| Revenue growth | 19% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin at 10% reflective of tough operating environment. |
| Order book | Recent wins include NYSE-listed electronics firm and Australian mutual bank. |
| Demand visibility | Strong, driven by enterprise focus on operational resilience and cybersecurity. |
| Management confidence | High, citing strong momentum and future-ready leadership team. |
Growth
Revenue grew 19% YoY to ₹260 crore; EBITDA increased 18% YoY to ₹25 crore; PBT rose 19% YoY to ₹17 crore.
Outlook
Focusing on AI adoption journeys and embedding AI-driven capabilities; targeting long-term value via managed services and digital infrastructure.
Risks
Management noted a tough operating environment impacting margins and macroeconomic uncertainties influencing discretionary technology spending.
Last quarter's promises, checked
Delivered
- Targeted Rs. 1,000 cr trailing 12-month revenue → Delivered Rs. 1,009 cr (= BEAT)
- Guided 20% annual growth trajectory → Delivered 19% YoY revenue growth (= BEAT)
- Commitment to unmodified audit report → Delivered report with zero qualifications (= BEAT)
Partly delivered
- Guided margin improvement via automation → Implementation ongoing with 10% floor maintained (= PARTIAL)
Missed
- Guided 10-11% EBITDA margins → Delivered 9.6% (approx 25cr on 260cr) (= MISS)
- Prior year Q1 PAT Rs. 14 cr → Delivered Rs. 12 cr (= MISS)
Investor Presentation filed with NSE, 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.