Slide 1: NSE filing cover letter
Date: 28th April, 2026 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 & FY2026
AIMTRON ELECTRONICS LIMITED I N V E S T O R P R E S E N T A T I O N | H2 & FY2026 AHEAD OF TIME, BY DESIGN Crafted to Outpace Change
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 Company Overview Financials & Highlights Business Profile Industry Insight Way Forward Appendices INVESTOR PRESENTATION 3
Slide 5: Company overview
Company overview www.aimtron.in INVESTOR PRESENTATION 4
Slide 6: Aimtron – Snapshot
Aimtron – Snapshot Aimtron Electronics Ltd specialize in offering ODM-led Electronics System Design and Manufacturing (ESDM) services with a strong emphasis on high-value precision engineering products. ▪ Continuous enhancement of manufacturing expertise across diverse industries. ▪ Strengthened ser
Slide 7: Electro Squad
Electro Squad MUKESH JERAM NIRMAL MUKESH SNEH SHAH CHRIS ESPINOZA VASANI VASANI Chairman Non-Executive Director Whole-Time Director Vice President – Sales (Aimtron International Controls LLC) He serves as the Chairman, Non-Executive He serves as the Non-Executive Director He is the Whole-Time Direct
Slide 8: Our Progression
2011 2026 Incorporated “Aimtron Electronics Private Strategic shift to an ODM-led manufacturing Limited” model Incorporation of Aimtron International Controls LLC & acquired International Control 2012 Services Inc., based in Decatur, USA Commenced operations With installation of 1st SMT Line 2025 St
Slide 9: Business Profile
Business Profile www.aimtron.in INVESTOR PRESENTATION 8
Slide 10: Business Synopsis
Business Synopsis Comprehensive ODM / ESDM solution Founded in 2011 as a PCB designer and assembler, now offering comprehensive ODM / ESDM solutions. Services span PCB design, assembly, and full We ensure every project embodies our commitment to electronic systems manufacturing (Box Build) across gl
Slide 11: 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 12: 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. Testing, Validation & Certifications Supply Chain Management ▪ Global compliance through rigorous ▪ Strategic sourcing for quality, testing and verification availa
Slide 13: Global Presence & Subsidiary Structure
Global Presence & Subsidiary Structure Aimtron Electronics LLC >>> >>> Aimtron Electronics (100% subsidiary in Texas, USA of Aimtron Electronics Ltd, India) Limited (Holding Company) >>> >>> >>> Aimtron International Controls LLC (100% subsidiary in Decatur, Illinois, USA of Aimtron Mechatronics Pvt
Slide 14: Strategic Acquisition
Strategic Acquisition Further Expands Global Presence In USA ▪ Strengthens Aimtron’s full-stack ESDM / ODM Acquired International Control ICS is now rebranded as platform ▪ Immediate access to US customers and Midwest Services Inc. (ICS) – Decatur, Illinois industrial ecosystem ▪ Proximity to major
Slide 15: Aimtron International Controls Financial Overview
Aimtron International Controls Financial Overview Revenue Breakdown Order Book – USD 7.2 Mn (1st Feb 2026 to 31st Mar 2026) (as on 31st March 2026) Test and Measurement Life BESS Cycle, 5.5% Industrial 4.8% Industrial Automation Automation Ruggedized Ruggedized 6.8% 9.0% Electronics* Electronics* 26
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 services, ▪ Offering end-to-end turnkey
Slide 17: Product Engineering Services
Product Engineering Services Prototype and Bulk Manufacturing Management of product development from prototype to mass production, including mechanical design, BOM optimization, and certification services, optimizing efficiency and control. Quality Engineering Assurance across the product lifecycle
Slide 18: Quality Excellence Through Global Standards
Quality Excellence Through Global Standards Strategic Facilities with Advanced Infrastructure & technology Vadodara [Gujarat] & Bengaluru [Karnataka] ISO ISO EN ISO IATF CDSCO CSA AS9100D Trusted Telecom RDSO 13485:2016 14001:2015 9001:2015 16949:2016 Partner (In Progress) Quality Management Environ
Slide 19: 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 9 Surface Mount 37 Through 3 Box Build Pick & Place Reflow – N2 Technol
Slide 20: 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 21: Product Catalogue (1/2)
Product Catalogue (1/2) Automotive Industrial Gaming Climate Onboard Monitoring Fuel Dispenser Pinball Casino / Slot Machine System Charger System (PCBA) Machine (PCBA) EV Battery Industrial Pump HVAC Digital Cube Controller Charger Control Unit Controller Unit (PCBA) (PCBA) PCBs (PCBA) Battery Mana
Slide 22: Product Catalogue (2/2)
Product Catalogue (2/2) IOT/ Robotic (Drones & UAV) Medical & Healthcare Equipment Telecom/ Power Automated Guided Air Quality Smart Watch-Wearable Wi-Fi Network Drone (PCBA) Vehicle (AGV) Measurement Device Device Router Switch Warehouse Critical Equipment Dental Wearable Flex SMPS Electrical UAV R
Slide 23: PLI / ECMS Application – Optical Transceivers (SFP Segment)
PLI / ECMS Application – Optical Transceivers (SFP Segment) AIMTRON MECHATRONICS - Driving the Initiative Leading this initiative as part of a New Greenfield Project | Focused on high-value electronic component manufacturing Target Segment - Strategic Rationale - Optical Transceivers – SFP (Small Fo
Slide 24: Members, Design Partners, Supply Chain Partners
Design Supply Chain Members Partners Partners INVESTOR PRESENTATION 23
Slide 25: 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 26: SWOT
Strength Weakness ▪ Advanced manufacturing capabilities with state-of- ▪ Dependency on key suppliers for critical the-art technology aligned with Industry 4.0. components. ▪ Diverse customer base across automotive, ▪ Vulnerability to market fluctuations in specific consumer electronics, telecommunic
Slide 27: Way Forward
Way Forward www.aimtron.in INVESTOR PRESENTATION 26
Slide 28: Strategy for Growth 40-50% CAGR
STRATEGY FOR GROWTH Backward Integration and Expansion: Diversified Industry Focus: Market Expansion Strategy: ▪ Planning backward integration to enhance ▪ Targeting diverse sectors including Industrial, ▪ Medical & Healthcare Equipment: Focusing on India's growing medical device market manufacturin
Slide 29: Financials & Highlights
FINANCIALS & HIGHLIGHTS www.aimtron.in INVESTOR PRESENTATION 28
Slide 30: Key Strategic Projects & Capabilities
KEY STRATEGIC PROJECTS & CAPABILITIES 77th Republic Day Parade Demonstrates advanced Trusted for nationally electronics manufacturing significant, high-visibility Drone Display PCBA built at Aimtron capability applications AI Dashboard Entry into Railways UPS Project for Data Centres Camera (RDSO Ap
Slide 31: 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 ▪ O
Slide 32: 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 33: Key Financial Indicators (FY26)
KEY FINANCIAL INDICATORS (FY26) Order Book Revenue EBITDA as on 31st March 2026 Rs 3,011.6 Mn Rs 657.7 Mn Rs 5,212 Mn 89.2% YoY 93.6% YoY ~1.7x FY26 Revenue Net Profit EPS Rs 459.7 Mn Rs 22.47 Note: INR 576.6 Mn order received on April 6, 2026, for 79.4% YoY 71.0% YoY Industrial (IoT) & AI Surveilla
Slide 34: Revenue Breakdown (FY26)
REVENUE BREAKDOWN (FY26) Standalone Industry Wise Geography Wise Segment Wise Oil & Gas 1.3% Australia 1.6% ODM Aerospace & Defence, 2.3% 2.6% Railway, 0.1% Spain, 3.3% Others, 1.8% Gaming, 5.2% Industrial North America, 7.9% BMS & Automotive 23.3% 6.7% PCBA MedTech 28.6% 7.3% USA 11.1% IoT & Roboti
Slide 35: Order Book (FY26)
Order Book (FY26) Standalone Order Book Summary Closing Order Book Bifurcation Particulars Rs Mn Defence, 0.5% Opening Order Book (as on 1st Oct, 2025) 4,639 Medical, 1.0% Gaming, 0.2% Automotive, 6.6% (+) Orders received 2,188 Industrial (-) Orders Executed 1,615 16.6% Telecom 32.3% Closing Order B
Slide 36: Half Yearly Result Summary (Consolidated)
HALF YEARLY RESULT SUMMARY (Consolidated) Particulars (INR Mn) H2FY26 H1FY26 H2FY25 YoY% FY26 FY25 YoY% Revenue from Operations 1,785.8 1,225.8 1,015.0 75.9 3,011.6 1,591.8 89.2 Total Expenditure 1,429.1 924.7 822.2 73.8 2,353.9 1,252.1 88.0 COGS 1,287.3 849.0 777.4 65.6 2,136.3 1,161.1 84.0 Employe
Slide 37: Income Statement
INCOME STATEMENT Standalone Consolidated Particulars (INR Mn) FY22 FY23 FY24 FY25* FY26 Revenue from Operations 263.2 835.1 929.8 1,591.8 3,011.6 Total Expenditure 269.2 616.6 693.5 1,252.1 2,353.9 COGS 206.1 554.1 574.8 1,161.1 2,136.3 Employee Benefit Expenses 39.5 35.8 58.1 49.2 120.0 Other Expen
Slide 38: Balance Sheet
BALANCE SHEET Standalone Consolidated Standalone Consolidated Particulars (INR Mn) FY24 FY25* FY26 Particulars (INR Mn) FY24 FY25* FY26 EQUITY & LIABILITIES ASSETS Shareholders’ Funds 517.0 1,549.8 2,345.9 Non-Current Assets 230.6 349.5 645.3 Share Capital 150.1 204.1 206.3 Property, Plant & Equipme
Slide 39: Industry Insight
Industry Insight www.aimtron.in INVESTOR PRESENTATION 38
Slide 40: 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: INR 43.1 lakh crore (US$ 500 Bn) by 2030 ▪ Requires 5x inc
Slide 41: Emerging Trends & Segments
EMERGING TRENDS & SEGMENTS The ESDM industry is not just growing - it’s transforming. India is moving up the value chain from assembly to high-end R&D and innovation. Key Segments in ESDM Emerging Investment Areas Dynamic Industry Trends ▪ Mobile Phones, Consumer & Auto Electronics ▪ 5G, AI/ML, IoT
Slide 42: Key Implications for ESDM
Key Implications for ESDM Policy & Incentives ▪ Continued PLI support for electronics & IT hardware ▪ Tax incentives to attract global OEMs & contract manufacturing Semiconductor & Components Push ▪ Expansion of Electronics Components Manufacturing Scheme (INR 40,000 Cr) ▪ Acceleration of India Semi
Slide 43: Appendices
Appendices www.aimtron.in INVESTOR PRESENTATION 42
Slide 44: 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 43
Slide 45: 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