ADSLBSEAllied Digital Services LtdMediumNeutral
Announced Fri, 22 May · 24:11 IST

Please find enclosed Investor Presentation on Audited Financial Performance of the Company for quarter and Year ended March 31, 2026

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
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₹128.50
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₹125.00
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AI summary

Allied Digital Services reported record-breaking FY26 results with annual revenues of Rs. 968 crore, up 20% YoY from Rs. 807 crore. Q4 FY26 revenue stood at Rs. 268 crore, growing 31% YoY, crossing the Rs. 250 crore quarterly milestone for the first time. FY26 EBITDA came in at Rs. 112 crore with a margin of 11%, while PAT was Rs. 36 crore, up 10% YoY, despite a one-time Rs. 36 crore provision. The company declared a dividend of Rs. 1.50 per share (30% payout) and remains net debt-free with a cash reserve of Rs. 134 crore. New client wins include a multi-region workplace services engagement for a global deepwater oil & gas company covering 3,000+ users, a city-wide Integrated Command & Control Centre deployment, and an automotive sector managed services contract. Management has set a long-term aspiration to scale the business 10x over the coming decade.

Likely market impact

Strong top-line growth and a net debt-free balance sheet are positives, but thin EBITDA margins (~10-11%) in a tough operating environment may cap near-term re-rating potential. The ambitious 10x decade target lacks concrete near-term guidance, keeping medium-term visibility limited.