Announced Mon, 11 Aug · 15:34 IST

Transcript of the 37th Annual General Meeting of the Company held on August 8, 2025

Mgmt Guided Margin PressurePromoter Disclosed Acquisition PlansMgmt Evaded Key QuestionInvestor Communications View source PDF

Price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

ADC India Communications held its 37th AGM virtually on August 8, 2025. For FY25, revenue grew 5% to Rs 187.1 crore and profit before tax rose 18% to Rs 32.77 crore. IT networking revenue grew 8.36% while telecom grew 17.11%. EPS stood at Rs 53.17 versus Rs 44.97 in the previous year. The company declared a total dividend of Rs 30 per share (Rs 25 interim + Rs 5 final) and holds Rs 47.64 crore in cash with zero debt. The Chairman disclosed that parent CommScope has signed a definitive agreement to sell its connectivity and cable solutions segment (which includes ADC India) to Amphenol Corporation, expected to close in H1 2026.

Likely market impact

For shareholders, the CommScope-Amphenol deal and subsequent Kotak open offer could trigger a potential change in ownership and control of ADC India. Strong FY25 results, healthy cash position, and zero debt provide a safety cushion, but uncertainty around the acquisition outcome and management's refusal to give forward guidance may keep the stock range-bound until the deal closes.