Aditya Infotech Q2 FY27: Revenue surges 89.9% to ₹1,746 Cr, PAT up 214%
Aditya Infotech's Q2 FY27 revenue surged 89.9% YoY to ₹1,746 Cr, with PAT up 214% to ₹220 Cr. The company raised ₹1,500 Cr via QIP, becoming debt-free. Market share reached 42%. FY27 revenue guidance raised to ₹6,500-₹6,800 Cr.
The substantial revenue and profit growth, coupled with strategic investments in capacity expansion, technology (AI solutions), and market share expansion, are expected to have a significant positive impact on the company's future performance and market position.
The company reported exceptionally strong financial results with significant year-on-year growth in revenue, EBITDA, and PAT. The successful QIP and debt repayment further strengthen the financial position. The market share gains and revised upward guidance indicate positive future prospects.
Aditya Infotech Limited announced its financial results for the quarter and half-year ended September 30, 2026. The company reported a strong performance with Q2 FY27 revenue of ₹1,746 crore, an increase of 89.9% year-on-year. EBITDA stood at ₹307 crore, up 177%, with a margin of 17.6%. Profit After Tax (PAT) before exceptional items grew by 214% to ₹220 crore.
For the first half of FY27, revenue reached ₹3,148 crore, up 89.7% year-on-year. EBITDA was ₹515 crore with a 16.3% margin, and PAT before exceptional items was ₹362 crore, a 252% increase.
Sequentially, Q2 revenue grew by 24.5% over Q1. The reported PAT for Q2 was ₹185.5 crore, after accounting for a one-time exceptional item of ₹34.4 crore due to a fire incident at the Kadapa plant. The company expects to recover the loss through insurance.
CP PLUS remains the primary growth driver, contributing 88% of Q2 revenue. Within CP PLUS, IP products now constitute 79% of the portfolio. The company's market share in Indian video surveillance has expanded to approximately 42% in the 12 months to September 2026, up from 30% at the time of its IPO.
The company raised ₹1,500 crore through a Qualified Institutions Placement (QIP) in September and has since repaid all its borrowings, becoming debt-free. The proceeds from the QIP will be used for debt repayment, manufacturing capacity expansion, and potential acquisitions.
Aditya Infotech has invested ₹45.4 crore for a 30% stake in BLUE KGraph AI Solutions, which offers a video compression layer that can significantly reduce storage and bandwidth requirements. The company also plans to expand its manufacturing capacity by doubling it through Kadapa phase 3 and a new facility in Greater Noida.
Localization efforts include setting up plants for lenses, cables, and housing enclosures. The company is also launching a new CP PLUS PRO series for the premium enterprise segment in Q4 FY27.
Aditya Infotech has revised its FY2027 guidance upwards. Revenue is now projected to be between ₹6,500 crore and ₹6,800 crore (54% to 61% growth). EBITDA margins are maintained at 14%-15%, while PAT margins are raised to 9%-10%.
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