Titan Capital, the early-stage venture capital firm co-founded by Kunal Bahl, has announced the launch of a dedicated investment vertical focused on India's defence and strategic technology sectors. The initiative marks a shift towards channeling private capital into domains traditionally dominated by government-led research and procurement.

While India has seen rapid growth in sectors like digital infrastructure, space, and semiconductors, defence technology remains largely underpenetrated by private investors. Titan Capital’s new initiative seeks to bridge that gap, recognising the growing importance of advanced defence systems amid evolving geopolitical challenges and breakthroughs in AI, unmanned systems, and satellite technologies.

The new vertical will support startups innovating at the intersection of aerospace, advanced hardware, cybersecurity, and high-end manufacturing. Titan Capital envisions this move not only as a step toward bolstering national defence capabilities but also as a way to stimulate deep-tech entrepreneurship and create high-value jobs. The long-term goal is to position India as a global exporter of cutting-edge strategic technologies.

To enhance the quality and relevance of its investments, Titan Capital plans to collaborate with domain experts, including former military personnel, scientists, and technologists. Their insights will help evaluate startups and shape investment strategies in this complex and high-stakes space.

Globally, venture capital is increasingly engaging with the defence sector. Notable examples include Anduril Industries in the U.S., which recently secured $1.5 billion for its AI-powered defence systems, and Helsing in Europe, which raised €450 million to develop AI for military applications.

Titan’s new focus aligns with India’s evolving policy landscape. The central government has ramped up defence spending to ₹6.81 lakh crore for FY 2025–26 and launched initiatives like iDEX and the Technology Development Fund (TDF) to promote indigenous innovation.

Titan Capital has already invested in more than 250 startups, including Ola, Razorpay, Urban Company, OfBusiness, and Giva. Its latest foray into defence-tech signals a strategic pivot towards sectors of national importance, with an eye on both technological leadership and long-term economic value.

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