Aequs Limited — PPTs, 29-07-2026: Investor Presentation

Here's a summary of Aequs Limited's investor presentation:

**Business Performance:**

Aequs saw strong revenue growth of 55% YoY to ₹3,955 Cr in Q1 FY27. The Aerospace segment led this surge with higher production rates and an expanding product portfolio, while the Consumer segment nearly tripled its revenue YoY as new facilities ramped up.

**Growth Drivers or Strategy:**

The company is focused on translating expanded capacity into financial returns, with a commitment to achieving Consumer EBITDA breakeven by Q4 FY27 and consolidated PAT breakeven by H1 FY28. Strategic initiatives include deepening the Consumer value proposition to integrated kit supplies and new product co-development, alongside scaling India's role in flight-critical Aerospace manufacturing.

**Recent Developments:**

Aequs secured long-term agreements with two new Aerostructures Tier-1 customers and signed its first contract for fully assembled Airbus A320 wheels with Safran Landing Systems. Their Aerospace order book crossed USD 1 billion, up 13% sequentially.

**Key Financial Metrics:**

Revenue for Q1 FY27 stood at ₹3,955 Cr, with EBITDA at ₹215 Cr and a 5% margin. Profit after tax was a loss of ₹532 Cr.

**Management Commentary / Outlook:**

Management remains confident in their Vision 2031 roadmap, targeting 4-6x revenue growth, 18-22% EBITDA margin, and 20% steady-state RoCE. They see continued demand visibility across both segments.