ADSLBSEAllied Digital Services LtdMediumNeutral
Announced Tue, 26 May · 11:10 IST

As per attachment

Order 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.

Price reaction · full curve 14 horizons · vs prior close
-1.3%1-day move
₹124.29
prior close
₹122.80
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.1+0.1+0.7+0.3-1.3-2.2-3.2-1.0-1.9-1.8-1.4-0.1-6.9
Up moveDown movePending
AI summary

Allied Digital Services reported record-high annual revenues of Rs. 968 crore for FY26, up 20% YoY, with Q4 FY26 revenue of Rs. 268 crore up 31% YoY. EBITDA stood at Rs. 112 crore (excluding a one-time provision of Rs. 36 crore), with PAT of Rs. 36 crore, up 10% YoY. The company maintains a net debt-free status with Rs. 134 crore cash reserves. Business is diversified across Services (78% - recurring) and Solutions (22% - projects), with 60% revenue from international markets. 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. The Board has recommended a 30% dividend (INR 1.50 per share). Management's Chairman outlined a 10-year vision to scale the business 10x, focusing on AI, cloud, cybersecurity, and managed services expansion.

Likely market impact

Strong revenue growth and margin expansion signal solid execution in a challenging environment. The 10x growth aspiration provides a long-term directional target, while the dividend and net debt-free status indicate financial stability. The high cash reserves (Rs. 134 crore) provide flexibility for future investments or acquisitions.