Allied Digital Services Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Allied Digital Services reported Q1 FY26 consolidated revenue of Rs. 219 crore, up 22% YoY. EBITDA rose 16% to Rs. 22 crore, and PAT jumped 44% to Rs. 14 crore. The company secured a major Rs. 420 crore multi-year deal with a European pharma firm, alongside Rs. 185 crore in other new orders and renewals. India operations are a key growth driver, with international markets showing recovery. Management acknowledges margin pressure for the next 3-4 quarters but targets 11-12% EBITDA, confident in achieving Rs. 1,000 crore annualized revenue with strategic AI integration and direct sales expansion.