Adani Enterprises and 3 Other Aerospace Stocks in Focus After US–India Trade Deal Framework

Synopsis: Aerospace stocks surged following the US–India trade deal framework, which reduces tariffs on aircraft and components, boosts manufacturing and MRO opportunities, strengthens supply chains, and enhances long-term export and defence contracts.

Aerospace stocks have come into focus today after announcing the framework of a recent trade agreement between the United States and India. The deal is expected to boost defence cooperation, technology transfers, and commercial opportunities in the aerospace sector. Investors and market watchers are closely monitoring companies positioned to benefit from increased contracts and cross-border collaborations.

US–India Trade Deal

The US–India Interim Trade Framework announced on February 7, 2026, marks a significant boost for India’s aerospace sector by easing tariffs on aircraft, engines, and key aerospace components. Under the agreement, tariffs imposed earlier to protect US aluminium, steel, and copper industries will be rolled back, improving India’s competitiveness in the global aerospace supply chain. 

The deal is expected to increase India’s share in US aerospace sourcing, supported by strong aircraft order books, with Boeing alone having around 400 aircraft orders from India. The framework also aligns with India’s commitment to increase imports of US energy, defence equipment, aircraft, and aerospace parts, with nearly $100 billion of the planned $500 billion imports over five years expected to come from the aerospace value chain.

Government Commentary

Commerce and Industry Minister Piyush Goyal welcomed the agreement, stating that predictable and reciprocal tariff structures will strengthen industrial supply chains, enhance manufacturing competitiveness, and create long-term opportunities for Indian exporters. He highlighted that the move away from ad-hoc surcharges to a clear tariff regime will help Indian aerospace and engineering companies secure long-term global contracts and deepen strategic ties with the US, especially in high-value manufacturing and defence.

The aerospace segment stands to gain across manufacturing and MRO (maintenance, repair, and overhaul). Removal of tariffs will lower costs for Indian airlines and MRO facilities, encourage local production of components and spares, reduce aircraft downtime, and limit dependence on imports from Europe and East Asia. While experts note that aerospace trade has traditionally been duty-neutral, the rollback of recent US tariff overlays restores the pre-2019 baseline and improves pricing clarity, which is critical for long-term contracts and capacity expansion.

Below are list of Stock in focus

Azad Engineering Limited

With a market capitalization of Rs. 10,118.02 crore, the shares of Azad Engineering Limited closed at Rs. 1,566 per equity share, up by 4.95 percent from its previous day’s close price of Rs. 1,492.20 per equity share.

Azad Engineering Limited, founded in 1983 and based in Hyderabad, manufactures and supplies precision-engineered components for aerospace, defense, energy, and oil & gas sectors. Its offerings include aircraft engine and turbine parts, actuators, fluid distribution systems, 3D-rotating airfoils, and components for nuclear, thermal, and gas power, supporting both civil and defense applications globally. Azad Engineering is well-positioned due to its precision manufacturing capabilities for global aerospace and defence OEMs. 

Unimech Aerospace and Manufacturing Limited

With a market capitalization of Rs. 5,151.80 crore, the shares of Unimech Aerospace and Manufacturing Limited closed at Rs. 1,013 per equity share, up by 5.98 percent from its previous day’s close price of Rs. 955.80 per equity share. 

Unimech Aerospace and Manufacturing Limited, founded in 2016 and based in Bengaluru, provides precision engineering solutions, including tooling, components, electromechanical systems, and assemblies for aerospace, defense, energy, and semiconductor industries, serving both domestic and international markets. Unichem Aerospace stands to benefit from rising demand for complex components and assemblies.

Adani Enterprises Limited

With a market capitalization of Rs. 2,59,736.83 crore, the shares of Adani Enterprises Limited closed at Rs. 2,250.40 per equity share, up by 1.08 percent from its previous day’s close price of Rs. 2,226.40 per equity share. 

Adani Enterprises Limited, founded in 1988 and headquartered in Ahmedabad, operates across diverse sectors including new energy, airports, roads, mining, defense, copper, digital services, and agriculture. It provides integrated solutions in green hydrogen, infrastructure, metals, airport services, defense equipment, logistics, wastewater management, and skill development, serving both domestic and international markets. Adani Enterprises gains through its expanding defence and aerospace manufacturing ecosystem, aligned with global supply chains.

Aequs Limited

With a market capitalization of Rs. 9,657.59 crore, the shares of Aequs Limited closed at Rs. 144 per equity share, up by 2.73 percent from its previous day’s close price of Rs. 140.18 per equity share. 

Aequs Limited, founded in 2000 and based in Belgaum, is a diversified contract manufacturer serving aerospace, toys, and consumer goods sectors. It provides end-to-end solutions including design, production, turnkey facilities, industrial clusters, ODM/OEM products, logistics, supply chain management, and skill development.

Aequs Ltd, already a Tier-1 supplier to Boeing, is expected to see stronger order flows after securing key contracts such as manufacturing aft access doors for the Boeing 767-2C, reinforcing India’s growing role in global aerostructures manufacturing.

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