Aditya Infotech Limited

Electronics/Appliances/ NSE

Compiled

Auto-generated from filings and public channels — no analyst dossier.

If management delivers what it guided

arithmetic on filed guidance and past valuations · not a price target

CPPLUS

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹3,391 today

BEAR

₹1,765

-48%

28.9% a year · 43.8x exit

BASE

₹2,333

-31%

50% a year · 49.8x exit

BULL

₹2,746

-19%

68% a year · 52.3x exit

Where the market has priced it

38x108x today — outside the range56x

the guided figure reached earnings through a low-confidence bridge
this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 5 Electronics/Appliances peers
at 109x its FY26 earnings the stock already trades above the top of its own ten-year range (52x)

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹31.24 (screener)
Guided growth	50% a year, said on the call of 03-Jun-2026 · transcript
Read across as	operating: unlabelled growth figure, read as revenue — low confidence
Delivery calibration	0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings
Exit multiple	43.84x / 49.79x / 52.33x, this company’s own p20 / median / p80 across 5 filed years
Filed-industry peers	median 49.79x across 5 peers — the cross-check, not the input
Arithmetic	base EPS × (1 + guided growth × delivery)¹ × exit multiple

Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.

How to read this

It answers one question. If this management delivers the growth it told its own investors it would, and the market pays what it has historically paid for this company's earnings, where does the arithmetic land? Nothing here is a forecast of the share price.
Three cases, two moving parts. Bear, base and bull vary the delivery — what fraction of guidance managements actually file — and the exit multiple together, because a company that misses its guidance is usually de-rated for missing it. Each case shows the growth rate and the multiple that produced it.
Read the width, not just the middle. A wide gap between bear and bull means the inputs are uncertain, not that the upside is bigger. A narrow range is a more confident statement than a high one.
“Where the market has priced it” puts today's P/E on the company's own historical range. Sitting far below that range is why a scenario can look enormous: the number is then mostly about re-rating, not about delivery, and the board marks those separately.
The bullets underneath are the caveats — a borrowed peer multiple, a thin filed history, an earnings base that carried a one-off. They are the reasons to trust the number less, listed rather than buried.

Not a price target, not a recommendation, and not a forecast of what the stock will do. The field guide covers the method.

What management said

from NSE earnings-call filings · extracted, not interpreted

ebitda margin 14%margin 14%generic growth 50%

Looking at the current market and the stability of the CCTV industry post-STQC mandate, we would like to set the tone for the upcoming financial year by upping our initial guidance for FY 2027, on the revenue side to INR6,000 crores to INR6

Call 03-Jun-2026 · bridge confidence low · transcript PDF

Coverage

SectorElectronics/Appliances

Dossiersnone

Guidanceyes

Scenarioyes

Street chatter

unverified · logged from public channels

CP PLUS (ADITYA INFOTECH) – FY27 GUIDANCE & GROWTH UPDATE

FY27 Guidance Upgrade

Revenue guidance raised to ₹6,000–6,500 Cr from ₹5,350–5,550 Cr

EBITDA margin guidance increased to 14–15% from 12–13%

PAT margin guidance increased to 8.5–9.5% from 7.5–8.5%

Implied FY27 PAT estimated at ₹510–617 Cr

Rating / broker29 May 05:51

🚀 Industrial Manufacturing (3 stocks, +9.4%)

Aditya Infotech analyst/institutional investor meeting schedule announced (CPPLUS), Speculative buying interest (OMNI), Copy of Newspaper Publication (MARINE)

⚠️ Aerospace & Defense (2 stocks, -9.6%)

__Jaykay Enterprises reports financials, corrects errors, notes audit qualifi

29 May 05:31

ADITYA INFOTECH: Forms 50:50 JV with Orient Cables to manufacture cables & connectors.

16 Apr 13:29

Aditya_Infotech_CPPLUS_IN_Ltd_Initiating_Coverage_Note_Eyes_wide.pdf

22 Jul 11:58