Allied Digital Services Ltd
Allied Digital Services Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #14 of 39 in IT - Services
See the sector's top 10 — free with your mobile number.
Allied Digital Services Ltd Q1 FY26 key numbers
- Revenue
- Targeting Rs. 1,000 crore annualized revenue within 4-5 quarters, with quarterly revenue run rate around Rs. 250 crore.
As stated in Allied Digital Services Ltd's Q1 FY26 earnings call transcript · published 30 May 2026. Reported figures, not investment advice.
The short version
Targeting Rs. Company aims for revenue growth to reach Rs.
From Allied Digital Services Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting Rs. 1,000 crore annualized revenue within 4-5 quarters, with quarterly revenue run rate around Rs. 250 crore.
- Strong double-digit year-on-year revenue growth: Q1 FY26 revenue at Rs. 219 crore, a 22% increase.
- India operations growing rapidly (27% YoY), driven by enterprise and government segments, especially Smart Cities projects.
- Continued growth expected from global markets (U.S., Europe, Middle East) with new large deals, e.g., a $50 million multi-year U.S. order.
- Solutions revenue growing faster (32% YoY) than Services (20% YoY), enhancing recurring revenue stability.
- Healthy order pipeline (~Rs. 185 crore intake in Q1 FY26) and increasing average ticket size boosting growth visibility.
2 more points from Allied Digital Services Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Allied Digital Services Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is actively looking at possible acquisitions in the Cybersecurity and Cloud space.
- The search and shortlisting process for acquisitions is ongoing.
- Cash is being kept in hand strategically to be in a strong position for acquisitions when the market is favorable.
- (Page 9)
Top-ranked in IT - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Allied Digital Services Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Order wins and renewals for each quarter are communicated, with separate announcements for large, material deals.
- The order intake for Q1 FY2026 was around Rs. 185 crore, strengthening the order book.
- The company has a strong pipeline of new orders, including bids for smart cities and safe cities expected to conclude by September.
- Large deals, like a recent $50 million (Rs. 420 crore) multi-year contract with a global pharmaceutical company, are part of the current order wins.
2 more points from Allied Digital Services Ltd's call on order book
Create a free account to keep reading this call
Allied Digital Services Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹260 Cr, net profit ₹12 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Allied Digital's management said in earlier quarters
Others in IT - Services this season
- Expleo Solutions (Q1 FY26)
Operating Revenue for Q1 FY26: Rs 2,596.5 million, up 3.0% YoY from Rs 2,521.7 million in Q1 FY25 (Page 10). Key concall takeaways from Expleo Solutions Ltd's…
- IZMO (Q1 FY26)
56.51 crores, up 18.77% YoY from Rs. Key concall takeaways from IZMO Ltd's Q1 FY26 earnings call — and how it ranks against sector peers.
- Intense Tech. (Q1 FY26)
The increasing international business contribution (currently 30%) is seen as a critical growth driver. Key concall takeaways from Intense Technologies's Q1 FY2
- Zaggle Prepaid (Q1 FY26)
FY '26 Q1 revenue grew robustly by 31.4% YoY, reaching INR 331 crores. Key concall takeaways from Zaggle Prepaid Ocean Services Ltd's Q1 FY26 earnings call…
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Allied Digital Services Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Allied Digital Services Ltd Q1 FY26 results?
Targeting Rs. Company aims for revenue growth to reach Rs.
What is Allied Digital Services Ltd share price analysis?
Allied Digital Services Ltd currently shows a neutral. The stock trades at a P/E of 16.4 with a market cap of ₹639 Cr. Investors should review the full earnings analysis for detailed insights.
Is Allied Digital Services Ltd planning capital expenditure?
The company is actively looking at possible acquisitions in the Cybersecurity and Cloud space. - The search and shortlisting process for acquisitions is ongoing. - Cash is being kept in hand strategically to be in a strong position for acquisitions when the market is favorable.
Keep Allied Digital Services Ltd 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.