This Small-cap EMS inventory, engaged in electronics system design, precision PCB meeting, electromechanical field construct manufacturing, and delivering superior digital options throughout automotive, medical, industrial, aerospace, and shopper sectors globally, is in focus after administration guiding Rs. 250-280 crore in income development for FY26.
With a market capitalization of Rs. 2,027.09 crore, the shares of Aimtron Electronics Restricted had been at present buying and selling at Rs. 993 per fairness share, down practically 1.94 p.c from its earlier day’s shut worth of Rs. 1,012.65.
Administration Steerage
Aimtron Electronics Restricted has given a robust outlook for FY26, guiding Rs. 250-280 crore in income, which represents about 76.10 p.c development over FY25 income of Rs. 159 crore. The corporate expects an EBITDA margin of round 20 p.c and a PAT margin of practically 15 p.c, supported by robust demand and capability growth.
Key Development Areas
Aimtron Electronics Restricted plans to scale its ODM enterprise, enhance its box-build contribution to over 50 p.c, and increase deeper into aerospace and defence, backed by its AS9100D certification. World growth is one other key precedence, with rising presence within the U.S. (Texas) and Europe (Germany).
The upcoming new 6-line greenfield plant will additional increase manufacturing functionality. Moreover, the corporate is actively evaluating 5-6 potential M&A alternatives to speed up development throughout new applied sciences and buyer segments.
Order E-book Evaluation
Aimtron Electronics Ltd has reported a robust efficiency in H1 FY26 with a closing order ebook of Rs. 463.9 crore as of September 30, 2025. The corporate began the yr with Rs. 189 crore, obtained Rs. 397.4 crore value of recent orders, and executed Rs. 122.6 crore through the first half, displaying strong demand for its digital manufacturing providers.
Trade-wise, the order ebook is effectively diversified, led by telecom (33.5 p.c), energy (20.9 p.c), and IoT (18.6 p.c), adopted by industrial, automotive, AI, inexperienced vitality, and different sectors. Geography-wise, India contributes 77.9 p.c, whereas the USA accounts for 20.7 p.c and Spain for 1.5 p.c, reflecting a wholesome mixture of home and worldwide prospects.
Within the section breakdown, Field Construct dominates with 74.5 p.c, PCBA contributes 24.5 p.c, and ODM holds 1 p.c, highlighting Aimtron’s energy in full-system integration and meeting.
Income Section
Aimtron Electronics Restricted’s H1 FY26 income reveals a well-balanced and diversified enterprise combine. Trade-wise, industrial electronics lead with 36.1 p.c, adopted by IoT & Robotics at 27.7 p.c, and telecom & community safety at 16.7 p.c. The BMS & automotive section contributes 8 p.c, MedTech 7 p.c, and others 4.6 p.c, displaying the corporate’s large trade attain.
Geography-wise, India stays the biggest market at 64.1 p.c, whereas North America contributes 14.1 p.c, the USA 12.9 p.c, Spain 4.5 p.c, Australia 2.7 p.c, and others 1.7 p.c, reflecting a wholesome international footprint.
Section-wise, PCBA accounts for 64.1 p.c of income, making it the corporate’s core energy, whereas Field Construct types 34.7 p.c, and Finish-to-Finish options contribute 1.2 p.c, displaying Aimtron’s rising capabilities in full system manufacturing.
World Presence
Aimtron Electronics Restricted has a robust international provide chain and sourcing community that spans India, China, the USA, the UK, Hong Kong, Singapore, Taiwan, Eire, and Thailand, enabling environment friendly element procurement and quicker manufacturing turnaround.
Present Capability & Growth
Aimtron Electronics Restricted is getting ready for robust multi-year development by a serious capability growth. The corporate at present has a manufacturing capability of round Rs. 450-500 crore, with every SMT line able to delivering practically Rs. 100 crore in annual income.
The upcoming 3-acre greenfield facility, which can home six SMT strains, is anticipated to spice up complete capability to about Rs. 1,000 crore as soon as totally scaled. The primary SMT line is focused to be operational by Q3 or early This fall subsequent yr, with the preliminary two strains coming on-line first, adopted by the remaining 4 in deliberate phases.
Firm Overview
Aimtron Electronics Restricted was integrated in 2011 and focuses on electronics system design and manufacturing (ESDM), together with high-precision printed circuit board meeting (PCBA) and electromechanical field builds.
The corporate presents end-to-end options from PCB design and meeting to finish digital techniques for numerous sectors resembling automotive, medical expertise, industrial automation, aerospace, defence, shopper electronics, and various vitality.
Monetary Highlights
Coming into monetary highlights, Aimtron Electronics Restricted’s income has elevated from Rs. 58 crore in H1 FY25 to Rs. 123 crore in H1 FY26, which has grown by 112.07 p.c. The online revenue has additionally grown by 81.82 p.c from Rs. 11 crore in H1 FY25 to Rs. 20 crore in H1 FY26.
By way of return ratios, the corporate’s ROCE and ROE stand at 29.2 p.c and 24.8 p.c, respectively. Aimtron Electronics Restricted has an earnings per share (EPS) of Rs. 17, and it’s a debt-free firm.
Written By – Nikhil Naik
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