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ALLDIGITECH Information Technology 30 Apr 2026

Alldigi Tech Ltd — Q4 FY26

Alldigi Tech delivered a strong FY26 with revenue of ₹598.7 Cr (+9.6% YoY) and EBITDA of ₹162 Cr (+25% YoY), margins expanding 340 bps to 27.1%.

bullish high
Revenue ₹155 Cr +9.6%
EBITDA ₹162 Cr +25%
PAT ₹29 Cr 0%
EBITDA Margin 28% +340bps
Duration 59 min
Read Time 1 min read

✓ Verified against BSE filing

2-Min Summary

✦ AI-Generated from Full Transcript

Alldigi Tech delivered a strong FY26 with revenue of ₹598.7 Cr (+9.6% YoY) and EBITDA of ₹162 Cr (+25% YoY), margins expanding 340 bps to 27.1%. Q4 revenue was ₹154.7 Cr (+5.9% YoY). Growth was driven by the Tech & Digital segment (+16.5% YoY) and a strategic shift to higher-margin international business (now 67% of revenue). The BPM segment saw stable growth (+7.3% YoY) with a deliberate move away from low-margin domestic clients. Management guided for mid-teens revenue growth in FY27 and 1-2% margin improvement, supported by AI-enabled platform launches (HRMS v2, Pulse HR.AI) and a strong pipeline in healthcare RCM and international collections. Key risk: slower-than-expected conversion of large BPM deals due to global macro uncertainty.

Key Numbers

Employee records processed (FY26) 191.5 lakh
+10% YoY

Reflects strong operational momentum in the Tech & Digital segment.

New ACV added (Tech & Digital) ₹40.1 Cr
N/A

Includes both new customers and expansions, indicating healthy sales pipeline.

International BPM revenue share 78%
+5pp YoY

Increased from 73% last year, driven by strategic focus on high-margin international clients.

Efficiency gain from SP4 platform ₹3 Cr per annum
N/A

Expected cost savings from platform migration in Tech & Digital business.

Management Guidance

G

Mid-teens revenue growth in FY27

Management expects revenue growth in the mid-teens percentage range for FY27, driven by both segments.

Management guidance revenue
G

1-2% margin improvement in FY27

EBITDA margin expected to improve by 1-2 percentage points year-on-year, consistent with historical trajectory.

Management guidance margins
G

Capex of ₹20-25 Cr for FY27

Capital expenditure expected to remain in the range of ₹20-25 crore, including new office build-out in Chennai.

Management guidance capex
G

AI-enabled platform launches (HRMS v2, Pulse HR.AI)

New AI-powered platforms to be released in FY27, driving internal efficiency and customer value.

Management guidance ai_strategy

Key Risks

R

Slow conversion of large BPM deals

Large BPM deals, especially in healthcare, have been delayed due to global macro uncertainty and client caution.

medium · management_commentary
R

AI disruption risk in BPM operations

Analyst raised concern about AI replacing low-value BPM work; management acknowledged but positioned AI as opportunity.

medium · analyst_question
R

Currency fluctuation impact on revenue

While currency depreciation aided growth, management noted it is a windfall and cannot be relied upon for sustained growth.

low · data_observation
R

Client headcount plateau in existing accounts

Growth from existing clients has plateaued; 90% of volume growth came from new customers, indicating reliance on new wins.

medium · management_commentary

Notable Quotes

We should look at about 1 to 2% improvement for FY27 as well. That's our endeavor and we are positive we'll be able to deliver that.
Natrajan Lakshmanan · CEO
Our strategy remains crystal clear: deepening client relationship, expanding our global reach, driving efficiency through technology and AI and building a future ready high performing team.
Natrajan Lakshmanan · CEO
We should anticipate that at least we get one big break. We have it in the pipeline so we know we have our target clear.
Natrajan Lakshmanan · CEO

Frequently Asked Questions

What was Alldigi Tech's revenue in Q4 FY26?

Alldigi Tech reported revenue of ₹155 Cr in Q4 FY26, representing a +9.6% change compared to the same quarter last year.

What guidance did Alldigi Tech management give for FY27?

Mid-teens revenue growth in FY27: Management expects revenue growth in the mid-teens percentage range for FY27, driven by both segments. 1-2% margin improvement in FY27: EBITDA margin expected to improve by 1-2 percentage points year-on-year, consistent with historical trajectory. Capex of ₹20-25 Cr for FY27: Capital expenditure expected to remain in the range of ₹20-25 crore, including new office build-out in Chennai. AI-enabled platform launches (HRMS v2, Pulse HR.AI): New AI-powered platforms to be released in FY27, driving internal efficiency and customer value.

What are the key risks for Alldigi Tech in FY27?

Key risks include Slow conversion of large BPM deals — Large BPM deals, especially in healthcare, have been delayed due to global macro uncertainty and client caution.; AI disruption risk in BPM operations — Analyst raised concern about AI replacing low-value BPM work; management acknowledged but positioned AI as opportunity.; Currency fluctuation impact on revenue — While currency depreciation aided growth, management noted it is a windfall and cannot be relied upon for sustained growth.; Client headcount plateau in existing accounts — Growth from existing clients has plateaued; 90% of volume growth came from new customers, indicating reliance on new wins..

Did Alldigi Tech meet its previous quarter's guidance?

Scorecard data is being built as historical quarters are processed.

Where can I read the full Alldigi Tech Q4 FY26 concall transcript?

The full earnings conference call transcript or source release is available on the linked source material. This page provides an AI-generated summary verified against official BSE/NSE filings.