What was Aditya Infotech's revenue in Q3 FY26?

Aditya Infotech reported revenue of ₹1,139 Cr in Q3 FY26, a +37.3% change year-over-year.

Did Aditya Infotech management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

ADITYAINFOTECH Information Technology 10 Feb 2026

Aditya Infotech Ltd — Q3 FY26

Q: What guidance did Aditya Infotech management give?

FY26 revenue guidance raised to ₹3,900-4,100 crore: Management raised FY26 revenue guidance to ₹3,900-4,100 crore, expecting to hit the higher end.

Aditya Infotech delivered a strong Q3 FY26 with revenue of ₹1,139.1 crore (+37.3% YoY) and EBITDA of ₹144.6 crore (+98.7% YoY), driven by favorable product mix, higher localization, and operating leverage.

Revenue ₹1,139 Cr +37.3%

EBITDA ₹145 Cr +98.7%

PAT ₹96 Cr +138.8%

EBITDA Margin 12.6% +391bps

Duration 46 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Aditya Infotech delivered a strong Q3 FY26 with revenue of ₹1,139.1 crore (+37.3% YoY) and EBITDA of ₹144.6 crore (+98.7% YoY), driven by favorable product mix, higher localization, and operating leverage. EBITDA margin expanded 391 bps to 12.6%. The CP+ brand contributed 87% of revenue, with IP products at 75% of portfolio. Management raised FY26 guidance to revenue of ₹3,900-4,100 crore and EBITDA margin of 11-12%. For FY27, initial guidance targets revenue of ₹5,350-5,550 crore (30-35% growth) and EBITDA margin of 12-13%. Key growth drivers include market share gains (now ~39%), backward integration (lens assembly, enclosure plant), and AI partnerships (Qualcomm). Risks include global semiconductor/memory shortages and potential demand impact from price hikes.

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Focused Modules

⚖Claim Ledger 73% answered

Did management answer the analysts?

12 analyst questions audited, 1 evaded or deflected.

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!Risks 4 risks

Risk Intelligence

Global semiconductor and memory shortages

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Quarter Snapshot

Market Share 39%

+?pp YoY

Market share rose to almost more than 39% during Q2 FY26, expected to continue in Q3.

CP+ Brand Revenue Share 87%

+?pp YoY

CP+ brand contributed 87% of overall revenue in Q3, up from previous periods.

IP Product Share 75%

+?pp YoY

IP products made up 75% of CP+ portfolio, reflecting shift to high-value solutions.

Installed Capacity 1.9M units/month

+20% vs previous peak

Installed capacity reached 1.9 million units per month, up 20% from previous peak.

Fast read

Guidance and risk preview

Top guidance FY26 revenue guidance raised to ₹3,900-4,100 crore

Management raised FY26 revenue guidance to ₹3,900-4,100 crore, expecting to hit the higher end.

Top risk Global semiconductor and memory shortages

Supply challenges persist across SOC, DDR, flash, and sensors, potentially impacting production and costs.

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