ALFA Finder| 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)
Earnings Call Transcript filed with NSE, NSE: CPPLUS. Summary written with AI assistance from the document.
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.
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 Investor Presentation: Key Takeaways
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.
- Call
- Guides 58% growth
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.