EPISODE · Feb 1, 2026 · 1H 26M
This Industry will become 10x
from The SOIC Podcast · host SOIC
Send us Fan MailIn 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.
What this episode covers
Send us Fan Mail 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...
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This Industry will become 10x
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