AeroStructures Manufacturing India Private Limited, a wholly owned subsidiary of Aequs Limited , has invested Euro 3 Million in Aequs Aerospace France SAS. The transaction involves the allotment of shares to the subsidiary for operational requirements and general corporate purposes. The total cost of acquisition is approximately ₹33.02 crore.

The investment was made pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Aequs Aerospace France SAS is a wholly-owned step-down subsidiary of Aequs Limited, engaged in the business of industrial engineering and the manufacture of mechanical parts for the civil and military aeronautics market.

Following the investment, AeroStructures Manufacturing India Private Limited will hold 28.97% of the shareholding in Aequs Aerospace France SAS. The overall percentage of shareholding held by Aequs Limited in the French entity remains unchanged, as it continues to be a wholly-owned step-down subsidiary. The transaction does not fall within the ambit of related party transactions under Regulation 23(5) of the SEBI Listing Regulations.

Aequs Aerospace France SAS reported a turnover of INR 127.16 Crore for the financial year ended March 31, 2026. The entity recorded a loss after tax of INR 4.98 Crore and a net worth of INR (13.62) Crore as of the same date. The company was incorporated on January 12, 2017, and operates in France.

Financial Performance of Aequs Aerospace France SAS

The consideration for the acquisition was paid in cash. No specific governmental or regulatory approvals were required for the completion of this transaction.

Aequs Limited hosted its first-ever Investor Day on June 18, 2026, in Mumbai, outlining ambitious long-term financial targets to drive shareholder value. The company aims to achieve an EBITDA margin of 18-22% and deliver 4-6 times revenue growth by 2031. The event focused on the company's strategic vision, leveraging its precision manufacturing capabilities across aerospace and consumer verticals to capitalize on global supply chain diversification.

The discussions were based on publicly available information, and no Unpublished Price Sensitive Information (UPSI) was disclosed during the session. The event was held pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, following prior intimations dated April 30, 2026, and June 15, 2026.

Strategic Vision and Milestones

Aequs highlighted its evolution from a team to an institution over 15 years, expanding its leadership from 14 to 45+ leaders. The company has established a differentiated value proposition through a 400-acre SEZ+DTA ecosystem, offering integrated design, development, and production capabilities. Key milestones include the acquisition of the SIRA Group to expand into Europe and the establishment of Ajna Aerospace, a joint venture with Accel India Fund and Vagus, to focus on UAV manufacturing.

Financial Targets and Roadmap

The company presented a clear roadmap for profitability and growth, targeting specific breakeven points across its verticals in the coming years. Notably, the Co-CEO has indicated that Q4FY27 is expected to be the breakeven point for the consumer business, reflecting an accelerated timeline compared to earlier projections.

Growth Drivers and New Initiatives

Aequs is positioning itself to benefit from macro tailwinds, including the projected demand for 43,000 new aircraft over the next 20 years. New initiatives include the Aero-Engine Component Ecosystem (AECE) in Tamil Nadu, signed via an MoU in February 2026, and the Ajna Aerospace JV focused on the US$22B domestic UAV market. The company's strategy emphasizes operational excellence, talent development, and risk diversification to sustain long-term growth.

Ravi Mallikarjun Hugar, Company Secretary and Compliance Officer, signed the intimation regarding the Investor Presentation on June 18, 2026.