Aditya Infotech Limited — Q2FY27 earnings call summary

• Capex 650cr planned to double capacity by FY30; localization of components underway
• Multiple analyst queries on margin outlook, market share, and inorganic growth addressed
• Market share expected 43%-45% in FY27; CP PLUS core brand with 88% revenue share in Q2
• Q2 FY27 revenue 1,746cr +89.9% y-y; EBITDA 307cr +177%, margin 17.6%; PAT before exception 220cr +214%
• H1 FY27 revenue 3,148cr +89.7%; EBITDA 515cr margin 16.3%; PAT before exception 362cr +252%
• FY27 revenue guidance raised to 6,500-6,800cr (+54% to +61% y-y); EBITDA margin maintained at 14%-15%
• Debt free post QIP of 1,500cr; finance cost down 41% H1; working capital elevated due to strategic inventory
• Investment in AI firm BLUE KGraph for tech capabilities, not immediate revenue driver

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