Major Estimate Revision • Jun 03
Consensus revenue estimates increase by 18% The consensus outlook for revenues in fiscal year 2027 has improved. 2027 revenue forecast increased from ₹53.7b to ₹63.6b. EPS estimate increased from ₹36.70 to ₹51.20 per share. Net income forecast to grow 64% next year vs 27% growth forecast for Electronic industry in India. Consensus price target up from ₹2,018 to ₹3,307. Share price rose 28% to ₹3,369 over the past week. 공시 • May 28
Aditya Infotech Limited Recommends Final Dividend for the Financial Year Ended March 31, 2026 Aditya Infotech Limited at its board meeting held on May 27, 2026 recommended a final dividend of INR 1.64/- per equity share (i.e. 164% of face value of INR 1/- each), for the financial year ended March 31, 2026, subject To Approve the shareholders at the forthcoming Annual General Meeting of the Company. Reported Earnings • May 28
Full year 2026 earnings: EPS and revenues exceed analyst expectations Full year 2026 results: EPS: ₹32.05. Revenue: ₹42.3b (up 36% from FY 2025). Net income: ₹3.68b (up 4.7% from FY 2025). Profit margin: 8.7% (down from 11% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in India. 공시 • May 22
Aditya Infotech Limited to Report Q4, 2026 Results on May 27, 2026 Aditya Infotech Limited announced that they will report Q4, 2026 results on May 27, 2026 New Risk • Feb 15
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.7% Last year net profit margin: 9.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 15
Third quarter 2026 earnings: EPS and revenues exceed analyst expectations Third quarter 2026 results: EPS: ₹8.18. Net income: ₹959.8m (up ₹959.8m from 3Q 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 4.9%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in India. 공시 • Feb 09
Aditya Infotech Limited to Report Q3, 2026 Results on Feb 12, 2026 Aditya Infotech Limited announced that they will report Q3, 2026 results on Feb 12, 2026 Reported Earnings • Nov 17
Second quarter 2026 earnings released Second quarter 2026 results: EPS: ₹6.24. Net income: ₹699.8m (up ₹699.8m from 2Q 2025). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in India. Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹1,535, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 48x in the Electronic industry in India. 공시 • Nov 07
Aditya Infotech Limited to Report Q2, 2026 Results on Nov 12, 2025 Aditya Infotech Limited announced that they will report Q2, 2026 results on Nov 12, 2025 Valuation Update With 7 Day Price Move • Aug 26
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹1,283, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 42x in the Electronic industry in India. Reported Earnings • Aug 20
First quarter 2026 earnings released First quarter 2026 results: EPS: ₹2.99. Net income: ₹328.8m (up ₹328.8m from 1Q 2025). 공시 • Aug 15
Aditya Infotech Limited to Report Q1, 2026 Results on Aug 19, 2025 Aditya Infotech Limited announced that they will report Q1, 2026 results on Aug 19, 2025 Board Change • Aug 05
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Himanshu Baid was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.