Rs 39,91,20,708 Gained in Just a Day: Narayana Murthy-Backed Catamaran Gains from This Aerospace and Defence Stock with USD 889 Million Order Book; EBITDA Jumps 43% YoY

Indian equity benchmark indices traded firm on Monday, June 15, 2026, with the Nifty and Sensex gaining 1.42 per cent and 1.46 per cent, respectively. Broader markets also witnessed healthy buying interest, reflecting improved risk appetite among investors. Amid this positive market sentiment, Aequs Ltd emerged as one of the stocks drawing strong attention.

Shares of the Aerospace and Defence-linked precision manufacturing company jumped 11.5 per cent as of 12:03 PM on June 15, 2026. Aequs holds a unique position in India’s manufacturing landscape as the only precision component manufacturer operating a fully vertically integrated aerospace ecosystem within a single SEZ. Its capabilities span forging, machining, surface treatment and assembly, allowing the company to serve complex aerospace requirements from one integrated platform.

The sharp rise in the stock also brought focus on Catamaran Ekam, which holds a 2.83 per cent stake in the company, equivalent to 19,005,748 shares. With Aequs gaining Rs 21 per share during the session, Catamaran’s notional gain stood at nearly Rs 39.91 crore in a single day.

This is significant because Catamaran is a global investment firm that manages the assets of Infosys founder Narayana Murthy and his family. Established in 2009 in Bengaluru, Catamaran invests across public equities, private equity and growth-stage venture capital.

For Aequs, FY26 was an important year, marked by strong execution, business expansion and the successful completion of its IPO. The listing marked a transformational milestone and opened a new phase in the company’s growth journey.

The company reported 33 per cent year-on-year revenue growth to Rs 1,230.4 crore, while EBITDA increased 43 per cent year-on-year. The performance indicates improving operating leverage as its programmes mature, scale up and contribute more meaningfully to profitability.

The Aerospace segment continued to grow steadily, supported by a strong Order Book of USD 889 million. Meanwhile, the Consumer segment delivered robust growth of 84 per cent year-on-year, driven by programme ramp-ups, transition into full-scale production and improved revenue recognition.

During the year, Aequs also signed MoUs with the Governments of Tamil Nadu and Karnataka, laying the groundwork for its next leg of expansion. These agreements involve large-scale investments across both aerospace and consumer businesses and strengthen the company’s long-term manufacturing ambitions in India.

With these initiatives, Aequs is expanding its manufacturing footprint across key geographies, strengthening capabilities and moving its Aerospace portfolio towards higher-margin and more complex programmes. Backed by quality standards, reliable delivery and long-standing OEM relationships, the company enters FY27 with confidence in sustaining its growth momentum.