Semiconductor stock hits 5% upper circuit on partnering with Aurassure

SYNOPSIS: Aimtron Electronics has partnered with Aurassure to manufacture IoT-based weather monitoring systems in India, expanding into high-value climate-tech electronics amid rising global demand for environmental intelligence solutions.

During Wednesday’s trading session, shares of one of India’s leading electronics design and manufacturing companies hit a 5 percent upper circuit, after a partnership with Aurassure to manufacture IoT-enabled weather Monitoring Systems in India.

With a market cap of Rs. 1,698 crores, shares of Aimtron Electronics Limited hit a 5 percent upper circuit at Rs. 831.9 on NSE, as against its previous closing price of Rs. 792.3. The stock is currently trading at a discount of around 20 percent from its 52-week high of Rs. 1,040 recorded on 21st November 2025.

What’s the News:

According to the latest disclosures filed with the NSE, Aimtron Electronics Limited has entered into a strategic manufacturing engagement with Aurassure, a climate-tech and environmental intelligence platform, to produce IoT-enabled weather and environmental monitoring systems in India.

As part of this collaboration, Aimtron will manufacture advanced outdoor monitoring stations capable of capturing real-time, hyper-local environmental data, including air quality parameters (PM2.5, PM10), gases, temperature, humidity, rainfall, wind speed and wind direction. These systems are cloud-connected and IoT-enabled, enabling continuous data transmission and analytics-driven insights for end users. 

The partnership builds on Aimtron’s strengths across product engineering, electronics manufacturing, testing, system integration and scalable production. The solutions are expected to address rising demand across areas like climate monitoring, smart cities, infrastructure planning, environmental compliance, and sustainability-driven applications.

Commenting on the development, Aimtron’s management said the collaboration fits well with the company’s strategy to move beyond traditional EMS and expand into high-value, application-specific electronics and intelligent hardware platforms.

The company also pointed to industry estimates indicating that the global weather monitoring systems market, valued at around $2.1 billion in 2024, is expected to grow to nearly $4.8 billion by 2034. This growth is being driven by a greater focus on climate-risk management, infrastructure monitoring, and data-led urban planning, along with the accelerating shift toward IoT-enabled sensor networks for continuous, hyper-local monitoring across cities, industries, and public infrastructure.

Aimtron Electronics reported an impressive growth in revenue from operations, experiencing a year-on-year increase of around 112 percent, from Rs. 58 crores in H1 FY25 to Rs. 123 crores in H1 FY26. Likewise, its net profit increased during the same period from Rs. 11 crores to Rs. 20 crores, representing a significant rise of around 82 percent YoY.

As of 30th September 2025, the company reported a robust closing order book of Rs. 463.85 crores, equivalent to around 3x its FY25 revenue, reflecting strong demand visibility. Sector-wise, Telecom forms the largest share at 33.5 percent, followed by Power (20.9 percent) and IoT (18.6 percent). Other key segments include Industrial (9.3 percent), Automotive (8 percent), AI (3.3 percent), Green Energy (2.3 percent), and Others (4.1 percent), highlighting a well-diversified order mix.

Aimtron Electronics Limited is a premier Electronics System Design and Manufacturing (ESDM) company specialising in Original Design Manufacturing (ODM), IoT solutions, defence electronics, and industrial systems. It offers a comprehensive range of solutions delivering end-to-end services from initial concept and design to Printed Circuit Board Assembly (PCBA), box build and complete system integration.

The company has taken a proactive, multi-pronged approach, with a strong focus on the semiconductor and electronic components space. Its product expertise covers a wide range of devices, including lighting displays, motor controls, power supplies, semiconductor equipment, slot machines, and switching power supplies.

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