Rs 463.85 Crore Order Book: Defence Company-Aimtron Electronics Reports Revenue Surge of 112.5% and PAT Jumps 81.40% in H1FY26

Aimtron Electronics Limited has reported a record-breaking financial performance for the first half of the fiscal year (H1 FY26), driven by substantial growth across its strategic verticals. The electronics design and manufacturing company achieved exponential year-on-year growth, with Revenue surging by 112.5 per cent, Earnings Before Interest, Tax, Depreciation and Amortisation (EBITDA) rising 104.8 per cent, and Profit After Tax (PAT) climbing 81.4 per cent. This impressive profitability was supported by an improved product mix and operational leverage. Key drivers for this momentum include robust export traction, significant new orders in the Defence and UAV segments, and a deliberate shift towards high-value Original Design Manufacturing (ODM) programs across Internet of Things (IoT) and industrial platforms. The company also demonstrated strong working capital management, notably reducing its receivables.

The company's future growth trajectory is further underpinned by a robust and diversified Order Book, which closed at Rs 4,638.5 million (Rs 463.85 crore) as of September 30, 2025, representing approximately three times its total FY25 revenue. Major contract wins secured in H1 FY26 include a landmark Rs 975.5 million ODM contract with a leading US infrastructure firm for high-value electronics solutions, alongside a significant domestic order worth Rs 460 million for 50,000 AI/Industrial IoT box-build units. The success in securing these high-value design-led contracts underscores Aimtron’s evolving capability to deliver end-to-end, IP-driven solutions for global customers, accelerating its transformation from a traditional electronics manufacturing services provider.

To sustain this rapid growth, Aimtron Electronics is executing a comprehensive capacity expansion and strategic certification plan. The company successfully raised Rs 945.7 million in August 2025 via convertible warrants to finance its greenfield project under its 100 per cent subsidiary, Aimtron Mechatronics. Construction is currently underway for a 3-acre advanced greenfield facility that will feature six phased Surface Mount Technology (SMT) lines and a dedicated ODM R&D zone. Furthermore, the receipt of the AS9100D Certification in October 2025 is a critical milestone, positioning Aimtron among a select group of Indian firms capable of serving the highly regulated, high-value global Aerospace and defence markets, a move already validated by a major order from a Navratna PSU in the electronic communication domain.

About the Company

Aimtron Electronics Limited specialises in the design and manufacture of high-quality electronic components, consistently delivering superior performance optimisation. Their extensive product portfolio spans from printed circuit boards (PCBs) to complete electronic assemblies. The company is renowned for its expertise in quick-turn prototyping, high-volume PCB assembly, and bespoke design solutions. Aimtron serves a diverse range of industries, including medical, military, automotive, consumer, commercial, gaming, and alternative energy, among many others, establishing its brand as a leader in innovative electronics manufacturing.

The company has a market cap of Rs 1,500 crore and as of September 30, 2025, they have an order book of Rs 463.85 crore. The shares of the company have an ROE of 25 per cent and an ROCE of 29 per cent. The stock has given multibagger returns of over 150 per cent from its 52-week low of Rs 358 per share.

Disclaimer: The article is for informational purposes only and not investment advice.