Defence Stocks Soar: Ukraine Loan, Value Buying, US War Rhetoric Fuel Rally

• Defence shares like Cochin Shipyard, GRSE, MTAR Tech, Mazagon Dock, BEML, Solar Industries rose up to 6% for the second consecutive day.
• EU's €90 billion loan to Ukraine strengthens Kyiv, boosting the defence sector amid ongoing geopolitical tensions.
• Value buying drives the rally after a recent dip, with experts affirming strong long-term demand for defence equipment.
• US Senator Lindsey Graham's rhetoric on Hamas, Iran, and Hezbollah escalates geopolitical concerns, benefiting defence stocks.
• The Nifty Defence index is up 2.3%, extending two-day gains to over 4% after a four-session fall.

Why It Matters: Defence shares rally on EU's Ukraine loan, strategic value buying, and escalating geopolitical tensions.