| 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
- ₹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 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
Allied Digital Services Earnings Call: Key Takeaways
Allied Digital reported record FY26 consolidated revenue of ₹968 crore (up 20% YoY) and PAT of ₹36 crore. Strategy focuses on AI-led Managed Services and expansion in Smart City governance.