Slide 1: Cover letter to National Stock Exchange
Date: 24th April, 2025 To, National Stock Exchange of India Limited, Exchange Plaza, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051 Symbol: - AIMTRON ISIN: - INE0RUV01018 Sub: Investor Presentation Dear Sir/Madam, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listin
Slide 2: Aimtron Electronics Limited Investor Presentation H2 & FY2025
AIMTRON ELECTRONICS LIMITED I N V E S T O R P R E S E N TAT I O N H2 & FY2025 www.aimtron.in
Slide 3: Disclaimer
DISCLAIMER This document has been prepared for information purposes only and is not an offer or invitation or recommendation to buy or sell any securities of Aimtron Electronics Limited (“AEL”, “Aimtron”, "Company“), nor shall part, or all, of this document form the basis of, or be relied on in conn
Slide 4: Outline
OUTLINE 01 Company Overview 04 Financials & Highlights 02 Business Profile 05 Industry Insight 03 Way Forward 06 Appendices INVESTOR PRESENTATION 3
Slide 5: Company Profile Overview
Business Company Profile Overview www.aimtron.in www.aimtron.in INVESTOR PRESENTATION 4
Slide 6: Aimtron – Snapshot
Aimtron – Snapshot Aimtron Electronics Ltd specialize in offering Electronics System Design and Manufacturing (ESDM) services with a strong emphasis on high-value precision engineering products. Manufacturing Facility ▪ Continuous enhancement of manufacturing expertise across diverse industries. Aut
Slide 7: Electro Squad
ELECTRO SQUAD Chairman Non-Executive Director He serves as the Chairman, Non-Executive Director, and Promoter of our He serves as the Non-Executive Director and promoter of our company, and Company. He has been a Director since October 21, 2013. He holds a Bachelor also holds the position of Global
Slide 8: Our Progression (1/2)
2011 Incorporated “Aimtron Electronics Private Limited” 2012 Commenced operations With installation of 1st SMT Line 2014 OUR Inaugurated new manufacturing facility at Vadodara, Gujarat by Karnataka Governor PROGRESSION (1/2) 2018 Company achieved Turnover of Rs 20 Crores 2020 Received Certificate of
Slide 9: Our Progression (2/2)
2021 New facility at Whitefield, Bengaluru, Karnataka inaugurated by Dr. Aswathnarayan C. N. Received ISO 14001:2015 & ISO 13485:2016 for facility at Vadodara Company achieved Turnover of Rs 50 Crore 2022 OUR Accredited with EN ISO 9001:2015 for facility at Bengaluru. Received Karnataka Innovation L
Slide 10: Business Profile
Business Business Profile Profile www.aimtron.in www.aimtron.in INVESTOR PRESENTATION 9
Slide 11: Business Synopsis
BUSINESS SYNOPSIS We ensure every project embodies our commitment to innovation and excellence. Customized solutions to meet specific Founded in 2011 as a PCB designer Services span PCB design, assembly, End-to-end support from client requirements including and assembler, now offering and full elect
Slide 12: Manufacturing Facility (1/2)
MANUFACTURING FACILITY (1/2) Strategic Facilities with Advanced Infrastructure & technology Vadodara [Gujarat] & Bengaluru [Karnataka] ISO 13485:2016 ISO 14001:2015 EN ISO 9001:2015 IATF 16949:2016 CDSCO CSA Quality Management System Environmental Management Management system applicable to Internati
Slide 13: Manufacturing Facility – Advanced Machinery
MANUFACTURING FACILITY ADVANCED MACHINERY (1/2) INCLUDES Equipped with:- 1 Fully Automated 2 Automated Screen Printer 3D SPI Automated selective Automated conformal 3 4 soldering machine coating machine 5 Surface Mount 37 Through 3 Box Build Pick & Place Reflow – N2 Technology (“SMT”) (Soldering) Hol
Slide 14: Manufacturing Facility (2/2)
Product Design Electromechanical Turning Visions into Assembly Revolutionary Products Providing Fully-Integrated, Ready-for-Use Electronic Assemblies. Turnkey Manufacturing Surface Mount Technology Simplifying Your Product's Boosting Efficiency through Journey from Idea to Advanced Circuit Finalizat
Slide 15: Vertically Integrated One-Stop Shop
VERTICALLY INTEGRATED ONE - STOP SHOP Rapid Prototyping Design & New Product PCB Design & PCB Cable Sheet Magnetics Development Analysis Assembly Assembly Metal Box Build Enhance customer value Proposition Functional System Plastics Machining Testing Integration Reverse Logistics Repair Logistics IN
Slide 16: Product Portfolio
PRODUCT PORTFOLIO Integrated Design Solutions Box Build Assembly Printed Circuit Board from Concept to Completion (“Box Build”) Assemblies (PCBA) (End to End Services) ▪ Involves integrating enclosures, cables, and Providing end-to-end PCB design and assembly ▪ Offering end-to-end turnkey solutions,
Slide 17: Product Engineering Services
PRODUCT ENGINEERING Prototype and Bulk Manufacturing Management of product development from prototype to mass production, including mechanical design, BOM optimization, and SERVICES certification services, optimizing efficiency and control. Quality Engineering Assurance across the product lifecycle
Slide 18: Product Catalogue (1/2)
PRODUCT CATALOGUE (1/2) Automotive Climate System Onboard Charger EV Charger Battery Control Unit Battery Management EV System Industrial Monitoring System Fuel Dispenser (PCBA) Industrial Pump Controller Unit (PCBA) HVAC (PCBA) Pressure Switch Gaming Pinball Machine Casino / Slot Machine (PCBA) Dig
Slide 19: Product Catalogue (2/2)
PRODUCT CATALOGUE (2/2) IOT/ Robotic (Drones & UAV) Drone (PCBA) Automated Guided Vehicle Warehouse UAV Wireless Network Device Water Flood Sensor (AGV) Robotics (PCBA) (Box Build) (Box build) Medical & Healthcare Equipment Air Quality Smart Watch-Wearable Critical Equipment Dental Wearable Flex Lab
Slide 20: Cross-Sector Innovation & Tailored Solutions
CROSS-SECTOR INNOVATION & TAILORED SOLUTIONS Defence Healthcare Consumer Tech Agriculture Telecom Gaming & LED Defence Healthcare Consumer Tech Agriculture Telecom Gaming & LED Field Communication Medical Wearables Smart Home Devices Precision Farming Mesh Networking Arcade Systems Cyber Defence Tec
Slide 21: Design Partners and Supply Chain Partners
Design Supply Chain Members Partners Partners INVESTOR PRESENTATION 20
Slide 22: Competitive Strengths
COMPETITIVE STRENGTHS Product portfolio expansion driven by Wide-ranging portfolio with applications customer needs and industry across multiple industries. technological advancements. Diversification mitigates industry Engineering expertise in complex product concentration risks and reduces vulnera
Slide 23: SWOT
Strength Weakness ▪ Advanced manufacturing capabilities with state- ▪ Dependency on key suppliers for critical of-the-art technology aligned with Industry 4.0. components. ▪ Diverse customer base across automotive, ▪ Vulnerability to market fluctuations in specific consumer electronics, telecommunic
Slide 24: Way Forward
WayBusiness Profile Forward www.aimtron.in www.aimtron.in INVESTOR PRESENTATION 23
Slide 25: Strategy for Growth 40-50% CAGR
STRATEGY FOR GROWTH Diversified Industry Focus: Operational Efficiency Enhancement:: Market Expansion Strategy: ▪ Targeting diverse sectors including Industrial, ▪ Continuously improving operational ▪ Medical & Healthcare Equipment: Focusing on India's growing medical device market Medical & Healthc
Slide 26: Financials & Highlights
Business Financials & Profile Highlights www.aimtron.in www.aimtron.in INVESTOR PRESENTATION 25
Slide 27: Business Highlights – H2 & FY25
BUSINESS HIGHLIGHTS – H2&FY25 New SMT line – Operational (Enhanced Manufacturing Capabilities) Key Business Milestone ▪ AI Driven production capabilities driving efficiency. (Sector Growth & Expansion) ▪ Played crucial role in catering the increased demand Mass Production Order from existing and new
Slide 28: The Tariff Impact & India's ESDM/EMS Industry
THE TARIFF IMPACT & INDIA’S ESDM/EMS INDUSTRY Aimtron’s Dual Presence & its Global Positioning U.S. Tariff Impact on Global Supply Chains: ▪ U.S. Tariffs have reshaped the global Electronics System Design and Manufacturing services (ESDM) landscape, driving U.S. OEMs to seek Well-established in the
Slide 29: Key Financial Indicators (H2 & FY25)
KEY FINANCIAL INDICATORS (H2 & FY25) Revenue H2’FY25 FY2025 Order Book Rs 1,006.2 Mn Rs 1,583.1 Mn 101.6% YoY 70.3% YoY as on 31st March 2025 Rs 1,890 Mn EBITDA Rs 193.8 Mn Rs 340.8 Mn 1.2x FY25 Revenue 56.6% YoY 44.3%YoY Note: INR 1,280 Mn order received on April 24, 2025, in Network Net Profit Sec
Slide 30: Revenue Breakdown (H2FY25)
REVENUE BREAKDOWN (H2FY25) Industry Wise Geography Wise Segment Wise End to End Others Solutions Automotive USA 2.7% 3.5% 4.7% 12.1% Gaming 7.6% Industrial Box-Build 35.5% 27.2% Power North 8.2% America 25.6% India Aerospace 58.3% / Defence 8.3% PCBA MedTech 69.3% 13.2% Spain IoT / 4.0% Robotics 19.
Slide 31: Order Book (H2FY25)
Order Book (H2FY25) Order Book Summary Closing Order Book Bifurcation Particulars Rs Mn Others (Incl. Medtech & Defence) Opening Order Book (as on 1st Oct, 2025) 1,350 AI 8% 2% IOT/Robotic 28% (+) Orders received 1,550 Telecom 19% (-) Orders Executed 1,010 Industry Wise Closing Order Book (as on 31s
Slide 32: Half Yearly Result Summary (Standalone)
HALF YEARLY RESULT SUMMARY (Standalone) Particulars (INR Mn) H2FY25 H1FY25 H2FY24 YoY% FY25 FY24 YoY% Revenue from Operations 1,006.2 576.9 499.1 101.6 1,583.1 929.8 70.3 Total Expenditure 812.4 429.9 375.3 116.4 1,242.2 693.5 79.1 COGS 769.5 383.6 309.1 148.9 1,153.5 574.8 100.6 Employee Benefit Ex
Slide 33: Income Statement (Standalone)
INCOME STATEMENT (Standalone) Particulars (INR Mn) FY22 FY23 FY24 FY25 Revenue from Operations 263.2 835.1 929.8 1,583.1 Total Expenditure 269.2 616.6 693.5 1,242.2 COGS 206.1 554.1 574.8 1,153.5 Employee Benefit Expenses 39.5 35.8 58.0 49.2 Other Expenses 23.6 26.7 60.8 40.0 EBITDA (6.0) 218.4 236.
Slide 34: Balance Sheet (Standalone)
BALANCE SHEET (Standalone) Particulars (INR Mn) FY23 FY24 FY25 Particulars (INR Mn) FY23 FY24 FY25 EQUITY & LIABILITIES ASSETS Shareholders’ Funds 353.0 517.0 1,550.9 Non-Current Assets 233.2 232.1 401.3 Share Capital 29.1 150.1 204.1 Property, Plant & Equipment 227.4 226.1 309.3 Reserves & Surplus
Slide 35: Industry Insight
Business Industry Profile Insight www.aimtron.in www.aimtron.in INVESTOR PRESENTATION 34
Slide 36: India's ESDM Industry – A Trillion-Dollar Opportunity
INDIA’S ESDM INDUSTRY- A TRILLION-DOLLAR OPPORTUNITY >> India is positioning itself as a global ESDM powerhouse with strong manufacturing, design, and export capabilities. Massive Growth Potential ▪ Targeted Electronics Manufacturing Output: ₹43.1 lakh crore (US$ 500 Bn) by 2030 ▪ Requires 5x increa
Slide 37: Emerging Trends & Segments
EMERGING TRENDS & SEGMENTS Key Segments in ESDM ▪ Mobile Phones, Consumer & Auto Electronics ▪ Industrial & Strategic Electronics (Defence, Aerospace) ▪ LED Lighting, IT Hardware, PCBA, Medical Devices ▪ Semiconductor Fabrication, Wearables & Hearables Emerging Investment Areas ▪ 5G, AI/ML, IoT Inte
Slide 38: Policy Momentum – Union Budget 2025-26 & PLI Initiatives
POLICY MOMENTUM-UNION BUDGET 2025-26 & PLI INITIATIVES FUELING ESDM GROWTH Robust Government Backing in Budget 2025–26 ▪ ₹2,499.96 Cr allocated to semiconductor projects under Semicon India Programme ▪ ₹3,900 Cr for compound semiconductors & chip packaging – a 56% budget increase ▪ Design Linked Inc
Slide 39: Appendices
Business Appendices Profile www.aimtron.in www.aimtron.in INVESTOR PRESENTATION 38
Slide 40: Awards & Recognitions
AWARDS & RECOGNITIONS Winners of 49th ELCINA AWARDS 2023-24 2nd Prize for 2nd Prize for Quality Exports (SME (SME Category) Category) INVESTOR PRESENTATION 39
Slide 41: Thank You
THANK YOU Aimtron Electronics Limited - 201, Brigade IRV, Nallurhalli Road, Whitefield, Bengaluru - 560 066 (Karnataka) - Plot No. 1/A, GIDC Estate, Waghodia, Vadodara, Gujarat, 391760 cfo@aimtron.com/ cs@aimtron.com www.aimtron.in KAPTIFY® Consulting Strategy & Investor Relations | Consulting conta