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Earnings Call

Allied Digital Services Earnings Call: Key Takeaways

Allied Digital delivered strong FY26 performance with 20% YoY revenue growth to ₹968 cr and 111% PBT growth, emphasizing AI-led transformation and 'Digital Desk' platform services.

Why this was an Alfa AlertNot a filter event. Results show strong growth but no specific prior guidance was provided for comparison.
Highlights
Revenue growth20% YoY for FY26; 31% YoY for Q4.
MarginsEBITDA margin 11% for FY26; Q4 margin steady at 12%.
Order bookSignificant wins in oil/gas, automotive, and city-wide CCC solutions.
Demand visibilityStrong demand for AI-led enterprise support and smart city analytics.
Management confidenceHigh, focused on 'AI Empowered, Future Ready' strategy.

Growth

FY26 revenue grew 20% to ₹968 cr; Q4FY26 revenue hit ₹268 cr, up 31% YoY. PAT rose 10% to ₹36 cr.

Outlook

Focusing on scaling 'Digital Desk' and Agentic AI solutions globally. Company remains net debt free with ₹134 cr cash.

Risks

EBITDA margin slightly compressed to 11% in FY26 from 12% in FY25 due to a tough operating environment.

Source

Earnings Call filed with BSE, NSE: ADSL. Summary written with AI assistance from the document.

Read the document ↗

Allied Digital Services Ltd: key numbers

Share price
₹115.52
Market cap
₹654.4 Cr
Revenue (annual)
₹967.9 Cr
Net profit (annual)
₹28.81 Cr
P/E (TTM)
17.5×Sector 22.1×
Promoter holding
51.02%-0.05% QoQ
FII holding
0.11%Current quarter

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

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