Allied Digital Services Limited has informed the Exchange about Transcript of earnings call held on Friday, June 06, 2025, with respect to the financial results of the Company for the quarter and Year ended March 31, 2025

Management guided margin improvementManagement guided margin pressurePromoter disclosed acquisition plansOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

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IT Enabled Services peers, median of 59sector-1.1%+0.1% vs sector

On the reaction day the stock moved 0.7 pts less than Nifty Microcap 250 and 0.1 pts more than its IT Enabled Services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

Allied Digital reported its highest-ever annual revenue of Rs. 807 crore in FY25, up 17% year-on-year, with Q4 revenue at Rs. 204 crore (up 16% YoY). The company recommended a 30% dividend (Rs. 1.5 per share) and secured order wins of Rs. 133 crore in Q4, including an additional Rs. 80 crore from the Pune Smart City project, taking the total Pune City Surveillance engagement to over Rs. 500 crore. Management is targeting the Rs. 1,000 crore revenue milestone in the next 4-5 quarters, with a near-term goal of Rs. 250 crore quarterly run rate. EBITDA margins are guided at 11-12%, while Q4 PBT was impacted by auditor-led corrections to the tune of Rs. 11-12 crore, but management stated PAT will improve considerably going forward. The company highlighted a $45-50 million US opportunity in the pipeline, plans to hire more direct sales staff, and is keeping cash reserves for potential acquisitions.

Likely market impact

Positive for shareholders given record revenue, dividend announcement, strong order pipeline, and guidance that PAT margins will improve in coming periods. However, Q4 profitability was dragged by one-time auditor corrections, and the path to Rs. 1,000 crore revenue depends on timely billing of large contracts.