Asho Shukla · Research desk
directImpact of PCB price increase and DRM shortage on business.
we have some of the lock in price and we do not have that much impact directly indirectly at this point... we transfer that cost to our customer.
AIMTRONELECTRONICS / Q4-FY26 / claim-ledger
Audit the questions that mattered.
Aimtron Electronics · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
67%
Numeric claims
6
Consistency
mixed
Question ledger
What was answered, and how?
Asho Shukla · Research desk
directImpact of L&T entering EMS/ESDM space on competitive positioning.
this is a huge pie a trillion dollar pizza... if you have a niche market... there is no way they can beat us... our open order book and pipeline is almost 70 $80 million.
Priyu · Research desk
partialInternal revenue target for this year.
we'll keep our strategy in line with 40 50% CAGR growth because next couple of years we are eyeing on thousand cr kind of a journey.
Priyu · Research desk
partialImpact of ICT acquisition on EBITDA margin and future margin outlook.
that company AIC now Aimtron international controls... it was kind of early double digit itself... we'll see the scope of improvement... couple of years down the line we are even eyeing on how do we take it up to the Aimtron kind of a margin.
Priyu · Research desk
directCapex requirements for 1,000 cr revenue target.
right now we don't need to spend any more unless you have let's say 5 10 cr here and there... we already have a nine ascent lines right now so in nine ascent line we can easily go up to 800 900 cr.
Rush Sha · Research desk
partialPercentage of IPs developed in-house vs externally acquired and design cost efficiency.
we have design team in house... team of 45 to 50 and then we do have design partners... including that we have a team of around 150... IP typically remains with customer. We don't own the IP.
Rush Sha · Research desk
partialRevenue growth guidance for FY27 and growth in ICS business.
specific to ICS we have clearly stated growth definitely is there... growth over there would be in double digits specific to revenue. But here the main focus is on how do we take it up for double digit kind of a PAT and double digit kind of an EBITDA.
Pratik Badia · Research desk
directRevenue split between India vs abroad and by sector.
70% approximately around 70% kind of an activity was more towards domestic customers... major industrial telecom and power and IoT robotics were the top five contributing sectors... India and US were the top two.
Pratik Badia · Research desk
directTop 3-4 risks in the coming two years.
inventory levels if you see has moderately increased... supply chain side is the only factor we see can be a challenge... we already have like start taking the annual orders with monthly and quarterly split deliveries.
Tah · Research desk
directOperational SMT lines count and expansion plans for FY27.
we have Fuji platform both as well as Bangalore... green field project... construction is done probably it will be Q3 and Q4... we are planning to add one SMT lines by end of FY27.
Tah · Research desk
evasiveReason for gross margin decline from 31% to 28% in H2 FY26.
if you compare year on year probably we are in line... first half to second half there is always going to be a change... couple of orders from ODM models got shifted to manufacturing... minor fluctuation here and there.
Akshi Kalia · Research desk
evasiveNegative cash flow of 40 cr and expected cash flow conversion.
we are in a aggressive growth trajectory... once we reach to the stable phase of thousand cr we may continue with this kind of a momentum... initially to accommodate that growth we may need to accommodate on that part.