ALFA Finder
The call ran from 12:31 PM to 1:13 PM IST (42 min).
Key takeaways
Q2 FY27 revenue ₹1,746 Cr, +89.9% YoY; EBITDA margin 17.6%, reported PAT ₹185.5 Cr. Management says H2 margins will be lower than Q2; EBITDA guidance held at 14–15%.
| Management target | Revenue 57.5% FY27 |
|---|
| Revenue growth | +89.9% YoY Q2; +89.7% H1; +24.5% QoQ; soft base effect. |
|---|---|
| Margins | H1 gross margin 30.4% (+374bp YoY); Q2 flat at 30%; H2 guided lower. |
| Demand visibility | Unit growth 18–20% over 3–5 years; value growth higher near term. |
| Management confidence | Confident but hedged; avoids modelling H2 margins, repeats cushion rationale. |
Growth
Revenue +89.9% YoY and +24.5% QoQ, partly on a soft STQC-backlog base; management says growth normalises in H2.
Outlook
FY27 revenue guide ₹6,500–6,800 Cr (54–61%); EBITDA 14–15%, PAT margin 9–10%; ~₹650 Cr capex.
Risks
H2 margin guided lower; analyst implies ~13% vs Q2 17.6%. SoC/memory inventory exposure, input-cost pass-through lag, ₹34.4 Cr fire exceptional.
Last quarter's promises, checked
Delivered
- Guided FY27 EBITDA 14–15% → Q1 14.8%, Q2 17.6%; guide held (= BEAT)
Partly delivered
- Guided 15–20% price rise by H1-end, ~25% FY27 → no % disclosed; 'passed on gradually' (= PARTIAL)
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Aditya Infotech Q2 FY27 Results: Net Profit ₹185.5 Cr, Up 165.0% YoY
Aditya Infotech Ltd reported revenue from operations of ₹1,746 Cr (+89.9% YoY) and net profit of ₹185.5 Cr (+165.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹185.5 Cr · +165.0% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Guided 60-65 billion Revenue for FY27; EBITDA margin target remains at 14-15%.
Growth they described
Revenue hit 1,402Cr with CP Plus momentum; IP products adoption drove high-value surveillance sales.
Call details
| Company | Aditya Infotech Ltd |
|---|---|
| NSE symbol | CPPLUS |
| ISIN | INE819V01029 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 12:30 PM IST |
| Length | 42 min |
| Audio | Our stream on YouTube ↗ |
Aditya Infotech Ltd: key numbers
- Share price
- ₹4,131.40
- Market cap
- ₹50,682 Cr
- Revenue (annual)
- ₹4,221 Cr
- Net profit (annual)
- ₹368.0 Cr
- P/E (TTM)
- 85.5×Sector 75.2×
- Promoter holding
- 71.80%-2.91% QoQ
- FII holding
- 6.78%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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