Kolkata: India’s aerospace and defense industry is witnessing rapid expansion with the government’s Make in India policy, rising focus on indigenisation
in the defense sector, growing commercial aviation and India’s strengthening role in the global supply chain providing the tailwinds. According to industry estimates, India’s aerospace and defense market could reach about Rs 5 lakh crore by 2033. Many Indian companies are preparing to capitalise on this huge opportunity through high-value manufacturing, exports and advanced engineering. Let’s have a look at here such stocks.
Aequs
Aequs is a vertically integrated precision manufacturing company with operations spanning the aerospace, consumer and defense sectors. Its customers include global giants such as Airbus, Boeing, Safran, Collins Aerospace and Saab. The aerospace business is the company’s biggest strength, accounting for 81% of its total revenue. Exports account for approximately 88% of its total revenue. According to media reports, its revenue grew 55% to reach Rs 395.5 crore in Q1 of FY27.
However, due to increased direct costs and a change in accounting treatment, the company incurred a loss of Rs 53.2 crore. But the aerospace business’s EBITDA margin was 22.7%. The company has an order book of approximately Rs 9,500 crore, indicating strong revenue for the coming years. Furthermore, the company is working on plans to establish an aeroengine and landing gear manufacturing facility in Hosur, Tamil Nadu. On Wednesday, the company’s shares rose 3.97% to Rs 240.
Data Patterns
Data Patterns is a leading Indian provider of defense and aerospace electronics solutions. The company operates in areas such as cockpit displays, radar, electronic warfare systems, satellite technology and avionics. The company no longer intends to limit itself to subsystem supplies, but is focusing on developing complete aerospace solutions. In Q1FY27, the company’s revenue increased by 16.8% to Rs 116 crore.
However, PAT declined to Rs 22.1 crore due to rising employee costs and other expenses. The company has a potential order book of up to Rs 2,65.4 crore, which is expected to drive strong revenue growth over the next few years. The company is also developing new systems for the Su-30 fighter aircraft, testing of which is expected to begin by the end of 2026. On Wednesday, the company’s shares fell 2.37% to Rs 4,447.
Unimech Aerospace
Unimec Aerospace manufactures precision components, tooling, and engineering systems for global OEMs and Tier-1 suppliers. Approximately 96% of the company’s business is export-based, and it serves 41 customers in eight countries. The company has experienced rapid revenue growth over the past few years. In the first quarter of FY2027, revenue increased 71% to Rs 107.6 crore, while net profit increased 46% to Rs 27.9 crore. The company recently acquired Hobel Bellows and secured long-term supply contracts for commercial aviation. This increases the likelihood of regular revenue in the future. Its order book of Rs 280.3 crore also points to a robust future. On Wednesday, the company’s shares rose 0.79% to reach Rs 1,345.
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