Allied Digital Services Limited — Investor Meet, 10-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Allied Digital Services reported strong Q3 FY26 consolidated revenue of Rs 247 crore (+12% YoY), EBITDA Rs 26 crore (+11% YoY), and PBT Rs 22 crore (+13% YoY). The financial results for the nine-month period reached Rs 700 crore (+16% YoY). International operations surged 26% YoY, while domestic experienced a temporary 5% de-growth due to project delays from elections.

Management aims for Rs 1,000 crore in annualized revenue soon, projecting mid-teens growth for FY27. Order inflows were healthy at over Rs 250 crore. The company focuses on an AI-first strategy, seeing strong demand in AI-enabled infrastructure, Smart Cities (with improving operational and maintenance margins), and cybersecurity. They are actively addressing audit qualifications, including physical verification and old debtors, with plans to convert a US subsidiary loan to equity by March 31. Management is confident in strategic growth and margin improvement.