CPPLUS NSE filing

Aditya Infotech Q2 FY27 Revenue Surges 89.9% YoY to ₹1,746 Cr; PAT Up 214.2%

The RealCase readHigh impact Positive

Aditya Infotech's Q2 FY27 revenue soared to ₹1,746 Cr, up 89.9% YoY. EBITDA rose 176.7% to ₹307.4 Cr, and PAT grew 214.2% to ₹219.9 Cr. The company has a ~42% market share and revised FY27 revenue guidance to ₹6,500-6,800 Cr. It also invested ₹45.4 Cr for a 30% stake in BLUE.

Why it matters

The substantial revenue and profit growth, market share increase, successful QIP, and revised positive future guidance are material events that are likely to have a significant impact on the company's valuation and investor perception.

The market read

The company reported significant year-on-year growth in revenue, EBITDA, and PAT, along with an upward revision of future guidance and strategic investments, indicating strong financial and operational performance.

Aditya Infotech Limited (CPPLUS) announced its unaudited financial results for the quarter and half year ended September 30, 2026, reporting a strong performance. The company's consolidated revenue for Q2 FY27 grew by an impressive 89.9% year-on-year to ₹1,746.0 crore. EBITDA saw a robust increase of 176.7% YoY to ₹307.4 crore, with margins improving to 17.6%. Profit After Tax (PAT) before exceptional items surged by 214.2% YoY to ₹219.9 crore, reflecting improved margins and operational efficiencies.

For the half year ended September 30, 2026 (H1 FY27), consolidated revenue stood at ₹3,148.4 crore, up 89.7% YoY. EBITDA for H1 FY27 increased by 192.7% YoY to ₹515.2 crore, with margins at 16.3%. PAT before exceptional items for H1 FY27 grew by 252.0% YoY to ₹362.1 crore.

The company highlighted strategic developments including strengthening its market leadership in India's video surveillance industry, now commanding an estimated 42% market share. Following a ₹1,500 crore Qualified Institutions Placement (QIP), the company reported a net cash of ₹1,071.2 crore as of September 30, 2026, and repaid all borrowings in October 2026. Capacity expansion plans are underway, aiming to more than double current capacity. Additionally, on November 5, 2026, Aditya Infotech signed agreements to invest ₹45.4 crore for a 30% stake in BLUE (KGraph AI Solutions Pvt Ltd), a video-compression technology company.

Commenting on the results, Managing Director Mr. Aditya Khemka noted the strong growth driven by favourable product mix, increased localization, and operating leverage. He also highlighted the successful QIP and the repayment of borrowings, which enhance financial flexibility. The company has revised its FY27 guidance upwards, expecting revenue in the range of ₹6,500 – 6,800 crore, EBITDA margin of 14.0 – 15.0%, and PAT margin of 9.0 – 10.0%.

Filing to action

What to do with a filing like this

Aditya Infotech Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.

See the model portfolios
Primary source

A plain-language summary of a public exchange filing by Aditya Infotech Limited. Read the original for the full detail.

View original filing