ALFA Finder
The call ran from 5:01 PM to 6:06 PM IST (1 h 5 min).
Key takeaways
H1 FY27 consolidated revenue rose 83% to ₹224.71 Cr and PAT 71% to ₹34.79 Cr, with EBITDA margin at 24.17%. Growth is strong, but margin dilution from the AIC integration is conceded. Sustainability answers lacked numbers.
| Management target | Revenue FY29 |
|---|
| Revenue growth | Consolidated revenue +83% YoY to ₹224.71 Cr; organic vs acquired not split. |
|---|---|
| Margins | EBITDA 24.17%; consolidated dip cited (25% to 22%); AIC targeting parent margins. |
| Order book | ₹733 Cr unexecuted at 30 Sep 2026; AIC $18.8M, +161% YoY. |
| Demand visibility | Open order book ~₹733 Cr; pipeline ~₹1,800 Cr; 40–60% conversion. |
| Management confidence | Confident on growth; defensive on margin sustainability, deflecting with 'trust us'. |
Growth
Consolidated revenue +83%, EBITDA +80%, PAT +71%; India revenue +69% to ₹161.56 Cr. AIC order book up 161% to $18.8M.
Outlook
Targets ₹1,000 Cr revenue via organic 40–50% CAGR, around FY29. ₹205 Cr preferential raise funds two acquisitions.
Risks
Margin dip (~25% to 22%) only partly explained. Margin-sustainability answer offered no numbers. Component shortages and working-capital strain persist.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Aimtron Electronics H1 FY27 Results: Net Profit ₹34.8 Cr, Up 71.4% YoY
Aimtron Electronics Ltd reported revenue from operations of ₹224.7 Cr (+83.3% YoY) and net profit of ₹34.8 Cr (+71.4% YoY) for H1 FY27.
- Key figure
- Net profit ₹34.8 Cr · +71.4% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Guided for 40-50% CAGR; aiming for ₹1,000 crore revenue in 2 years. Capex planned for new Mechatronics facility.
Growth they described
FY26 consolidated revenue grew 89.2% YoY to ₹3,012M. PAT increased 79.4% to ₹460M. EBITDA margin stood at 22.6%.
Call details
| Company | Aimtron Electronics Limited |
|---|---|
| NSE symbol | AIMTRON |
| ISIN | INE0RUV01018 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 5:00 PM IST |
| Length | 1 h 5 min |
Aimtron Electronics Limited: key numbers
- Share price
- ₹1,987.65
- Market cap
- ₹4,273 Cr
- Revenue (annual)
- ₹301.2 Cr
- Net profit (annual)
- ₹45.97 Cr
- P/E (TTM)
- 92.9×Sector 46.8×
- Promoter holding
- 68.07%
- FII holding
- 0.33%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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