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Sanjay Ahuja

14th Mar · SEBI-Registered Analyst

INDIAN AEROSPACE ENGINEERING COMPANY WITH LARGE ORDERS FROM BOEING AND AIRBUS

SANSERA
is shifting away from it's traditional automotive business and now expanding it's Aerospace and Defence division with an aim for higher margins. This strategic move aligns with global aircraft manufacturers Like Boeing and Airbus who are looking to diversify supply chains amid heavy order backlogs. With support from government initiatives and modernization efforts, the Indian aerospace and defence market is also a key growth area.
SANSERA
has recently secured a long-term contract with Airbus worth about Rs 160 crore for its Intermediate Cargo Transport Module (ICTM), making it the first Indian supplier for the program. As of Dec2025, the company's Aerospace and Defence division had a lifetime order backlog of Rs 3,800 crore, scheduled for execution through fiscal year 2030. The company anticipates aerospace and defense revenue to reach Rs 300–320 crore in FY26 and Rs 500–600 crore by FY27, signaling the segment's rapid growth and rising contribution to the company's total revenue.

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