Aditya Infotech Limited , India's leading surveillance brand, has announced robust financial results for the second quarter of fiscal year 2026, demonstrating significant growth across key metrics.

Financial Highlights

For the quarter ended September 30, 2025 (Q2 FY26), Aditya Infotech reported:

• Revenue from operations of ₹919.60 crore, up 37.5% year-over-year (YoY)
• EBITDA of ₹111.10 crore, a substantial increase of 157.6% YoY
• EBITDA margin expansion of 560 basis points to 12.0%
• Adjusted Profit After Tax of ₹70.00 crore, growing 239.1% YoY

Half-Year Performance

For the first half of FY26 (H1 FY26), the company achieved:

• Revenue growth of 27.2% YoY to ₹1,659.70 crore
• EBITDA of ₹176.00 crore, up 102.0% YoY
• EBITDA margin improvement of 390 basis points to 10.6%
• Adjusted Profit After Tax of ₹102.80 crore, an increase of 138.4% YoY

Strategic Developments

Aditya Infotech has made significant strides in strengthening its market position:

• Maintained leadership with a 31.4% market share in the Indian video surveillance industry
• Increased IP portfolio within CP PLUS to 70.0% of revenue, up from 54.0% in Q2 FY25
• Plans to expand production capacity at Kadapa facility to 2 million units per month by December 2025
• Entered a strategic partnership with L&T Semiconductor Technologies to manufacture 9 million IP cameras over three years using Vision AI SoC technology
• Set to launch two new brands, EYRA and NEXIVUE, at IFSEC 2025 to cater to diverse customer segments

Management Commentary

Mr. Aditya Khemka, Managing Director, stated, "Q2 FY26 marks another strong quarter for Aditya Infotech, reflecting our ability to execute on growth priorities and capture market share. The strategic utilization of IPO proceeds for debt repayment has significantly strengthened our balance sheet, reducing our debt position from ~₹466 crore in June 2025 to ~₹68 crore in September 2025."

Financial Position

The company's financial position has improved, with:

• Debt reduction from ₹466 crore in June 2025 to ₹68 crore in September 2025
• Gross Margin improvement to 29.8%, up 940 basis points YoY
• CP PLUS brand contributing 86% of revenue

Recent IPO

Aditya Infotech Limited recently completed its Initial Public Offering (IPO) of 19,267,928 equity shares at ₹675 per share. The IPO comprised:

The equity shares were listed on NSE and BSE on August 5, 2025. The IPO proceeds are intended for repayment of certain borrowings availed by the company and general corporate purposes.

Outlook

Aditya Infotech remains confident in achieving its FY26 guidance of 25-30% revenue growth and 10-11% EBITDA margins. The company's focus on product innovation, capacity expansion, and strategic partnerships positions it well for sustained growth in the surveillance technology market.

The management expects further market share gains and margin expansion, supported by brand mix improvement, cost savings from debt reduction, and scaling efficiencies from plant operations and localization efforts.

With a strong product portfolio and growing demand across government, enterprise, SMB, and home segments, Aditya Infotech is well-positioned to capitalize on the robust growth in the Indian security and surveillance market.

The Board of Directors approved the unaudited financial results at their meeting held on November 12, 2025. The company operates in trading of security and surveillance equipment and related activities as its main business.

Aditya Infotech 's CP Plus, India's leading security and surveillance brand, has announced a strategic partnership with L&T Semiconductor Technologies (LTSCT) to develop and produce next-generation IP cameras. This collaboration marks a significant step towards strengthening India's semiconductor ecosystem and enhancing the country's security surveillance capabilities.

Partnership Details

The partnership between CP Plus and LTSCT involves the production of 9 million CCTV IP cameras over a three-year period. These cameras will be powered by LTSCT's indigenously designed Vision System-on-Chip (SoC) technology, showcasing a commitment to India's pursuit of self-reliance in semiconductor innovation.

Key Features of the Next-Gen IP Cameras

The new IP cameras will boast several advanced features:

Impact on India's Technological Landscape

This collaboration is expected to have far-reaching effects on India's technological ecosystem:

1. Semiconductor Innovation: The partnership contributes to India's goal of becoming self-reliant in semiconductor technology.
2. Data Security: The advanced cryptographic architecture of the SoCs will enhance data protection in surveillance systems.
3. Economic Impact: The initiative is likely to foster innovation and create employment opportunities in the domestic electronics sector.
4. Global Positioning: This move is expected to strengthen India's position in the global semiconductor and security supply chain.

Executive Insights

Aditya Khemka, Managing Director of Aditya Infotech Ltd (parent company of CP Plus), emphasized the partnership's alignment with their vision of delivering world-class security solutions powered by Indian innovation. He stated, "This collaboration extends beyond product innovation, reflecting our intent to contribute meaningfully to India's semiconductor journey, strengthen data security for millions of users, and reinforce our position as a global leader proudly building in India for the world."

Sandeep Kumar, Chief Executive of L&T Semiconductor Technologies Ltd., highlighted the partnership's role in taking India-designed Vision AI SoCs into millions of surveillance cameras. He noted, "This is more than a business partnership—it is a commitment to building trusted, future-ready technology for India and the global stage."

As India continues to push for technological sovereignty and innovation in critical sectors like semiconductors and surveillance, partnerships like this between CP Plus and L&T Semiconductor serve as significant milestones in the country's journey towards becoming a global tech powerhouse.