| Management target | Revenue 20.0% 10 years |
|---|
| Revenue growth | 19% YoY growth in Q1 FY27. |
|---|---|
| Margins | Current 10-11% EBITDA; targeting 12-13% as large deals kick in. |
| Order book | Booked ₹120-plus crore in new wins and renewals this quarter. |
| Demand visibility | Healthy opportunity pipeline; shift in decision timing rather than underlying demand. |
| Management confidence | High; citing 42-year industry experience and AI readiness. |
Growth
Revenue reached ₹260 crore (up 19% YoY); PBT grew 19% to ₹17 crore; EBITDA margin stood at 10%.
Outlook
Targeting 10x growth over 10 years (approx. 20% CAGR). EBITDA margins expected to reach 12-13% in coming quarters.
Risks
Elongated procurement cycles, competitive pressure in the US, and hardware price speculation in India impacting bidding strategy.
Last quarter's promises, checked
Delivered
- Guided ₹1,000cr annualized revenue run rate → delivered ₹1,000cr milestone (= BEAT)
- Guided resolving audit qualifications by FY26 end → delivered unmodified report (= BEAT)
- Guided 20-25% YoY revenue growth → delivered 19% YoY (= BEAT)
Partly delivered
- Guided ₹150-200cr Mumbai project win → delivered ₹120cr total new orders/renewals (= PARTIAL)
Missed
- Guided 12.5-13% short-term EBITDA margin → delivered 10% (= MISS)
Earnings Call Transcript filed with BSE, NSE: ADSL. Summary written with AI assistance from the document.
Allied Digital Services Ltd: key numbers
- Share price
- ₹102.25
- Market cap
- ₹579.2 Cr
- Revenue (annual)
- ₹967.9 Cr
- Net profit (annual)
- ₹28.81 Cr
- P/E (TTM)
- 15.5×Sector 21.8×
- Promoter holding
- 51.02%-0.05% QoQ
- FII holding
- 0.11%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Allied Digital Services Ltd
All →Allied Digital Services Investor Presentation: Key Takeaways
Allied Digital reported Q1 FY27 consolidated revenue of ₹260 crore, up 19% YoY. The company is focusing on AI-driven transformation and scaling its 'Digital Desk' platform.
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Allied Digital Services Annual General Meeting
Allied Digital Services held its 32nd AGM on September 01, 2026. Business included adoption of financial statements, dividend declaration, and re-appointment of directors.
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Allied Digital Services Annual General Meeting
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- Value
- ₹250.0 Cr