Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Investor Presentation

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.

Highlights
Revenue growth19% YoY in Q1 FY27.
MarginsEBITDA margin at 10% for Q1 FY27 vs 10% in Q1 FY26.
Order bookRecent wins in Enterprise Application, Workplace Services, and Smart City projects.
Demand visibilityStrong; multiple new order wins across Australia, India, and USA.
Management confidenceHigh; citing 40 years of service excellence and Mission 10x.

Growth

Q1 FY27 Revenue up 19% YoY to ₹260 Cr; EBITDA up 18% YoY; PBT up 19% YoY.

Outlook

Propelling 'Mission 10x' growth; focusing on Global Service Desk, AI-driven automation, and expanding Enterprise Application Services.

Risks

EBITDA margins reflective of tough operating environment; shift in revenue mix toward lower-margin services (83% vs 75%).

Last quarter's promises, checked

Delivered

  • Guided 20-25% revenue growth → delivered 19% (≈ BEAT/In-line)
  • Targeted ₹1,000 Cr+ annual revenue run rate → delivered ₹1,040 Cr annualized (= BEAT)
  • Resolve audit qualifications within 2 quarters → qualifications withdrawn (= BEAT)

Partly delivered

  • Targeted 75-80% Services revenue mix → delivered 83% (= BEAT on mix, but impacted margins)

Missed

  • Targeted 12.5-13% short-term EBITDA margin → delivered 10% (= MISS)
Source

Investor Presentation 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.

More from Allied Digital Services Ltd

All →
20:35 IST BSE
Employee Stock Options

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.

18:50 IST BSE
Management Change

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.