Q4 2026 Allied Digital Services Ltd Earnings Call Transcript
Key Points
- Allied Digital Services Ltd (BOM:532875) reported the highest annual revenue in its history, reaching INR968 crores, a 20% year-on-year growth.
- The company achieved a significant milestone by coming close to the INR1,000 crores top-line target on an annualized basis.
- International revenues grew by 22% year-on-year, indicating strong global market traction.
- The company secured INR166 crores in new orders and renewals, reflecting continued demand for its digital transformation and AI-led solutions.
- Allied Digital Services Ltd (BOM:532875) has addressed all audit observations, strengthening its financial reporting and governance framework.
- Profit after tax grew only by 10% year-on-year, impacted by one-time charges and provisions.
- Government revenues declined by 6% during the year, indicating a slowdown in this segment.
- The company faced margin pressures due to increased competition and cost fluctuations in government projects.
- The profitability was affected by higher purchases and direct expenses, which increased from INR467 crores to INR585 crores.
- The company had to let go of a significant Western Railway project due to increased equipment costs, leading to a rebid.
Ladies and gentlemen, good day, and welcome to Allied Digital Services Limited Q4 and FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Mayank Vaswani from CDR India. Thank you, and over to you.
Thank you, Yashashri. Good afternoon, everyone, and thank you for joining us on Allied Digital Services Limited's earnings call for the fourth quarter of FY25-'26.
We have with us on the call today, Mr. Nitin Shah, Founder and CMD; Mr. Ramanan Ramanathan, the Global Head of Strategy for Growth, Innovation and Partnerships; Mr. Nehal Shah, Whole-Time Director; Mr. Paresh Shah, Global CEO; Mr. Sunil Bhatt, Board Member and Chief Technical Officer; 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. Mr. Paresh Shah will then
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