Thread by @Curious_Com_

𝗣𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 𝗠𝘂𝗹𝘁𝗶𝗯𝗮𝗴𝗴𝗲𝗿𝘀

2X-5X future potential 🔥🔥

✅ Demand Drivers :
• EVs
• Rockets
• Aircrafts
• Fighter Jets
• Medical Devices
• Semiconductors

A Mega ( Thread ) 🧵
Below 👇

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3/22

What is Precision Engineering?

Think of it as manufacturing with extreme accuracy.

Companies make components where even a tiny error can cause failure.

These parts are used in:

✈ Aircraft
🚀 Rockets
🛡 Defence
🚗 EVs
🤖 Automation
⚕ Medical devices

4/22

Why is this industry growing?

India is rapidly becoming a global manufacturing hub because of:

✅ China+1
✅ Make in India
✅ Defence indigenisation
✅ Aerospace exports
✅ EV adoption
✅ Private space sector

Demand for precision components is rising across industries.

5/22

Unlike commodity manufacturers...

Precision engineering companies enjoy:

✔ Higher margins
✔ Long customer relationships
✔ High entry barriers
✔ Strict certifications

Once approved by global OEMs, suppliers often remain partners for years.

6/22

One aircraft contains thousands of precision-machined components.

The same is true for:

🚀 Rockets
🚁 Helicopters
⚡ EV motors
🛰 Satellites
📡 Defence systems

Every new platform creates recurring demand for specialized suppliers.

20/22

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7/22

India's opportunity is expanding because global companies want to diversify manufacturing beyond China.

Many Indian companies are now supplying:

Airbus
Boeing
GE Aerospace
Safran
Honeywell
Rolls-Royce
Siemens

And several defence OEMs.

8/22

Let's look at some listed companies operating in this space.

(Educational purpose only. Not a recommendation.)

9/22

🛡 Dynamatic Technologies

Theme:
Sovereign Defence Boom

Known for aerospace structures and defence platforms.

Strong positioning for Tejas aircraft and helicopter programmes.

10/22

✈ Azad Engineering

Theme:
Global Export & Turbine Boom

Manufactures highly complex turbine blades and aerospace components.

Benefits from increasing global aviation demand and export opportunities.

11/22

✈ Aequs

Theme:
Commercial Aerospace

Integrated aerospace manufacturing ecosystem serving global OEMs.

Increasing aircraft production worldwide can support long-term growth.

12/22

🚗 Belrise Industries

Theme:
Domestic EV & Mobility Boom

Focuses on lightweight chassis and automotive components.

EV adoption creates demand for lighter and stronger engineering solutions.

13/22

🏭 Raymond Ltd

Beyond textiles...

Its engineering business, strengthened through Maini Aerospace, provides exposure to aerospace and precision manufacturing.

14/22

🚀 Techera Engineering

Theme:
Private Space

Manufactures precision tooling used in aerospace and launch systems.

India's growing private space ecosystem could create long-term opportunities.

15/22

✈ Unimech Aerospace

Provides specialized tooling and precision solutions for aircraft engine servicing and aerospace maintenance.

Growth in global aviation supports demand.

16/22

⚙ OBSC Perfection

Focuses on precision turned components used across automotive and EV applications.

Higher vehicle electrification increases demand for specialized engineered parts.

17/22

⚕ Apsis Aerocom

Operates in precision engineering for medical electronics and defence.

A niche business serving specialized applications.

18/22

Common characteristics of these companies:

✔ High engineering expertise
✔ Export potential
✔ Long qualification cycles
✔ Global customers
✔ Difficult-to-replicate capabilities

These businesses often build long-term competitive advantages.

19/22

Risks to watch:

• Customer concentration
• Slow aerospace cycles
• Execution risks
• Export dependency
• Rich valuations

Even strong industries can experience cyclical slowdowns.

21/22

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✅ If I get good response I'll write next thread on Bullet Train Ecosystem