Aditya Infotech Limited (CPPLUS)
🎯 Key Takeaways
- Aditya Infotech Limited is transitioning from a high-growth phase to a scalable expansion stage, characterized by strong profitability, brand momentum, and strategic capex. Management is targeting 50% YoY revenue growth in FY27 with EBITDA margins expanding to 14-15%, supported by premiumization, backward integration, and capacity expansion to 2.
- ⚠️ Pending customs duty dispute of ₹103.29 million plus penalties under appeal could pose regulatory or contingent liability risks.
📖 The Story
Aditya Infotech Limited is transitioning from a high-growth phase to a scalable expansion stage, characterized by strong profitability, brand momentum, and strategic capex. Management is targeting 50% YoY revenue growth in FY27 with EBITDA margins expanding to 14-15%, supported by premiumization, backward integration, and capacity expansion to 2.5 million units. The company is leveraging its strong brandShare in CP PLUS (now 25%) and new product launches (Nexivue, Eyra) to drive sustainable growth in both domestic and export markets.
📰 What's Happening
In Q4 FY26, Aditya Infotech reported revenue of ₹1,422 crores (+45.5% YoY) and PAT of ₹169.1 crores (+207.7% YoY), with EBITDA margin expanding to 13.7%. The company announced a dividend of ₹1.6 per share and provided FY27 guidance of ₹6,000-6,500 crores revenue (50% YoY growth) and EBITDA margin of 14-15%. It also approved a 50:50 joint venture with Orient Cables to manufacture electric cables via Corelink Cable Technology Private Limited, with an initial paid-up capital of ₹20 lakh. Additionally, CRISIL assigned stable ratings (A/Stable long-term, A1 short-term) to its subsidiary’s ₹325 crore loan facilities.
Source: Stock Announcements
🔮 Management Outlook & What's Next
Management has provided clear forward guidance, targeting ₹6,000-6,500 crores revenue in FY27 with 50% YoY growth, EBITDA margin of 14-15%, and PAT margin of 8.5-9.5%. They emphasize sustainable growth through brand expansion (targeting 36% BrandShare), certification of new products (Nexivue, Eyra), and export expansion. Capex will be funded via internal accruals, and AI-driven SaaS models are in development to enhance long-term margins. The JV with Orient Cables is positioned as a strategic enabler for industrial cable demand.
Extracted from official company announcements. Not StockFin.ai's opinion.
⚖️ Peer Comparison — Industrial Manufacturing
| Company | MCap (₹ Cr) | P/E | ROCE | ROE | D/E |
|---|---|---|---|---|---|
| Mazagon Dock Shipbuilders Limited | 1.00 L Cr | 36.4 | — | — | — |
| Cochin Shipyard Limited | 41,948 | 52.5 | — | — | — |
| Aditya Infotech Limited | 29,029 | 146.0 | — | — | — |
| Honeywell Automation India Limited | 25,618 | 50.7 | — | — | — |
| Kaynes Technology India Limited | 21,933 | 80.1 | — | — | — |
| Syrma SGS Technology Limited | 19,539 | 129.2 | — | — | — |
| Jyoti CNC Automation Limited | 16,087 | 52.2 | — | — | — |
| LMW Limited | 15,556 | 128.8 | — | — | — |
| Tega Industries Limited | 11,910 | 56.2 | — | — | — |
| Jupiter Wagons Limited | 11,759 | 29.9 | — | — | — |
🔗 Peer Stock Analyses
⚠️ Risk Factors
1. Pending customs duty dispute of ₹103.29 million plus penalties under appeal could pose regulatory or contingent liability risks. 2. Land development delays in Noida due to environmental regulations may impact expansion timelines. 3. Integration risks associated with the new JV with Orient Cables and scaling of new product lines (Nexivue, Eyra) could affect execution. 4. Export plans are still in early stages, exposing the company to global demand volatility.
📋 Recent Filings
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Announcement 10 June 2026Aditya Infotech Limited announced its upcoming non-deal roadshow in Hong Kong on June 16, 2026, to engage analysts and institutional investors, with m...
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🔴 Announcement 10 June 2026Aditya Infotech Limited announced the incorporation of a 50:50 joint venture with Orient Cables to manufacture electric cables, finalized on June 10, ...
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🔴 Financial Results 3 June 2026Aditya Infotech Limited reported Q4 FY26 revenue of **₹1,422 crores**, up **45.5% YoY**, and adjusted PAT of **₹169.1 crores**, surging **207.7% YoY**...
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🔴 Corporate Action 27 May 2026Aditya Infotech Limited (CPPLUS) announced a final dividend of ₹1.64 per share (164% of face value) for FY2026, subject to shareholder approval at the...
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🔴 Financial Results 27 May 2026Aditya Infotech Limited reported audited consolidated revenue of **₹1,422.03 crores** for Q4 FY2026, up from **₹1,139.11 crores** in FY2025, with net ...
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🟡 Board Meeting 14 May 2026Aditya Infotech Limited disclosed its Monitoring Agency Report for Q1 FY2025-26, confirming no deviations in utilization of IPO proceeds as per SEBI r...
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Announcement 12 May 2026Aditya Infotech Limited announced a plant visit for analysts and institutional investors at its Andhra Pradesh subsidiary on May 15, 2026, to discuss ...
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🔴 Announcement 30 April 2026Aditya Infotech Limited disclosed that CRISIL assigned a long-term rating of A/Stable and a short-term rating of A1 to its subsidiary AILDixon Technol...
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Announcement 16 April 2026Aditya Infotech Limited announced execution of a 50:50 joint venture agreement with Orient Cables to manufacture electric cables including LAN and CCT...
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🔴 Announcement 10 April 2026Aditya Infotech Limited announced that CRISIL upgraded its bank loan facilities to a Long Term rating of Crisil A/Stable, while CARE Ratings withdrew ...
🧠 Analyst's Read
Aditya Infotech is executing a disciplined growth strategy with strong profitability, brand momentum, and scalable infrastructure. Investors should monitor execution of FY27 guidance, progress on new product certifications, resolution of regulatory disputes, and utilization of capex in FY27-FY28. The company’s ability to sustain margin expansion and convert growth into cash flow will be critical for long-term value creation.
Based on filing content and financial data. Not a recommendation.
Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-06-16.