Investor presentation on the Financial results for the quarter and financial year ended March 31, 2026
CPPLUS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Aditya Infotech (CP PLUS) reported strong Q4 FY26 results with revenue of Rs 1,422 crore (45.5% YoY growth) and PAT of Rs 169 crore (207.7% YoY growth). For full year FY26, revenue stood at Rs 4,221 crore with 35.6% growth, while EBITDA improved significantly to Rs 579 crore (124.1% growth) and PAT to Rs 368 crore (166.1% growth). The company upgraded its FY27 guidance substantially - targeting revenue of Rs 6,000-6,500 crore (40-50%+ growth) with PAT margins of 8.5-9.5%. Key growth drivers include price increases (25% ASP rise expected in FY27), volume scaling, localization efforts, and new product launches under Nexivue and Eyra brands. The company faces global semiconductor shortages and geopolitical-related cost pressures but is passing on price rises in a tapered manner.
Strong operational performance with significant margin expansion positions the stock favorably. The upgraded FY27 guidance suggests continued momentum, though rising input costs and price pass-through lag could create near-term margin pressure.