Aequs (AEQUS) Investor Day 2026 presentation summary

Strategic vision and growth plans

• Targeting 4x to 6x revenue growth and 18–22% EBITDA margin by FY31, with consolidated ROCE of 20% at steady state.

• Aerospace segment aims for 4–5x revenue growth, while consumer segment targets 10–18x growth over FY26 base.

• Capital expenditure of $350–450 million planned through FY31 to support expansion and new initiatives.

• Focus on leveraging vertically integrated manufacturing ecosystems and cross-vertical capabilities for scale.

• Vision includes expanding into adjacencies and accelerating technology adoption across industries.

Business developments and partnerships

• Established multiple JVs: Magellan Aerospace (API), Aubert & Duval (SQUAD), Tramontina (ACPL), and Ajna Aerospace & Defence (UAVs).

• Signed MoU with Tamil Nadu government for a large-scale aerospace and defence cluster at Hosur, with up to INR 4,000 crore investment.

• Ajna Aerospace JV targets India's $22B capital acquisition pool for UAVs, focusing on indigenization and export-ready platforms.

• Consumer vertical includes India's first toy and consumer durables clusters, with global clients like Mattel and Tramontina.

• Ongoing expansion into North America and Europe through acquisitions and partnerships.

Operational excellence and talent strategy

• Emphasizes SOP-driven operations, institutional knowledge, and risk compression for predictable quality.

• Integrated People & Culture Operating System to attract, develop, and retain precision talent.

• Structured upskilling and leadership pipelines, with a focus on local hiring and continuous learning.

• Multi-skilled operators and succession planning to ensure scalability and leadership depth.

• Zero-defect culture embedded through the Aequs Production System and global certifications.