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

ADSL · price

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

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₹122.80

prior close

₹123.48

base price

After-mkt

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AI summary

Allied Digital Services reported record FY26 revenues of Rs. 968 crore, up 20% YoY, narrowly missing the Rs. 1,000 crore milestone. Q4 FY26 revenue stood at Rs. 268 crore, growing 31% YoY. EBITDA (excluding one-time Rs. 36 crore provision) was Rs. 112 crore for FY26 with PAT of Rs. 36 crore, up 10% YoY. The company declared a 30% dividend (Rs. 1.50 per share). Management highlighted the company is net debt free with Rs. 134 crore cash reserves. Key wins include a multi-region workplace services contract for a global oil & gas company covering 3,000+ users, and a city-wide Integrated Command & Control Centre deployment. Services (recurring) contributed 78% of revenue while solutions contributed 22%.

Likely market impact

Strong revenue growth and margin improvement in Q4 FY26 demonstrate execution capability. The company's net debt-free status and cash reserves provide financial flexibility. Management's 10x growth aspiration over a decade signals long-term confidence, though near-term margin pressures from the operating environment persist.