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Landmark ₹420 Crore Global Contract
In late 2025, Allied Digital secured a massive ₹420+ crore contract from a leading European multinational pharmaceutical company. The five-year deal involves overhauling the digital workplace for more than 1.2 lakh employees across 66 countries. This engagement, which officially went live in late 2025, includes deskside support, hardware management, and the establishment of dedicated IT experience centers globally.
Q2 FY26 Financial Growth
The company reported a strong performance for the quarter ended September 30, 2025, with Net Profit jumping 33% year-over-year to ₹15.42 crore. Consolidated revenue for the period grew 16.4% to ₹240.66 crore, marking its fourth consecutive quarter with revenue above the ₹200 crore threshold. This growth was largely driven by its "Rest of World" operations and a 17% expansion in its core services segment.
Smart City & Infrastructure Projects
The company continues to see significant revenue contributions from its "Master Systems Integrator" role in Indian government projects. This includes a major follow-up order for the Pune Safe City Project worth over ₹80 crore. These domestic infrastructure and smart city initiatives currently contribute roughly 15–20% of the company's India revenue stream.
Proprietary AI and Digital Solutions
Allied Digital is pivoting toward an "AI-First" approach, actively deploying its proprietary agentic AI platform for clients in the US and India. The company is also promoting its specialized software products, such as ADiTaaS (an ESM/ITSM platform) and FinoAllied (a conversational banking solution). Management has maintained a target of reaching a ₹1,000 crore annualized revenue run-rate within the next 4–5 quarters.#WatchOutFor#TechnicalViews#FundamentalViews#EquityResearch#PersonalFinance
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