Hi Amit, this is a nice write-up about Aimtron and one that has helped me a lot in understanding a newly listed SME. A quick question - why would you not compare them with Kaynes instead of Moschip? Is it because of their current product portfolio being more PCB and IDS than Box Build?
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Kaynes has upgraded business segments of OSAT. Aimtron has only expressed itsaspiration to go in that direction which is multiple years ahead.
Unit economics for Solar companies.
Data is approximate post reading cell manufacturing, module mfg, and EPC companies.
Solar Cell mfg- Rev 1.1 Cr/MW, PAT margin 21%
Solar Module mfg- Rev 2.3 Cr/MW, PAT margin 13%
Solar EPC- Rev 4.4 Cr/MW, PAT margin 15%
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