Added to YB: 2026-05-25
Pitch date: 2026-05-18
KTK.AX [bullish]
KTEK Aerosystems Ltd
Author Info
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Company Info
KTEK Aerosystems Ltd engages in designing, engineering, and manufacturing composite airframe structures and electromechanical assemblies for defence and aerospace applications worldwide.
Market Cap
AUD 38.1M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-48.51
P/E
N/A
EV/Sales
12.34
Sector
Aerospace and Defense
Category
growth
Our New Portfolio Addition: The Drone Supercycle Just Got an ASX Play - KTEK Aerosystems
KTK.AX: Israeli drone components supplier (wings, frames, landing gear) for Tier-1 defence contractors. Rev US$3.3M FY25 (+107% CAGR, 4x in 2yrs), zero dilution. Approved supplier to UVision & Elbit (US$2.5B contracts). 'Cordless Factory' model scales w/o capex. US moving drones to ammunition class: 50k→1M units/yr. FY27 US budget US$75B drones. Lists $28M mcap, 70% held top-20 (Regal, Thorney, Scopus). Risks: customer concentration, Israel geopolitics, tight float volatility.
Read full article (9 min)