Aditya Infotech Limited Q2 FY27 Profit Rises 165% as Revenue Soars

Aditya Infotech Limited reported Q2 FY27 revenue of ₹1,746 crore, up 89.9% year-on-year, while reported net profit rose 165.0% to ₹185.5 crore. The company also increased its FY27 revenue guidance to ₹6,500-6,800 crore, supported by a strong first-half performance.

What did Aditya Infotech report for Q2 FY27?

Aditya Infotech reported revenue from operations of ₹1,745.99 crore in Q2 FY27, compared with ₹1,402.42 crore in the preceding quarter. This represented sequential growth of 24.50% and year-on-year growth of 89.86%, based on the quarterly results disclosed by the company.

Operating profit rose to ₹268.71 crore from ₹203.69 crore in Q1 FY27, an increase of 31.92% quarter-on-quarter. The company reported EBITDA of ₹307 crore, up 177% year-on-year, and an EBITDA margin of 17.6% for the quarter.

Reported net profit stood at ₹185.51 crore, up 30.46% from ₹142.20 crore in Q1 FY27. The year-on-year increase in net profit was 165.09%. Profit before tax was ₹251.87 crore, up 32.12% sequentially and 169.26% year-on-year.

The quarterly performance was discussed in Aditya Infotech's earnings conference call held on November 6, 2026. The company said the call covered its unaudited standalone and consolidated financial performance for the quarter and half year ended September 30, 2026.

Why did Aditya Infotech raise its FY27 revenue guidance?

Aditya Infotech raised its FY27 revenue guidance to ₹6,500-6,800 crore after the strong first half, compared with its earlier guidance range of ₹6,000-6,500 crore. The revised range implies year-on-year growth of 54-61%, according to management's comments during the earnings call.

The guidance revision places the second half at the centre of investor attention because Q2 revenue was ₹1,746 crore and the full-year target is substantially higher. Management's update was based on the performance already delivered in the first half rather than a new financial result announced after the quarter.

Management retained its FY27 EBITDA margin guidance at 14-15%, despite the Q2 EBITDA margin reaching 17.6%. It also raised its PAT margin guidance to 9-10%. These targets indicate that the company expects full-year profitability metrics to be assessed across both halves of the fiscal year, rather than against the Q2 margin alone.

Aditya Infotech also outlined capital expenditure of about ₹650 crore for FY27. The supplied earnings-call summary did not provide a detailed split of this proposed spending across projects, facilities, products or business lines.

What did management say about second-half margins?

Aditya Infotech said second-half margins would be lower than the Q2 FY27 level, while maintaining full-year EBITDA margin guidance of 14-15%. This is an important qualification to the 17.6% EBITDA margin reported in the September quarter.

The company did not change the full-year EBITDA guidance following Q2. As a result, management's stated position is that the quarter's margin should not be treated as the run-rate assumption for the remaining months of FY27.

For investors, the difference between the Q2 margin and the full-year guided range is material. A 17.6% quarterly margin is above the upper end of the 14-15% full-year guidance, and management has explicitly indicated that H2 margins are expected to moderate.

The results summary also cited PAT before exceptional items of ₹219.9 crore, up 214.2% year-on-year. Reported net profit, however, was ₹185.5 crore. The distinction is relevant because the company separately disclosed the reported profit figure used in its quarterly financial results.

How does the quarter affect investors and operations?

Aditya Infotech's revised revenue guidance and retained profitability targets provide the main reference points for evaluating FY27 execution. Revenue guidance of ₹6,500-6,800 crore, EBITDA margin guidance of 14-15%, PAT margin guidance of 9-10%, and about ₹650 crore of capex are the financial parameters disclosed by management.

The company also reported net cash of ₹1,071 crore in the earnings-call summary. This figure sits alongside the planned FY27 capital expenditure, although the supplied material does not specify the timing of capex deployment or its financing structure.

During the question-and-answer session, an analyst asked about the performance of Ira and NexiView, the possible domestic-brand market opportunity associated with mandatory STQC rules for DVR and NVR recorders, and CP Plus's distribution reach relative to roughly 350,000 CCTV outlets in India. The supplied text identifies these as discussion topics but does not provide detailed management responses or numerical operational disclosures.

The earnings-call recording was hosted for investors and analysts after the company disclosed its quarterly results. Aditya Infotech filed the availability of the recording with the National Stock Exchange of India and BSE under SEBI's listing regulations, and stated that the audio was available on its website.

Conclusion

Aditya Infotech delivered a sharp increase in Q2 FY27 revenue and reported profit, with revenue of ₹1,746 crore and reported net profit of ₹185.5 crore. The performance led management to lift its FY27 revenue outlook, while keeping its full-year EBITDA margin range unchanged despite the stronger Q2 margin.

The next key disclosures will be the pace of revenue delivery against the ₹6,500-6,800 crore target, the extent of margin moderation in H2, and progress on the planned ₹650 crore capex. Investors will also track whether the company provides further operational detail on the products, distribution reach and market opportunities discussed during the earnings call.