Aditya Infotech

Aditya Infotech delivered a strong Q3 FY26 with revenue of ₹1,139.1 croreCurrent reported value: ₹1,139.1 crore. No comparable prior figure is available in the source record. (+37.3Current reported value: 37.3. No comparable prior figure is available in the source record.% YoY) and EBITDA of ₹144.6 croreCurrent reported value: ₹144.6 crore. No comparable prior figure is available in the source record. (+98.7% YoY), driven by favorable product mix, higher localization, and operating leverage. EBITDA margin expanded 391 bpsCurrent reported value: 391 bps. No comparable prior figure is available in the source record. to 12.6Current reported value: 12.6. No comparable prior figure is available in the source record.%. The CP+ brand contributed 87%Current 87%. Reported change: +?pp YoY. of revenue, with IP products at 75%Current 75%. Reported change: +?pp YoY. 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%Current 39%. Reported change: +?pp YoY.), backward integration (lens assembly, enclosure plant), and AI partnerships (Qualcomm). Risks include global semiconductor/memory shortages and potential demand impact from price hikes.