Aditya Infotech Limited has informed the Exchange about Transcript
CPPLUS · price
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Aditya Infotech (CP PLUS brand), recently listed on NSE/BSE on August 5, 2025, held its maiden earnings call. Q1 FY26 consolidated revenue grew 16.4% YoY to Rs. 740 crores, with EBITDA up 47.5% YoY to Rs. 64.9 crores (margin 8.7% vs 6.9%, up 180 bps) and PAT up 46.1% YoY to Rs. 32.9 crores (margin 4.4% vs 3.5%). The Rs. 1,300 crore IPO used Rs. 375 crores of fresh issue proceeds to cut gross debt by 89%, from Rs. 423 crores to Rs. 48 crores. Management guided FY26 revenue of Rs. 3,900–4,100 crores (>25% growth), EBITDA margin of 10–11%, and PAT margin of 6–7%, supported by the new STQC certification mandate that benefits domestic players like CP PLUS. Capacity is being expanded from 1.5 million to 2.3–2.4 million units per month, backed by ~Rs. 200 crore capex over two years.
Positive for shareholders: strong debut quarter with margin expansion, aggressive debt reduction post-IPO, and clear growth guidance above industry CAGR. The STQC regulatory tailwind and capacity expansion support continued market share gains, though guidance depends on STQC transition stabilizing over the next few quarters.