Aditya Infotech Limited has informed the Exchange about Investor Presentation
CPPLUS · price
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Aditya Infotech (CP PLUS) reported strong FY26 results with revenue of Rs 4,221 crore (up 35.6%) and adjusted PAT of Rs 368 crore (up 166.1%). Q4 FY26 was particularly robust with PAT of Rs 169 crore (up 207.7% YoY). Gross margins improved significantly to 28.8% from 21.5%, while EBITDA margin rose to 13.7% from 8.3%. The company has upgraded its FY27 revenue guidance to Rs 6,000-6,500 crore (from earlier Rs 5,350-5,550 crore) with EBITDA margin guidance of 14-15% and PAT margin of 8.5-9.5%. Key growth drivers include price increases (approx. 25% ASP rise in FY27 due to semiconductor supply disruptions), capacity expansion at Kadapa to 2.5M units/month, new brands Nexivue & Eyra, and IPL title sponsorship with Punjab Kings.
The significantly upgraded FY27 guidance and strong margin improvement trajectory indicate positive momentum. However, the company acknowledges that gradual price pass-through may create some margin lag, suggesting investors should monitor quarterly margin execution. The multi-year targets with specific revenue and profitability ranges provide clear visibility.