Aditya Infotech Limited has reported strong financial results for the quarter and financial year ended March 31, 2026, driven by market share gains and a favorable product mix. The company has raised its revenue guidance for FY27 to INR6,000 crores to INR6,500 crores, representing nearly 50% growth over the previous year, while projecting EBITDA margins between 14% and 15%. The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

For the fourth quarter, revenue grew 45.5% year-on-year to INR1,422 crores. EBITDA increased 162% year-on-year to INR258.3 crores, with margins expanding by 800 basis points to 18%. Adjusted PAT stood at INR169.1 crores, up 207.7% year-on-year, attributed to a 38% reduction in finance costs and improved operational efficiencies. On a full-year basis, revenue rose 35.6% to INR4,220.8 crores, while EBITDA surged 124.1% to INR579 crores. Adjusted PAT for FY26 reached INR368 crores, reflecting 166.1% growth.

Strategic Initiatives and Supply Chain

The company strengthened its market leadership, achieving approximately 45.4% market share in the Indian video surveillance industry as of Q3 FY26. To mitigate global semiconductor shortages, Aditya Infotech adopted a multi-SoC product strategy and diversified its supply chain by partnering with six non-Chinese SoC companies, including Ambarella, Qualcomm, and Novatek. The firm also partnered with L&T Semiconductor Technologies for the supply of 9 million next-generation CCTV IP cameras over three years.

Capacity Expansion and Outlook

Manufacturing capacity reached 2.5 million units, with plans to double overall production capacity by FY28. The company announced a dividend of INR1.6 per equity share. Management noted that while raw material costs are rising, price hikes implemented in a phased manner are expected to sustain profitability. The board has approved capex plans ranging between INR200 crores and INR300 crores, primarily funded through internal accruals.

Financial Performance Summary

Aditya Infotech reported a consolidated net profit of ₹368 crore for the financial year ended March 31, 2026, a rise of 166.1% from the previous year. Revenue from operations for the year grew by 35.6% to ₹4,221 crore, driven by robust demand across SME, Private Enterprise, Government, and Consumer segments. The Board has recommended a dividend of ₹1.60 per equity share, subject to shareholder approval.

Key Financial Highlights

The company's operational efficiency improved significantly during the year, with EBITDA growing 124.1% to ₹579 crore. The EBITDA margin expanded by 540 basis points to 13.7%, supported by improved brand mix and operating leverage. For the quarter ended March 31, 2026, net profit stood at 1.7b Rupees versus 550m Rupees in the same period last year, while revenue reached 14.2b Rupees compared to 9.77b Rupees year-on-year. Q4 EBITDA came in at 2.9b Rupees versus 1.2b Rupees in the prior-year quarter, with the EBITDA margin expanding to 20.2% from 12.5%.

The following table summarises the key financial metrics for the full financial year on a year-on-year basis:

*Adjusted profit after tax for FY25 is before consideration of the exceptional item of ₹213.1 crore.

The following table summarises the Q4 performance on a year-on-year basis:

Strategic Developments and Guidance

The Board approved a final dividend of ₹1.60 per share, representing 160% of the face value of ₹1 each. The company announced it is upgrading its FY2027 guidance, expecting revenue in the range of ₹6,000–6,500 crore, EBITDA margins of 14%–15%, and PAT margins of 8.5%–9.5%. This outlook is supported by volume growth and price increases, with an estimated 25% growth from ASP rise and 25% from unit scaling.

Strategically, the company is expanding its manufacturing footprint. Current capacity stands at 2.5 million units per month, with plans to scale up the Kadapa facility by 2x over the next two years. Aditya Infotech also signed a joint venture agreement with Orient Cables for LAN and CCTV cable manufacturing, with commercial operations expected to commence between Q2 and Q3 FY2027.

Regulatory Disclosures

The financial results were reviewed by the Audit Committee and approved by the Board on May 27, 2026. The company disclosed that CP PLUS commands a 45.4% market share in Q3 FY26 in the Indian video surveillance market according to a Frost & Sullivan report.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE819V01029/5f0f6ad0-3196-4cc6-95ec-2a794d7c3cb2.pdf