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Revenue
₹179 Cr
verified against source
Revenue YoY
89.2%
reported change
EBITDA
Pending
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
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.
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Guidance to track
- Management targets 40-50% CAGR over the next few years, aiming for ₹1,000 crore revenue milestone.
- AIC margins expected to improve from low double-digits to 18-20% within a year through cost synergies and operational efficiencies.
- Management expects to maintain consolidated PAT margin around 15% with minor fluctuations.
- Greenfield meatronics facility construction completed; mechanical setup by Q3 FY27 and SMT lines by Q4 FY27.
Risks flagged
- Global chip shortages and price increases could impact component availability and margins. Management mitigates via proactive stocking and customer communication.
- Geopolitical events (e.g., Iran/Iraq tensions) could disrupt demand or supply chains, affecting growth targets.
- AIC's lower margins (low double-digits) could temporarily drag consolidated margins until turnaround is complete.
- Inventory and receivables increased to ₹240 crore, partly due to ODM model and proactive stocking, posing cash flow risk.
Key quotes
- Our goal is to be a speedboat versus Titanic.
- We are very conservative and we are very transparent in numbers and commitment.
- We are into that niche market kind of an activity where just an example where someone is making just say PCB of fan or tube light that's too easy... but to make this 1 KV 2 KV 3 KV UPS you need an expertise.
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