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CAPITAL GOODS · NSE/BSE: CPPLUS

Aditya Infotech Limited Earnings Summary — Q4 FY2026

Sentiment: Positive
AI-generated summary
Generated 2026-07-12
AI Report

Aditya Infotech Breaks Records with ₹1,422 Cr Quarterly Sales and Massive Margin Expansion

Net Profit
₹169 Cr
YoY 207.27%
QoQ 76.04%
Prior: ₹96.0 Cr
Revenue
₹1422 Cr
YoY 45.55%
QoQ 24.85%
Prior: ₹1139 Cr
Operating Margin
6%
YoY 8%
QoQ 50.00%
Prior: 6%
Dividend Yield
5% payout ratio for FY26
EPS
₹14.36
YoY 186.63%
QoQ 75.76%
Prior: ₹8.17

Key Takeaways

  • Revenue reached an all-time quarterly high of ₹1,422 Cr, driven by strong demand for CP PLUS surveillance products.
  • Operating Profit Margin (OPM) surged to 18% in Q4, a significant step-up from the 10% recorded in the same quarter last year.
  • Net Profit grew by more than 3x year-on-year, reaching ₹169 Cr compared to ₹55 Cr in Mar 2025.
  • Significant deleveraging achieved during the fiscal year, with total borrowings reduced from ₹457 Cr to ₹180 Cr.
  • Total sales for FY26 crossed the ₹4,000 Cr milestone, solidifying the company's 20.8% domestic market share.
  • Working capital cycle remains a concern, with inventory days rising to 134 as the company scales domestic manufacturing.

Management Guidance

Management is focusing on indigenous manufacturing to align with 'Make in India' initiatives, aiming to transition from a distributor-heavy profile to a high-margin manufacturer.

Sentiment Shift

Improving

Margins have seen a dramatic breakthrough in the second half of the year, moving from single digits to high double digits (18%), showcasing powerful operating leverage.

Growth-Oriented
Dominant
Capital-Intensive

Outlook

The outlook remains strong as the company capitalizes on its 20.8% market share in the Indian surveillance sector, though high valuation and negative free cash flow due to asset expansion remain key monitoring points.

From the Annual Report (Key Quotes)

Aditya Infotech has established itself as India's premier surveillance technology business.

Profitability has seen a step-change in FY26, with Operating Profit growing from ₹248 Cr to ₹566 Cr.

Efficiency in converting the new asset base into cash-flow-backed profits will be the ultimate litmus test.

Official Quarterly Documents

Earnings Press Release
Official quarterly earnings release published by the company.
Press Release not available.
Earnings Call Transcript
Management discussion and analyst Q&A.

This summary is AI-generated from Aditya Infotech Limited's latest quarterly filing and earnings call. For informational purposes only — not investment advice.

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