Q3 2026 Allied Digital Services Ltd Earnings Call Transcript
Key Points
- Allied Digital Services Ltd (BOM:532875) reported a 12% year-on-year increase in consolidated revenues for Q3 FY26, reaching INR447 crores.
- The company's EBITDA grew by 11% year over year to INR26 crores, indicating improved profitability.
- International operations showed strong momentum with a 26% year-on-year growth, particularly in the US market.
- The company secured several meaningful order wins and renewals across multiple industry verticals, enhancing revenue visibility.
- Allied Digital Services Ltd (BOM:532875) is well-positioned to leverage AI and digital transformation trends, which are expected to drive future growth.
- India operations reported a 5% year-on-year decline in revenues due to delays in project milestones.
- The company faced challenges with margin pressures due to a competitive pricing environment and increased scrutiny on pricing and contracting structures.
- There were audit qualifications related to inventory, receivables, and unbilled revenue, which the company is working to address.
- Previous year tax provisions impacted the profit after tax, leading to volatility in net earnings.
- The company experienced delays in government project approvals due to elections, affecting billing and revenue recognition in Q3.
Ladies and gentlemen, good day and welcome to Allied Digital Services Limited Q3 FY26 earnings conference call. (Operator Instructions)
I now hand the conference over to Mr. Mayank Vaswani from CDR India. Thank you and over to you, Mr. Vaswani.
Thank you, Ryan. Good afternoon and thank you for joining us on Allied Digital Services Limited's earnings call for the third quarter of financial year 25, '26.
We have with us on the call today, Mr. Nitin Shah, Founder and CMD, Mr. Ramanan Ramanathan, global head of strategy for growth, innovation and Partnerships, Mr. Nehal Shah, Whole-time director. Mr. Paresh Shah, Global Chief Executive Officer, and Mr. Gopal Tiwari, Chief Financial Officer.
We will begin with comments from Mr. Nihal Shah, who will cover recent developments across the business. Mr. Paresh Shah will then discuss the operational performance and order wins, followed by Mr. Gopal Tiwari, who will walk us through the financial highlights.
Thereafter, we will open the call for the Q&A
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