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Earnings Call

Aditya Infotech Earnings Call: Key Takeaways

Aditya Infotech reported stellar Q4/FY26 results, driven by market share gains (45.4%) and favorable product mix. Management raised FY27 guidance significantly.

Why this was an Alfa AlertManagement explicitly raised FY27 revenue guidance from previous levels to ₹6,000-6,500cr, representing a near 50% YoY growth target.
Highlights
Revenue growthFY26: 35.6% YoY; Q4: 45.5% YoY.
MarginsEBITDA margins expanded 540bps to 13.7% in FY26.
Demand visibilityStrong pent-up demand and B2B project momentum.
Management confidenceHigh; cited market leadership and successful STQC transition.

Growth

FY26 revenue grew 35.6% to ₹4,220.8cr; EBITDA rose 124.1% to ₹579cr with 13.7% margins.

Outlook

FY27 revenue guidance raised to ₹6,000-6,500cr (50% growth); PAT margin 8.5-9.5%; ₹200-300cr capex.

Risks

Global semiconductor shortages, rising component costs, and geopolitical freight/insurance pressures.

Source

Earnings Call filed with BSE, NSE: CPPLUS. Summary written with AI assistance from the document.

Read the document ↗

Aditya Infotech Ltd: key numbers

Share price
₹3,687.50
Market cap
₹43,623 Cr
Revenue (annual)
₹4,221 Cr
Net profit (annual)
₹368.0 Cr
P/E (TTM)
91.4×Sector 80.0×
Promoter holding
74.71%-0.03% QoQ
FII holding
6.35%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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