NSEInvestor Presentation4d ago · 5 Nov 2026, 06:31 pm
Investor Presentation
Aditya Infotech Limited · CPPLUS
✦ AI Summary▲ PositiveResults
Aditya Infotech Limited has announced its Q2 and H1 FY27 results, showing a revenue growth of 89.7% and 89.9% YoY respectively, with a net profit of ₹219.9 Cr and ₹362 Cr. The company has also repaid its debt fully and has a debt-free balance sheet.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact9/10
Market Sentiment8/10
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Aditya Infotech Limited has informed the Exchange about Investor Presentation
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November 5, 2026
National Stock Exchange of India Limited BSE Limited
Exchange Plaza Phiroze Jeejeebhoy Towers
Plot no. C/1, G Block Dalal Street
Bandra Kurla Complex, Bandra (E) Mumbai 400 001
Mumbai 400 051
Symbol: CPPLUS Scrip Code: 544466
ISIN: INE819V01029 ISIN: INE819V01029
Dear Sir / Madam,
Sub.: Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements)
Regulations, 2015 – Investor Presentation- Financial Results for the quarter & half year ended
September 30, 2026
Pursuant to provisions of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements)
Regulations, 2015 (“SEBI Listing Regulations"), as amended, please find enclosed herewith the
Investors Presentation on the unaudited financial results (standalone & consolidated) of the
Company for the quarter & half year ended September 30, 2026.
The investors presentation will also be hosted on the Company's website viz.
https://www.adityagroup.com/
Kindly take the same on record.
For and on behalf of Aditya Infotech Limited
Roshni Tandon
Company Secretary & Compliance Officer
Encl: As above
Q2 & H1 FY2027 RESULTS
Aditya Infotech
Limited
LEAD AT HOME
LEAD WITH TECH
GROW ABROAD
Investor Presentation
5 November 2026
DISCLAIMER
Disclaimer and safe harbour statement
This presentation has been prepared by and is the sole Statements that are not historical facts, including outlook and
responsibility of Aditya Infotech Limited (the “Company”). guidance, are forward-looking statements. They involve known and
It does not constitute an offer, invitation, inducement or unknown risks, uncertainties and assumptions that may cause
recommendation to purchase or subscribe for any actual results to differ materially, including the Company’s ability to
securities of the Company, and is not a prospectus or offer implementitsstrategyandgrowthplans,completionofannounced
document under the laws of any jurisdiction, including transactions, demand conditions, component prices and
India. availability, changes in regulation, technological change,
competitionandcash-flowprojections.
No representation or warranty, express or implied, is made
This presentation is for general information only, without regard to
as to the fairness, accuracy, completeness or correctness
theobjectives,financialsituationorneedsofanyparticularperson.
of the information or opinions in this presentation, which
are not current after its date. The Company has no
obligation to update or amend it, and may change its
content without notice. Figures are consolidated and
unauditedunlessstatedotherwise.
Registered office: F-28, Okhla Industrial Area, Phase 1, New Delhi 110 020 · ir@adityagroup.com 2
EXECUTIVE SUMMARY
Leadership, profitability and a debt-free balance sheet
~42% 3,148 362.1 1,071.2
AIL market share, 12 H1 FY27 revenue, ₹ Cr H1 FY27 PAT before Net cash, ₹ Cr, 30 Sep 2026
months to Sep 2026* exceptional item†, ₹ Cr
+89.7% YoY Debt fully repaid in October
Up from 30% at IPO (FY25) Q2: ₹1,746 Cr · +89.9% YoY +252.0% YoY
Q2: ₹219.9 Cr · +214.2% YoY
Built to lead Integrated scale Technology expansion
Scale, R&D, distribution and brand In-house manufacturing, deeper Own firmware, multi-SoC supply
strength reinforce CP PLUS’s component localisation and a multi- resilience and a 30% strategic stake in
competitive positioning brand portfolio across price points. BLUE for video compression.
* TTM to Sep 2026 · † Exceptional item: ₹34.4 Cr fire loss at AIL Dixon; 3
reported H1 PAT ₹327.7 Cr
Q2 & H1 FY27 CONSOLIDATED HIGHLIGHTS
Revenue Growth with improved Net Working Capital
REVENUE EBITDA EBITDA MARGIN PAT BEFORE EXCEPTIONAL†
₹1,746.0 Cr ₹307.4 Cr 17.6% ₹219.9 Cr
Q2 FY27 · +89.9% YoY Q2 FY27 · +176.7% YoY Q2 FY27 · +550 bps YoY Q2 FY27 · +214.2% YoY
H1 FY27 · ₹3,148 Cr · +89.7% H1 FY27 · ₹515 Cr · +192.7% H1 FY27 · 16.3% · +580 bps H1 FY27 · ₹362 Cr · +252.0%
Operating efficiency Balance sheet, 30 Sep 2026
Metric H1 FY27 FY26 Item ₹ Cr
Net working capital 72 days 78 days Cash and cash equivalents 1,433.9
Receivable days 96 days 121 days Total borrowings 362.7
ROCE, annualised 34.3% Net cash 1,071.2
ROE, annualised 26.9%
† Exceptional item: ₹34.4 Cr fire loss at AIL Dixon; reported PAT Q2 ₹185.5 Cr, H1 ₹327.7 Cr · Margins on total income · ROCE, 4
ROE annualised on average of Sep-26 and Sep-25
FY25 · at IPO 30%
DOMESTIC LEADERSHIP · AIL GROUP
FY26 ~34%
12 months to Q2 FY27 ~42%
AIL’s share of India’s video-surveillance market in FY27E · on guidance 43–45%
the twelve months to September 2026*, up from
30% at the IPO.
Market: FY25 ₹10,620 Cr (Frost & Sullivan); FY26 ₹12,370 Cr, interpolated
Won on execution: scale, R&D, distribution and brand. on F&S growth and taking into account the under-indexed unorganised
segment; FY27 ₹15,000 Cr, company estimate.
Sources: IPO offer document, Frost & Sullivan, company estimates · * TTM to Sep 2026; share is a company calculation 5
INDUSTRY STANDARDS · WHY CP PLUS LED
Higher industry standards played to CP PLUS's strengths
Apr 2024 Security rules notified Apr 2025 OEMs sell only certified cameras Mar 2026 Uncertified sell-off ends
Manufacturing scale Technology depth Distribution width
In-house plants at 2.5 Mn units a month, Own firmware and in-house design: Nationwide reach to put certified
ready to ramp certified supply 100+ models certified. product on shelves first
People and experience Brand power Know-how
The most experienced management and field The trusted name buyers turned to Deep understanding of Indian channels,
teams in Indian surveillance, with three when the market reset buyers and compliance
decades of industry leadership
100+
CP PLUS models STQC security-certified, the base for taking certified supply to market first
Aditya Infotech Limited · Q2 & H1 FY27 Results 6
CAPITAL STRUCTURE
QIP proceeds fund the next phase of growth
Use of net proceeds, as per the placement document
QIP RAISED
₹325 Cr ₹650 Cr
₹1,500 Cr
Repay or prepay borrowings of AIL and Capex via AIL Dixon: Kadapa Phase III and
its subsidiary AIL Dixon Knowledge Park plant
4.33 Mn shares at
₹490.5 Cr ₹1,465.5 Cr
₹3,467 per share
Inorganic growth through acquisitions, Total net proceeds
and general corporate purposes
Aditya Infotech Limited · Q2 & H1 FY27 Results 7
STRATEGIC INVESTMENT · AGREEMENTS SIGNED 5 NOVEMBER 2026
AIL invests in BLUE: video-compression IP and a proven
engineering team
Compression technology
AT A GLANCE
A perception-aware layer on top of standard H.264: it learns the scene and drops what
Team
people don’t need, such as static backgrounds, lighting flicker and noise.
Six co-founders, 15–20+ years
each; IIT Bombay, IIM Bangalore
Up to 90% Low cost No GPU
Track record
less storage and bandwidth runs on modest hardware works with existing cameras
Built and sold a video-analytics
already in the field
company (2022)
Patents
10: 3 filed, 7 in progress Skills and know-how What it brings AIL
Deal · ₹118 Cr pre-money · ₹151 Cr post Computer vision, embedded and Lower storage cost in NVRs and CP
₹45.4 Cr for a 30% stake enterprise integration, with live PLUS cloud, and a recurring software
deployments in QSR, FMCG and energy layer, with AI analytics as an add-on
Fully diluted. AIL holds one board seat and
one observer seat.
BLUE: KGraph AI Solutions · Completion subject to customary conditions · Compression figures: BLUE company data 8
GROWTH LEVERS
Four growth levers, backed by technology and net cash
01 02 03 04
Take share in the Win at both ends of Scale and localise Go global
core the pyramid manufacturing
30% at IPO to ~42% PRO in the ~10% high-margin Kadapa Phase III and ODM partnerships and
today; STQC, distribution premium segment; Greater Noida add export entry in about 18
and brand sustain the NEXIVIEW & EYRA converts capacity; localisation lifts months.
gains. unorganized market margin.
ENABLER · TECHNOLOGY ENABLER · BALANCE SHEET MARKET TAILWIND
Own firmware, multi-SoC designs ₹1,071 Cr net cash; QIP proceeds for ₹15,000 Cr in FY27 to ₹26,000 Cr by
and B
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