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Aimtron Electronics
ESDM INDUSTRY – AN OVERVIEW

Electronics System Design & Manufacturing (ESDM) industry in India is poised for continued growth & transformation Supported by favorable government policies, investments in infrastructure and technology, and a skilled workforce

INDUSTRY INSIGHT

India’s electronics sector is set to harness US$ 7 billion untapped revenue by 2035 via circular business model and policy pathways, industry stakeholders said. Current commitments and targets set the projected market size for these circular models at US$ 13 billion in 2035.

India is the second fastest digitizing economy amongst the 17 leading economies of the world. The Government of India aims to make Electronics Goods amongst India’s 2-3 top-ranking exports by 2026. Electronics Goods exports are expected to increase from the projected US$ 15 billion in 2021-22 to US$ 120 billion by 2026.

India has overtaken China as the second-largest manufacturer of mobile devices in the world, according to a report released by the international research firm Counterpoint

40-50% CAGR for next 3-5 years.
Aimtron Integration

Revenue Break down

Product Portfolio

1. Box Build assembly- 24%
2. Printed Circuit Board Assembly- 70.6
3. Integrated Design solutions from Concept to Completion- 5.4%

Industry wise Rev split:

1. Automotive 13.4%
2. EMS 2.2%
3. Gaming 20.9%
4. Industrial 36%
5. IOT/Robotic 7.2%
6. Medical 6.2%
7. Power14.1%
8. Others 0.1%
   Geography wise Rev split:
9. Hongkong- 2.6%
10. India- 26.2%
11. North America- 11.5%
12. Spain- 11.8%
13. UK- 3.1%
14. USA- 44.8%

COMPETITIVE STRENGTHS

1. Product portfolio expansion driven by customer needs and industry technological advancements.
2. Wide -ranging portfolio with applications across multiple industries .
3. Diversification mitigates industry concentration risks and reduces vulnerability to downturns in specific verticals.
4. Engineering expertise in complex product manufacturing from micro -electronics to large box build assemblies.
5. Comprehensive in -house capabilities for designing and manufacturing.
6. Long -term, established customer relationships fostering collaboration throughout the product lifecycle.
7. Well -positioned for increasing product variety, shipment volume, and expanding market coverage.
8. Strong supply chain and sourcing network spanning India, China, USA, UK, Hong Kong, Singapore, Taiwan, Ireland, and Thailand. Quality assurance ensured through dedicated resources and rigorous testing protocols (functional, reliability, drop tests).
9. Experienced management and qualified employee base enhancing operational capabilities and product technical quality.
10. State of the art technology aligned with Industry 4.0
11. Strong R&D

Weakness:

1. Dependency on key suppliers for critical components.
2. Vulnerability to market fluctuations in specific sectors.

Threats:

1. Intense competition from global and local electronics manufacturers.
2. Supply chain disruptions and raw material shortages.
3. Compliance with evolving regulatory standards.

Financial Comparison:

Disc: Not invested
Views and discussion welcome.