This Industry will become 10x

In this episode, we speak with Sagar Arya, Co-Founder of Xponent Tribe, to understand the global commercial aerospace industry and why India is becoming a key part of the global supply chain. We discuss massive order backlogs at Airbus and Boeing, supply chain failures in the West, and how this is creating a big opportunity for Indian aerospace companies. The conversation breaks down the entire aerospace value chain in simple terms — from raw materials and machining to tier-1 suppliers, MRO, and final aircraft assembly — while comparing global and Indian players. We also share a clear investor framework to judge entry barriers, complexity, risks, and long-term potential in aerospace businesses.