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Earnings Call Transcript

Allied Digital Services Earnings Call Transcript: Key Takeaways

Allied Digital reports record H1 revenues despite government project delays, shifting focus toward higher-margin managed services and AI-driven automation.

Allied Digital Services Q2 FY27 concall: date, live audio and summaryConcall page →
Guidance and delivery
Management target Revenue 20.0% Next 24 months
Highlights
Revenue growth14% YoY increase to ₹265 Cr for Q2.
MarginsStable at 10% EBITDA; impacted by talent and leadership investments.
Order book₹74 Cr new orders/renewals; government bidding activity restarting.
Demand visibilityStrong inquiry pipeline; clients cautious on long-term tech cycles.
Management confidenceConfident 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.

Source

Earnings Call Transcript filed with NSE, NSE: ADSL. Summary written with AI assistance from the document.

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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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