Allied Digital Services Limited has informed the Exchange about Transcript
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Allied Digital Services reported Q1 FY2026 consolidated revenue of Rs. 219 crore, up 22% year-on-year, marking the fourth straight quarter above Rs. 200 crore. EBITDA rose 16% YoY to Rs. 22 crore, while profit after tax jumped 44% to Rs. 14 crore, aided by a deferred tax asset recognition. Trailing twelve-month revenue now stands at ~Rs. 850 crore, tracking toward the Rs. 1,000 crore annualized target within 4-5 quarters. The company announced a Rs. 420 crore ($50 million), 5-year digital transformation deal with a leading European pharma company, alongside Rs. 185 crore in fresh order intake for the quarter. India grew 27% YoY and now contributes 37% of revenue, driven by the Pune Smart City project and enterprise wins. Management declared a 30% dividend, same as last year.
Strong order wins and a clear path to Rs. 1,000 crore annual revenue support a positive growth outlook, but pricing pressure and margin headwinds expected to persist for 3-4 quarters may cap near-term earnings upside. The large pharma deal and AI-led strategy provide long-term visibility, while potential acquisitions in cybersecurity and cloud could be future catalysts.