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Should You Invest in Aequs Ltd IPO 2025?

Aequs IPO at u20b9118u2013124/share u2014 deep dive on valuation, order-book, risks & gains from Indiau2019s only fully integrated aerospace OEM supplier.

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Should You Invest in Aequs Ltd IPO 2025?

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  1. SHOULD YOU INVEST IN AEQUS IPO 2025?

  2. India’s aerospace manufacturing sector accelerates with Aequs Ltd’s ₹922 crore IPO, opening December 3, 2025, at ₹118-124/share, valuing the precision components leader at ~₹10,000 crore post-issue. As the sole fully integrated aerospace player in India, serving Boeing, Airbus, and Collins, Aequs eyes debt reduction and capex amid narrowing losses and 35% GMP buzz. This investor-centric analysis unpacks financials, competitive moat, risks, and subscription strategy for portfolios targeting defence/industrial growth.

  3. Aequs IPO: Timeline and Structure Aequs IPO runs December 3-5, 2025, with allotment December 8, refunds/credit December 9, and BSE/NSE listing December 10. Minimum lot: 120 shares (₹14,880 at upper band); retail max 13 lots (₹1,93,440), S- HNI 14-67 lots, B-HNI 68+ lots. Reservation: 75% QIB (ex-anchor), 15% NII, 10% retail; anchor bidding December 2. Proceeds (~₹922 Cr): debt repayment (self/subsidiaries), capex on machinery (Aequs/AeroStructures), acquisitions, corporate purposes. GMP at ₹43 (34.67% premium) signals robust listing gains.

  4. Strategic Moat in Aerospace Supply Chain Aequs excels as India’s largest precision aero portfolio holder, with integrated manufacturing (design-to-assembly) for global OEMs, 4,000 employees, 3 facilities. Certifications and 3 product lines yield entry barriers; clients include Spirit AeroSystems, Triumph. Expansion into consumer durables leverages capabilities, positioning for India’s “Make in India” defence push. Valuation and Subscription Verdict Post-issue P/B ~9.9x FY25 (vs 15-20x peers), justified by order pipeline and sector tailwinds (India aircraft parts market booming). Swastika: “Subscribe” for aggressive long-term investors despite losses/negative returns; conservative skip due to debt focus over growth capex. GMP implies ₹168 listing; target 2-3x in 2-3 years on profitability inflection.

  5. Key Risks: Revenue volatility, customer concentration. Negative RoNW, high debt. Execution on acquisitions/capex. Growth Catalysts: Defence PLI schemes, OEM ramp-ups. H1 FY26 momentum sustains. Inorganic expansion. Retail/HNI: Subscribe 5-10% allocation for theme play; QIBs for listing pop. Seize Aequs’ Aerospace Ascent with Expert Guidance Position your portfolio in India’s aero manufacturing surge via Aequs IPO. Rits Capital delivers tailored strategies, unlisted access, and IPO execution. Visit Rits Capital or call 9911090800 now – invest smarter, grow bolder! Data Overload

  6. THANK YOU FOR READING RitsCapital is your trusted partner for wealth preservation, growth, and long-term financial success. For more info Visit www.ritscapital.com

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