Aditya Infotech Limited has scheduled a series of institutional investor and analyst meetings to engage with market participants across India and Singapore. The company's officials will attend these sessions, organised by IIFL Capital Services Limited and ICICI Securities Limited, starting from August 24, 2026. All discussions will be strictly based on publicly available information, with no unpublished price-sensitive information (UPSI) intended to be shared during these interactions.

The meetings are designed to facilitate dialogue on the company's business outlook and operational performance. The intimation was submitted pursuant to Regulation 30(6) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company noted that the schedule may change due to exigencies on the part of the institutional investors or the company itself.

Meeting schedule

The institutional investor meetings are divided into two legs, covering both domestic and international markets.

Regulatory disclosure

The disclosure was signed by Roshni Tandon, Company Secretary and Compliance Officer of Aditya Infotech Limited, on August 19, 2026.

Aditya Infotech reported a robust start to FY27, with revenue rising 89.5% year-on-year to ₹1,402 crore in the quarter ended June 30, 2026. The growth was primarily driven by the CP PLUS brand, which accounted for approximately 87% of the company’s total revenue. Adjusted profit after tax (PAT) increased sharply by 332.5% to ₹142.2 crore, reflecting improved cost efficiencies and a significant reduction in finance costs.

Financial Performance Highlights

The company demonstrated strong operating leverage during the period. While revenue grew nearly 90%, EBITDA expanded by 20% to ₹208 crore, resulting in an EBITDA margin expansion of 604 basis points to 14.8%. This improvement was attributed to a favorable product and brand mix, alongside better operational efficiencies. Gross margins also widened by 810 basis points year-on-year to 30.8%, although management noted a slight moderation from the previous quarter due to the exhaustion of lower-cost inventory.

Brand and Product Mix

The CP PLUS brand continues to be the primary growth engine, contributing 87% of overall revenue. Within this portfolio, IP products accounted for nearly 79%, signaling increasing adoption of higher-value, intelligent AI surveillance solutions. The company maintains a market share of 43.3% in the Indian video surveillance industry for FY26, according to a Frost & Sullivan report.

Strategic Initiatives and Expansion

Management highlighted several strategic developments aimed at sustaining long-term growth. The company inaugurated a new corporate office and R&D center in August 2026, adding to its existing facilities in Noida, Ahmedabad, and Taiwan. A fourth R&D center is planned for Bengaluru.

Manufacturing capacity remains a key focus. The current facility supports approximately 2.5 million units per month, with utilization rates between 85% and 90%. To meet future demand, Aditya Infotech is advancing its Kadapa greenfield expansion, expected to become operational in Q3FY27, and has identified land for a second manufacturing cluster in Greater Noida. Additionally, the company incorporated Corelink Cable Technology Private Limited, a joint venture with Orient Cables, to manufacture network LAN and CCTV coaxial cables in Rajasthan. Commercial production at this facility is targeted for the end of FY27.

What the Numbers Show

The divergence between revenue growth (89.5%) and EBITDA growth (20%) indicates that while top-line momentum is strong, cost pressures—particularly in semiconductor components—are impacting operating profits. However, the expansion in EBITDA margin from 11.05% in Q1FY26 to 14.8% in Q1FY27 demonstrates that the company is successfully passing on some cost increases through price hikes, which management stated ranged between 10% and 20% across product categories. The sharp rise in PAT (332.5%) relative to EBITDA growth was largely driven by a 59% reduction in finance costs, highlighting improved capital efficiency rather than just operational scaling.

Outlook and Guidance

Management reaffirmed its full-year guidance of 14% to 15% EBITDA margin for FY27. The company is exploring new product categories, including machine vision cameras, drone camera modules, and home IoT products like video door phones. These initiatives are part of a broader strategy to expand into enterprise and government segments through its upcoming CP PLUS Pro series. Supply chain resilience remains a priority, with the company hedging 85% to 90% of its forex exposure weekly to mitigate currency volatility.