Aimtron Electronics (AIMTRON) H2 25/26 earnings summary

Executive summary

• Achieved record revenue and profitability in FY26, transforming from PCB assembly/EMS to ESDM and OEM-led, design-driven manufacturing, with expanded global presence and new certifications in aerospace, defense, telecom, and railways.

• Strategic acquisitions and new subsidiaries in the US and Europe, including Aimtron International Controls, expanded manufacturing footprint and enhanced market access.

• Diversified order book across sectors: industrial, telecom, power, auto, robotics, AI, IoT, EV, aerospace/defense, and railways.

• Focused on sustainable growth, operational excellence, and long-term value creation, with preparations for main board entry and global JV initiatives.

• Audited standalone financial results for FY26 were approved with an unmodified opinion.

Financial highlights

• FY26 consolidated revenue: INR 3,012 million, up 89.2% YoY; H2 FY26 revenue: INR 1,786 million.

• FY26 EBITDA: INR 657.7 million, up 93.6% YoY; EBITDA margin: 22.6%.

• FY26 PAT: INR 460 million, up 79.4% YoY; PAT margin: 15.3%; EPS: INR 22.47.

• Order book as of March 31, 2026: INR 5,212 million, with 20–25% exports and a robust RFQ pipeline.

• Revenue from operations for FY26 was ₹25,713.41 lakhs, net profit ₹3,916.15 lakhs.

Outlook and guidance

• Targeting 40–50% CAGR growth over the next few years, aiming for INR 1,000 crore revenue.

• Strategic focus on backward integration, global expansion (Europe, Australia), and entry into high-growth sectors like medical devices, EV, UAV, and telecom.

• No major CapEx required for next two years; current capacity sufficient for growth targets.

• Order book execution timeline is typically 12–18 months.

• Progressing with Green Field Project and global JV expansion.