ALLDIGINSEAlldigi Tech LimitedMediumNeutral
Announced Tue, 12 May · 12:01 IST

Alldigi Tech Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

ALLDIGI · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.9%1-day move
₹830.00
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₹821.70
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AI summary

Alldigi Tech (formerly Allsec Technologies) reported FY '26 revenue of INR598.7 crores, up 9.6% YoY, with EBITDA of INR162 crores, up 25% YoY. EBITDA margins improved to 27.1% from 23.7% in FY '25, driven by operating leverage and higher international mix (now 67% of business vs 64% previously). Q4 revenue stood at INR154.7 crores (5.9% YoY) with PAT at INR28.9 crores, up 49.7% YoY. The newly appointed CEO (Natarajan Laxsmanan) outlined a strategy focused on AI integration across both BPM and Tech & Digital segments, including HRMS V2 and PulseHR.ai platforms. The company is strategically moving away from low-margin domestic business (currently ~10% of portfolio) and targeting mid-teens revenue growth for FY '27 with 1-2% margin improvement. Management guided that currency depreciation contributed 3.3% to revenue growth while operational growth was 6.3%.

Likely market impact

The company demonstrates strong margin expansion driven by international mix shift and AI-enabled efficiency gains, positioning well for sustainable growth. However, BPM segment growth is slow (0.4% YoY in Q4) and the company is relying on new client wins to drive next growth phase.