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Earnings · IT - Software · Micro cap

Allied Digital hits ₹968 cr revenue, books ₹166 cr in new orders

FY26 revenue grew 20% to a record, with Q4 up 31%. The company is now eyeing a tenfold scale-up over the next decade.

5 earlier stories on Allied Digital Services Ltd.
Mkt cap₹725 cr
P/E25.18×
ROE5.34%
Debt / eq.0.12
Div yld1.16%
₹968 cr Record annual revenue for FY26

What's new

  • Allied Digital posted its highest-ever annual revenue of ₹968 cr, up 20% YoY.
  • Q4 revenue jumped 31% to ₹268 cr on strong services and non-government demand.
  • The company booked fresh orders worth ₹166+ cr, including a smart city project.

Why this matters

Allied Digital is closing in on the ₹1,000 crore revenue mark after years as a smaller IT services player. The ₹166 crore in new orders, from a diverse client base including oil and gas and municipal government, gives it a visible pipeline to clear that threshold. The unchanged ₹1.50 dividend signals confidence without straining the balance sheet.

What we're watching

  • Whether the company crosses the ₹1,000 cr revenue milestone in FY27.
  • Execution on the new ₹166 cr order backlog and its impact on margins.
  • The feasibility of the tenfold scaling target over the next decade.

The full read

Allied Digital finished FY26 with ₹968 crore in revenue, its best year ever and a 20% jump from the prior year. The fourth quarter was even stronger, with sales up 31% to ₹268 crore. The momentum is broad-based, spanning services and non-government clients. In the same quarter, the company locked in over ₹166 crore in new work, including a smart city command center and a multi-region workplace services contract with a global oil and gas driller. That order win gives the company a concrete pipeline to clear the ₹1,000 crore revenue mark. The board kept the dividend steady at ₹1.50 per share. Chairman Nitin Shah's tenfold scaling ambition is a long-range target, but the near-term trajectory is clear: ₹968 crore today, with fresh orders already in hand.

Questions answered

What drove the strong Q4 revenue growth?
Q4 revenue grew 31% to ₹268 crore, driven by robust performance in the services segment and non-government clients. The growth accelerated from the full-year pace of 20%.
What are the key new orders?
Allied Digital secured over ₹166 crore in fresh orders during Q4. This includes a workplace services contract with a global deepwater drilling company and a smart city command center project.
How close is the company to its revenue milestone?
FY26 revenue was ₹968 crore, which Chairman Nitin Shah described as nearly achieving the ₹1,000 crore milestone. The company is targeting a tenfold scale-up over the next decade.
Did the dividend change?
The board recommended a dividend of ₹1.50 per share, which is unchanged. It signals steady cash returns alongside the growth push.
Mentioned: Global deepwater drilling company · Smart city command center project · ₹166+ cr order backlog
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Allied Digital Services Ltd.

Software Services
₹726 cr
P/E 25.20×

Latest quarter · Mar 2026

Sales₹268 cr
Net profit−₹3 cr
Op. margin−3.8%
EPS−₹0.61

Strength & growth

Debt / equity0.12×
Current ratio3.02×
Sales CAGR+14.9%
EPS CAGR+45.2%
Financials via Tijori — a research aid, not investment advice.ADSL on Tijori

Story so far

All notes on ADSL →
  1. 21 May 2026 · 11:05 PM IST Allied Digital hits ₹968 cr revenue, books ₹166 cr in new orders
  2. 18d ago Allied Digital elevates Nehal Shah to Joint MD, appoints ex-NTT Data exec
  3. 45d ago Allied Digital targets 25% growth after record quarterly revenue
  4. 45d ago Allied Digital's FY26 profit rises 10%, dividend held at ₹1.50
  5. 46d ago Allied Digital's standalone arm posts a loss even as consolidated revenue grows 20%