ALFA Finder| Management target | Revenue 20.0% 10 years |
|---|
| Revenue growth | 19% YoY growth in Q1 FY27. |
|---|---|
| Margins | Current 10-11% EBITDA; targeting 12-13% as large deals kick in. |
| Order book | Booked ₹120-plus crore in new wins and renewals this quarter. |
| Demand visibility | Healthy opportunity pipeline; shift in decision timing rather than underlying demand. |
| Management confidence | High; citing 42-year industry experience and AI readiness. |
Growth
Revenue reached ₹260 crore (up 19% YoY); PBT grew 19% to ₹17 crore; EBITDA margin stood at 10%.
Outlook
Targeting 10x growth over 10 years (approx. 20% CAGR). EBITDA margins expected to reach 12-13% in coming quarters.
Risks
Elongated procurement cycles, competitive pressure in the US, and hardware price speculation in India impacting bidding strategy.
Last quarter's promises, checked
Delivered
- Guided ₹1,000cr annualized revenue run rate → delivered ₹1,000cr milestone (= BEAT)
- Guided resolving audit qualifications by FY26 end → delivered unmodified report (= BEAT)
- Guided 20-25% YoY revenue growth → delivered 19% YoY (= BEAT)
Partly delivered
- Guided ₹150-200cr Mumbai project win → delivered ₹120cr total new orders/renewals (= PARTIAL)
Missed
- Guided 12.5-13% short-term EBITDA margin → delivered 10% (= MISS)
Earnings Call Transcript filed with BSE, NSE: ADSL. Summary written with AI assistance from the document.
Allied Digital Services Ltd: key numbers
- Share price
- ₹106.95
- Market cap
- ₹605.9 Cr
- Revenue (annual)
- ₹967.9 Cr
- Net profit (annual)
- ₹28.81 Cr
- P/E (TTM)
- 18.4×Sector 23.6×
- Promoter holding
- 50.95%-0.07% 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 Earnings Call Transcript: Key Takeaways
Allied Digital reports record H1 revenues despite government project delays, shifting focus toward higher-margin managed services and AI-driven automation.
- Call
- Guides 20% growth
Allied Digital Services Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹265 cr (+14% YoY); H1 ₹526 cr (+16%). EBITDA ₹27 cr at ~10% margin; PBT ₹17 cr (-17%).
Allied Digital Services Results Update
Allied Digital's Q2 FY27 consolidated revenue rose 14% to Rs.265 Crore, while PAT fell 18% to Rs.13 Crore. H1 revenue grew 16% to Rs.526 Crore.
Allied Digital Services Q2 FY27 Results: Net Profit ₹12.6 Cr, Down 18.2% YoY
Allied Digital Services Ltd reported revenue from operations of ₹265.3 Cr (+13.5% YoY) and net profit of ₹12.6 Cr (-18.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹12.6 Cr · -18.2% YoY
Allied Digital Services Board Meeting Date
Allied Digital Services Ltd announced its Board will meet on November 3, 2026 to approve Q1/H1 FY27 results. The trading window stays closed until 48 hours post-declaration.
Allied Digital Services Other Announcement
Allied Digital Services Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as per regulatory requirements.