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Allied Digital Services Limited Q1 FY26 earnings call summary

NSE: ADSL · BSE: 532875

Earnings call of 6 Aug 2025, summarised by AI from the filing.

Allied Digital reported Q1 FY26 revenue of ₹219 cr, up 22% year-on-year, and reiterated its ₹1,000 cr revenue target in the next 4 to 5 quarters.

Key takeaways

  1. Europe deal ₹420 cr multi-year order with a leading pharma company in Europe, with go-live scheduled for September.
  2. Growth driver India operations drove growth with standalone revenues up 27% year-on-year, led by enterprise and government segments.
  3. Pricing pressure Customer pricing pressure expected to persist over the next three to four quarters, mainly on long-term Services in the U.S.

Original filing on BSE

Allied Digital Services Limited Q1 FY27 results

As filed: Revenue ₹260 cr (+19% year on year), EBITDA ₹22.7 cr (+26% year on year), PAT ₹12.4 cr (−12% year on year), EBITDA margin 8.7% (+51 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹268 cr (+31% year on year), EBITDA −₹10.1 cr, PAT −₹3.4 cr, EBITDA margin -3.8% (+112 bps). Score 45 of 100, In line with trend. Revenue growth was well above the company's own trend. EBITDA margin rose 112 bps year on year. Profit fell 124% from last quarter. Revenue rose ₹63.8 cr on a year ago, more than the ₹27.0 cr it added the year before. Share price after the results: +0.3% in 30 days (Nifty 500: +2.9%).
  • Q3 FY26: Revenue ₹247 cr (+12% year on year), EBITDA ₹26.2 cr (+5% year on year), PAT ₹13.9 cr (−23% year on year), EBITDA margin 10.6% (−74 bps). Score 44 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was below it. EBITDA margin fell 74 bps year on year. Tax rate 35%. Profit fell 7% from last quarter. Share price after the results: −19.8% in 30 days (Nifty 500: −4.5%).
  • Q2 FY26: Revenue ₹234 cr (+15% year on year), EBITDA ₹22.0 cr (+10% year on year), PAT ₹15.0 cr (+25% year on year), EBITDA margin 9.4% (−45 bps). Score 48 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was above it. EBITDA margin fell 45 bps year on year. Other income 33% of PBT. Share price after the results: −7.0% in 28 days (Nifty 500: +1.3%).
  • Q1 FY26: Revenue ₹219 cr (+22% year on year), EBITDA ₹18.0 cr (−5% year on year), PAT ₹14.0 cr (+40% year on year), EBITDA margin 8.2% (−240 bps). Score 62 of 100, In line with trend. Revenue and profit growth were above the company's own trend; EBITDA growth was in line with it. EBITDA margin fell 240 bps year on year. Tax rate 0%. Profit rose ₹4.0 cr on a year ago, more than the ₹1.0 cr it added the year before. Share price after the results: −4.2% in 30 days (Nifty 500: +0.1%).
  • Q4 FY25: Revenue ₹204 cr (+15% year on year), EBITDA −₹10.0 cr (−140% year on year), PAT −₹8.0 cr (−157% year on year), EBITDA margin -4.9% (−1,000 bps). Score 9 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 1000 bps year on year. Other income 345% of PBT. Tax rate 91%. Revenue fell 8% from last quarter. Share price after the results: −16.5% in 30 days (Nifty 500: +3.6%).
  • Q3 FY25: Revenue ₹221 cr (+29% year on year), EBITDA ₹25.0 cr (+25% year on year), PAT ₹18.0 cr (+50% year on year), EBITDA margin 11.3% (−38 bps). Score 72 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it. EBITDA margin fell 38 bps year on year. Consolidated profit +50% but standalone +0%.
  • Q2 FY25: Revenue ₹203 cr (+19% year on year), EBITDA ₹20.0 cr (−5% year on year), PAT ₹12.0 cr (+9% year on year), EBITDA margin 9.9% (−250 bps). Score 44 of 100, In line with trend. EBITDA margin fell 250 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Allied Digital Services Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.