Aimtron Electronics Limited — PPTs, 06-11-2025: Investor Presentation

Aimtron Electronics delivered a strong H1FY26 with revenue soaring 112.5% YoY to ₹122.58 Cr and Net Profit jumping 81.4% YoY to ₹20.29 Cr. EBITDA grew 104.8% YoY to ₹30.11 Cr, with EPS at ₹9.94. Industrial, IoT, and Telecom were key revenue drivers, with India as the primary market.

The company is strategically expanding into Medical & Healthcare, Industrial, Automotive EV, Drone, and Defence & Aerospace sectors, targeting 40-50% CAGR for 3-5 years. Operational efficiency is being boosted via digital solutions. Geographical expansion targets Europe and Australia, alongside backward integration for manufacturing capabilities like SMT and cable assembly.

Recent developments include a new Greenfield Vadodara facility with 6 SMT lines and R&D zone (Aug 2025), a new SMT line with AI inspection (Nov 2025), and new subsidiaries in India (Aimtron Mechatronics) and Texas, USA (Aimtron Electronics LLC), plus a German sales office. The company is debt-free post-IPO and secured an impressive order book of ₹463.9 Cr, ~3x FY25 revenue, including a major ODM contract of ₹97.55 Cr from a US firm and a ₹46 Cr AI/IIoT box-build order.

Management aims for sustained double-digit growth, leveraging a diversified order book for global scalability and multi-year visibility. Aimtron is set for sustainable 40-50% CAGR.