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Earnings Call

Allied Digital Services Earnings Call: Key Takeaways

Allied Digital reported strong FY26 performance with Revenue crossing ₹250cr quarterly milestone and rebranding ADiTaaS to 'Digital Desk' for AI-led transformation.

Why this was an Alfa AlertNot a filter event. Performance was strong but no explicit beat of management's own quantitative prior guidance was stated.
Highlights
Revenue growth20% YoY for FY26; 31% YoY for Q4 FY26.
MarginsEBITDA margins stable at 11-12% excluding one-time provisions.
Order bookSecured multi-region oil & gas and city-wide CCC project orders.
Demand visibilityStrong, driven by AI-led enterprise support and smart city solutions.
Management confidenceHigh; highlighted sustained growth trajectory and multi-region contract wins.

Growth

FY26 Revenue grew 20% YoY to ₹968cr; Q4 revenue up 31% YoY. FY26 EBITDA up 14% to ₹112cr.

Outlook

Focus on AI-led managed services (Agentic AI) and Digital Engineering. Scaling pilot projects in insurance and automotive sectors.

Risks

EBITDA margins reflected a 'tough operating environment'. One-time provision of ₹36cr impacted final net profitability in FY26.

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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