Aimtron Electronics Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aimtron Electronics' H1 FY26 Post Earnings Conference Call highlighted a 112% YoY revenue surge, with EBITDA and PAT at record levels. The company aims for sustainable 15% PAT margins and expects 40-50% annual revenue CAGR. Its order book now stands strong at ₹463.5 Cr, three times FY25 revenue, driven by significant wins like a ₹97.5 Cr US ODM contract and a ₹4.62 Cr domestic AI IoT box build order.

Aimtron is expanding with a new 3-acre greenfield facility, adding six SMT lines to boost capacity from ₹450-₹500 Cr to ₹1,000 Cr. Two new SMT lines are planned yearly, each capable of generating ₹100 Cr revenue. With AS9100D certification, new doors are open in aerospace and defense. Management is also actively exploring M&A opportunities to broaden expertise and market reach, with announcements anticipated. Strategic fundraising via preferential shares/warrants supports this growth and potential acquisitions, maintaining a balanced financial approach without relying solely on debt.