| Revenue guidance | 48.0% → 57.5% Raised by 9.5 percentage points |
|---|---|
| Management target | Revenue 57.5% FY27 |
| Revenue growth | Q2 +89.9% YoY; H1 +89.7% on low STQC-hit base |
|---|---|
| Margins | Q2 EBITDA margin 17.6% (+552bps); FY27 guided 14–15% |
| Demand visibility | Market ₹15,000 Cr FY27 to ₹26,000 Cr FY30, ~20% CAGR (company est.) |
| Management confidence | Raised FY27 guidance on strong H1 |
Growth
H1 revenue ₹3,148 Cr (+89.7%); EBITDA ₹515 Cr (+192.7%); reported PAT ₹327.7 Cr after ₹34.4 Cr fire loss.
Outlook
FY27 revenue guidance raised to ₹6,500–6,800 Cr (+54–61%); EBITDA margin 14–15% maintained; PAT margin raised to 9–10%.
Risks
H2 growth to moderate on low H1 FY26 base; SoC, DDR and flash cost inflation; price increases moderated to gain share.
Last quarter's promises, checked
Delivered
- Guided FY27 revenue ₹6,000–6,500 Cr (analyst-cited, unchallenged) → raised to ₹6,500–6,800 Cr (= BEAT)
- Guided FY27 EBITDA margin 14–15% → Q2 EBITDA margin 17.6% (= BEAT)
Partly delivered
- Guided ~25% FY27 price increase (15–20% by H1-end) → 'moderating' price hikes to gain share, % not disclosed (= PARTIAL)
Investor Presentation filed with NSE, NSE: CPPLUS. Summary written with AI assistance from the document.
Aditya Infotech Ltd: key numbers
- Share price
- ₹4,150.00
- Market cap
- ₹50,910 Cr
- Revenue (annual)
- ₹4,221 Cr
- Net profit (annual)
- ₹368.0 Cr
- P/E (TTM)
- 106.7×Sector 88.9×
- 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.
More from Aditya Infotech Ltd
All →Aditya Infotech Acquisition Worth ₹45.39 Cr
Aditya Infotech Limited will acquire a 30% fully diluted stake in KGraph AI Solutions Private Limited for Rs.45.39 Crore cash. The deal is a strategic AI video-analytics collaboration with its CP PLUS surveillance products.
- Value
- ₹45.39 Cr
- Execution
- Within 30 days from execution of the SSPA, or such extended date as mutually agreed
Aditya Infotech Results Update
Aditya Infotech reports Q2 FY27 revenue of ₹1,746 Crore, up 89.9% YoY, with EBITDA rising 176.7%. Management raised FY27 revenue guidance to ₹6,500–6,800 Crore.
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
Aditya Infotech Board Meeting Date
Aditya Infotech has given notice of a board meeting on 5 November 2026 to approve unaudited standalone and consolidated results for the quarter and half year ended 30 September 2026. The trading window stays closed for designated persons until 7 November 2026.
Aditya Infotech Legal & Regulatory
Aditya Infotech says ICC arbitration brought by Avathon and SparkCognition was withdrawn after mutual discussions. The company states no material adverse impact on its operations or finances.
Aditya Infotech Employee Stock Options
Aditya Infotech allotted 48,100 shares to employees under its ESOP 2024 plan upon exercise of vested options. The exercise price was ₹292.68 per share.