Allied Digital Services Ltd (NSE:ADSL)

Q2 2026 Allied Digital Services Ltd Earnings Call Transcript

Nov 9, 2025 / 05:00 AM GMT

Release Date Price: ₹167.35 (-3.51%)

Transcript

Key Points

Positve

Allied Digital Services Ltd (BOM:532875) reported a 15% year-over-year revenue growth, marking the highest quarterly revenue in its history.
The company achieved a 32% year-on-year growth in PBD and P/E, indicating strong profitability improvements.
Significant order wins, including a major project for the Pune Smart City, highlight the company's capability to execute large-scale projects.
The company has diversified its global revenue base with strong performance in the US, Europe, and the Middle East.
Allied Digital Services Ltd (BOM:532875) is on track to achieve its target of INR 1,000 crore in annualized revenue, with a strong order pipeline and strategic partnerships.

Negative

The company faces persistent customer pricing pressure, which may impact margins over the next few quarters.
Subcontractor costs have risen sharply, affecting the company's cost structure.
There is ongoing margin pressure due to upfront costs associated with large contracts and the initial setup phase.
The company anticipates margin pressure to continue for the next 3 to 4 quarters due to investments in operational capabilities.
Delays in government budget releases and project execution cycles could lead to quarterly revenue volatility.

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

ADIS.NS - Allied Digital Services Ltd
Q2 2026 Allied Digital Services Ltd Earnings Call
Nov 10, 2025 / 05:00AM 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 Allied Digital Services Limited Q2 and H1F526 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there 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 0 on your touchstone phone. Please note that this conference is being recorded. I now have the conference over to Mr. Mayank Waswani from CDR, India.

Thank you and over to you, Mr. Haswani.

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Unidentified_2 [2]
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