Aditya Infotech Q3 FY26 Earnings Call Transcript Released
Aditya Infotech's Q3 FY26 earnings call transcript reveals strong performance with Q3 revenue up 37.3% to ₹1,139.1 crore and EBITDA up 98.7% to ₹144.6 crore. The company updated its FY26 revenue guidance to ₹3,900-4,100 crore and FY27 revenue to ₹5,350-5,550 crore. Key initiatives include manufacturing expansion, R&D investments, and strategic partnerships, notably with Qualcomm for AI-enabled solutions.
The announcement includes detailed financial results, updated guidance for the current and next fiscal year, and significant strategic developments like new partnerships and manufacturing expansions, which are material to investors.
The company reported strong year-on-year growth in revenue and EBITDA, raised its financial outlook for FY26 and FY27, and highlighted strategic initiatives and partnerships that position it for future growth.
Aditya Infotech Limited has released the transcript of its earnings conference call held on February 13, 2026, discussing the un-audited financial results for the quarter and nine months ended December 31, 2025.
The call featured management including Mr. Aditya Khemka (Managing Director), Mr. Anup Nair (President - Strategy & Business Development), and Mr. Yogesh Sharma (CFO). Key discussions included the company's continued profitable growth, operational discipline, and robust execution driven by favourable industry tailwinds, a strong product portfolio, domestic manufacturing, and R&D investments. The CCTV market is experiencing robust long-term growth, fueled by urbanization, increasing spending power, and government initiatives for smart and safe cities. There's a noted shift towards network IP-based solutions and AI-enabled surveillance systems.
Financial highlights for Q3 FY26 included a year-on-year revenue growth of 37.3% to ₹1,139.1 crore, EBITDA increase of 98.7% to ₹144.6 crore (margin at 12.6%), and adjusted PAT growth of 138.8% to ₹96 crore. For the nine-month period, revenue grew 31.1% to ₹2,798.8 crore, EBITDA increased 100.5% to ₹320.6 crore (margin at 11.4%), and adjusted PAT rose to ₹198.9 crore.
Manufacturing expansion is underway, with installed capacity reaching 1.9 million units per month and a target of 2.1 million units by Q4 FY26. Construction of an enclosures and housing plant in Kadapa, Andhra Pradesh, is expected to be operational by mid-2026. A CCTV camera lens assembly line is also commissioned, with commercial production starting Q1 FY27.
Investments in R&D continue, including the incorporation of Aditya Infotech Taiwan Company Limited for global R&D. Strategic collaborations were announced, including a partnership with Qualcomm Technologies for AI-enabled video security solutions, expected commercially in H1 FY27. An MoU with Orient Cables for manufacturing coaxial and network cables was also signed.
New brands, EYRA and NEXIVUE, were launched targeting the mass market and unorganized segments, with NEXIVUE set for market launch in Q4 FY26 and EYRA in Q1 FY27. The company also announced a price hike of 6-8% in January 2026, with further increases expected due to rising input costs.
The company provided an updated outlook for FY26, projecting revenue between ₹3,900 crore to ₹4,100 crore and EBITDA margins of 11% to 12%. For FY27, the initial guidance is for revenue between ₹5,350 crore to ₹5,550 crore (30-35% growth) with EBITDA margins of 12% to 13%.
Discussions also covered supply chain challenges, particularly for SoC, memory, and sensors, and mitigation strategies including multi-SoC product development and forward orders. The company expressed confidence in maintaining market share and achieving revenue targets despite cost pressures, passing on input cost increases to maintain margins. The transition towards IP cameras and AI-enabled solutions was highlighted as a key growth driver.
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