The call ran from 12:01 PM to 12:29 PM IST (29 min).
Key takeaways
Allied Digital reports record H1 revenues despite government project delays, shifting focus toward higher-margin managed services and AI-driven automation.
| Management target | Revenue 20.0% Next 24 months |
|---|
| Revenue growth | 14% YoY increase to ₹265 Cr for Q2. |
|---|---|
| Margins | Stable at 10% EBITDA; impacted by talent and leadership investments. |
| Order book | ₹74 Cr new orders/renewals; government bidding activity restarting. |
| Demand visibility | Strong inquiry pipeline; clients cautious on long-term tech cycles. |
| Management confidence | Confident in long-term AI strategy despite short-term government segment volatility. |
Growth
Revenue grew 14% YoY to ₹265 Cr; managed services now represent 60% of build phase revenue.
Outlook
Management maintains a milestone target of ₹1,000 Cr annual revenue with 20% CAGR ambition.
Risks
Government project lumpiness and high hardware costs delay large contract conversions; margin pressure from talent investments.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Allied Digital Services Q2 FY27 Results: Net Profit ₹12.6 Cr, Down 18.2% YoY
Allied Digital Services Ltd reported revenue from operations of ₹265.3 Cr (+13.5% YoY) and net profit of ₹12.6 Cr (-18.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹12.6 Cr · -18.2% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Targeting 10x growth over 10 years (approx. 20% CAGR). EBITDA margins expected to reach 12-13% in coming quarters.
Growth they described
Revenue reached ₹260 crore (up 19% YoY); PBT grew 19% to ₹17 crore; EBITDA margin stood at 10%.
Call details
| Company | Allied Digital Services Ltd |
|---|---|
| NSE symbol | ADSL |
| ISIN | INE102I01027 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 12:00 PM IST |
| Length | 29 min |
| Audio | Our stream on YouTube ↗ |
Allied Digital Services Ltd: key numbers
- Share price
- ₹104.60
- Market cap
- ₹592.6 Cr
- Revenue (annual)
- ₹967.9 Cr
- Net profit (annual)
- ₹28.81 Cr
- P/E (TTM)
- 18.0×Sector 23.6×
- Promoter holding
- 50.95%-0.07% QoQ
- FII holding
- 0.11%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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