Allied Digital Services Ltd
Allied Digital Services Q4 FY26 earnings call: Revenue & Margins
Q4 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
Allied Digital reported a 20% year-on-year revenue growth in FY '26, nearing the Rs. The company has achieved a Rs.
From Allied Digital Services Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Allied Digital reported a 20% year-on-year revenue growth in FY '26, nearing the Rs. 1,000 crore milestone with a strong Q4 run rate.
- The company targets consistent year-over-year revenue growth of 20% to 25%, with a medium to long-term goal of 10x growth in 10 years.
- Growth drivers include strong client engagement across domestic and international markets, large and complex transformation projects, and accelerated AI adoption.
- Government business, currently slow due to tender delays and cost fluctuations, is expected to rebound meaningfully in FY '27 and FY '28.
- Large upcoming bids, like Maharashtra state contracts worth Rs. 2,000 crore+ and a Mumbai government contract estimated between Rs. 150-200 crore, support growth optimism.
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 adopting integrated third-party tools and expanding its own agentic AI framework to speed up AI transformation for large organizations.
- The company is investing significantly in AI resources, technology, and training as part of its strategic journey.
- There is a focus on AI-first strategy, including AI features that reduce ticket resolution times and enhance automation and workflows.
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
- Secured around Rs. 166 crore in new orders and renewals in the recent quarter.
- Strong pipeline with large contracts expected, including:
- Two large government contracts from the state of Maharashtra, each worth approximately Rs. 600 crore, with Allied Digital as a front runner.
- A significant smart city project in Noida under consideration.
- Upcoming Western Railway contracts expected to be rebid in mid-July after price-related delays.
- Maharashtra pipeline alone is estimated at Rs. 2,000 crore+.
- Recent government contract wins include one in Mumbai, estimated between Rs. 150-200 crore.
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
Others in IT - Services this season
- Infinity Infoway (Q4 FY26)
Plans to deploy 30% of the first 3,000 ZeroTouch machines in the next financial year and another 30%-35% following year, scaling revenue accordingly. Key…
- Enser (Q4 FY26)
Revenue from operations for H2FY26: ₹57.37 Cr, up 49% YoY from H2FY25 ₹38.46 Cr. Key investor presentation takeaways from Enser's Q4 FY26 investor presentation
- Orient Tech. (Q4 FY26)
Total Income for FY 25-26: ₹8,706.66 Million, reflecting an increase of ₹243.79 Million Year-on-Year (YoY) (Page 15) . Key investor presentation takeaways from
- Enfuse Solutions (Q4 FY26)
Revenue from Operations (Consolidated) for Q4 FY25-26: ₹2,683.69 Lakhs . Key investor presentation takeaways from Enfuse Solutions's Q4 FY26 investor presentati
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 Q4 FY26 results?
Allied Digital reported a 20% year-on-year revenue growth in FY '26, nearing the Rs. The company has achieved a 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 adopting integrated third-party tools and expanding its own agentic AI framework to speed up AI transformation for large organizations.
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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.