India, 06th November, 2025: Aimtron Electronics Ltd, one of India’s fastest-growing electronics design and manufacturing companies, announced its financial results for the half year ended September 30, 2025 (H1 FY26), reporting record-breaking revenue and profitability driven by strong execution across defence, exports, IoT, and ODM verticals.

The company recorded 112.5% YoY growth in revenue, 104.8% in EBITDA, and 81.4% in PAT, supported by robust export traction, new defence and UAV orders, and a growing shift toward high-value ODM (Original Design Manufacturing) programs across IoT and industrial platforms.

Key Financial Highlights (Consolidated)

Particulars (₹ 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%
Net Profit (PAT) 202.9 144.5 111.8 81.4% 40.4%
Net Profit Margin (%) 16.5 14.2 19.4
Reported EPS (₹) 9.94 7.66 5.48 81.4% 29.8%

Highlights:

  • Revenue at an all-time high, up 112.5% YoY and 20.8% HoH.

  • EBITDA grew 104.8% YoY and 56.2% HoH, supported by an improved product mix and operating leverage.

  • PAT rose 81.4% YoY and 40.4% HoH, reflecting broad-based profitability.

  • Receivables reduced sharply to ₹450 Mn (vs. ₹870 Mn in H2 FY25), underscoring disciplined working capital management.

  • Improved cash flow generation and inventory efficiency position the company for sustained scalability.

Business Highlights and Outlook

Robust Order Book

  • Closing Order Book (as of September 30, 2025): ₹4,638.5 Mn, ~3.0x FY25 revenue.

  • Strong and diversified order mix across defence, IoT, and export markets.

Key Contracts Secured in H1 FY26

  • ₹975.5 Mn ODM Contract with a leading U.S. infrastructure firm – a landmark deal showcasing Aimtron’s capability to deliver IP-driven, design-to-production solutions globally.

  • Domestic AI/IIoT Box-Build Order worth ₹460 Mn for 50,000 units, with potential for multi-year expansion as AI/IIoT adoption accelerates in India.

Fundraise and Expansion

  • Raised ₹945.7 Mn through convertible warrants (August 2025) to finance a 3-acre greenfield facility under subsidiary Aimtron Mechatronics Pvt. Ltd.

  • The new facility will feature six SMT lines and an ODM R&D zone, boosting design-led manufacturing capacity for global clients.

Certifications and Market Access

  • Achieved AS9100D Certification (October 2025), unlocking entry into global aerospace and defence markets.

  • Secured a major order from a Navratna PSU in the electronic communication domain.

Management Commentary

“FY26 marks an inflection point for Aimtron,” said Mr. Mukesh Jeram Vasani, Chairman & Managing Director, Aimtron Electronics Ltd.
“Despite global challenges, we achieved record growth and strengthened our position as a trusted design and manufacturing partner. The ₹975.5 Mn ODM contract with a U.S. leader underscores our engineering excellence and ability to deliver complete, IP-led solutions. With expanded capacity, certifications, and a growing ODM base, Aimtron is poised for its next phase of accelerated growth.”