Allied Digital Services Limited has informed the Exchange about Transcript
ADSL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Allied Digital reported FY26 consolidated revenue of Rs. 968 crore, up 20% YoY, with Q4 being the highest quarterly revenue in the company's history. PAT grew 10% to Rs. 36 crore. The company crossed the Rs. 1,000 crore annualized run-rate in Q4. Management guided for 20-25% YoY revenue growth in FY27 and targets EBITDA margin expansion from ~11% currently to 12-13% short-term and 13-15% long-term. AI and automation are being used to counter industry margin pressures, with AI implementation reducing Level 1 support resources by 20-25%. A Mumbai Government contract worth Rs. 150-200 crore is expected to be announced in 2-3 weeks. The Maharashtra pipeline is stated at over Rs. 2,000 crore including two individual Rs. 600 crore deals. All prior auditor observations have been resolved and RBI approval for remaining Section 186 loan conversion is expected within 2 quarters.
Strong topline growth and explicit margin improvement guidance are positive for the stock. Pending large contract announcements and resolution of audit qualifications should reduce key risks. The 20-25% growth target aligns with the 10x in 10 years long-term aspiration.