Aditya Infotech Earnings Call Transcript: 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%.
- Call
- Guides 58% growth
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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%.
Q2 FY27 revenue ₹1,746 Cr (+89.9%), PAT before exceptional ₹219.9 Cr (+214.2%), EBITDA margin 17.6%. Net cash ₹1,071 Cr. FY27 revenue guidance raised.
Aditya Infotech delivered explosive Q1 growth with revenues up 89.5% YoY, though margins face short-term pressure from semiconductor cost inflation and inventory exhaustion.
Aditya Infotech delivered exceptional Q1 FY27 results with Revenue at ₹1,402.4 Cr, up 89.5% YoY, and PAT rising 332.5% to ₹142.2 Cr. Management focuses on market share gains and manufacturing localization.
Aditya Infotech reported stellar Q4/FY26 results, driven by market share gains (45.4%) and favorable product mix. Management raised FY27 guidance significantly.
Aditya Infotech dominates the Indian surveillance market with a 45.4% share, reporting stellar FY26 growth. However, management warns of rising semiconductor costs and supply disruptions impacting future margins despite aggressive guidance upgrades.
Aditya Infotech reported strong FY26 results with Revenue at ₹4,221 Cr (up 35.6% YoY) and PAT at ₹368 Cr (up 166.1%). Strategy focuses on localization, backward integration, and AI-enabled security solutions.