Aimtron Electronics Limited IPO (Aimtron Electronics IPO) Detail

Another one same sector same products.

​@rohiitian @GrayIsTheNewBlack I booked loss of Rs. 55k (Purchased in Preipo at 294) in ABS marine on 14/06 and after that it started going up and now it is 375, didn't buy Aimtron on listing due to this ABS issue... Luck is not in favour 😞

​@CA Saurabh Bansal Can you please tell if AU Bank allowing to use sweep in FD in Minor account asba or not.

​@AryanRaj No in AU Bank you can't use Sweep FD for minor account because FD in minor accounts map under guardian so gurdian can apply IPO against it not minor, this i got to know after account opening, this is bad

Slight fear of reverse down any time

Press Release

idk why long screenshot was not uploaded properly

Result

​@rohiitian As the stock is regularly at UC. still holding allotted now what is your view on it . Also give your view about WILSON as it is also on UC . Though u have already given your opinion for it but after cornering the stock and absorbing of anchors selling and vvv good result announced by company ,
txs

​@rohiitian Txs for giving your views . One more should we apply ff in dd or skipped and participate in sme .

They posted 13.6 cr profit which makes pe of around 64. Q4 revenue at 26 cr and proft at 3.9 cr. It is still undervalued compared to peers which are trading at 90 to 100 pe + ashish sir factor cant be ignored as free float is very less now. Can it give 50% more returns from here. Whats your thoughts sir?

➡️Ashish Kacholia ji bought 8,00,000 shares😮 of Aimtron electronics ltd✅ at rs.241🔥

▪️Global electronics manufacturing services (EMS) market is projected to reach $1,145 Billion by 2026.✅

📌P/E ratio:-
➢Kaynes Techno- 125
➢Avalon Techno- 125
➢Vinyas Innovative- 101
➢Syrma SGS- 76
➢Aimtron electronics- 53✅

📌📌 ➡️ ➡️
▪️Founded in April 2011, Aimtron Electronics Ltd✅ provides products and solutions for electronics system design and manufacturing (ESDM✅) services, with a focus on high-value precision engineering products.

▪️The company's solutions primarily consist of:-

(i) Printed circuit board assembly (PCBA)✅.

(ii) Any box build assemblies in addition to finding their application in battery management systems used in electrical vehicles.💫

(iii) Design solutions offering end-to-end services right from conceptualizing the design, engineering, product prototype development, and manufacturing of turnkey requirements for our customers.✅

▪️The end-use industries that it caters to include: Industrial sector, Medical & Healthcare Equipment, Automobiles(electric vehicle mobility✅), Power, Gaming, robotics , Drones and UAV (unmanned aerial vehicle✅) etc. 🚀

📍Two manufacturing facilities:-
i)Vadodara, Gujarat- 78% capacity utilization
ii)Bengaluru, Karnataka- 62% capacity utilization

📌Awards and Recognitions:-
➢Karnataka Innovation Leadership Awards 2022 presented By Academic Partners “INDRA” and “Business Leaders”.💫
➢Certificate of Excellence provided by Indian 2020 Business and Leadership Excellence awards in recognition of significant contribution made.💫

📌📌
▪️IPO price: Rs.161
▪️IPO size: 87.02 Cr (excluding anchor size is: 62.29Cr)
▪️CMP:Rs. 355
▪️Market cap: 707 Cr
▪️P/E: 53✅
▪️ROE: 27.04%
▪️ROCE: 23.85%
▪️Employees: 132
▪️Debt/Equity: 0.44
▪️Assets: 83.22Cr
▪️Total Borrowing: 18.21Cr (Reserves and Surplus:26.45Cr)
▪️Share Holding Pre Issue: 96.96%
▪️Share Holding Post Issue: 71.29%

📌FINANCIALS:
▪️FY24-9M Rev: 67.64 Cr🔥
▪️FY24-9M PAT: 9.76 Cr🔥
▪️FY23 revenue is 72.4 Cr as compared to 26.89 Cr(FY22), 170%✅ growth yoy.
▪️FY23 PAT is 8.63 Cr as compared to (-1.8)Cr(FY22), 580%✅ growth yoy.
▪️66%🔥 growth in revenue in last 2 years.
▪️(-18)% growth in PAT in last 2 years.

(PAT margins of 29.78% (FY21), -(6.84)% (FY22), 12.06% (FY23), 14.56% (9M-FY24)✅)

📌Revenue Bifurcation:-
➡️Product wise bifurcation:-
➢PCBA- 79%
➢Box-Build- 16.8%
➢End to End Solutions- 4.2%

➡️Industry wise bifurcation;-
➢Industrial Sector- 68%✅
➢Automobiles- 16%
➢Drones and UAV- 5.5%🚀
➢Medical & Healthcare- 5.5%
➢Gaming- 4.2%
➢Power- 0.7%

➡️Country wise bifurcation:-
➢USA- 58%
➢India- 19%
➢Spain- 14.3%
➢UK- 4.4%
➢Hong Kong- 3.7%

📌IPO funds:
Rs. 15 cr. for repayment of certain outstanding borrowings,
Rs. 18.63 cr. for capex✅ on installation of additional plant and machinery(installation of new SMT line, other equipment and back end assembly.✅)
Rs. 25.20 cr. for working capital.

📌SECTOR GROWTH:
▪️India, today, is a major player in the global electronics manufacturing industry. The country is rapidly becoming an electronics manufacturing hub, with the sector expected to rise to $300 Billion by 2025-26.🚀

▪️The Electronics System Design & Manufacturing (ESDM) market in India is anticipated to increase at a CAGR of 16.1%✅ between 2019 and 2025, owing to strong demand, supportive government policies and increased digitalisation.

▪️100% FDI✅ for electronics manufacturing.

▪️Union Budget 2023-24 has allocated Rs. 16,549 crore (US$ 2 billion✅) for the Ministry of Electronics and Information Technology, which is nearly 40% higher on year.

▪️One of the key initiatives driving India's push towards electronics manufacturing is the Production-Linked Incentive (PLI) scheme. The PLI scheme is aimed at promoting domestic manufacturing and export of electronic products, and offers companies incentives on incremental sales from products manufactured in India, over the base year.

📌STRENGTH:
➢Promoters Mukesh Vasani, Nirmal Vasani and Sharmilaben Bambhaniya have around 30 years✅ of experience, 7 years of experience and 20 years of experience respectively in the field of ESDM.

➢One Stop Shop” for electronics system design and manufacturing (“ESDM”) services.💫

➢Myriad of product portfolio having applications across industry verticals.

➢Engineering expertise with complex product manufacturing capabilities.

➢Long term and well-established relationships with customers.✅

➢Strong supply chain and sourcing network.

➡️will post the FUTURE PLAN with FY24 results coming on 22nd June.

📌Disclosure: Not a buy/sell recommendation. only for study and education purpose. Please consult your financial advisor before investing. Although the write up accurately reflects the personal view of the author, there may be manual/human errors in the writeup. Please stop investing blindly. 🙏🙏

strong Uc today!✅
Circuit change tomorrow to 10%

Hey may i know, What's the technological innovations or advancements does the Company leverage to enhance its platform and services?

Vishal bipinkumar doshi sold 180000 shares today

When will the 5% limit change to 20%?

It will change to 10% as it is on continuous UC

Circuit change day is 21 june (friday)

Strong UC daily!🔥
AK sir on fire🔥

Mistake ho gaya...

Market order placed Kiya ..bthatnis not allowed..AMO hi lagaya hota toh accha hota ..
Limit order toh Milne se raha..

😓

ASHISH RAMESHCHANDRA KACHOLIA . Bought 8,00,000 shares of Aimtron Electronics Ltd at an average price of 241.00 per share..
It doesn't means this Share run non stop from here. It have big IPO size. It may hit 2-3 UC but in long term it has to deliver good result...

​@rohiitian Whats your call on this . Still holding allotted lot .

Wouldn't put too much reliance on Vishal Doshi, just came in to benefit from constant UCs until circuit limit revises imo. As for A. Kacholia, that's an inherent advantage now for this one. But that being said nothing has changed since the IPO fundamentally apart from marquee names and liquidity driving this one higher.

High or low return will be more properly judged once the results are out. @RajIndia

Ashish has other stocks such as Aeroflex and Saakshi and Radiowala. it seems to me he dumps whereever he is into.

i m afraid once he and Mansi comes into stocks

SME BULK DEAL ALERT 06-Jun-2024

🟩 ASHISH RAMESHCHANDRA KACHOLIA . Bought 8,00,000 shares of Aimtron Electronics Ltd at an average price of 241.00 per share.

SME BULK DEAL ALERT 06-Jun-2024

🟩 ASHISH RAMESHCHANDRA KACHOLIA (
@LuckyInvest_ARK
) Bought 8,00,000 shares of Aimtron Electronics Ltd at an average price of 241.00 per share.

Bulk deal

Must be some technical problem..

Heard that AK holding around 27% share of the company

Very strong listing of Aimtron 50% return on listing despite markets volatility and low GMP. It gives positive vibes in all future SME IPOs .Associated coater also gives more than 17% return.BEST of luck to all allotees.👍😃

​@Kapz 
Request if you could explain IPO spending/ underwriter expenses etc. How does it impact listing..,

​@AAvi , not an expert but will share my understanding.
Typically, for genuine SME IPOs, 3-7% of the IPO size can be considered reasonable for spending on the IPO process. Anything over that, generally, indicates that the company has paid extra just to get the issue some extra mileage and push. With these additional funds, GMPs are pumped and several fake orders are put during the the pre-open to entice gullible investors, only to withdraw such orders just before 9.45. (Same trends were seen this morning too.) If retail investors do get enticed to jump in at the time of pre-open the opening price remains high, and the "settlors" exit swiftly, thereby causing the price to inuously thereafter. Other recent examples - Finelistings, Deem Roll Tech.
Re: Underwriting..more it is being underwritten by the LM, better is the confidence shown.
This is just my limited view and understanding, please do not take this as the holy grail.

I am really confused.... DD Sir said avoid.... So many respected members are also critical.... then Why did one of the renowned Star investor invested hugely in bulk deal on listing 🤔

Answer in one word- "information".

Anyone have full BOA? Asking since the registrar refused to share full BOA..