| Management target | Revenue FY27 |
|---|
| Revenue growth | Revenue rose 89.5% YoY to 1,402Cr driven by CP Plus. |
|---|---|
| Margins | EBITDA margin improved to 14.8%; gross margins moderated sequentially. |
| Demand visibility | Strong demand for AI surveillance and high-end enterprise solutions. |
| Management confidence | Extremely confident, highlighting successful IPO and five-fold valuation growth. |
Growth
Revenue hit 1,402Cr with CP Plus momentum; IP products adoption drove high-value surveillance sales.
Outlook
Guided 60-65 billion Revenue for FY27; EBITDA margin target remains at 14-15%.
Risks
Gross margins moderated from Q4; semiconductor and DDR cost escalation poses persistent inflationary risk.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue 4,200Cr → delivered 4,220.8Cr (= BEAT)
- Guided 30% market share → delivered 45.4% (= BEAT)
- Guided 12-13% EBITDA margin → delivered 13.7% (= BEAT)
Partly delivered
- Guided 200Cr Capex → delivered 200-300Cr range (= PARTIAL)
Missed
- Guided 20% unit growth → delivered 15-16% (= MISS)
Earnings Call Transcript filed with NSE, NSE: CPPLUS. Summary written with AI assistance from 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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