AGM transcript: FY26 revenue up 9.6%, EBITDA margin expands 333 bps

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDF Explain this filing

ALLDIGI · price

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AI summary

Alldigi Tech filed transcript of 27th AGM held Aug 12, 2026. FY26 revenue rose 9.6% to ₹598.7 cr, EBITDA up 25% to ₹162 cr with margin expanding 333 bps to 27.1%. PAT at ₹82.2 cr was largely flat. Dividend of ₹60 per share plus ₹30 interim announced. Management outlined a 3-5 year plan covering US market entry, product-led growth and deeper AI integration. Order pipeline stands at around ₹70-75 cr. CEO flagged ongoing margin pressure in the BPM business, partly offset by retiring low-margin accounts and AI-driven productivity gains.

Likely market impact

Healthy margin expansion and strong dividends signal shareholder-friendly stance, but BPM margin pressure and AI-led headcount reduction are points to watch.