Transcript of the Earnings Conference Call
ALLDIGI · price
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Alldigi Tech reported FY '26 revenue of INR598.7 crores (up 9.6% YoY) with EBITDA at INR162 crores (up 25% YoY), margins improved to 27.1% from 23.7% last year. New CEO Natarajan Laxsmanan outlined strategy focusing on AI integration, international expansion, and moving away from low-margin domestic BPM business (currently 10% of portfolio). Tech & Digital segment grew 16.5% to INR156.2 crores, while BPM grew 7.3% to INR442.4 crores. The company targets mid-teens revenue growth for FY '27 with 1-2% margin improvement. Key initiatives include HRMS Version 2, PulseHR.ai, and RCM business expansion. International business now contributes 67% of revenue vs 64% previously. Cash position stood at INR147.7 crores with robust OCF of INR144.1 crores.
Strong margin expansion and new CEO's focus on AI-enabled solutions and international expansion positions the company for sustained growth. The strategic exit from low-margin BPM business may temporarily impact revenue growth but should improve profitability going forward.