Q4 2025 Allied Digital Services Ltd Earnings Call Transcript
Key Points
- Allied Digital Services Ltd (BOM:532875) reported a strong performance for FY25 with consolidated revenues reaching INR807 crores, marking a 17% year-on-year growth and the highest annual revenue in the company's history.
- The Board of Directors recommended a dividend of 30% for FY25, amounting to INR1.5 per share, subject to shareholders' approval.
- India operations showed robust growth with a 21% quarterly revenue increase year-over-year, driven by strong momentum in both the enterprise and government segments, particularly through smart city initiatives.
- The company recorded order intake exceeding INR133 crores this quarter, further strengthening its order book and enhancing long-term growth visibility.
- Allied Digital Services Ltd (BOM:532875) secured significant new orders and contract renewals, including engagements with a publicly traded omnichannel furniture leasing company and a leading British oil and gas player, reinforcing its offerings' strength across geographies and sectors.
- Despite the revenue growth, the company faced challenges with a negative profit after tax for the quarter due to deferred tax charges arising from non-recurring items and higher current year tax.
- The new statutory auditors identified errors in the valuation of certain assets and liabilities, resulting in a foreign exchange loss of approximately INR20 crore.
- There was an error of omission regarding the booking of deferred revenue for an amount of INR7.5 crore, which has now been recognized in the financial statements.
- Depreciation increased significantly to INR15 crore in Q4 FY25 compared to INR5 crore in FY24, due to rectification of incorrect estimation of useful life of certain assets.
- The company is facing a challenging macroeconomic environment, including inflation pressures and heightened competition, which could impact future margins.
Ladies and gentlemen, good day and welcome to the Allied Digital Services Limited earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I would now like to hand the call to Mr. [Mith Shah] from CDR India for opening remarks. Thank you and over to you.
Thank you, Ryan. Good afternoon, everyone, and thank you for joining us on Allied Digital Services Limited's earnings call for the fourth quarter and financial year ended March 31, 2025.
We have with us on the call today, Mr. Nitin Shah, CMD; Mr. Ramanan Ramanathan, Global Head Strategy, responsible for Growth, Innovation, Partnerships, Mr. Nehal Shah, Whole-Time Director; Mr. Paresh Shah, Global CEO; and Mr. Gopal Tiwari, Chief Financial Officer.
We will begin with comments from Mr. Nehal Shah who will cover recent developments across the business, followed by Mr. Gopal Tiwari who will walk us through the financial highlights. Thereafter, Mr. Paresh Shah will discuss the official performance and orderud
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