| Revenue growth | 20% YoY for FY26; Q4 revenue run rate exceeds ₹1,000cr annualized. |
|---|---|
| Margins | EBITDA margins at 11%; targeting 12.5-13% short-term and 15% long-term. |
| Order book | Secured ₹166 crore in new orders and renewals during Q4 FY26. |
| Demand visibility | Strong pipeline in Maharashtra and international markets for AI-led transformation. |
| Management confidence | High; management targeting 10x growth over the next decade. |
Growth
FY26 revenue ₹968cr (+20%), adjusted EBITDA ₹112cr (+14%), PAT ₹36cr (+10%). Services segment grew 21% YoY.
Outlook
Guiding 20-25% annual growth; targeting 10x scale over 10 years. Aiming for 13-15% long-term EBITDA margins.
Risks
One-time ECL provisions, margin pressure across the industry, and geopolitical impacts on government tender pricing/delays.
Earnings Call filed with BSE, NSE: ADSL. Summary written with AI assistance from 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.
More from Allied Digital Services Ltd
All →Allied Digital Services Investor Presentation: Key Takeaways
Allied Digital reported Q1 FY27 consolidated revenue of ₹260 crore, up 19% YoY. The company is focusing on AI-driven transformation and scaling its 'Digital Desk' platform.
Allied Digital Services Employee Stock Options
Allied Digital Services Ltd granted 2,00,000 employee stock options under its ESOP 2020 plan. The options have an exercise price of INR 114 per share.
Allied Digital Services Management Change
Mr. Raghuvir Kamat, Assistant Vice President - Projects and Senior Management Personnel at Allied Digital Services Ltd, has resigned effective September 07, 2026.
Allied Digital Services Earnings Call Transcript: Key Takeaways
Allied Digital reported 19% YoY revenue growth in Q1 FY27, reaching a trailing 12-month milestone of ₹1,000 crore. Management transitioned to a new leadership structure focusing on AI innovation and governance.
- Call
- Guides 20% growth
Allied Digital Services Investor Presentation: Key Takeaways
Allied Digital delivered strong Q1 FY27 results with 19% YoY revenue growth to ₹260 Cr. Strategy focuses on AI-led transformation and recurring service contracts.
Allied Digital Services Q1 FY27 Results: Net Profit ₹12.4 Cr, Down 13.9% YoY
Allied Digital Services Ltd reported revenue from operations of ₹260.5 Cr (+18.9% YoY) and net profit of ₹12.4 Cr (-13.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹12.4 Cr · -13.9% YoY