India · Delayed Price · Currency is INR Aditya Infotech Earnings Call Transcripts
Fiscal Year 2026
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Achieved record revenue and profit growth in FY26, driven by market share gains, localization, and AI-led innovation. FY27 guidance raised to 50% revenue growth, with strong margin outlook despite ongoing supply chain and cost pressures.
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Q3 FY26 saw robust revenue and margin growth, led by CP PLUS and a shift to IP/AI solutions. Guidance for FY26 and FY27 was raised, with strong demand, price hikes, and capacity expansion expected to sustain growth. Supply chain risks persist but are being managed through forward orders and diversification.
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Q2 FY26 saw 37.5% YoY revenue growth, 157% EBITDA growth, and 239% PAT growth, driven by CP Plus IP cameras and market share gains. Capacity expansion, new brand launches, and regulatory shifts position the company for continued strong performance and margin improvement.
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Revenue grew 16.4% YoY in Q1 FY26, with EBITDA up 47.5% and PAT up 46.1%. Guidance for FY26 targets over 25% revenue growth, 10–11% EBITDA margin, and 6–7% PAT margin, supported by capacity expansion and regulatory tailwinds.