Allied Digital Services Q2 FY27 Results & Earnings Intelligence

ADSL

Structural risk assessment following Q2-FY27 | 30 Sep 26 earnings.

Flagium AI Risk Score⚠️
WatchRisk: 23/100
2 warnings12Q Forensic Surveillance ✓
Revenue from Operations

₹265.3 Cr

Reported

Operating Profit (EBITDA)

₹17.1 Cr

-16.9% YoY•+1.3% QoQ

Net Profit (PAT)

₹12.6 Cr

-18.3% YoY•+1.6% QoQ

Risk Score (QoQ)

23/ 100

+23 pts QoQ

The Quarter at a Glance

Consolidated Financials
Revenue from OperationsQ2-FY27 | 30 Sep 26
₹265.3 Cr
YoYQ2-FY26 | 30 Sep 25
N/AN/A
QoQQ1-FY27 | 30 Jun 26
N/AN/A
Revenue (Total Income)Q2-FY27 | 30 Sep 26
₹267.4 Cr
YoYQ2-FY26 | 30 Sep 25
₹240.7 Cr+11.1%
QoQQ1-FY27 | 30 Jun 26
₹263.1 Cr+1.6%
Operating Profit (EBITDA)Q2-FY27 | 30 Sep 26
₹17.1 Cr
YoYQ2-FY26 | 30 Sep 25
₹20.6 Cr-16.9%
QoQQ1-FY27 | 30 Jun 26
₹16.9 Cr+1.3%
Profit Before Tax (PBT)Q2-FY27 | 30 Sep 26
₹17.1 Cr
YoYQ2-FY26 | 30 Sep 25
₹20.6 Cr-16.9%
QoQQ1-FY27 | 30 Jun 26
₹16.9 Cr+1.3%
EBIT MarginQ2-FY27 | 30 Sep 26
6.39%
YoYQ2-FY26 | 30 Sep 25
8.54%-215 bps
QoQQ1-FY27 | 30 Jun 26
6.41%-2 bps
Net Profit (PAT)Q2-FY27 | 30 Sep 26
₹12.6 Cr
YoYQ2-FY26 | 30 Sep 25
₹15.4 Cr-18.3%
QoQQ1-FY27 | 30 Jun 26
₹12.4 Cr+1.6%
Interest ExpenseQ2-FY27 | 30 Sep 26
₹4.2 Cr
YoYQ2-FY26 | 30 Sep 25
₹2.9 Cr+45.7%
QoQQ1-FY27 | 30 Jun 26
₹3.5 Cr+22.5%
Operating Cash FlowQ2-FY27 | 30 Sep 26
₹16.4 Cr
YoYQ2-FY26 | 30 Sep 25
₹-32.4 Cr+150.5%
QoQQ1-FY27 | 30 Jun 26
N/AN/A
Basic EPS (₹/share)Q2-FY27 | 30 Sep 26
₹2.22
YoYQ2-FY26 | 30 Sep 25
N/AN/A
QoQQ1-FY27 | 30 Jun 26
N/AN/A
Diluted EPS (₹/share)Q2-FY27 | 30 Sep 26
₹2.21
YoYQ2-FY26 | 30 Sep 25
N/AN/A
QoQQ1-FY27 | 30 Jun 26
N/AN/A

Sources:Official BSE/NSE Disclosures & Financial Filings

IT & Digital Services • Watch Margin DragOperating EBIT Margin: 6.4% (Margin Compression)
Benchmark: Tier-1 Range 20 - 24%

Operating EBIT margin of 6.4% measures employee billing realization, project utilization, and software pricing power against global Tier-1 peers.

Sentinel Executive Summary

Core Earnings Synthesis

"Allied Digital Services Limited currently sits within Flagium's Watch category. However, recent periods have introduced early signs of leverage and funding pressure, revenue growth headwinds. Revenue growth remained positive, but profit contraction and triggers like 'Receivables-Revenue Divergence', 'Operating Leverage Stress' increased structural risk. While not currently existential, persistent friction suggests that structural risk is rising."

Allied Digital Services Limited successfully defended its top-line revenue growth, but faced bottom-line compression due to escalating operating costs or margin friction. With 2 active flags, the structural profile reflects temporary margin headwinds despite stable market demand.

🟢 Key Operational & Structural Positives

  • ✓Revenue Growth: Quarterly revenue moved +11.1% YoY and +1.6% QoQ, reflecting demand and volume trends.

⚠️ Key Areas of Watch & Margin Pressures

  • ⚠Resolution of 'Receivables-Revenue Divergence': ADSL: Trade Receivables growth outpaced Revenue by +90.9 pp (DSRI: 1.93x).
  • ⚠Resolution of 'Operating Leverage Stress': Expenses are consistently growing faster than revenues, creating operational pressure.
  • ⚠Operating margin pressure: Margin moved -215 bps YoY, -2 bps QoQ to 6.4%, monitor overhead and operational cost absorption.
Sequential Inflection BridgeBottom-line Sequential Inflection
Flagium Forensic Seasonality Lens

Net Profit (PAT) contracted -18.3% YoY, but rebounded +1.6% QoQ vs Q1-FY27, showing bottom-line recovery momentum.

Flagium Risk Signals

Automated Forensic Signals
Quarterly Risk Trajectory (Q1-FY27 | 30 Jun 26 → Q2-FY27 | 30 Sep 26)

Receivables-Revenue Divergence • Operating Leverage Stress

CategoryTrend Deterioration
SignalReceivables-Revenue Divergence
SeverityModerate

ADSL: Trade Receivables growth outpaced Revenue by +90.9 pp (DSRI: 1.93x).

CategoryTrend Deterioration
SignalOperating Leverage Stress
SeverityModerate

Expenses are consistently growing faster than revenues, creating operational pressure.

🎙️ Allied Digital Services (ADSL) Q2 FY27 Concall Intelligence

Management Commentary, Concall Takeaways & Key Discussion Themes

🎙

No earnings call transcript was available

for this reporting period.

Sentinel AI · Q2 FY27 Forensic Copilot

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Flagium AI is an automated financial data analytics platform. Analysis reports are compiled programmatically from public regulatory XBRL submissions (NSE/BSE) for educational and research purposes only. Flagium AI is not registered with SEBI as a Research Analyst or Investment Adviser under SEBI regulations. This evaluation does not constitute investment advice, financial planning, or recommendations to buy, sell, or hold any security.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered Investment Adviser before acting on any data presented.