India · Delayed Price · Currency is INR Aimtron Electronics Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 saw 89% revenue growth and 79% PAT growth, driven by sector expansion, US acquisition, and strong order book. Outlook targets 40-50% CAGR, 20-22% EBITDA margin, and INR 1,000 crore revenue, with supply chain as the main risk.
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The acquisition provides immediate U.S. market access, expands ruggedized electronics capabilities, and is expected to drive significant revenue and margin growth over the next 2–3 years. The deal, valued at $17 million, is fully funded and aims to accelerate the group's journey toward INR 1,000 crore revenue.
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Record H1 FY2026 results with 112% revenue and 81% net profit growth, driven by strong order book, box build expansion, and new contracts in AI, IoT, and defense. Outlook remains robust with 40-50% CAGR guidance and major capacity expansion underway.
Fiscal Year 2025
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Revenue grew 74% year-over-year to INR 158 crore, with PAT margin at 16% and strong order wins in automotive, telecom, and network security. Management guides for INR 270–280+ crore revenue in FY26, sustainable 16% PAT margin, and continued expansion leveraging India’s position in global supply chains.
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Revenue grew 33.9% and net profit 57.4% year-over-year in H1 FY2025, with strong margins and a robust order book of INR 1,350 million. IoT, defense, and industrial sectors drove growth, and management expects continued high CAGR and margin sustainability.
Fiscal Year 2024
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Revenue grew 29% year-over-year to INR 929.80 million in FY24, with EBITDA and PAT margins rising significantly. Diversified sector and geographic exposure, robust order book, and strong return ratios position the company for 30%-50% growth, leveraging global synergies.