Aimtron Electronics , a prominent player in the electronics manufacturing sector, showcased impressive financial performance in the first half of FY26, despite a slight dip in its stock price on Thursday.

Stock Performance

Aimtron Electronics' stock closed at ₹865 on Thursday, marking a 1.25% decrease from the previous close. However, the day wasn't without its highlights:

• The stock touched a fresh 52-week high of ₹899 during intraday trading.
• Trading volumes were significant, with 1.37 lakh shares changing hands.
• The total trading value for the day stood at ₹11.57 crore.

H1 FY26 Financial Highlights

The company reported robust financial results for the first half of FY26:

The substantial year-on-year growth across all key financial metrics underscores the company's strong performance in the first half of the fiscal year.

Growth Drivers and New Contracts

Aimtron Electronics attributed its growth to strong execution across multiple verticals:

• Defence
• Exports
• Internet of Things (IoT)
• Original Design Manufacturing (ODM)

The company has also secured significant new contracts:

1. A ₹97.55 crore ODM contract with a US infrastructure firm
2. A ₹46 crore domestic AI/IIoT order

Order Book and Future Outlook

As of September 30, Aimtron's order book stood at ₹463.85 crore, which is approximately three times its FY25 revenue. This robust order book suggests a strong pipeline for future growth.

Strategic Developments

Aimtron Electronics has made strategic moves to support its growth trajectory:

1. In August 2025, the company raised ₹94.57 crore through convertible warrants, earmarked for greenfield expansion.
2. In October, Aimtron received AS9100D certification, opening doors to the global aerospace and defence market.

These developments position Aimtron Electronics for potential growth in new markets and expanded manufacturing capabilities.

The company's strong financial performance, coupled with its growing order book and strategic initiatives, paints a picture of a company on an upward trajectory in the electronics manufacturing sector.

Aimtron Electronics has reported a robust financial performance for the first half of the year, marking significant growth across key metrics. The company's revenue and profitability have shown substantial improvement compared to the previous year.

Financial Highlights

Revenue Growth

Aimtron Electronics reported a significant increase in its H1 revenue, which doubled to 1,200.00 million rupees from 577.00 million rupees in the previous year. This 108% year-over-year growth demonstrates the company's strong market position and effective business strategies.

Profitability Metrics

The company's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) saw a substantial rise, increasing to 301.00 million rupees from 147.00 million rupees in the previous year. This represents a 105% year-over-year growth, nearly matching the pace of revenue expansion.

Aimtron's consolidated net profit also showed impressive growth, rising to 203.00 million rupees compared to 112.00 million rupees in the previous year, marking an 81% increase.

Margin Analysis

Despite the strong growth in absolute terms, Aimtron Electronics experienced a slight decline in its EBITDA margin. The EBITDA margin decreased to 24.56% from 25.49% in the previous year, a reduction of 93 basis points. This marginal contraction in profitability ratio might be attributed to factors such as increased operational costs or changes in the product mix.

The company's ability to maintain a robust EBITDA margin above 24% while doubling its revenue suggests effective cost management and operational efficiency, despite the minor decline.

Aimtron Electronics' financial results for the first half of the year reflect strong growth trajectories in revenue and profitability. The substantial increase in top-line and bottom-line figures indicates the company's ability to capitalize on market opportunities and manage its operations effectively in a growing business environment.