September 27, 2026
ACING THE SKIES: HOW INDIAN SUPPLIERS CAN CAPTURE VALUE BEYOND AUTOMOTIVE SECTOR
India’s aerospace sector stands at a pivotal moment, poised to scale from ~$16 billion7,8,9 today to ~$50 billion1 by 2040, a threefold expansion over the next decade. That trajectory is not automatic. Realizing it will require concentrated action across four connected value pools, each with a distinct entry logic, capability requirement, and return profile.
This paper sets out why the opportunity is real, where the value pools sit, and most importantly, the four key unlocks and the mindset shift Indian suppliers must make to capture a disproportionate share of it.