Market Share
39%
+?pp YoY
Market share rose to almost more than 39% during Q2 FY26, expected to continue in Q3.
ADITYAINFOTECH
Information Technology
10 Feb 2026
Aditya Infotech Ltd — Q3 FY26
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.
✓ Verified against BSE filing
2-Min Summary
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.
Key Numbers
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.
Management 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.
revenueFY26 EBITDA margin guidance raised to 11-12%
EBITDA margin guidance for FY26 increased to 11-12% from previous levels.
marginsFY27 revenue guidance of ₹5,350-5,550 crore
Initial FY27 revenue guidance set at ₹5,350-5,550 crore, implying 30-35% growth over FY26.
revenueFY27 EBITDA margin guidance of 12-13%
FY27 EBITDA margin target raised to 12-13%, with PAT margin of 7.5-8%.
marginsKey Risks
Global semiconductor and memory shortages
Supply challenges persist across SOC, DDR, flash, and sensors, potentially impacting production and costs.
high · management_commentaryPrice hike absorption by channel and end users
Double-digit price hikes planned due to input cost inflation; channel readiness is uncertain and could impact demand.
medium · analyst_questionExecution risk on new brand launches (Nexiv, IRA)
New brands targeting mass market may face distribution and adoption challenges; revenue contribution uncertain.
medium · analyst_questionPotential demand slowdown from pent-up demand not materializing
Expected pent-up demand from certification transition may not fully materialize due to price hikes and supply issues.
low · management_commentaryNotable Quotes
We are taking it as an opportunity to scale up further.
We are putting all our guns on fire and we feel that in the next 6 to 12 months our market share will continue to rise.
The vision is that while we have successfully made cameras available to the nook and corner of India... next for us is to make it more intelligent.