Rossell Techsys is accelerating its diversification beyond aerospace and defence, onboarding major US semiconductor equipment customers and positioning itself to benefit from what CEO Senthil Balasubramanian described as the industry’s “mother of all ramps” over the next three to four years.

The aerospace and defence electronics manufacturer reported a 62 per cent year-on-year rise in revenue from operations to ₹142.35 crore in Q4 FY26, while profit after tax stood at ₹7.47 crore. Growth was driven by continued momentum across its aerospace, semiconductor and space businesses, supported by programme ramp-ups, repeat orders and deeper engagement with global OEMs and Tier-1 customers.

“During the year, we onboarded one of the major manufacturers in the semiconductor equipment industry and are currently in the process of onboarding a second major US-based manufacturer,” Balasubramanian told businessline.

According to him, Rossell’s aerospace and defence credentials have helped it gain traction with customers in adjacent sectors such as semiconductors and space. The company currently derives about 70 per cent of its revenue from aerospace and defence and 30 per cent from non-aerospace segments, including space and semiconductors.

Going forward, Rossell expects the mix to move closer to 60:40, with semiconductors and space accounting for a larger share of revenue.

Balasubramanian said demand in the semiconductor industry is being fuelled by the rapid expansion of AI infrastructure and data centres globally.

“Based on discussions with partners and market intelligence, the current phase is being described as the mother of all ramps,” he said, adding that the upcycle could continue for the next three to four years.”

Rossell specialises in the design and manufacture of electronic wire harnesses used across aerospace, defence, semiconductor and space applications. The company also provides aftermarket maintenance, repair and overhaul (MRO) services for these systems.

Alongside its manufacturing operations, Rossell recently secured DTA and MRO licences, which Balasubramanian said would strengthen its ability to participate in emerging opportunities in India across defence, space and semiconductor programmes.

On sourcing, he said around 80 per cent of the company’s suppliers are based in the US, reflecting the requirements of defence programmes, while the remaining suppliers are primarily from Asia. The company does not source from China. However, Rossell plans to increase localisation in its semiconductor and space businesses, where sourcing flexibility is higher and more Indian suppliers can be integrated into the supply chain.

Published on May 24, 2026