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From the Annual Report published today -
The new capacity is going to be 4-5 times of existing capacity.
Partial start from November 26. Full from April 27
#AdisoftTech

Adisoft Technologies
#Adisoft
#AdisoftTech
Q1FY27 rev at 31cr⏫78%
Orderbook at 96cr
Active pipeline of 56cr and 40cr already converted into orderbook
FY27 guidance of 25% revenue growth
FY28 growth potential of greater than 30%
13-14% PAT margins sustainable
Latest inv PPT:
New capacity/facility in Pune to be operational from Nov 2026
H2FY27 contribution
30,000 sqft land parcel
70,000 sqft integrated facility
FY26 rev at 166ce
Peak revenue from new facility at 700cr over 5 years
FY26:
Rev at 169cr⏫27%
EBITDA at 33cr⏫42%
PAT at 23cr⏫43%
H2FY26:
Rev at 120cr⏫47%
PAT at 17.5cr⏫80%

11/7/2026
#Q1FY27
Post 3pm
Adisoft Technologies
#Adisoft
#AdisoftTech
Q1FY27 revenue update:
Q1FY27 revenue at 31cr
⏫78%
Order pipeline crosses 96cr
Scaling up capacity
LTI Mindtree
#LTM
#LTIM
Decent Q1FY27, better vs ests
0.3% QoQ CC growth
Rev⏫18%
EBIT ⏫28% YoY,⏫ 5.3% QoQ
PAT ⏫18% YoY,⏫10% QoQ
Rev at 11608cr vs 9840cr, Q4 at 11291cr
PBT at 1978cr vs 1582cr, Q4 at 1898cr
PAT at 1468cr vs 1116cr, Q4 at 1387cr
RoCE 30%
RoE 22%
$6.65 billion order inflow
EBIT margins at 15.5%⏫120bps
Avenue Supermart
#DMart
Growth rate coming down, valuations still rich
Rev at 18794cr vs 16360cr, Q4 at 17684cr
EBITDA at 1527cr⏫16%
PBT at 1183cr vs 1057cr, Q4 at 904cr
PAT at 858cr vs 778cr, Q4 at 665cr
Adisoft Technologies
#Adisoft
#AdisoftTech
Hem conference pointers:
FY26:
Rev at 170cr⏫27%
EBITDA at 33cr⏫42%
PAT at 23cr⏫43%
FY27 guidance:
Conservatively guiding for 25% growth over FY26 with good margins
Can do 30% types for FY27
Margins should progressively improve
PAT margins to be better vs FY26
More repeat orders
80% rev from automotive currently
H2 heavy
New capacity by March 2027
Has potential to do 650-700cr rev in peak utilization
4 years
30% CAGR possible from FY28 once new capacity starts contributing
To be debt free in the next 2 years
Good thing - Flippers sold today
MANSI SHARE AND STOCK BROKING PRIVATE LIMITED Sold 1,39,200 SHARES at ₹208.84
#AdisoftTech
Adisoft Technologies
It is an Industrial Digital Automation Solutions provider.
The company bridges the gap between physical machinery and software layers (often referred to as Industry 4.0 or smart manufacturing).
I believe manufacturing in India is slowly moving towards Industry 4.0 as it saves labour costs etc. Many companies are facing labour shortage these days. So moving to Industry 4.0 will be a good move for companies and for Adisoft Technologies as well.
Core expertise -
1- Smart systems that connect physical devices to cyber networks
2- Adding sensors to devices so that they can cut off/on automatically
3- Automated Assembly Lines
4-Robotic Work Cells
5-Material Handling Systems
6-IT-to-Shop Floor Integration
Company has posted very good results.
Motilal Oswal is buying company shares. I think after Zelio this is the second SME company where Motilal is buying (need to recheck this)
As per DRHP , Patil Automation is their listed peer.
Company is doing concall on 2nd June.
#Adisoft
#AdisoftTech

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