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_commentaryAlldigi 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
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Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
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_questionCurrency 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_observationClient 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