Financial Performance (Consolidated)

Full Year FY26 Performance (Year ended March 31, 2026)

  • Total Income: ₹6,432.9 Million, up 88.0% Year-over-Year (YoY)
  • EBITDA: ₹1,722.8 Million, up 57.5% YoY
  • EBITDA Margin: 26.8%
  • Profit After Tax (PAT): ₹1,015.6 Million, up 66.4% YoY
  • PAT Margin: 15.8%

Q4 FY26 Performance (Quarter ended March 31, 2026)

  • Total Income: ₹2,373.1 Million, up 77.3% Year-over-Year (YoY)
  • EBITDA: ₹844.0 Million, up 107.8% YoY
  • EBITDA Margin: 35.6%
  • Profit After Tax (PAT): ₹599.1 Million, up 143.8% YoY
  • PAT Margin: 25.2%

Subsidiary Performance - Aerolloy Technologies Limited (ATL)

  • Total Income: Increased 219.8% YoY
  • EBITDA: Increased 203.3% YoY
  • PAT: Increased 194.6% YoY

Strategic Milestones and Developments

Capability Creation at Strategic Materials Complex (SMTC)

  • Open Die Forging System: Completed installation and successful hot and cold trials of 4500/5100 Tonne Intelligent Open Die Forging System at SMTC
  • Melting Capabilities: Commissioning of Vacuum Induction Melting (VIM) and VAR 400 furnace
  • Plasma Arc Melting (PAM): Installation completed and ready for trials with capacity of approximately 600 TPA for Titanium alloy ingots
  • Location: Uttar Pradesh Defence Industrial Corridor, Lucknow node

Major Orders and Program Wins

  • Blue Origin: Development and supply order for large, high-integrity Nickel-based Superalloy investment castings for BE-4 engines
  • Honeywell Aerospace Technologies: Long-term supply agreement for Titanium and Superalloy precision investment castings
  • Safran Aircraft Engines: Major order for LEAP-1A and LEAP-1B engine cast components
  • ISRO-VSSC: Order for conversion of approximately 40 tonnes into Ti-6Al-4V alloy ingots using Double VAR process
  • BrahMos Aerospace: Supply order of critical Titanium castings worth approximately ₹1,100 Million, to be executed over 24 months
  • GTRE (DRDO): Post-cast operations to manufacture Single Crystal 'Ready-to-Fit' turbine blades

Strategic Partnerships and MoUs

  • Safran Aircraft Engines: MoU to develop robust domestic defence aerospace ecosystem in India
  • Bharat Dynamics Limited (BDL): Proposed joint venture for propulsion systems, guided bombs and aero-engines (subject to approvals)
  • Kineco Aerospace & Defence: Strategic collaboration to co-develop hybrid aerostructures and localize flight-critical components
  • PLI Scheme 1.2 (Specialty Steel): MoUs executed covering Titanium Alloys and Super Alloys under strategic sector category

Capacity Expansion

  • Trac Precision Solutions (UK): Investments in EDM systems, deep-hole drilling, automated storage solutions, and second Makino G7 5-axis machining platform
  • Mehsana Facility: Addition of significant shop-floor area, advanced equipment and automation
  • Trac Clean-tech Diversification: Strategic partnership with Coolbrook to supply components for RotoDynamic Heater technology

Quality and Certifications

  • Nadcap NDT: Reaccreditation with Merit
  • Nadcap Heat Treating (HIP): With Merit
  • ISO 14001 and ISO 45001: Certifications for Mehsana facility
  • Green Channel Status: Accorded by Directorate General of Quality Assurance (DGQA), Ministry of Defence, enabling self-certification for defence components

Credit Ratings

  • Aerolloy Technologies Limited: ICRA assigned long-term rating of [ICRA]A (Stable) and short-term rating of [ICRA]A1
  • PTC Industries Limited: ICRA reaffirmed long-term rating of [ICRA]A (Stable) and short-term rating of [ICRA]A1

Global Industry Outreach

  • TITANIUM Europe 2026: Aerolloy represented PTC at event in Toulouse, France
  • Airbus Delegation: Hosted senior cross-functional delegation at Lucknow campus
  • Blue Origin Engagement: Leadership participated in opening of international headquarters in Luxembourg
  • External Recognition: Recognized among India's Top 100 Fastest-Growing Companies of 2026 by TIME magazine with Statista

Management Commentary

Sachin Agarwal, Chairman & Managing Director, stated that FY26 was a "defining year" as the company moved from capability creation to scaled execution. He highlighted progress in building an integrated Titanium and Superalloy platform through the forging system, VIM/VAR capabilities, and PAM facility. He emphasized strengthened position in global aerospace, defence and space supply chains through program wins with Blue Origin, Honeywell, Safran, ISRO-VSSC and BrahMos Aerospace, reinforcing India's self-reliance in critical aerospace-grade materials.

About the Company

PTC Industries Limited has over six decades of experience in manufacturing precision metal components and strategic materials for critical applications. Through wholly owned subsidiary Aerolloy Technologies Limited, the group manufactures Titanium and Superalloy castings and materials for aerospace and defence applications globally. The company is making multi-million-dollar investment to establish fully integrated Titanium and Superalloy manufacturing ecosystem in Uttar Pradesh Defence Industrial Corridor.