Aditya Infotech Q4 FY26 Earnings Call Transcript Released
Aditya Infotech's Q4 FY26 revenue surged 45.5% YoY to ₹1,422 crore, with EBITDA up 162% to ₹258.3 crore. Full-year FY26 revenue grew 35.6% to ₹4,220.8 crore. The company revised FY27 revenue guidance to ₹6,000-₹6,500 crore and expects EBITDA margins of 14-15%. A dividend of ₹1.6 per share was announced.
The announcement includes strong financial results, a significant increase in market share, upward revision of future guidance, and details on strategic partnerships and capacity expansion, all of which are material events for investors.
The company reported strong year-on-year growth in revenue, EBITDA, and PAT for both the quarter and the full year. The revised guidance for FY27 is also positive, indicating confidence in future performance. Strategic partnerships and capacity expansions further support a positive outlook.
Aditya Infotech Limited has released the transcript of its earnings conference call held on May 28, 2026, discussing the audited financial results for the quarter and financial year ended March 31, 2026. The company highlighted significant growth in market share, reaching approximately 45.4% in India's organized surveillance industry. The management discussed strategies to navigate global semiconductor and memory industry disruptions, including a multi-SoC product strategy and diversified procurement. Strategic partnerships with Qualcomm Technologies and L&T Semiconductor Technologies were emphasized for developing AI-enabled solutions and indigenous semiconductor capabilities.
The company reported a 45.5% year-on-year revenue growth to ₹1,422 crore for Q4 FY26, with EBITDA increasing by 162% to ₹258.3 crore and Adjusted PAT rising by 207.7% to ₹169.1 crore. For the full year FY26, revenue grew 35.6% to ₹4,220.8 crore, EBITDA increased 124.1% to ₹579 crore, and Adjusted PAT grew 166.1% to ₹368 crore.
Future plans include expanding manufacturing capacity, commissioning a new lens assembly line, and a proposed 3 lakh square feet facility in Noida. The company has revised its FY27 guidance upwards, projecting revenue between ₹6,000 crore and ₹6,500 crore, with EBITDA margins of 14% to 15%, and PAT of 8.5% to 9.5%. The management also announced a dividend of ₹1.6 per equity share.
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Aditya Infotech Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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