Synopsis: A defence and aerospace manufacturer posts record revenue and profit, while institutional investors and a marquee ace investor steadily build their stakes.
India’s aerospace and advanced materials sector has been quietly producing some of the most compelling growth stories on Dalal Street. One such company has delivered exceptional financial results for FY26, earned global partnerships in space propulsion, and commissioned what it calls India’s largest forging system – all while marquee investors quietly accumulate its shares.
PTC Industries’ FY26 Results: Record on Every Metric
PTC Industries delivered a standout FY26, with consolidated total income nearly doubling to Rs 643.3 crore from Rs 342.2 crore in FY25, a jump of 88% year-on-year. EBITDA rose 57.5% to Rs 172.3 crore, while profit after tax surged 66.4% to Rs 101.6 crore. The company ended FY26 with a PAT margin of 15.8%.
The final quarter was even sharper. Q4 FY26 total income came in at Rs 237.3 crore, up 77.3% year-on-year. EBITDA for the quarter more than doubled to Rs 84.4 crore, with a margin of 35.6%. PAT for Q4 FY26 stood at Rs 59.9 crore, up a striking 143.8% year-on-year, with a margin of 25.2%.
Aerolloy Technologies, the company’s subsidiary focused on titanium and superalloys, contributed Rs 190.4 crore in total income for FY26, a rise of 219.8%, with an EBITDA margin of 47% and PAT of Rs 68 crore.
India’s Largest Forging System, Now Operational
One of the most significant milestones of Q4 FY26 was the installation and commissioning of a 4500/5100-tonne Intelligent Open Die Forging System at the company’s SMTC facility in Lucknow – described as India’s largest forging system. Hot and cold trials have been completed. The system forges titanium, superalloys and advanced high-performance alloys, enabling large and complex forgings for next-generation aeroengines, defence platforms, space systems and industrial gas turbines.
This gives PTC Industries an integrated melting, casting and forging platform under one roof – a rare capability in India and one that positions the company to serve global aerospace supply chains end-to-end.
Global Partnerships That Matter
The company has been steadily building a roster of global programme wins. Its subsidiary Aerolloy Technologies is supplying flight-critical material for Blue Origin’s BE-4 engine programme – the rocket engine that powers the New Glenn launch vehicle. Other partnerships include Honeywell Aerospace Technologies, Safran Aircraft Engines, ISRO-VSSC and BrahMos Aerospace.
The company also represented itself at TITANIUM Europe 2026 in Toulouse, France, engaging with global OEMs and producers across the titanium value chain. Separately, ICRA upgraded its long-term rating to A (Stable) from A-, citing strong growth visibility and its advanced materials and aerospace focus.
Deepening Presence Across India’s Defence Ecosystem
PTC Industries supplies critical components across the entire defence spectrum – land, naval and strategic systems – from suspension arms and artillery structures to radar fittings, pump components, propellant tanks and pressure bottles. Its manufacturing capability is platform-independent, meaning it is not tied to any single defence programme and can serve multiple customers simultaneously. Domestically, its partnership with BrahMos Aerospace places it directly within one of India’s most strategic missile programmes, while its tie-up with ISRO-VSSC extends its reach into space defence applications.
With the government’s Atmanirbhar Bharat push accelerating defence indigenisation, PTC’s globally qualified manufacturing infrastructure and the newly commissioned India’s largest forging system position it strongly to capture a growing share of domestic defence orders in the years ahead.
Who Is Buying the Stock?
The shareholding pattern tells a clear story of growing institutional and ace investor conviction. FIIs have raised their stake from zero in June 2023 to 3.95% as of March 2026. DIIs have been even more aggressive, climbing from 0.24% in June 2023 to 9.21% in March 2026. Ace investor Mukul Agrawal holds a 1.07% stake in the company.
Public shareholding has declined steadily from 31.83% in June 2023 to 27.12% in March 2026, suggesting that retail shares have been absorbed by institutions over time.
About the Company
PTC Industries Limited, headquartered in Lucknow, is an advanced manufacturing and technology company serving the aerospace, defence and space sectors. Through its subsidiary Aerolloy Technologies, it operates an integrated platform spanning titanium and superalloy melting, casting, forging and precision machining. It is listed on both BSE and NSE.
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