India’s Aerospace Supply Chain Is Moving From Components to Materials

just reported a 466% YoY jump in Q1 FY27 profit, with revenue rising nearly 98% to ₹192 crore. But the more interesting development is its push into aerospace-grade titanium and superalloys, including a recently announced Airbus partnership. This is a different kind of defence story. The opportunity isn't just making components for aircraft. It's developing the specialty materials that go into them, where qualification cycles are long and global supply chains are difficult to replace. PTC Industries could be one of the more interesting small-cap ways to play India's move up the aerospace value chain.