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Revenue
₹1,139.1 Cr
verified against source
Revenue YoY
37.3%
reported change
EBITDA
₹144.6 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
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.
Colored figures show movement against the previous available record.
Guidance to track
- Management raised FY26 revenue guidance to ₹3,900-4,100 crore, expecting to hit the higher end.
- EBITDA margin guidance for FY26 increased to 11-12% from previous levels.
- Initial FY27 revenue guidance set at ₹5,350-5,550 crore, implying 30-35% growth over FY26.
- FY27 EBITDA margin target raised to 12-13%, with PAT margin of 7.5-8%.
Risks flagged
- Supply challenges persist across SOC, DDR, flash, and sensors, potentially impacting production and costs.
- Double-digit price hikes planned due to input cost inflation; channel readiness is uncertain and could impact demand.
- New brands targeting mass market may face distribution and adoption challenges; revenue contribution uncertain.
- Expected pent-up demand from certification transition may not fully materialize due to price hikes and supply issues.
Key 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.
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