Adisoft Technologies Ltd. (ADISOFT) — Tipsheet https://tipsheet.markets/company/adisoft/ Every Tipsheet Editorial note covering Adisoft Technologies Ltd. (ADISOFT), newest first. Grounded in BSE/NSE primary-source filings. en-in Mon, 06 Jul 2026 10:22:46 GMT Adisoft clarifies ₹96 cr order book was pipeline: firm orders at ₹38.54 cr https://tipsheet.markets/adisoft-adisoft-clarifies-96-cr-order-book-was-pipeline-firm-orders-at-38-54-cr-117175/ https://tipsheet.markets/adisoft-adisoft-clarifies-96-cr-order-book-was-pipeline-firm-orders-at-38-54-cr-117175/ Tue, 30 Jun 2026 17:45:45 GMT The company said a definitional mix-up inflated its order book. FY27 revenue guided at ₹215 cr with 35-40% profit growth; new 25,000 sq ft facility planned for November. The company said a definitional mix-up inflated its order book. FY27 revenue guided at ₹215 cr with 35-40% profit growth; new 25,000 sq ft facility planned for November.

What’s new

  • Adisoft clarified its order book of ₹96.32 cr was a pipeline; actual firm orders stand at ₹38.54 cr.
  • FY27 revenue guidance of ₹215 cr with 35-40% net profit growth, up from ₹166 cr and ₹22.80 cr in FY26.
  • Company plans a new 25,000 sq ft facility by November and is diversifying into pharma and e-commerce logistics.

Why it matters

The order-book revision raises a transparency flag, but the underlying business is growing fast — revenue up 42% in FY26. The firm orders of ₹38.54 cr, while far smaller than originally stated, are still substantial and fully executable within FY27. The bigger test is whether the growth trajectory can absorb this definitional hiccup.

What we’re watching

  • How the firm order book builds through FY27 quarters.
  • Execution of the new Bhosari facility and its revenue ramp.
  • Early traction in pharma and e-commerce logistics diversification.

The full read

Adisoft clarified a significant reporting discrepancy: the ₹96.32 crore it called an order book was actually the total pipeline. Firm orders stand at just ₹38.54 crore, a 60% markdown. The company blamed a definitional mix-up and assured all firm orders will execute within FY27. The rest of the concall was upbeat — FY26 revenue jumped 42% to ₹166 crore, net profit came in at ₹22.80 crore, and FY27 guidance of ₹215 crore revenue with 35-40% profit growth is solid. A new 25,000 sq ft facility is set for November, targeting long-term revenue of ₹600-650 crore, and early diversification into pharma and e-commerce logistics is underway. The order-book revision is a black mark on communication, but the growth story remains intact. The open question: whether this erodes trust faster than the numbers rebuild it.

Primary source: NSE

]]> Earnings Tipsheet Editorial Adisoft's new Pune plant aims to lift revenue capacity to ₹700 cr in five years https://tipsheet.markets/adisoft-adisoft-s-new-pune-plant-aims-to-lift-revenue-capacity-to-700-cr-in-five-years-104804/ https://tipsheet.markets/adisoft-adisoft-s-new-pune-plant-aims-to-lift-revenue-capacity-to-700-cr-in-five-years-104804/ Tue, 02 Jun 2026 16:41:31 GMT H2 profit jumped 79.5% as the automation firm builds a 70,000 sq ft facility it says can unlock ₹650-700 crore in annual revenue. FY27 guidance is for at least 25% top-line growth. H2 profit jumped 79.5% as the automation firm builds a 70,000 sq ft facility it says can unlock ₹650-700 crore in annual revenue. FY27 guidance is for at least 25% top-line growth.

What’s new

  • H2 FY26 revenue rose 46.6% to ₹119.7 cr; net profit jumped 79.5% to ₹17.48 cr.
  • A 70,000 sq ft manufacturing plant in Bhosari, Pune, is under construction.
  • Order book stands at ₹40 cr as of April, with a forward pipeline of ₹85 cr.

Why it matters

Adisoft is making a concrete capacity bet on the automation cycle. A plant that can triple its current revenue base within five years is a real commitment, and the near-term order book supports the ramp. The question is execution on the facility build and whether the ₹85 cr pipeline converts to firm orders.

What we’re watching

  • Construction timeline for the Bhosari facility and commissioning schedule.
  • Conversion of the ₹85 cr forward pipeline into confirmed orders.
  • FY27 quarterly progression against the 25% growth guidance.

The full read

Adisoft posted strong H2 FY26 numbers: revenue of ₹119.7 crore, up 46.6%, and net profit of ₹17.48 crore, up 79.5%. The bigger story is capacity expansion. The company is building a 70,000 sq ft plant in Bhosari, Pune, which management says will support peak annual revenue of ₹650-700 crore within five years. That implies a jump from its current capacity of ₹169 crore. Guidance for FY27 is for at least 25% revenue growth, accelerating to over 30% in FY28 as the facility comes online. The order book of ₹40 crore and pipeline of ₹85 crore as of April anchor the near-term view. The concall adds detail to an already-reported earnings beat, but the capacity plan is the forward signal.

Primary source: NSE

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