Aditya Infotech Limited — PPTs, 27-05-2026: Investor Presentation

Aditya Infotech (CP PLUS) reported robust financial results for Q4 FY26, with Revenue climbing 45.5% YoY to ₹1,422 Cr and PAT surging 207.7% YoY to ₹169 Cr. For the full fiscal year FY26, Revenue grew 35.6% to ₹4,221 Cr, and PAT increased significantly by 166.1% to ₹368 Cr, reflecting strong margin improvements.

Growth drivers include strategic partnerships with non-Chinese SOC vendors and backward integration initiatives for cables, housing, and lenses. The company is investing heavily in R&D, expanding its manufacturing capacity to 2.5 million units/month at the Kadapa plant, aiming to double it by FY28. New brands, Nexivue and Eyra, along with enhanced GTM strategies like the Galaxy Store Programme and celebrity endorsements, are poised to boost market share.

Management has upgraded its FY27 outlook, projecting Revenue between ₹6,000-6,500 Cr (40-50%+ YoY growth) and PAT margins of 8.5-9.5%. This growth is expected from both increased sales volumes and the passing on of component price increases, with a continued focus on high-value solutions.