Aimtron Electronics (AIMTRON) H2 24/25 earnings summary

Executive summary

• Achieved strong year-over-year growth with consolidated revenue up to ₹15,918.38 lakhs and net profit nearly doubling, driven by sector diversification, global expansion, and operational efficiencies.

• Significant diversification into automotive, telecom, network security, aerospace, defense, and AI, with new large orders secured and mass manufacturing initiated.

• Enhanced manufacturing capabilities with new assembly and SMT lines, AI-driven production, and expansion of U.S. subsidiary operational from January 2025.

• Audited standalone and consolidated financial results for FY25 were approved and published, with unmodified audit opinions.

• The group operates in a single business segment, with consolidated results including the US-based subsidiary.

Financial highlights

• Consolidated revenue for FY25 reached ₹15,918.38 lakhs, with net profit at ₹2,563.09 lakhs and a PAT margin of 16%.

• EBITDA margin for FY25 was 19–21.5%, with management guiding for sustainable PAT margins around 16%.

• Receivables spiked at year-end due to shipment timing and customer payment cycles, but have since normalized.

• Zero debt position maintained as of March 31, 2025, with strong working capital management.

• Order book as of March 31, 2025, stood at Rs 1,890 Mn, with an additional Rs 1,280 Mn order received in April 2025.

Outlook and guidance

• Revenue guidance for FY26 is set at INR 270–280+ crore, with management confident in surpassing this based on open order book and sectoral expansion.

• Sustainable PAT margin expected to remain at 16% ±2–3%, with margin mix influenced by sectoral contributions.

• Targeting 40–70% CAGR over the next 3 to 5 years, reflecting robust demand and pipeline.

• AS9100 certification for aerospace and defense expected by Q1 FY26.

• No immediate fundraising or equity dilution planned; focus remains on organic growth and operational execution.