Financial Performance (Consolidated · ₹ Crores)

Q4 FY26 Performance:

  • Total Income: ₹237.3 crore (vs. ₹133.8 crore in Q4 FY25, +77.3% YoY)
  • EBITDA: ₹84.4 crore (vs. ₹40.6 crore in Q4 FY25, +107.8% YoY)
  • EBITDA Margin: 35.6% (vs. 30.4% in Q4 FY25, +521 bps)
  • Profit Before Tax: ₹72.4 crore (vs. ₹31.7 crore in Q4 FY25, +128.1% YoY)
  • Profit After Tax: ₹59.9 crore (vs. ₹24.6 crore in Q4 FY25, +143.8% YoY)
  • PAT Margin: 25.2% (vs. 18.4% in Q4 FY25, +688 bps)

FY26 Annual Performance:

  • Total Income: ₹643.3 crore (vs. ₹342.2 crore in FY25, +88.0% YoY)
  • EBITDA: ₹172.3 crore (vs. ₹109.4 crore in FY25, +57.5% YoY)
  • EBITDA Margin: 26.8% (vs. 32.0% in FY25, -519 bps)
  • Profit Before Tax: ₹126.9 crore (vs. ₹79.2 crore in FY25, +60.3% YoY)
  • Profit After Tax: ₹101.6 crore (vs. ₹61.0 crore in FY25, +66.4% YoY)
  • PAT Margin: 15.8% (vs. 17.8% in FY25, -204 bps)

Segment Performance

Aerolloy Technologies (ATL) - FY26:

  • EBITDA: ₹89.5 crore (+203.3% YoY)
  • PAT: ₹68.0 crore (+194.6% YoY)
  • Driven by aerospace and strategic-materials momentum

TRAC Precision Solutions (UK):

  • Second Makino G7 machine installed for 5-axis milling, drilling and grinding
  • Increased capacity for complex, flight-critical components
  • Improved efficiency through reduced setup time
  • Enhanced precision and quality with high tolerances
  • Streamlined workflow for faster throughput

Key Operational Milestones - Q4 FY26

Capability Milestone - SMTC, Lucknow:

  • Installed and operationalized India's largest 4500/5100T Intelligent Open Die Forging System
  • Hot and cold trials completed
  • Capable of forging Titanium, Superalloys and advanced high-performance alloys
  • Enables large, complex forgings for next-generation aeroengines, defence platforms, space systems and industrial gas turbines
  • Creates integrated "Melting + Casting + Forging" platform under one roof
  • Provides higher process control, precision, scale and supply-chain resilience
  • Strengthens domestic capability in critical forged aerospace materials

Strategic Partnerships:

  • Deepened engagement with Blue Origin for flight-critical material supply
  • Supplying for Blue Origin's BE-4 engine program for next-generation space propulsion
  • Extends Aerolloy's qualified-supplier footprint in space propulsion hardware
  • Reinforces India's position in global space supply chains
  • Validates Aerolloy's titanium and superalloy capability at highest qualification standards

Global Engagement:

  • Aerolloy represented at TITANIUM Europe 2026 in Toulouse, France
  • Engaged with global OEMs, producers and industry leaders across titanium value chain
  • Showcased integrated Titanium and Superalloy platform spanning melt, casting, forging and mill products

External Recognition

  • Financial Times with Statista recognition
  • TIME with Statista recognition
  • ICRA long-term rating upgrade

Management Commentary

From Sachin Agarwal, Chairman & Managing Director:

  • FY26 described as "a defining year" moving from capability creation to scaled execution
  • Strong growth supported by sustained momentum across aerospace, defence and strategic materials
  • Significant progress toward long-term ambition of building integrated global platform across Titanium and Superalloys
  • Successful trials of 4500/5100 Tonne Intelligent Open Die Forging System
  • Commissioning of VIM and VAR capabilities
  • Continued progress on PAM facility
  • Strengthened position in global aerospace, defence and space supply chains through program wins with Blue Origin, Honeywell Aerospace Technologies, Safran Aircraft Engines, ISRO-VSSC and BrahMos Aerospace
  • Reinforces India's self-reliance in critical aerospace-grade materials
  • Focus on building future-ready, technology-led business for sustained growth and long-term value creation

Company Overview

  • Mission: Building parity to help India stand at par with the world in capability, technology, quality, and talent
  • Platform-independent core manufacturing technologies serving:
  • Civil Aviation: Torque tubes, airframe structurals, engine mounts, turbine frames
  • Air Defence: Airframe structures, intermediate casings, bearing housings
  • Aero Engines: Turbine frames, blades, buckets, vanes
  • Space: Propellant tanks, nozzles, bulkheads, fuel pump casings
  • Land Defence: Suspension arms, muzzle brakes, lightweight artillery structures
  • Naval Defence: Pump components, valves, radar structures, propellers
  • Strategic Systems: Propellant tanks, pressure bottles, lightweight structurals
  • Integrated, closed-loop production from melting to machining under one roof