CP Plus Parent Aditya Infotech Targets 25-30% Revenue Growth in FY26
Aditya Infotech Ltd., parent of CP Plus, aims for 25-30% revenue growth and 10-11% EBITDA margin by FY26. New government cybersecurity regulations have eliminated 35% of Chinese competition. CP Plus has restructured supply chains, sourcing semiconductors from Taiwan and USA. The company plans to serve half of India's surveillance solutions demand by March 2026 and is partnering with L&T Semiconductor Technologies for domestic chip development. Despite positive outlook, shares closed 3.18% lower at Rs 1,399.90.

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Aditya Infotech Ltd. , the parent company of security solutions brand CP Plus, has set ambitious growth targets for the fiscal year 2026 (FY26). The company expects to achieve a revenue growth of 25-30% and an EBITDA margin of 10-11% by FY26, according to Managing Director Aditya Khemka.
Regulatory Boost
The optimistic outlook is largely attributed to new government cybersecurity regulations for IP and Wi-Fi cameras that came into effect on April 9. These regulations have introduced stringent certification requirements and banned the use of Chinese semiconductors in these devices. As a result, approximately 35% of the market previously dominated by Chinese brands has been eliminated, creating new opportunities for domestic players like CP Plus.
Supply Chain Restructuring
In anticipation of these changes, Aditya Infotech has been proactive in restructuring its supply chains over the past two years. The company has moved away from Chinese suppliers and is now sourcing semiconductors from Taiwanese and American companies. This strategic shift has positioned CP Plus favorably in the evolving market landscape.
Ambitious Capacity Expansion
CP Plus has set its sights on significantly expanding its market presence. The company aims to build capacity to serve half of India's surveillance solutions demand by March 2026. This ambitious target underscores the company's confidence in its growth trajectory and the expanding market for security solutions in India.
Domestic Chip Development
In a move towards vertical integration and self-reliance, CP Plus is partnering with L&T Semiconductor Technologies. This collaboration aims to develop camera chips domestically, which could further strengthen the company's position in the market and reduce dependency on foreign suppliers.
Market Response
Despite the positive outlook, Aditya Infotech's shares closed 3.18% lower at Rs 1,399.90 on the day of the announcement. This market reaction suggests that investors may be taking a cautious approach to the company's ambitious growth targets.
The company's strategic initiatives, coupled with favorable regulatory changes, position Aditya Infotech and its brand CP Plus for potential growth in the coming years. However, the achievement of these targets will depend on various factors, including market dynamics, successful implementation of expansion plans, and the company's ability to capitalize on the evolving regulatory landscape.
Historical Stock Returns for Aditya Infotech
1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
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+3.39% | -5.40% | +5.70% | +21.86% | +21.86% | +21.86% |