Aimtron Electronics Limited · NSE:AIMTRON
Aimtron Electronics — Investor Presentation (November 2025)
41 slides from Aimtron Electronics's investor presentation, Nov 6, 2025
Slide 1: Regulation 30 cover letter to NSE
Date: 06th November, 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 (Lis
Slide 2: Aimtron Electronics Limited Investor Presentation H1 FY2026
AIMTRON ELECTRONICS LIMITED INVESTOR PRESENTATION AHEAD OF TIME, BY DESIGN Crafted to Outpace Change H1 FY2026
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 Overview
Company Overview www.aimtron.in INVESTOR PRESENTATION 4
Slide 6: Aimtron – Snapshot
Aimtron – Snapshot Aerospace & Medical & Automotive Industrial Gaming IOT/ Robotics Power Telecommunications Defence Healthcare 5 50+ 500+ 250+ SMT Lines Design Engineers Driving Customers Satisfied Embedded Design Projects Innovations Globally Completed Aimtron Electronics Ltd specialize in offerin
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 Profile www.aimtron.in INVESTOR PRESENTATION 9
Slide 11: Business & Product Overview
BUSINESS & PRODUCT OVERVIEW 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
Slide 12: One-Stop Solution
ONE - STOP SOLUTION 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 INVESTOR PRESENTATIO
Slide 13: ODM Product Development
ODM PRODUCT DEVELOPMENT End-to-end ODM capabilities form the core of our value creation for global OEMs and next-gen product innovators. Supply Chain Management Testing, Validation & Certifications • Strategic sourcing for quality, • Global compliance through rigorous availability, and cost efficien
Slide 14: 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 15: Quality Excellence Through Global Standards
QUALITY EXCELLENCE THROUGH GLOBAL STANDARDS 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 AS9100D Quality Management Environmental Management Management system Interna
Slide 16: Manufacturing Facility (1/2)
MANUFACTURING FACILITY ADVANCED MACHINERY (1/2) INCLUDES RoHS Compliant Manufacturing 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 Techn
Slide 17: 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 18: Product Catalogue (1/2)
PRODUCT CATALOGUE (1/2) Automotive Climate System Onboard Charger EV Charger Battery Control Unit Battery Management EV System Industrial & Gaming Monitoring System Pinball Machine Industrial Pump Controller Unit (PCBA) HVAC Pressure Switch Defence & Aerospace Surveillance Equipment Radar Avionics S
Slide 19: Product Catalogue (2/2)
PRODUCT CATALOGUE (2/2) IOT/ Robotic (Drones & UAV) Drone Automated Guided Vehicle Warehouse UAV Wireless Network Device Water Flood Sensor (AGV) Robotics (Box Build) (Box build) Medical & Healthcare Equipment Air Quality Smart Watch-Wearable Critical Equipment Dental Wearable Flex Lab Analyzer Equi
Slide 20: Aerospace & Defence
AEROSPACE & DEFENCE Growing Traction & Market Momentum Driving Innovation in Mission-Critical Electronics Delivering precision-engineered, high-reliability systems that meet the most stringent aerospace and defecse standards Proven capability across rugged, high-performance applications for both man
Slide 21: Affiliations & Associations
AFFILIATIONS & ASSOCIATIONS Members Design Supply Chain 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
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, telecom
Slide 24: Way Forward
Way Forward 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
Financials & Highlights www.aimtron.in INVESTOR PRESENTATION 25
Slide 27: Post-IPO Growth & Strategic Momentum (1/2)
POST-IPO GROWTH & STRATEGIC MOMENTUM (1/2) From ESDM Player to Global ODM Contender Record revenue, 3x+ order book, strategic expansion across Telecom, AI, IoT, EV, and Aerospace/Defence, targeting sustained 40–50% CAGR over the next 3–5 years Financial Growth Order Book Expansion ▪ Revenue Growth -
Slide 28: Post-IPO Growth & Strategic Momentum (2/2)
POST-IPO GROWTH & STRATEGIC MOMENTUM (2/2) From ESDM Player to Global ODM Contender Record revenue, 3x+ order book, strategic expansion across Telecom, AI, IoT, EV, and Aerospace/Defence, targeting sustained 40–50% CAGR over the next 3–5 years Strategic Expansion & Infrastructure Key Milestones & Ac
Slide 29: Key Financial Indicators (H1FY26)
KEY FINANCIAL INDICATORS (H1FY26) Order Book Revenue EBITDA as on 30th September 2025 Rs 1,225.8 Mn Rs 301.1 Mn Rs 4,639 Mn 112.5% YoY 104.8% YoY ~3x FY25 Revenue Net Profit EPS Note: USD 3.9 Mn (~INR 346.9 Mn) order received on October 17, 2025, from an international entity for the manufacture and
Slide 30: Revenue Breakdown (H1FY26)
REVENUE BREAKDOWN (H1FY26) Industry Wise Geography Wise Segment Wise End to End Others Australia Others Solution 4.6% 1.7% 1.2% MedTech Spain 2.7% 7.0% 4.5% BMS & Industrial Automotive 36.1% USA 8.0% 12.9% Box-Build 34.7% Telecom & Network North India Security America 64.1% 16.7% 14.1% PCBA 64.1% Io
Slide 31: Order Book (H1FY26)
Order Book (H1FY26) Order Book Summary Closing Order Book Bifurcation Particulars Rs Mn Opening Order Book (as on 1st Apr, 2025) 1,890 Green Energy, 2.3% Others, 4.1% AI, 3.3% Automotive (+) Orders received 3,974 8.0% Industrial Telecom (-) Orders Executed 1,226 9.3% Industry 33.5% Wise Closing Orde
Slide 32: Half Yearly Result Summary (Consolidated)
HALF YEARLY RESULT SUMMARY (Consolidated) Particulars (INR Mn) H1FY26 H2FY25 H1FY25 YoY% FY25 Revenue from Operations 1,225.8 1,015.0 576.9 112.5 1,591.8 Total Expenditure 924.7 822.2 429.9 115.1 1,252.1 COGS 849.0 777.4 383.6 121.3 1,161.1 Employee Benefit Expenses 50.2 16.9 32.4 55.3 49.2 Other Ex
Slide 33: Income Statement
INCOME STATEMENT Standalone Consolidated Particulars (INR Mn) FY22 FY23 FY24 FY25* Revenue from Operations 263.2 835.1 929.8 1,591.8 Total Expenditure 269.2 616.6 693.5 1,252.1 COGS 206.1 554.1 574.8 1,161.1 Employee Benefit Expenses 39.5 35.8 58.1 49.2 Other Expenses 23.6 26.7 60.7 41.8 EBITDA (6.0
Slide 34: Balance Sheet
BALANCE SHEET Standalone Consolidated Standalone Consolidated Particulars (INR Mn) FY24 FY25* H1FY26 Particulars (INR Mn) FY24 FY25* H1FY26 EQUITY & LIABILITIES ASSETS Shareholders’ Funds 517.0 1,549.8 1,990.1 Non-Current Assets 230.6 349.5 317.8 Share Capital 150.1 204.1 204.1 Property, Plant & Equ
Slide 35: Industry Insight
Industry Insight 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
Appendices www.aimtron.in INVESTOR PRESENTATION 38
Slide 40: Awards & Recognitions
AWARDS & RECOGNITIONS Winners of 49th ELCINA AWARDS 2023-24 2nd Prize for Exports 2nd Prize for Quality (SME Category) (SME 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 cont
Aimtron Electronics — Investor Presentation (November 2025) on 6ix