Turkish defence giant ASELSAN has recorded a significant rise in value, with its stock climbing 100.8% in the first half of 2025. The sharp gain positions ASELSAN as the most valuable company on Türkiye’s Borsa Istanbul BIST 100 index.

 

The increase comes as global defence firms benefit from a broader rally sparked by NATO’s new defence spending pledge. At the recent NATO Summit, all 32 member states agreed to allocate 5% of their gross domestic product (GDP) toward defence by 2035, including a minimum of 3.5% for core NATO capabilities.

This collective commitment, driven by long-term threats from Russia and terrorism, has generated substantial investor optimism across the defence sector. The official summit communique stated: “Allies commit to allocating 5% of GDP toward defense and security expenditures by 2035, including a minimum of 3.5% for core defense capabilities and NATO capability goals.”

 

 

ASELSAN ’s growth reflects its expanding international presence and continued investment in advanced technologies. The company recently signed a $71.9 million contract with the Presidency of Defence Industries for next-generation network-based military communication systems.

Türkiye’s deeper defence cooperation with European nations has also supported investor confidence in local firms such as ASELSAN . This comes amid a broader shift in European security policy following strained transatlantic ties under U.S. President Donald Trump’s renewed administration.

 

 

European countries are accelerating military investments in response to ongoing instability stemming from the Russia–Ukraine conflict. ASELSAN stands to gain further from this environment as regional governments prioritise domestic and allied defence capabilities.