Alldigi Tech

Q2 FY26Commercial Services & Supplies

Alldigi Tech Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹815

Market cap₹1.2K Cr

P/E13.5

Updated23 Aug 2026

Read4 min read

The short version

Expect mid-to-high teens growth in revenue annually for FY '26 and FY '27. Revenue Growth: Expected to continue growing in the mid-to high teens annually.

From Alldigi Tech's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Expect mid-to-high teens growth in revenue annually for FY '26 and FY '27.
Aim to improve EBITDA margins by 100-150 basis points going forward.
Anticipate doubling the employee payroll processing volume over the next 4-5 years, driven by high teens CAGR growth.
Continued focus on growing international revenue share, especially in BPM and HRO segments.
Build a mix model of direct sales and partnerships to expand market reach domestically and internationally.
Investments in upgraded facilities and technology platforms (Smart Pay 4, Buzzily) to drive operational efficiency and attract more clients.

2 more points management made on revenue & sales performance

Profitability & Margins

Revenue Growth: Expected to continue growing in the mid-to high teens annually.
EBITDA Margin: Anticipated improvement of 100 to 150 basis points year-on-year through a mix of higher international revenue share, operational efficiencies, and tighter cost control.
Operating Earnings: Growth in EBITDA expected to outpace depreciation in the medium term, leading to meaningful Profit Before Tax (PBT) growth in the next few years.
EPS/Net Profits: PAT showed strong growth in Q2 (45.5% YoY) but was down 26.3% YoY for H1 FY '26 due to divestments; expected to improve as investments and margin expansion take effect.

2 more points management made on profitability & margins

See what Alldigi Tech said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Alldigi Tech has made significant recent capital investments, including consolidating Bangalore facilities at SS Plaza and infrastructure upgrades for a large client.
Future planned capex includes similar infrastructure upgrades for Chennai and Noida facilities over the next few quarters.
Capex decisions are based on business modeling to determine optimal investment in own office facilities versus service provider-managed ones.
Depreciation has increased due to these investments and routine capex like laptop/desktop replacements; it is expected to remain around the current level unless new capex arises.

2 more points management made on capital expenditure plans

Top-ranked in Commercial Services & Supplies

Ranked on what management guided this quarter

5x potential

1Bluspring Enter.₹2.2K Cr

Rev 1Mar 1

2Anlon Tech₹595 Cr

Rev 1Mar 3

3₹101 Cr

Rev 1Mar 3

4₹4.0K Cr

Rev 2Mar 1

5₹883 Cr

Rev 2Mar 2

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

There is no mention of any current or planned fundraising through debt or equity in the provided transcript.
The company emphasizes a robust cash position and disciplined approach to investments.
They mention potential acquisitions but highlight careful evaluation to ensure value and ROI, not necessarily implying immediate fundraising.
No explicit discussion about raising new capital via debt or equity is indicated in the available content.

See what Alldigi Tech said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

For H1 FY'26, Alldigi Tech signed contracts with a 60:40 mix between international and domestic markets in the HR Outsourcing (HRO) segment.
The company recorded strong sales Annual Contract Value (ACV) of INR 18 crores in H1 FY'26 for the Tech & Digital business, double that of the corresponding period last year.
There was an addition of INR 22 crores of new ACV in the BPM segment in H1, largely from existing healthcare clients and one new logo.
No precise outstanding order book value is mentioned, but the mix indicates healthy pipeline with emphasis on international growth.

Alldigi Tech — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹155 Cr, net profit ₹29 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Alldigi Tech's management said in earlier quarters

Others in Commercial Services & Supplies this season

Positron Energy (Q2 FY26)
Sales contracts reflect long-term, mid-term, and short-term agreements totaling an order book of approximately ₹495.79 crore as of Oct 31, 2025. Key concall…
International Gemological Institute Limited (Q2 FY26)
Nine-month data shows strong momentum with 15% revenue growth and 25% volume growth. Key concall takeaways from International Gemological Instit's Q2 FY26…
Eleganz Interior (Q2 FY26)
Current balance order book stands at ₹586 crores (excluding GST). Key concall takeaways from Eleganz Interior's Q2 FY26 earnings call — and how it ranks…
Monarch Surveyors and Engineering Consultants Ltd (Q2 FY26)
186 crores received in the last six months, indicating healthy demand. Key concall takeaways from Monarch Surveyors and Engineering Consultants Ltd's Q2 FY26…

Compare:vs Redington vs Firstsour.Solu.vs eClerx Services

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were Alldigi Tech Q2 FY26 results?

Expect mid-to-high teens growth in revenue annually for FY '26 and FY '27. Revenue Growth: Expected to continue growing in the mid-to high teens annually.

What is Alldigi Tech share price analysis?

Alldigi Tech currently shows a neutral. The stock trades at a P/E of 13.4 with a market cap of ₹1,239 Cr. Investors should review the full earnings analysis for detailed insights.

Is Alldigi Tech planning capital expenditure?

Alldigi Tech has made significant recent capital investments, including consolidating Bangalore facilities at SS Plaza and infrastructure upgrades for a large client.

Keep Alldigi Tech on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.