Allied Digital Services Limited — Investor Meet, 13-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Allied Digital Services (ADSL) Q1 FY27: Revenue grew 19% YoY to Rs. 260 Cr, with EBITDA up 18% to Rs. 25 Cr (10% margin). PAT stood at Rs. 12 Cr. The company's trailing 12-month revenue successfully crossed the Rs. 1,000 Cr milestone.

New orders and multiyear renewals totaled over Rs. 120 Cr, including wins in US enterprise application services, Australian workspace management, and an integrated command center project for the Government of Punjab. Leadership roles were augmented to sharpen focus on AI, cloud, and cybersecurity.

The company aims for a 10x growth over the next decade (~20% annually). While acknowledging near-term margin pressure from market competition and product pricing volatility, management views AI as a significant opportunity to improve future margins, targeting 12-13% EBITDA. Governance transformation is complete, with an unmodified audit report.