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AIMTRONELECTRONICS Diversified 15 May 2026

Aimtron Electronics Ltd — Q4 FY26

Aimtron Electronics delivered a stellar FY26, with consolidated revenue surging 89.2% YoY to ₹301.2 crore and PAT rising 79.4% to ₹46 crore.

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Revenue ₹179 Cr +89.2%
EBITDA
PAT ₹26 Cr +79.4%
EBITDA Margin 20%
Duration 67 min
Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Aimtron Electronics delivered a stellar FY26, with consolidated revenue surging 89.2% YoY to ₹301.2 crore and PAT rising 79.4% to ₹46 crore. EBITDA margin held strong at 22.6%, reflecting disciplined execution despite the consolidation of the newly acquired AIC (formerly ICS) in the US. Growth was driven by a strategic shift from pure PCB assembly to higher-value box-build and ODM solutions, with key wins in data centers (Fortune 500 customer), telecom, and defense. The order book stands at ~₹600 crore, providing 12-18 months visibility. Management guided for a 40-50% CAGR over the next few years, targeting ₹1,000 crore revenue, with AIC margins expected to improve from low double-digits to 18-20% within a year. Risks include supply chain volatility and geopolitical uncertainties that could impact component availability and customer demand.

Risks4 trackedTranscriptfull text
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Focused Modules

Claim Ledger 67% answered

Did management answer the analysts?

12 analyst questions audited, 2 evaded or deflected.

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!Risks 4 risks

Risk Intelligence

Supply Chain Disruptions

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Quarter Snapshot

Order Book ₹600 Cr
+50% YoY

Open order book across group companies, providing 12-18 months execution visibility.

Box Build Share 70%
+10pp YoY

Box build now 70% of revenue mix, up from 60% last year, reflecting value addition.

AIC Revenue (FY27E) $17M
+70% YoY

Expected revenue from US subsidiary Aimtron International Controls in FY27.

Prototypes Developed 424
+30% YoY

Number of prototypes delivered in FY26, indicating strong design-to-manufacturing pipeline.

Fast read

Guidance and risk preview

Top guidance Revenue CAGR of 40-50%

Management targets 40-50% CAGR over the next few years, aiming for ₹1,000 crore revenue milestone.

Top risk Supply Chain Disruptions

Global chip shortages and price increases could impact component availability and margins.

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