Did management answer the analysts?
12 analyst questions audited, 2 evaded or deflected.
View Claim Ledger →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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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.
12 analyst questions audited, 2 evaded or deflected.
View Claim Ledger →Supply Chain Disruptions
View Risks →Full transcript text is available on this route.
Read Transcript →Open order book across group companies, providing 12-18 months execution visibility.
Box build now 70% of revenue mix, up from 60% last year, reflecting value addition.
Expected revenue from US subsidiary Aimtron International Controls in FY27.
Number of prototypes delivered in FY26, indicating strong design-to-manufacturing pipeline.
Management targets 40-50% CAGR over the next few years, aiming for ₹1,000 crore revenue milestone.
Global chip shortages and price increases could impact component availability and margins.
View Risks →