Allied Digital Services Ltd (NSE:ADSL)

Q1 2026 Allied Digital Services Ltd Earnings Call Transcript

Aug 6, 2025 / 06:30 AM GMT

Release Date Price: ₹174.53 (+0.76%)

Transcript

Key Points

Positve

Allied Digital Services Ltd (BOM:532875) reported a 22% year-on-year revenue growth for Q1 FY26, reaching 219 crore.
The company's India operations have been a significant growth driver, with revenues rising 27% year-on-year, driven by enterprise and government segments.
The international business is showing signs of recovery, particularly in the US, with enterprise clients re-engaging and committing to long-term transformation programs.
The company secured a large INR 420 crore multi-year order with a leading European pharma company, indicating strong order wins.
Allied Digital Services Ltd (BOM:532875) has a healthy deal pipeline and increased win rates, positioning it well for consistent growth in the coming quarters.

Negative

The company is facing growing pressure from customers to control costs, with tighter budget scrutiny and inflationary pressures leading to competitive pricing demands.
Margin pressures are expected to persist over the next 3 to 4 quarters due to customer pricing pressure.
The company has experienced a decrease in EBITDA margins, which are currently lower than the targeted 11-12% range.
There is uncertainty in the macroeconomic environment, which could impact discretionary spending and customer engagement.
The company is facing challenges in maintaining a firm stance on pricing due to the current competitive environment, which may affect profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ADIS.NS - Allied Digital Services Ltd
Q1 2026 Allied Digital Services Ltd Earnings Call
Aug 06, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Elite Digital Service Limited earnings conference call.

As a reminder, all participant lines will be in the lesson only mode, and that will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing then 0 on your touchstone 4.

Please note that this conference is being recorded.

I now had the conference over to Mr. Mayan Vaswani from CDR India.

Thank you and over to you, Mr. Vawani.

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Unidentified_2 [2]
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