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Earnings Call Transcript

Alldigi Tech Earnings Call Transcript: Key Takeaways

Management reports Q4 and FY26 results with a transition to a new CEO. Strong EBITDA growth masks a sequential revenue slowdown and headcount reduction in the BPO segment.

Guidance and delivery
Management target Revenue 15.0% FY27
Highlights
Revenue growthFY26 revenue ₹598.7 Cr, up 9.6%; international segment now 67%.
MarginsEBITDA margins improved to 27.1% from 23.7% YoY.
Demand visibilityPositive outlook for international HRO and BPO; RCM segment scaling up.
Management confidenceCEO Natarajan Lakshmanan sounds optimistic about AI-led efficiency gains.

Growth

FY26 revenue up 9.6% YoY; EBITDA increased 25% YoY driven by international business mix. Q4 revenue growth slowed to 5.9% YoY.

Outlook

Management aims for mid-teen revenue growth in FY27. Targeted 1-2% EBITDA margin expansion annually.

Risks

Headcount rationalization in BPO due to exiting low-margin domestic contracts. High dependence on international HRO/BPO realization.

Source

Earnings Call Transcript filed with NSE, NSE: ALLDIGI. Summary written with AI assistance from the document.

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Alldigi Tech Ltd: key numbers

Share price
₹776.95
Market cap
₹1,184 Cr
Revenue (annual)
₹598.7 Cr
Net profit (annual)
₹82.23 Cr
P/E (TTM)
13.8×Sector 22.1×
Promoter holding
73.39%+0.00% QoQ
FII holding
1.04%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:14 IST BSE
Management Change

Alldigi Tech Management Change

Alldigi Tech Ltd identified Ms. Saranya R, Mr. Vijay Krishna Subramanyam Naidu, and Mr. Jeemit Rajesh Kothari as Senior Management Personnel of the company.

22:01 IST BSE
Financial Results

Alldigi Tech Q4 FY26 Results: Net Profit ₹28.9 Cr, Up 49.7% YoY

Alldigi Tech Ltd reported revenue from operations of ₹154.7 Cr (+5.9% YoY) and net profit of ₹28.9 Cr (+49.7% YoY) for Q4 FY26.

Key figure
Net profit ₹28.9 Cr · +49.7% YoY