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Earnings Call

Allied Digital Services Earnings Call: Key Takeaways

Allied Digital reported FY26 revenue of ₹968 cr (+20% YoY) and PAT of ₹36 cr (+10% YoY). The company is shifting towards AI-led high-margin recurring services and integrated solutions.

Highlights
Revenue growth20% YoY for FY26; 31% YoY for Q4 FY26.
MarginsFY26 EBITDA margin at 11% vs 12% in FY25.
Order bookRecent wins in oil & gas, automotive, and smart city sectors.
Demand visibilityStrong; 156 cr from Rest of World in Q4 FY26.
Management confidenceHigh; emphasizing 40-year history and 175+ customers.

Growth

FY26 Revenue up 20% to ₹968 cr; EBITDA grew 14% to ₹112 cr. Q4 FY26 revenue hit record ₹268 cr.

Outlook

Focus on Digital Desk, AI-as-a-Service, and expansion in 70+ countries. Strategy centers on 'AI Empowered, Future Ready' solutions.

Risks

Reflective of tough operating environment; excluding one-time provision of ₹36 cr in FY26 EBITDA calculation.

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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