Aditya Infotech Ltd
Aditya Infotech Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #17 of 56 in Industrial Manufacturing
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The short version
The industry is expected to grow at a CAGR of 16-17% over the next five years, with camera units expected to more than double by 2030 (Page 12). - Aditya Infotech aims to outperform the industry growth rate, targeting a 20%-25% CAGR over the next 3-5 years, continuing its historical growth track (Page 12, Page 16). - Revenue guidance for FY '26 is Rs. Revenue for FY '26 is expected between Rs.
From Aditya Infotech Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The industry is expected to grow at a CAGR of 16-17% over the next five years, with camera units expected to more than double by 2030 (Page 12).
- Aditya Infotech aims to outperform the industry growth rate, targeting a 20%-25% CAGR over the next 3-5 years, continuing its historical growth track (Page 12, Page 16).
- Revenue guidance for FY '26 is Rs. 3,900 to Rs. 4,100 crores, implying over 25% annual growth (Page 7).
- The company anticipates volume growth, with plans to increase production capacity from 1.5 million to 2.3 million monthly by April, enabling higher sales volumes (Page 14, Page 16).
2 more points from Aditya Infotech Ltd's call on revenue
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Profitability & Margins
See what Aditya Infotech Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company plans a CAPEX of about Rs. 200 crores over the next two years focused on factory expansion, backward integration, and increased localization (Page 16).
- This CAPEX aims to increase production capacity from 1.5 million to around 2.5 million units monthly, potentially enabling 60% revenue growth over two years (Pages 15-16).
- The CAPEX is expected to be funded through net free cash flows and may be supplemented by future JVs or acquisitions (Page 12).
- Strategic investments include acquiring the remaining 50% stake in the Dixon JV, now a 100% subsidiary, through a share swap valued around Rs. 4,000 crores (Page 16).
2 more points from Aditya Infotech Ltd's call on capex
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Top-ranked in Industrial Manufacturing
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Aditya Infotech Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points from Aditya Infotech Ltd's call on order book
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Aditya Infotech Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.4K Cr, net profit ₹169 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Aditya Infotech Ltd's management said in earlier quarters
Others in Industrial Manufacturing this season
- Dynamatic Tech. (Q1 FY26)
3,709.3 million, up 7.1% YoY from Rs. Key concall takeaways from Dynamatic Technologies Ltd's Q1 FY26 earnings call — and how it ranks against sector peers.
- Mazagon Dock Shipbuilders Ltd (Q1 FY26)
Revenue from Operations (Consolidated): ₹2,626 Cr in Q1 FY 2025-26, down from ₹2,828 Cr in Q1 FY 2024-25 (approx. Key concall takeaways from Mazagon Dock…
- Sunita Tools Ltd (Q1 FY26)
EBITDA margin and PAT margin show improving trends, with EBITDA at 28-30% in FY26 rising to 30-34% in FY28, and PAT from 16-17% to 18-20%. Key concall…
- Mamata Machinery Ltd (Q1 FY26)
Q1FY26 Revenue from Operations:** ₹382 million, up 38% YoY from ₹276 million in Q1FY25 (Page 6). Key concall takeaways from Mamata Machinery Ltd's Q1 FY26…
Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Manufacturing
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Aditya Infotech Ltd Q1 FY26 results?
The industry is expected to grow at a CAGR of 16-17% over the next five years, with camera units expected to more than double by 2030 (Page 12). - Aditya Infotech aims to outperform the industry growth rate, targeting a 20%-25% CAGR over the next 3-5 years, continuing its historical growth track (Page 12, Page 16). - Revenue guidance for FY '26 is Rs. Revenue for FY '26 is expected between Rs.
What is Aditya Infotech Ltd share price analysis?
Aditya Infotech Ltd currently shows a neutral. The stock trades at a P/E of 87.2 with a market cap of ₹41,630 Cr. Investors should review the full earnings analysis for detailed insights.
Is Aditya Infotech Ltd planning capital expenditure?
The company plans a CAPEX of about Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.