Ashot Ashkelon Industries Ltd.

ASHOTASEIL0003120172₪2.5B

Investment Thesis

Generates revenue by manufacturing and servicing defense drivetrains and vehicle subsystems, producing aerospace power-transmission and rotating components, and supplying precision gears and semiconductor-handling equipment.

Geographic Exposure

Israel69.53%

United States25.98%

Europe4.49%

Revenue Drivers

Military drivetrains and subsystems

Manufactures and refurbishes armored-vehicle transmissions, running gear, and tungsten penetrators.

CORE68.9%

Aerospace components and assemblies

Produces aerospace gearboxes, electromechanical systems, engine shafts, tungsten weights, and PGV carts.

CORE27.2%

Precision gears and machining

Manufactures high-precision gears plus machined parts and assemblies for customers.

PERIPHERAL3.9%

End Markets

Defense ministries and armed forces
Armored vehicle OEMs and integrators
Aerospace OEMs and aircraft/engine system manufacturers
Semiconductor fabs and semiconductor equipment manufacturers
Industrial machinery OEMs and aftermarket spare-parts buyers

Specializations

Build-to-Print (BTP) productionBuild-to-Spec (BTS) developmentReverse engineering of damaged gearsFirst Article Inspection (FAI) qualificationAPQP/PPAP quality planning (AS9145)NADCAP special-process accreditation (heat treatment, NDT, chemical processing)+2 more

Activities

Precision machining and gear manufacturing
Systems integration and complex assembly
Product development (build-to-spec) and build-to-print production
Maintenance, rehabilitation and refurbishment services
Quality assurance, inspection and testing