Allied Digital Services Latest Updates

Allied Digital Services has recently seen several strategic and operational updates, including significant contract wins and a steady focus on its AI-powered delivery platforms. Major Order Wins & Pipeline Global Pharma Contract: In late 2025, Allied Digital secured a landmark five-year contract valued at over ₹420 crore from a leading European multinational pharmaceutical company. The scope involves a comprehensive digital workplace transformation for 120,000 employees across 66 countries. Smart City Momentum: The company remains active in the Smart City segment, recently highlighted by its role as a Master System Integrator for integrating CCTV surveillance with the existing ITMS control room for the Ayodhya Smart City Project. Revenue Target: Management has set a guidance target to reach an annualized revenue run-rate of ₹1,000 crore within the next 4–5 quarters, supported by increasing average deal sizes in both India and international markets like the US. Financial & Operational Performance Q2 FY26 Results: For the quarter ended September 30, 2025, the company reported a consolidated net profit of ₹15.42 crore, reflecting steady performance. Standalone net profit for the same period stood at ₹6.21 crore, a roughly 10% increase year-on-year. Margin Outlook: While EBITDA has shown growth, management has noted ongoing pricing pressure due to tighter client budgets and inflation. They are targeting a steady-state operating margin of 11%–12% as new technology-led contracts mature. Corporate & Shareholding Updates Dividend Payout: The company declared a final dividend of 30% (₹1.50 per share) for the previous fiscal year, which was paid out following the record date in September 2025. Shareholding Changes: As of the December 2025 quarter, promoter holding stands at 51.07%. There has been a slight increase in public shareholding, which now accounts for approximately 40.28% of the company.