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India’s Next Aerospace Giants: How Four of Them Did Last Quarter

Four Indian aerospace suppliers reported the June 2026 quarter within ten days of each other. Every one grew revenue between 55% and 130%. One still posted a loss.

Goldman’s 10% Forecast Isn’t an Auto Story, It’s a Bet on Indian Machining

Goldman sees revenue growing 10% a year to FY30 but EBITDA at 15%. That gap is a bet on qualification, not on cars.

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