Reliance Infra Shares: Reliance Infrastructure Ltd. witnessed a strong rally on June 25, as the stock surged 5% and hit the upper circuit after its subsidiary, Reliance Defence, secured a massive export order worth ₹600 crore from Germany-based Rheinmetall Waffe Munition GmbH, a prominent name in global defence manufacturing.
Strategic Win in Defence Manufacturing
According to the official exchange filing, this is one of the largest export orders in the high-tech ammunition space secured by an Indian private firm.
The company highlighted that the deal marks a crucial milestone in Reliance Defence’s global ambitions, specifically in Europe’s defence and munitions supply chain.
The collaboration showcases the growing trust in Indian private-sector defence capabilities on an international scale.
Boost to ‘Make in India’ and ‘Atmanirbhar Bharat’
Both Reliance Defence and Rheinmetall AG have expressed a strong commitment to long-term strategic cooperation, aligning with India’s national vision of ‘Atmanirbhar Bharat’ and ‘Make in India’.
The partnership is expected to enhance indigenous manufacturing capabilities while helping India solidify its role in the global defence export landscape.
Anil Ambani, Chairman of Reliance Group, hailed the deal as a turning point for India’s private defence sector.
He emphasized the ambition to place Reliance Defence among the world’s Top 3 defence exporters, enabling India to not only meet domestic defence needs but also become a trusted global supplier.
DADC to Be India’s Largest Private Defence Project
Reliance Infrastructure also revealed that under the Dhirubhai Ambani Defence City (DADC) initiative, Reliance Defence is setting up an integrated manufacturing hub in Watad, Ratnagiri (Maharashtra).
This facility will focus on the production of explosives, ammunition, and small arms, making it the largest greenfield private defence project in India’s history.
The DADC is aimed at driving innovation, future-ready production, and export-oriented defence manufacturing.
Stellar Market Performance of Reliance Infra Share
Following the announcement, Reliance Infra shares became a hot topic among investors. The stock has delivered a 38% gain in the past one month alone, and has risen 27% in 2025 so far.
Over the past five years, Reliance Infra share has skyrocketed over 1,000%, highlighting robust investor confidence.
The stock currently trades at a modest P/E ratio of 2.09, making it an attractive prospect for value investors eyeing the defence sector boom.
Conclusion
The ₹600 crore export deal not only reinforces Reliance Defence’s rising stature globally but also places Reliance Infra share firmly on the radar of market participants.
As India pushes toward self-reliance in defence, Reliance Group’s aggressive investments and global collaborations could well shape the next chapter in the country’s private sector defence manufacturing story.
