ADITYAINFOTECH / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Aditya Infotech · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

11

Answered directly

73%

Numeric claims

2

Consistency

contradicted

Question ledger

What was answered, and how?

Reub · IIFL Capital

partial

Impact of supply chain shortages and price hike quantum for Q4 and Q1 FY27.

it'll be a double digit... the next 6 months the 6 to 8 months rather the the memory and DDR is going over the roof so it could be 10 15 20 25 it we quantifying what best we can do

Reub · IIFL Capital

direct

Capex numbers for FY26 closure and FY27, including backward integration.

this year capeex we primarily funded from our own... next year I think uh the Orient cable capex uh will soon be out but it's not much... the qualcom part is more of a collaboration so there's no investment

Reub · IIFL Capital

direct

Capacity expansion targets for FY27.

we are going to raise it to 2.4 million as we mentioned Reu. So 2.4 2.5 million with the current Kaddapa plant that should suffice or FI27 or even a part of FI28

Anir Jooshi · ICA securities

partial

Details on Nexi View and IRA brands distribution and revenue targets.

the product will go live uh or if all goes well end of this month or the first week of March... over the years uh 7 8% 10% of our revenue may come onto this but we we are yet to take take the final call

Anir Jooshi · ICA securities

partial

Potential to gain market share from peers due to CCTV issue and working capital impact.

we feel that in the next 6 to 12 months our market share will will continue to rise. Now to what percentage is early to say but uh we we we are trying to hit the halfway mark... I think we should be we should be in the similar lines in the coming year also

Duv Jen · Ambit Capital

direct

Sectors driving market growth and subsectors for consistent growth over 2-3 years.

we see huge growth coming when we talk about government we see huge growth from railways national highway authority... railway coaches railway itself will be at 2 3,000 cr worth of supplies in the coming two years

Duv Jen · Ambit Capital

partial

Breakdown of growth guidance into price hike, volume, and premiumization for next year.

HD is going to go flat... the whole growth is going to be on the IP maximum... we haven't to be honest factored too much on that in our guidance at the moment

Duv Jen · Ambit Capital

direct

Contribution of Dawa revenue for 9 months and expected revenue in FY27.

Next year would be not even 150 crores of our revenue. So, it'll be just like a feeder thing... this year also the whatever inventories we had we cleared out. Now the revenue is about 10 15 crores a month kind of a thing only.

Nosh Chadri · Aditya Bila Mutual Fund

direct

How price hikes will be absorbed given historically deflationary category.

the channel is mentally ready... the normal growth of the market will happen in terms of 15 20%... we will target more than 20% revenue unit growth uh and the balance from price hike

Nosh Chadri · Aditya Bila Mutual Fund

evasive

Growth levers beyond FY28 after core categories hit substantial market share.

we are preparing ourselves to be a global company... some inorganic plans are going on... enter into the cloud and the cloud data center and the AI services

Pratik Chadri · Samaria Capital

direct

Current number of players with ER and SWC certification and impact on industry dynamics.

five six Indian brands have gotten some models and about five seven global brands have got so a dozen over brands have been have qualified... we feel we have a good year headway at least

Anoj Kashab · A3 Capital

declined

Revenue split between hardware and software/services in the future.

it's too early the qualcom relationship also you is currently in the PC stage... it's too early to put a percentage to that