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India’s Aircraft-Parts Boom Puts Two Suppliers in Focus

India’s Aircraft-Parts Boom Puts Two Suppliers in Focus
Rs 588 Bn exports, 90%+ rally: 2 stocks riding India’s aircraft-parts boom · financialexpress.com

India is making and exporting more parts used in aircraft.

Two companies discussed in the article are Dynamatic Technologies and Aequs.

Both supply parts or assemblies to the aerospace industry, and both are expanding their businesses.

Dynamatic’s aerospace business grew, though currency gains also helped its reported results.

Aequs has a large aerospace order book, but it has not yet turned its growing sales into steady net profits.

It is also spending money on new factories and equipment.

That means both companies need to deliver their plans while managing costs and cash.

Their share prices have already risen sharply, so investors will be watching closely for proof that future growth supports their valuations.

Key facts

Aircraft and space-parts exports
₹588.38 billion in FY25, versus ₹269.03 billion in FY24.
India commercial-aircraft manufacturing market
Estimated at ₹164.21 billion in 2026 and projected to reach ₹257.09 billion by 2030.
Indian airline aircraft orders
Major airlines had orders for 2,026 aircraft as of 30 June 2025; 385 had been imported by then.
Dynamatic Q1 FY27
Consolidated revenue was ₹424.81 crore; aerospace revenue was ₹202.25 crore.
Aequs Q1 FY27
Consolidated revenue was ₹395.5 crore; aerospace revenue was ₹322.2 crore.
Aequs aerospace order book
$1.004 billion in Q1 FY27, up from $889 million in the previous quarter.
Aequs planned FY27 capex
Around ₹660 crore, including ₹160 crore for aerospace.

Sources

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