Aditya Infotech Limited — Q1FY27 earnings call summary

Filed 13 August 2026 · Company audio recording

Capacity to double over next 3 years; Kadapa expansion operational by Q3 FY27; Greater Noida cluster in planning.
New product launches (CP Plus Pro, Home IoT) targeted by Q4 FY27; exports planned over 18-24 months horizon.
Price hikes of 15-20% taken in H1 FY27; total expected price increase ~25% for the year, passed on gradually.
EBITDA margin guidance maintained at 14-15% for FY27, with potential upside after H1 results.
Gross margin at 30.8% in Q1 FY27, up 8 bps YoY; EBITDA margin improved 604 bps YoY to 14.8%.
FY27 revenue guidance at Rs. 6,000-6,500 crore, with CP Plus contributing 87% of revenue.
Margin moderation vs Q4 due to exhaustion of low-cost inventory; price hikes and product mix support margins.
Backward integration (housing, cables, lenses, PCBs) expected to add basis points to margins gradually from Q3 FY27.