Any current/future new fundraising through debt or equity?

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.

Any current/future capex/capital investment/strategic investment?

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 cap

Future growth expectations in sales/revenue/volumes?

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 m

Future growth expectations in earnings/operating earnings/profits/EPS?

**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 an

Current/ Expected Orderbook/ Pending Orders?

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.

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Alldigi Tech LtdQ3 FY25Commercial Services & Supplies

Alldigi Tech Ltd Q3 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹804P/E: 13.9Market Cap: ₹1.2K CrSector: Commercial Services & Supplies

Management growth scorecard

Revenue

Category 3

Margin

Category 2

Fundraise

N/A

Order

N/A

Capex

Yes

1 of 3 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 3

→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.
→Pipeline and sales channels are strengthened to support consistent quarter-on-quarter growth.
→Aim to balance growth with profitability and operational efficiency, controlling indirect costs.

Margin guidance

Category 2

→**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.
→**Long-term Outlook:** Investments in infrastructure and sales teams expected to generate returns over 3-4 years, fueling a virtuous cycle of higher sales and profits.
→**Overall:** Focus on sustaining high-teens growth and margin improvements with controlled investments and cost discipline.

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Fundraise plans

→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.

Order book

→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.

Capex plans

Yes

→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.
→The company continues to explore acquisitions that fit strategic criteria, such as enhancing onshore/nearshore presence or expanding verticals (BFSI, healthcare).
→All investments are made with a disciplined approach, assessing ROI carefully to support long-term growth and operational efficiency.

How does Alldigi Tech Ltd rank vs peers in Commercial Services & Supplies?

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1Alldigi Tech Ltd

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