Allied Digital Services Ltd
Allied Digital Services Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #14 of 39 in IT - Services
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The short version
Target to achieve Rs. Target to achieve Rs.
From Allied Digital Services Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Target to achieve Rs. 1,000 crore in annual revenues in the near future, likely by Q4 FY2026 or Q1 FY2027, depending on billing timings.
- Current quarterly revenue run rate expected to reach Rs. 250 crore, supporting the annual Rs. 1,000 crore target.
- Trailing 12-month revenue at approximately Rs. 878 crore, up from Rs. 807 crore in FY2025, indicating steady growth momentum.
- Expansion in international markets, particularly Europe (Germany and Switzerland), with hiring of 120-130 people underway to boost operations and revenue.
- Strong pipeline of new orders including large government and smart city projects, such as Pune Smart City and prospective projects in Noida and Mumbai.
2 more points from Allied Digital Services Ltd's call on revenue
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Profitability & Margins
See what Allied Digital Services Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Allied Digital is currently investing significantly in expanding its European operations, specifically in Germany and Switzerland, hiring about 120-130 people to establish a strong presence.
- They are making investments to ensure compliance and operational capability to deliver in new markets.
- The focus is on human resources, compliance, and operational readiness.
2 more points from Allied Digital Services Ltd's call on capex
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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
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Order Book & Pipeline
- The company reported an order intake of approximately Rs. 698 crore in Q2 FY '26, including new wins and renewals of multiyear contracts.
- 85% to 90% of the Rs. 700 crore order wins this quarter are net new.
- The order book provides execution visibility for the next 12 to 18 months.
- Large projects in pipeline include smart city projects such as Pune City (ongoing), Noida (delayed due to budget, now with budget clearance), and an upcoming large Mumbai project (~Rs. 2,100 crore), where the company is strategizing partnerships for bidding.
2 more points from Allied Digital Services Ltd's call on order book
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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.
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What Allied Digital's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Allied Digital Services Ltd Q2 FY26 results?
Target to achieve Rs. Target to achieve 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?
Allied Digital is currently investing significantly in expanding its European operations, specifically in Germany and Switzerland, hiring about 120-130 people to establish a strong presence.
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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.