Aditya Infotech Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 8 Jun 2026 | Industrial Manufacturing | Market Cap: ₹41.6K Cr
The CCTV market is expected to grow robustly at 15%-16% in unit volumes. Revenue Growth:** Guidance for FY27 is raised to INR 6,000–6,500 crores, reflecting nearly 50% YoY growth.
From Aditya Infotech Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹3,476
Market Cap
₹41.6K Cr
P/E Ratio
87.2
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Aditya Infotech Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.4K Cr, net profit ₹169 Cr.
Full financials →📊 Revenue & Sales Performance
📈 Profitability & Margins
- →**Revenue Growth:** Guidance for FY27 is raised to INR 6,000–6,500 crores, reflecting nearly 50% YoY growth.
- →**Volume Growth:** Expected quantity growth of 25%-30%, outpacing industry growth projected at 15%-16%.
- →**Price/ASP Growth:** ASP expected to rise by 20%-25% due to product mix shift and price hikes.
- →**EBITDA Margin:** Targeted at 14%-15% for FY27, considered the new normal, up from prior 12%-13%.
- →**PAT Margin:** Guidance around 8.5%-9.5% for FY27.
- →**Margin Sustainability:** Margins expected to be supported by localization, backward integration, better product mix, and operational efficiencies.
- →**Capex:** INR 200-300 crores planned mainly for capacity expansion and backward integration, funded mostly from internal accruals.
- →**Export Plans:** Exports to begin in FY27 with exploratory actions underway.
- →**Long-term:** Continued focus on R&D and increasing market share to sustain above-industry growth.
🏗️ Capital Expenditure Plans
- →Capex plans for FY27 are in the range of INR 200-300 crores, with potential to increase slightly due to expanded guidance.
- →Capex will fund capacity expansion, including doubling production capacity by FY28.
- →Key investments include:
- → - Housing plant development, with Phase-1 operational by Q2 FY27 and Phase-2 by Q4 FY27 (targeting 30 million housing/enclosures per year).
- → - New lens assembly line capacity starting at 5 lakh lenses per month, scalable to 1 million monthly.
- → - Additional land acquisition and a 50,000 sq. ft. manufacturing shed in Kadapa.
- → - Securing a 3 lakh sq. ft. facility in Noida Sector 68 by Q4 FY27.
- →Backward integration initiatives planned to localize key components (housing, cables, lenses).
- →Strategic investments focus on strengthening R&D, including global presence like Taiwan operations.
- →Funding largely from internal accruals with possible temporary debt for plant and machinery.
💰 Fundraising & Capital Structure
📋 Order Book & Pipeline
- →The transcript does not explicitly mention the current or expected order book or pending orders in specific numbers.
- →However, it indicates strong demand and growth expectations with volume growth factored between 25%-30% for FY27.
- →Supply chain challenges are being mitigated through multi-supply chain strategies, with advanced procurement securing component availability.
- →The company is confident of sustaining growth and beating industry averages.
- →Government projects contribute about 15%-20% of revenues, but no specific order backlog details are provided.
- →Capex plans indicate ongoing capacity expansion to meet rising demand, suggesting a healthy order pipeline.
- →Overall, the company appears well positioned with secured supplies to fulfill expected orders and growth without major disruptions.
Key Metrics
Frequently Asked Questions
What were Aditya Infotech Ltd Q4 FY26 results?
The CCTV market is expected to grow robustly at 15%-16% in unit volumes. Revenue Growth:** Guidance for FY27 is raised to INR 6,000–6,500 crores, reflecting nearly 50% YoY growth.
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?
Capex plans for FY27 are in the range of INR 200-300 crores, with potential to increase slightly due to expanded guidance. - Capex will fund capacity expansion, including doubling production capacity by FY28. - Key investments include: - Housing plant development, with Phase-1 operational by Q2 FY27 and Phase-2 by Q4 FY27 (targeting 30 million housing/enclosures per year). - New lens assembly line capacity starting at 5 lakh lenses per month, scalable to 1 million monthly. - Additional land acquisition and a 50,000 sq.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.