ADC India Q1 FY27: standalone PAT +73% YoY to ₹8.6 Cr, telecom surge lifts margins
PAT +72.58% YoY · revenue +40.58% · margins expanding
₹63.41 Cr
+40.58% YoY
₹8.58 Cr
+72.58% YoY
13.36%
+2.5pp YoY
₹18.65
ADC India Communications reported standalone Q1 FY27 revenue from operations of ₹63.41 Cr, up 40.6% YoY from ₹45.11 Cr and up a modest 3.5% QoQ from ₹61.24 Cr. Net profit rose sharply to ₹8.58 Cr, up 72.6% YoY (₹4.97 Cr) and 144.3% QoQ (₹3.51 Cr), with EPS of ₹18.65 versus ₹10.81 a year ago and ₹7.63 last quarter. There is no analyst/street coverage tracked for this micro-cap and no formal management guidance on record, so vsStreet and vsGuidance are both unknown/none — the quarter is judged purely on its own trajectory.
Q1 FY-2027 vs prior quarters
The growth was driven almost entirely by the Telecommunication segment, whose revenue jumped 324% YoY and 66% QoQ to ₹12.11 Cr (from ₹2.86 Cr a year ago and ₹7.29 Cr last quarter), with segment profit up 281% YoY to ₹3.23 Cr. The larger IT-Networking segment (81% of total revenue) grew a more modest 21.4% YoY to ₹51.30 Cr but actually slipped 4.9% QoQ from ₹53.95 Cr; its segment profit still rose 47.3% YoY to ₹7.58 Cr on better cost control. Margins expanded on both counts — net margin (PAT/total income) rose to 13.4% from 10.8% YoY and 5.7% QoQ, and operating margin (EBITDA/revenue) rose to 17.1% from 13.1% YoY and 7.3% QoQ — with the total-expense ratio easing to 83.1% of revenue from 87.0% a year earlier, aided by a swing in inventory/stock-in-trade movements.
The stock went into the print at ₹2,400, up 2.1% over the past month of trading.
For context: this is the second-highest quarterly PAT of the last 6 quarters; revenue is at a 6-quarter high.
No exceptional items appear anywhere in the statement, so the reported growth needs no adjustment. The filing carries no management commentary or press release beyond the standard board-outcome letter, so there is no qualitative guidance to reconcile against the print. On the corporate calendar, this board meeting (Aug 12) followed the company's 38th AGM (Aug 7) and came after senior management changes announced Jun 30 and the passing of director Ms. Vijaya Latha Reddy (Jul 27) — none of these are reflected in, or explain, the financial numbers themselves.
W1
Whether the IT-Networking segment (₹51.30 Cr, 81% of revenue) reverses its 4.9% QoQ dip from ₹53.95 Cr next quarter
W2
Whether the telecom segment's jump to ₹12.11 Cr (from a ₹2.86-7.29 Cr prior range) holds as a new run-rate or proves a one-quarter spike
W3
Whether the 17.1% operating margin — well above the FY26 quarterly range of 7.3-13.1% — is sustained as raw material/purchase costs normalise
Only a standalone statement is filed (no consolidated section); all figures converted from Rs. Lakhs to Rs. Crore. Revenue + other income and PBT − tax both tie out exactly to the reported totals; no exceptional items disclosed.