Aditya Infotech Ltd — earnings calls

Aditya Infotech reported Q1 FY27 revenue of INR1,402 crores, up 89.5% year-on-year, driven by strong CP PLUS brand traction with IP products making up 79% of the CP PLUS portfolio. EBITDA stood at INR208 crores, up 20% year-on-year, with margins improving 604 basis points to 14.8%, while adjusted PAT rose 332.5% year-on-year to INR142.2 crores. Management discussed backward integration plans, new product category expansion including CP PLUS Pro series and home IoT products, and reaffirmed its full-year EBITDA margin guidance of 14% to 15%.

Aditya Infotech reported Q4 FY26 revenue growth of 45.5% year-on-year to Rs 1,422 crore and EBITDA growth of 162% with margins improving 800 basis points to 18%, while full year FY26 revenue rose 35.6% to Rs 4,220.8 crore. Management said market share in the video surveillance industry reached approximately 45.4% as of Q3 FY26, up from around 30% at the start of the transition. The company raised its FY27 guidance to revenue of Rs 6,000-6,500 crore, EBITDA margin of 14-15%, and PAT margin of 8.5-9.5%.