectation that you are increasing from the coming budget.
03:57Ideally, I would like to understand this, that ideally defense spending,
04:01if we are looking at this scenario or looking at future days,
04:06how much should it be?
04:07Ideally, defense spending.
04:08And if we talk about budget,
04:10then the previous budget allocation,
04:12once again, I will give you an example of 6.81 lakh crores.
04:16In the previous budget,
04:17that is, in the budget of 2025,
04:19the defense allocation has been given.
04:20Is it sufficient allocation?
04:21Is it sufficient allocation?
04:22Is it sufficient allocation?
04:23Is it sufficient allocation?
04:24Or is it sufficient allocation for defense?
04:27See, the allocation of defense going by the geopolitics,
04:31what is happening,
04:32it should increase.
04:33Because your requirement is critical.
04:36The time has less time.
04:38And you have a lot of things with geopolitics.
04:43So you have to make your defense strategy yourself.
04:46And you need to make your money for modernization.
04:50But we cannot see the defense in isolation.
04:54Because defense today is also about a lot of cutting-edge technology.
04:59And you need to make that technology yourself.
05:02And if you make it,
05:03if you realize that when we bring any technology out,
05:08we get more price of 10 to 100 times,
05:12and if we make it in India,
05:14then we have the advantage of technology.
05:17And besides that,
05:19our cost is also less.
05:21So we can be very advantageous in that money,
05:25if we make technology yourself.
05:27But in every technology,
05:29we are not in that place.
05:30Where we want to be.
05:31So we have to import some things.
05:33And as we can restrict that import,
05:36it will be good.
05:37So according to me,
05:39this is a step-wise process.
05:41If you give a big budget,
05:43there will not be a lot of difference.
05:46Because only money is not enough,
05:48you will have to make the capability
05:50slowly.
05:52And for that,
05:53according to me,
05:54the RDI fund,
05:56which is coming from the DST,
05:58and the technology,
05:59the government's focus,
06:01is very important.
06:02Rightly said, sir,
06:05there must be a growth in the defense sector.
06:16Rightly said,
06:17I was saying that you have said
06:18that we can't isolate the defense
06:19in the defense sector.
06:20Rightly said,
06:21you said that we can't isolate the defense sector.
06:22We have to see a lot of things in it.
06:24If we talk about the defense sector,
06:26then there are a lot of things like R&D,
06:30AIs,
06:32artificial intelligence
06:34which is a major part of the defense sector.
06:37Drones are a major part of the defense sector.
06:39So,
06:40there are more expectations for this research and development
06:42for this research and development
06:44in the budget of 2026.
06:46Where should we grow?
06:49Do we need more artificial intelligence?
06:51Do we need to get more drones?
06:53R&D?
06:54Do we need to get more information?
06:55Again,
07:04if we speak about intel க.
07:06How should we get antips fundraising
07:11to get more drones?
07:13No,
07:13not just the 베at.
07:14Not just the elite but also us.
07:15Points large to theseÓs,
07:17we struggle to face all the Parts.
07:19So yeah.
07:21I mean that every technology will go in a different stack.
07:27There will be a lot of work.
07:29After that, we will add one solution to AI,
07:32which is very important,
07:34but we will not work at all.
07:36If you just say robotics,
07:37then we will not work at all.
07:39So basically, you have to focus on R&D.
07:42But for this R&D,
07:44the government will need some subsidies.
07:46The private sector will also take its money.
07:49For this reason, the government has started new schemes.
07:53They are good.
07:55And the R&D will get a lot of push from it.
07:57And the government will also do a lot of work.
08:00For this budget,
08:02R&D and Defence will get a lot of boost in this budget.
08:06R&D and Defence are expected to be a good boost.
08:11In the situation, there is a report.
08:13Rafale's related report.
08:15There are 114 Rafale jets.
08:18It was a big deal.
08:21And if I tell you,
08:23the amount is 3.25 lakh crores.
08:26The deal is proposed.
08:27It is not yet.
08:28But it is expected to happen soon.
08:30And this is the largest ever defence deal.
08:35According to the Ministry.
08:37Now, if we look at the Deans on this way,
08:40then Rafale's localization.
08:43Which is going to be a big step.
08:46In other words,
08:48AMCA, Submarines, S-400,
08:52projects, S-400,
08:54projects,
08:55what in 2026,
08:57private sector,
08:58and defence startups
09:00will need to bring PPP
09:01and other incentives.
09:03Because the PPP model is very useful for many industries.
09:07So,
09:08what is the betterment of the private sector?
09:10What is the betterment of the defence sector?
09:12Without the defence of the private sector,
09:13without the defence of the private sector,
09:15it is very difficult.
09:16Without the defence of the private sector,
09:18it is very difficult.
09:19Because the private sector,
09:20who can work,
09:23the government sector cannot do it.
09:25And the government cannot do it,
09:26the private sector cannot do it.
09:27Both of them are very important.
09:29Now, if you talk about Rafale's deal,
09:32we will fulfill our immediate requirements.
09:35Because if you build your aircraft,
09:38you will have time to build your aircraft.
09:40But in the future,
09:42there will be more time to be mature.
09:44Until you deliver the aircraft,
09:47you will have time to deliver the aircraft.
09:49And in the future,
09:51you can leave your defence of the defence.
09:54The immediate threats,
09:56you still have to manage it.
09:58Right?
09:59So, that is very important.
10:00And private participation,
10:01such as new companies,
10:03new startups,
10:04these small technologies,
10:06which are making a big difference,
10:08they can make a big difference in the ecosystem.
10:12Right?
10:13So, PPP partnerships are very important,
10:15and government is going towards them.
10:17The submarine,
10:18the tying up of a submarine construction,
10:21which is with PSU shipyards,
10:24or with private companies,
10:26with aircraft manufacturing,
10:28which are talking about tie-up,
10:30these are very important things.
10:32But,
10:33one thing we need to focus on,
10:34is that our transfer of technology,
10:36is complete.
10:37And after that,
10:39we don't have to be aware of the transfer of technology,
10:41and we need to be able to improve it,
10:43and to improve it,
10:45we need to work on it.
10:47So,
10:49we need to work on it.
10:51You need to be aware of it.
10:52That is,
10:53if we take care of transfer of technology,
10:54then,
10:55we can import technology.
10:56But,
10:57but,
10:58after that,
10:59we have to limit the other imports,
11:00less than the imports as well.
11:01And,
11:02we need to get more production of the country,
11:04and get more production.
11:05After that,
11:06this whole problem of the problem,
11:07is that.
11:08Then,
11:09When we talk about manufacturing and producing things in our country,
11:14there is another term that is called Global Competition.
11:18And many startups, many privatizations, many companies
11:24who have come in the defense sector and are trying to participate on the global level.
11:30In this way, when there is export potential for global standards,
11:35what are the different startups, better mentorship, better incentives, and all of these subsidies?
11:44Absolutely. Because the different startups, like I said before,
11:50as much as you can see in the West,
11:54as much as there is a country in the world,
11:56as much as there is a technology,
11:58which is a lot of economic benefits,
12:03the most of the technologies have come out of defense.
12:07Right?
12:08So, our ambition is also a need for us.
12:13We have talent.
12:14There is no lack of talent.
12:15Because if we go out and do something,
12:17we can do it in our country.
12:19And if we can't do it in our country,
12:21we are doing it in our country.
12:22So, if you look at the startup ecosystem,
12:25there are a lot of children who are making a good technology.
12:30But yes, they need mentorship and guidance.
12:35Because what do we expect?
12:36That one who is a scientist,
12:39or a child who is a professional,
12:42one person should all be able to do it.
12:44That's how it is.
12:45That technology can be very good.
12:47But to go to market,
12:48and to harden it,
12:50and to buy it,
12:52you have a lot of skill sets.
12:54We help them there.
12:56And there are mentors
12:57that are very much available.
12:58And mentors are available in India.
13:00It is just about,
13:01as we say, connecting the dots.
13:03You should get the right team
13:04in the right place.
13:06So, we don't have a lot of talent here.
13:08We need some support.
13:10We need some support.
13:12Yes.
13:12And there are many such organizations
13:17who are supporting these startups.
13:20We also believe that.
13:21If you look at it,
13:22then if I present the numbers in front of you,
13:25then there are thousands of different startups
13:27in India in the future.
13:31If you look at the next few years,
13:34in the past five to ten years,
13:35India can be able to reach the global defense hub.
13:39What are the expectations?
13:41And what basis do we expect?
13:44How much of the spending is the expectation?
13:46If we spend so much,
13:49then we can over a global hub.
13:51And what should we do?
13:54I don't want to be specific about the amount.
13:57But this is inevitable,
14:00that India will emerge
14:02as a global hub for innovation.
14:05Because we have many youngsters,
14:07talented, manpower,
14:09demography is in our favor.
14:12And we have a good talent.
14:15We have so many people,
14:16that if you have a thousand
14:18or a hundred startups,
14:19you will get better and mentor,
14:20and guide you,
14:22you will do good.
14:23And we have a cutting-edge tech.
14:25It is a very surprising thing,
14:28that we have a tech,
14:30and they go outside.
14:31And people acquire that company.
14:33Now is the time,
14:34time that now we have to keep our tech in India. We have to favor our companies
14:45while they have to be competitive and they will have to make the best technology in the world.
14:51They should also go to our armed forces because they don't deserve it. Why does the best technology
14:58change in India? It's just a matter of time. It's just a matter of time. It's just
15:14a matter of time. It's just a matter of time. You will see a major shift in geopolitics
15:19and markets too. Because India is going to come and emerge as a major power in this sector.
15:28Last question. My sir, there are many young entrepreneurs who want to grow something in the
15:33defense sector. And when we talk about global standards, today the whole world, in any
15:41way, in any way, India's defense sector has a big market, a big investment platform
15:49perspective. If we talk about investors, maybe the whole world around us have investors in
15:55the defense sector. There are a lot of deals signed, a lot of MOUs signed. Let's go,
16:00there are some tips for those young entrepreneurs and young people who can
16:06take advantage of this way. They can make their name in the industry. And also for those investors.
16:12If you want to come to the defense sector, you can understand their requirements. You can
16:24talk about veterans or some people who have worked in the sector. Because you will get a
16:30good input from your requirements. Sometimes you have a solution and the problem also has a
16:38difference. But if you want to come to the defense sector, if you want to come to the
16:43defense sector, then you can solve a very big problem for defense forces. So,
16:50this conversation is very important. So, my tip is this. If you want to work in defense,
16:56you can do it, you can do it. If you want to come to the defense sector, you can do it.
17:07But you don't understand how it will fit in the defense.
17:11And there is a problem, there is a fire, you need water, but you don't know where water is.
17:18So, in the defense sector, all of the U.S. entrepreneurs are trying to do this.
17:26I think that after watching the interview, if you want to see a problem solving,
17:31that idea will come to them.
17:33Thank you very much for joining us.
17:37There are a lot of expectations coming from the budget,
17:41for the defense sector, which is the biggest sector in the country.
17:45What can be expected?
17:47If you talk about defense or someone,
17:51then a lot of things will be clear.
17:53Thank you so much.
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