This is a revised investor presentation submitted to the BSE and NSE in accordance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, covering the annual audited financial results for Q4 and FY ended March 31, 2026.

Q4 & FY26 Financial Performance (Consolidated)

The company reported strong performance in Q4 FY26:

  • Net Revenue from Operations: ₹268 crore, up 31% YoY (Q4 FY25: ₹204 crore) and 8% QoQ (Q3 FY26: ₹247 crore). This crossed a quarterly revenue milestone of ₹250+ crore.
  • EBITDA (excl. Other Income): ₹26 crore, compared to a loss of ₹(10) crore in Q4 FY25, a 375% improvement. EBITDA margin was 10%.
  • EBITDA (incl. Other Income): ₹32 crore, up 12% YoY (Q4 FY25: ₹28 crore). EBITDA margin was 12%.
  • Profit Before Tax (PBT): ₹23 crore, up 111% YoY (Q4 FY25: ₹11 crore). The note specifies this figure excludes a one-time provision of ₹36 crores.
  • Profit After Tax (PAT): Loss of ₹(3) crore, a 54% improvement from a loss of ₹(7) crore in Q4 FY25. PAT margin was (1%).
  • Basic EPS: ₹(0.60) for the quarter.
  • Diluted EPS: ₹(0.59) for the quarter.

For the full year FY26:

  • Net Revenue from Operations: ₹968 crore, up 20% YoY (FY25: ₹807 crore). This is the company's highest ever annual revenue.
  • EBITDA (excl. Other Income): ₹93 crore, up 72% YoY (FY25: ₹54 crore). EBITDA margin was 9%.
  • EBITDA (incl. Other Income): ₹112 crore, up 15% YoY (FY25: ₹99 crore). EBITDA margin was 11%.
  • Profit Before Tax (PBT): ₹81 crore, up 33% YoY (FY25: ₹61 crore). This figure excludes the one-time provision of ₹36 crores.
  • Profit After Tax (PAT): ₹36 crore, up 10% YoY (FY25: ₹32 crore). PAT margin was 4%.
  • Basic EPS: ₹6.30 for the year.
  • Diluted EPS: ₹6.25 for the year.

Dividend Declaration

The Board of Directors has recommended a dividend of 30% for FY26, which equates to ₹1.50 per share of face value of ₹5 each.

Key Order Wins & Business Updates

The presentation highlights several key order wins:

  • A multi-region workplace services engagement for a leading global deepwater oil and gas drilling company, supporting over 3,000 users across North America, Latin America, and Africa with 24x7 multilingual service desk and onsite support.
  • Renewals of long-standing engagements with clients across mining & metals, real estate, automotive manufacturing, BFSI, and medical devices sectors.
  • An order for the deployment of a city-wide Integrated Command & Control Centre (CCC) solution.
  • A managed services and annual support maintenance engagement from a leading Indian commercial vehicle manufacturer.

Leadership & Awards

The document details the Board of Directors and the Dynamic Leadership Team. Several awards and accolades were received:

  • Nehal Shah, Whole-time Director, was featured in Forbes India and was honoured in the "40 Under 40: The Leaders Redefining Industries in 2025" by World Brand Affairs.
  • Nehal Shah was also honoured as Business Leader of the Year – IT/ITES Sector, and Paresh Shah, Global CEO, was recognised as CEO of the Year at the 24th Global Edition of the Business Leader of the Year Awards.
  • Nitin Shah, Chairman & Managing Director, was honoured with the International Leadership Innovation Excellence Award at the 20th International Business Conclave & Awards 2026.
  • The company was recognized as a Great Place to Work for three consecutive years.

AI Implementation Case Studies

The presentation includes detailed case studies on AI implementations for clients, including a Major Indian FMCG Conglomerate and a Leading Personal Care & Healthcare Products Conglomerate, outlining the client context, transformation framework, and business outcomes delivered.

Capital Market Statistics (as on May 19, 2026)

  • Face Value: ₹5.00
  • Market Price: ₹124.56
  • 52 Week High/Low: ₹220.24 / ₹87.17
  • Market Cap: ₹705 crore
  • EPS: ₹6.25
  • P/E Ratio: 19.9
  • Equity Shares Outstanding: 5.65 crore

CSR & ESG Updates

The company outlined its CSR 2026 Strategic Vision and Core Pillars, which include impact-driven NGO partnerships (Tata Cancer Foundation, Deepshikha Trust), healthcare education & welfare (Children Aid Society, Youth Dreamers Foundation), specialized support (Muskan Foundation), and community & sustainability (Sadbhav Foundation, Geo Roti Ghar, Sankalptaru).

ESG initiatives were summarized under Environment (energy saving, tree plantation, plastic reduction, e-waste management), Social (employee grievance support, gender neutrality, equal opportunity), and Governance (whistleblower policy, open door policy, compliance) pillars.

Company Overview

Allied Digital Services Ltd is a publicly listed global IT consulting and services company headquartered in Mumbai, India, with a legacy dating back to 1984. It is a Managed Services Provider and Master Systems Integrator delivering services across Cloud Enablement, Cybersecurity, Integrated Solutions, Infrastructure Management, Software Services, and Workplace Services to clients in over 70 countries. The global workforce exceeds 3,000 professionals.