AIMTRON ELECTRONICS LIMITED
REPORTS RECORD PERFORMANCE
(H1 FY26 REVENUE UP 112.5%, EBITDA UP 104.8% & PAT UP 81.4% YoY)
“Strong Momentum Across Defence, Exports, IoT & ODM Verticals”
India: Aimtron Electronics Ltd, one of India’s fastest-growing electronics design and manufacturing company, today announced its financial results for the half-year ended September 30, 2025 (H1 FY26), reporting record revenue and profitability driven by strong execution across defence, exports, IoT, and ODM verticals.
The company achieved a 112.5%, 104.8% and 81.4% year-on-year exponential growth in Revenue, EBITDA, and PAT respectively, supported by robust export traction, new defence and UAV orders, and an accelerating shift toward high-value ODM (Original Design Manufacturing) programs across IoT and industrial platforms.
Key Financial Performance Highlights (Consolidated):
| Particulars (Rs. Mn) | H1’FY26 | H2’FY25 | H1’FY25 | Growth(YoY) | Growth(HoH) |
| Revenue | 1,225.8 | 1,015.0 | 576.9 | 112.5% | 20.8% |
| EBITDA | 301.1 | 192.7 | 147.0 | 104.8% | 56.2% |
| EBITDA Margin (%) | 24.6 | 19.0 | 25.5 | ||
| PBT | 281.6 | 183.5 | 136.7 | 106.0% | 53.5% |
| PBT Margin (%) | 23.0 | 18.1 | 23.7 | ||
| Net Profit | 202.9 | 144.5 | 111.8 | 81.4% | 40.4% |
| Net Profit Margin (%) | 16.5 | 14.2 | 19.4 | ||
| Reported EPS (Rs) | 9.94 | 7.66 | 5.48 | 81.4% | 29.8% |
· Revenue up 112.5% YoY and 20.8% HoH, reaching an all-time high for the company.
· EBITDA up 104.8% YoY and 56.2% HoH, supported by improved product mix and operational leverage.
· PAT up 81.4% YoY and 40.4% HoH, reflecting enhanced profitability across key verticals.
· Receivables reduced to INR 450 Mn in H1 FY26 versus INR 870 Mn in H2 FY25, demonstrating strong working capital discipline despite rapid revenue growth.
· Improved cash flow generation and inventory efficiency, positioning the company for sustainable scalability.
Key Business Highlights, Progress & Outlook:
Robust Order Book
· Closing Order Book (as on 30th September, 2025) – INR 4,638.5 Mn (~3.0x of FY25 revenue)
· The company’s strong order book reflects a healthy and well-diversified mix across multiple sectors.
Key Contracts Secured in H1 FY26
· INR 975.5 Mn ODM Contract with a Leading US Infrastructure Firm – A landmark deal for Aimtron, demonstrating its capability to deliver IP-driven, high-value electronics solutions encompassing design, prototyping, validation, and mass production for global customers.
· Domestic AI/IIoT Box-Build Order – 50,000 units worth INR 460 Mn, with strong potential for multi-year scale-up as AI/IIoT adoption accelerates in India.
Fund Raise (Convertible Warrants on Preferential Basis)
· Aimtron Electronics successfully raised INR 945.7 Mn, witnessing a tremendous response from investors in August 2025.
· The proceeds from this fundraise are being utilized to finance the company’s greenfield expansion project under its 100% subsidiary, Aimtron Mechatronics Pvt Ltd (being set up to undertake activities relating to complete box-build and/or system integration as part of the Company’s greenfield expansion strategy).
Capacity Expansion (Greenfield)
· Construction underway for a 3-acre greenfield advanced facility, featuring 6 SMT lines (phased rollout) and a dedicated ODM R&D zone to support growing design-led manufacturing programs.
· The facility will significantly enhance capacity and enable faster turnaround for global clients.
Certifications & Market Access
· Received AS9100D Certification in October 2025, unlocking access to high-value global aerospace and defence markets.
· Recently secured a major order from a Navratna PSU in the electronic communication domain.
Commenting on the performance, Mr. Mukesh Jeram Vasani, Chairman & Managing Director said,
“ FY26 marks an inflection point for Aimtron. Despite a challenging global environment, we achieved record growth while strengthening our position as a trusted design and manufacturing partner. The INR 975.5 Mn ODM contract with a US leader exemplifies our engineering depth and ability to deliver complete, IP-led solutions for global markets. With expanded capacity, certifications, and a growing ODM base, Aimtron is well-positioned for its next phase of growth”
About Aimtron Electronics Ltd
Aimtron Electronics Ltd is one of India’s leading electronics design and manufacturing companies, specializing in Original Design Manufacturing (ODM), IoT solutions, defence electronics, and industrial systems. With a focus on innovation, quality, and customer-centric engineering, Aimtron delivers end-to-end solutions from concept design and prototyping to testing and mass production for clients across global markets.
