Aditya Infotech Limited , a leading player in the Indian video surveillance market, has reported robust financial results for the second quarter of fiscal year 2026, showcasing significant growth and market share gains.

Key Financial Highlights

• Revenue grew by 37.5% year-on-year to INR 919.60 crores
• EBITDA increased by 157% to INR 111.10 crores, with margins expanding to 12%
• PAT rose by 239% to INR 70.00 crores

Market Position and Growth Drivers

The company's strong performance was primarily driven by:

1. Robust demand for CP PLUS branded IP cameras
2. Increased sales of STQC (Standardization Testing and Quality Certification) certified models
3. Expansion of manufacturing capacity to 1.8 million units per month

Aditya Infotech has consolidated its market leadership, with CP PLUS brand share in the company's overall revenue growing to 86% in Q2. The share of IP products in the CP PLUS portfolio has also increased significantly to almost 70%.

Strategic Initiatives

The company has announced several strategic moves to further strengthen its market position:

1. Multi-brand Strategy: Plans to launch two new brands, Eyra and Nexiview, at IFSEC 2025 to cater to diverse customer segments and penetrate deeper into the Indian market.

2. Manufacturing Expansion: Increasing capacity to 2 million units per month by Q4 FY26, with investments funded through internal accruals.

3. R&D Investments: Opening a new R&D center in Ahmedabad and plans for a subsidiary in Taiwan for R&D purposes.

4. Strategic Collaboration: Signed a definitive agreement with L&T Semiconductor Technologies to manufacture 9 million IP cameras over the next three years, co-designing India's first IPC SoC with Vision AI technology.

Market Outlook and Guidance

Aditya Infotech maintains its FY26 guidance of:

• 25% to 30% revenue growth
• EBITDA margins of 10% to 11%
• PAT margins of 6% to 7%

The company is well-positioned to benefit from the ongoing shift in the Indian market towards domestic brands and the implementation of new regulatory norms like STQC certification.

Management Commentary

Aditya Khemka, Managing Director, stated, "Our results reflect our aggressive growth strategies, continued market share gains, and an integrated approach combining strong brand recall, industry-leading manufacturing capacity, extensive distribution reach, and sustained investments in R&D and strategic collaborations."

As Aditya Infotech continues to strengthen its market leadership and expand its product portfolio, investors may want to keep a close eye on the company's performance in the coming quarters.

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.