Company and Document Details

Investor Meet Details

The Company will participate in the "Bharat Connect Conference: Rising Stars - September 2026" organized by Arihant Capital Markets Ltd.

  • Date: Monday, September 28, 2026
  • Time: 1:00 PM to 2:00 PM (IST)
  • Format: Virtual
  • Company Representatives: Mr. Nehal Shah (Joint Managing Director) and Mr. Gopal Tiwari (Chief Financial Officer)
  • The company stated that no Unpublished Price Sensitive Information will be shared during the meeting.
  • The investor presentation is available on the company's website at www.allieddigital.net
  • Note: The schedule may change due to exigencies.

Q1 FY27 Financial Performance (Consolidated)

The company reported strong financial results for the quarter ending June 2027:

Revenue and Profitability

  • Net Revenue from Operations: ₹260 crore (Q1 FY26: ₹219 crore) - 19% YoY growth
  • QoQ Revenue Change: (3%) from Q4 FY26 (₹268 crore)
  • EBITDA (excluding Other Income): ₹23 crore (Q1 FY26: ₹19 crore) - 21% YoY growth
  • EBITDA Margin (excl. Other Income): 9% (flat YoY and down from 10% in Q4 FY26)
  • Other Income: ₹3 crore (Q1 FY26: ₹3 crore; Q4 FY26: ₹6 crore)
  • EBITDA (including Other Income): ₹25 crore (Q1 FY26: ₹22 crore) - 18% YoY growth
  • EBITDA Margin (incl. Other Income): 10% (flat YoY and down from 12% in Q4 FY26)
  • Profit Before Tax: ₹17 crore (Q1 FY26: ₹15 crore) - 19% YoY growth
  • QoQ PBT Change: (27%) from Q4 FY26 (₹23 crore)
  • Tax Expenses: ₹5 crore (Q1 FY26: ₹0 crore; Q4 FY26: ₹9 crore credit)
  • Profit After Tax: ₹12 crore (Q1 FY26: ₹14 crore) - (14%) YoY decline
  • PAT Margin: 5% (Q1 FY26: 7%; Q4 FY26: -1%)
  • Basic EPS: ₹2.19 (Q1 FY26: ₹2.34; Q4 FY26: -₹0.60)
  • Diluted EPS: ₹2.18 (Q1 FY26: ₹2.30; Q4 FY26: -₹0.59)

Expense Structure

  • Total Operating Expenditure: ₹237 crore (19% YoY increase from ₹200 crore in Q1 FY26)
  • Depreciation and Amortization: ₹5 crore (1% YoY increase)
  • Finance Costs: ₹3 crore (50% YoY increase from ₹2 crore)

Management Commentary

Mr. Nitin D. Shah, Chairman & Managing Director, commented on Q1 FY27 performance:

  • The company delivered strong performance building on FY26 momentum despite a selective operating environment.
  • Macroeconomic uncertainties and geopolitical developments continue to influence discretionary technology spending.
  • Enterprises remain focused on operational resilience, cybersecurity, digital infrastructure modernization, and productivity improvements.
  • Allied Digital is positioned with integrated capabilities across managed services, digital infrastructure, cloud, cybersecurity, and AI-led transformation.
  • The company has strengthened governance framework, financial reporting, internal controls, and organizational resilience.

Leadership Updates

  • Nehal Shah elevated as Joint Managing Director
  • Paresh Shah transitioned to Chief Innovation Officer (newly created role)
  • Arun Pathak appointed as CEO - Cloud and Infrastructure Services for India and Middle East
  • These changes aim to build a future-ready leadership team combining institutional knowledge with specialized expertise.

Recent Contract Wins

The company secured several new engagements:

  • Enterprise Application Services engagement with a NYSE-listed electronic design and test solutions company for application maintenance and support (marks entry into Enterprise Application Services space)
  • Workplace Services engagement with a leading customer-owned bank in Australia for desk-side support across corporate offices and retail branches
  • Turnkey System Integrator project by Department of School Education, Government of Punjab for design, build, commissioning, operations and maintenance of an Integrated Command and Control Centre (ICCC)
  • Managed services engagement with a Government of India organisation under Ministry of Commerce for comprehensive IT managed services
  • IT Asset Management engagement with a leading international property consulting firm
  • IT Infrastructure Support engagement with one of India's leading FMCG companies
  • Renewed multiple strategic customer engagements across pharmaceuticals, chemicals, real estate, BFSI, medical devices, and retail design sectors

Business Overview

Allied Digital Services Limited is a publicly listed global IT consulting and services company with legacy dating back to 1984.

  • Headquarters: Mumbai, India
  • Global workforce: Over 3,000 professionals
  • Geographic reach: Operations in more than 70 countries
  • Service portfolio: Cloud Enablement, Cybersecurity, Integrated Solutions, Infrastructure Management, Software Services, and Workplace Services
  • Notable achievement: First company to execute a Smart City project in India (Pune City Surveillance project in 2015)
  • Client base: Several Fortune 500 companies

Forward-Looking Statements Disclaimer

The document contains forward-looking statements concerning future growth prospects that involve numerous risks and uncertainties. The company does not undertake to update any forward-looking statements made.