Aditya Infotech Limited · NSE:CPPLUS
Aditya Infotech — Q2 FY2027 Earnings Presentation
23 slides from Aditya Infotech's earnings presentation, Nov 5, 2026
Slide 1: Stock exchange covering letter under Regulation 30
November 5, 2026 To, 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 / Mada
Slide 2: Aditya Infotech Limited Q2 & H1 FY2027 Results
Q2 & H1 FY2027 RESULTS Aditya Infotech Limited LEAD AT HOME LEAD WITH TECH GROW ABROAD Investor Presentation 5 November 2026
Slide 3: Disclaimer and safe harbour statement
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
Slide 4: Leadership, profitability and a debt-free balance sheet
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) Q
Slide 5: Revenue Growth with improved Net Working Capital
Q2 & H1 FY27 CONSOLIDATED HIGHLIGHTS Revenue Growth with improved Net Working Capital R EV EN U E EBITD A EBITD A M A R G IN 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
Slide 6: AIL's share of India's video-surveillance market
FY25 · at IPO 30% DOMESTIC LEADERSHIP · AIL GROUP ~42% AIL’s share of India’s video-surveillance market in FY26 12 months to Q2 FY27 FY27E · on guidance ~34% ~42% 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, interpo
Slide 7: Higher industry standards played to CP PLUS's strengths
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,
Slide 8: QIP proceeds fund the next phase of growth
CAPITAL STRUCTURE QIP proceeds fund the next phase of growth Use of net proceeds, as per the placement document Q IP R A ISED ₹325 Cr ₹650 Cr ₹1,500 Cr Repay or prepay borrowings of AIL and its subsidiary AIL Dixon Capex via AIL Dixon: Kadapa Phase III and Knowledge Park plant 4.33 Mn shares at ₹490
Slide 9: AIL invests in BLUE: video-compression IP and engineering team
STRATEGIC INVESTMENT · AGREEMENTS SIGNED 5 NOVEMBER 2026 AIL invests in BLUE: video-compression IP and a proven engineering team A T A G LA N CE Compression technology 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 backgro
Slide 10: Four growth levers, backed by technology and net cash
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
Slide 11: Four brands, growth at both ends of the pyramid
MARKET OPPORTUNITY · PORTFOLIO Four brands, growth at both ends of the pyramid ₹15,000 Cr ₹26,000 Cr ~42% Estimated market size, FY27 Estimated by FY30, ~20% CAGR AIL market share, 12 months to Sep 2026* PR EM IU M · TO P O F TH E PY R A M ID PTZ, thermal and 4K for the ~10% high-margin enterprise s
Slide 12: Capacity and localisation to scale the model
INTEGRATED MANUFACTURING Capacity and localisation to scale the model CU R R EN T CA PA CITY PLANNED CAPACITY LO CALISED CO M PO NENTS 2.5 Mn/mo More than 2x 4 categories Kadapa, Andhra Pradesh · ~80% utilised Kadapa Phase III and Greater Noida, Lenses, cables, housings and IoT funded from the QIP m
Slide 13: Marketing CP PLUS X Ranveer Singh
INVESTING IN THE BRAND Marketing CP PLUS X Ranveer Singh 12
Slide 14: FY27 guidance raised on a strong H1
FY 2 7 OUTLOOK · REVI SED GUI DANCE FY27 guidance raised on a strong H1 FY27 Current guidance Revised guidance Change Revenue ₹6,000–6,500 Cr ₹6,500–6,800 Cr Raised Revenue growth +42–54% +54–61% Raised EBITDA margin 14–15% 14–15% Maintained PAT margin 8.5–9.5% 9–10% Raised Management commentary • R
Slide 15: Thank You
Company: Aditya Infotech Limited CIN: L74899DL1995PLC066784 INVESTOR RELATIONS ADVISOR · CHURCHGATE PARTNERS Ms. Anvita Raghuram / Ms. Neha Dingria Ms. Dipika Dubey ir@adityagroup.com +91 73032 11037 adityainfotech@churchgatepartners.com www.adityagroup.com THANK YOU
Slide 16: Annexures
ANNEXURES A1 P&L A2 Returns A3 Shareholding A4 Board A5 Leadership A6 Product range A7 Awards
Slide 17: Consolidated profit and loss, Q2 and H1 FY27
ANNEXURE A1 · CONSOLIDATED RESULTS Consolidated profit and loss, Q2 and H1 FY27 Quarter ended Half year ended Particulars (₹ Cr) Q2 FY27 Q2 FY26 YoY H1 FY27 H1 FY26 YoY Revenue 1,746.0 919.6 89.9% 3,148.4 1,659.7 89.7% COGS 1,221.6 645.6 2,192.2 1,217.7 Gross profit 524.3 274.0 91.4% 956.2 442.0 116
Slide 18: Higher returns, net cash and a tighter receivables cycle
ANNEXURE A2 · RETURNS AND BALANCE SHEET Higher returns, net cash and a tighter receivables cycle Metric H1 FY27 H1 FY26 FY26 Balance sheet, 30 Sep 2026 ROCE 34.3% 20.4% 30.6% Net cash ₹1,071 Cr (₹52 Cr at March 2026) ROE 26.9% 16.4% 25.4% after the ₹1,500 Cr QIP. Shareholders' Inventory days 111 104
Slide 19: Institutions now hold 22.9% of the company
ANNEXURE A3 · SHAREHOLDING Institutions now hold 22.9% of the company Promoters 71.8% DIIs 16.1% FIIs 6.8% Public and others 5.3% IN STITU TIO N A L H O LD IN G 22.9% DIIs 16.1% and FIIs 6.8%, after the QIP Aditya Infotech Limited · Q2 & H1 FY27 Results A3
Slide 20: Board of Directors: eight members, half independent
ANNEXURE A4 · GOVERNANCE Board of Directors: eight members, half independent Hari Shankar Aditya Khemka Ananmay Khemka Atul B Lall Khemka Executive Director Executive Director Non-Executive Executive Director and MD Director With AIL since 2020; drives Nearly 3 decades in video Nearly 31 years in th
Slide 21: The team driving the next phase of growth
ANNEXURE A5 · LEADERSHIP TEAM The team driving the next phase of growth Sanjay Gogia Monika Sharma Anup Nair Yogesh Chand Roshni Tandon Sharma Director – Sales Director – Product Director – Strategy, Chief Financial Company Secretary and R&D Operations and Officer and Compliance Investor Relations O
Slide 22: Comprehensive portfolio, end to end security solutions
COMPREHENSIVE PORTFOLIO, PROVIDING END TO END SECURITY SOLUTIONS ACROSS VERTICALS Smart Home IoT Cloud HD Analog Intelligent Network 4G Cameras Thermal Cameras and long- AI-Powered Cameras & Cameras Solutions Cameras range IR cameras Solution Wireless, High-Performance 4G Full-Color Cameras, Active
Slide 23: Recognised for innovation, R&D and manufacturing
ANNEXURE A7 · AWARDS AND RECOGNITION Recognised for innovation, R&D and manufacturing Outstanding Company of the Research & Development Year Award 50th ELCINA Awards for Excellence 50th ELCINA Awards for Excellence Business Excellence Award Top Performing Brand 50th ELCINA Awards for Excellence GeM