Allied Digital Q2 FY26: Revenue up 15% YoY to Rs 234 cr, PAT rises 33%

Management guided margin pressureManagement guided margin improvementOrder pipeline disclosedInvestor Communications View source PDF Explain this filing

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On the reaction day the stock moved 0.2 pts less than Nifty Microcap 250 and 0.2 pts more than its IT Enabled Services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

Allied Digital posted highest-ever quarterly revenue of Rs 234 cr in Q2 FY26, up 15% YoY and 7% QoQ. PAT grew 33% YoY to Rs 15 cr, EBITDA up 23% to Rs 28 cr. Order intake was Rs 698 cr with 85-90% net new. Management targets Rs 1,000 cr annual revenue and Rs 250 cr quarterly run rate. Margin pressure expected for 3-4 quarters with target EBITDA margin of 12-13% post-implementation. Pune Smart City Phase 1 (Drishti) launched. New wins in healthcare, retail and Europe expansion with 120-130 hires planned.

Likely market impact

Strong execution and order wins support growth outlook, though near-term margin pressure persists. Stock may react to Rs 1,000 cr revenue guidance.