Alldigi Tech Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book

Published 25 May 2026 | Commercial Services & Supplies | Market Cap: ₹1.2K Cr

CXM segment is expected to continue growing in high teens, driven by international markets contributing 74.5% of revenues. CXM segment expected to grow in high teens in FY '26, driven by international markets and expanded healthcare capabilities.

From Alldigi Tech's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Price

815

Market Cap

₹1.2K Cr

P/E Ratio

13.4

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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.

Full financials →

📊 Revenue & Sales Performance

  • CXM segment is expected to continue growing in high teens, driven by international markets contributing 74.5% of revenues.
  • EXM segment aims to grow at mid to high teens in FY '26, with investments in sales and marketing capabilities.
  • Expansion plans include growing payroll business in GCCs and multi-country payroll solutions.
  • Seat growth in Manila CXM operations from 600 to 1,800+ seats expects to translate into sustained revenue growth.
  • Pipeline includes INR 27 crores funnel for Smart HR and INR 7 crores ACV wins, signaling strong SaaS market traction.
  • Addition of sales resources in Philippines, U.S., and Southeast Asia to support wider geographic reach.
  • EBITDA expected to improve with operational efficiencies from Smart Pay4 platform and new business wins.
  • Increase in international business share (from 57% to 63%) supports margin expansion and revenue growth.

📈 Profitability & Margins

  • CXM segment expected to grow in high teens in FY '26, driven by international markets and expanded healthcare capabilities.
  • EXM (payroll) business projected to grow in mid to high teens in FY '26, recovering from muted growth in FY '25.
  • EBITDA expected to improve with operational efficiencies from Smart Pay migration and new business wins from Smart HR.
  • Margin expansions in CXM supported by international business growth, expected to maintain or improve.
  • Continued investments in sales and operational leadership planned but at a controlled level post significant FY '25 investments.
  • Overall, confident of delivering strong year of revenue and earnings growth in FY '26 under the new Digitide Solutions umbrella.
  • Focus on expanding global reach, AI-driven efficiencies, and future high-performance teams to drive profitability.

🏗️ Capital Expenditure Plans

  • The company has made significant investments in operational leadership, support functions (quality, training, WFM) mainly in Manila for CXM operations, which is largely in place now with no significant additional additions planned for FY '26.
  • Sales investments continue, including hiring sales resources in the Philippines and the U.S., particularly under the wider Digitide umbrella, to support growth, including roles targeting multi-country payroll and GCC thematic sales.
  • There is a pause on dividends due to the ongoing demerger process, signaling possible evaluation of capital allocation.
  • No explicit mention of large-scale capital expenditures or strategic investments beyond expanding sales and operational capabilities.
  • Focus remains on investing in sales capabilities, marketing, partnerships, and technology (AI infusion in customer services).

💰 Fundraising & Capital Structure

Based on the content on page 14 of the document, there is no explicit mention of any current or future fundraising through debt or equity for Alldigi Tech Limited. However, related information on sales investments and dividend pause due to corporate restructuring offers some indirect insights: - No direct mention of new debt or equity fundraising plans during the discussion. - Dividend pause this quarter is a temporary measure related to the demerger and corporate restructuring. - Management is taking a pause to evaluate if incremental investments are needed post-demerger. - Emphasis on making necessary investments in sales and operational leadership for growth, especially in U.S. sales and Manila operations. - No firm commitment or plan announced yet regarding inorganic growth or fund raising. In summary, there is currently no declared plan for debt or equity fundraising; management is focused on organic growth and evaluating investments carefully post-restructuring.

📋 Order Book & Pipeline

  • Alldigi Tech has built a strong funnel for new business, especially with their upgraded Smart HR platform.
  • The total funnel stands at approximately INR 27 crores, with INR 5 crores already won.
  • For the SME SaaS market specifically, the funnel is about INR 13 crores with INR 2 crores won.
  • The company has added the highest number of new logos in its history at 63 in FY '25, with an ACV of INR 30 crores (up 50% from FY '24).
  • Incremental sales, particularly in CXM and EXM, have contributed to a significant orderbook increase, with international CXM sales growing 24.5% Y-o-Y.
  • Sales cycles have elongated in EXM but sales bookings are strong, with sales concentrated in Q3 and Q4 of FY '25.
  • The expected outlook is continued growth in high teens for CXM and mid to high teens for EXM in FY '26.

Key Metrics

Frequently Asked Questions

What were Alldigi Tech Q4 FY25 results?

CXM segment is expected to continue growing in high teens, driven by international markets contributing 74.5% of revenues. CXM segment expected to grow in high teens in FY '26, driven by international markets and expanded healthcare capabilities.

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?

The company has made significant investments in operational leadership, support functions (quality, training, WFM) mainly in Manila for CXM operations, which is largely in place now with no significant additional additions planned for FY '26.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.

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