| Revenue growth | 19% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin at 10% reflective of tough operating environment. |
| Order book | Recent wins include NYSE-listed electronics firm and Australian mutual bank. |
| Demand visibility | Strong, driven by enterprise focus on operational resilience and cybersecurity. |
| Management confidence | High, citing strong momentum and future-ready leadership team. |
Growth
Revenue grew 19% YoY to ₹260 crore; EBITDA increased 18% YoY to ₹25 crore; PBT rose 19% YoY to ₹17 crore.
Outlook
Focusing on AI adoption journeys and embedding AI-driven capabilities; targeting long-term value via managed services and digital infrastructure.
Risks
Management noted a tough operating environment impacting margins and macroeconomic uncertainties influencing discretionary technology spending.
Last quarter's promises, checked
Delivered
- Targeted Rs. 1,000 cr trailing 12-month revenue → Delivered Rs. 1,009 cr (= BEAT)
- Guided 20% annual growth trajectory → Delivered 19% YoY revenue growth (= BEAT)
- Commitment to unmodified audit report → Delivered report with zero qualifications (= BEAT)
Partly delivered
- Guided margin improvement via automation → Implementation ongoing with 10% floor maintained (= PARTIAL)
Missed
- Guided 10-11% EBITDA margins → Delivered 9.6% (approx 25cr on 260cr) (= MISS)
- Prior year Q1 PAT Rs. 14 cr → Delivered Rs. 12 cr (= MISS)
Investor Presentation filed with NSE, NSE: ADSL. Summary written with AI assistance from the document.
Allied Digital Services Ltd: key numbers
- Share price
- ₹103.82
- Market cap
- ₹588.1 Cr
- Revenue (annual)
- ₹967.9 Cr
- Net profit (annual)
- ₹28.81 Cr
- P/E (TTM)
- 15.7×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 Employee Stock Options
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Mr. Raghuvir Kamat, Assistant Vice President - Projects and Senior Management Personnel at Allied Digital Services Ltd, has resigned effective September 07, 2026.
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.
Allied Digital Services Annual General Meeting
Allied Digital Services has scheduled its AGM for September 1, 2026. It set the record date for final dividend entitlement as August 28, 2026.
Allied Digital Services Earnings Call Transcript: Key Takeaways
Allied Digital reported 19% YoY revenue growth in Q1 FY27, reaching a trailing 12-month milestone of ₹1,000 crore. Management transitioned to a new leadership structure focusing on AI innovation and governance.
- Call
- Guides 20% growth
Allied Digital Services Annual General Meeting
Allied Digital Services Limited issued a notice for its 32nd AGM scheduled for September 1, 2026, to approve financials, dividends, director re-appointments, and material related-party transactions.
- Value
- ₹250.0 Cr