Allied Digital Services · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
67%
Numeric claims
5
Consistency
mixed
Question ledger
Kunal Bajaj · Choice Institutional Equities
partialGovernment orders are typically large and take time... Maharashtra underwent elections... lot of bids submitted and waiting for bids to open... we see a lot of progress happening there and the next two months are going to be crucial.
Kunal Bajaj · Choice Institutional Equities
directOh yeah absolutely. So once we have this solution business coming in we will have that mix getting cooled off... services revenue will always be higher because solution revenue will be only for the year where we deploy solution and that terminates into services revenue.
Kunal Bajaj · Choice Institutional Equities
evasiveOur strategy is bearing fruit... tremendous focus on AI enabled infrastructure services, smart cities... we are in a sweet spot... ADSL is well positioned to leverage and capitalize on the demand from the market and be able to grow in a significant manner over the next couple of years.
Kunal Bajaj · Choice Institutional Equities
directThere are three areas... growth of data centers in India... edge AI applications... AI based services... we have been building data center for almost last 30 years... we are into the build of data centers, operate and manage data centers.
Joti Singh · Ahan Capital Markets
directWhen you are in an implementation phase... margins are pretty low... but when you are in the implementation and the wear phase that's when the margins shoot up... a solution provider like ours... will have improved margins overall to the tune of double digits upwards of 20% overall when we complete the whole project.
Joti Singh · Ahan Capital Markets
directWe are looking at mid-teens to be a little conservative.
Joti Singh · Ahan Capital Markets
evasiveI cannot exactly give you any percentage but it has become now ingrained into every services... definitely there will be a portion of AI... we have one few deals this quarter... at least three deals of them are already leveraging AI.
Janice Jeda · Kemin family office
directThese points are not new... we are seriously working on that to rectify... physical verification of fixed assets and inventory... we are contemplating to complete that entire process by 31st March.
Janice Jeda · Kemin family office
partialNot exactly not. Last year was some unusual... these are not going to be of that scale but definitely whatever impact will be there it will not be of that level.
Janice Jeda · Kemin family office
directNo, the impact is already done in Q3... we are seeing a lot of progress happening there and a lot of billing which is supposed to be happening would happen by March 30 31st. So I don't see that impacting any of our top line.
Disha · Safire Capital
partialWe should be able to do it in the last quarter if not in the first and second... we at 247 we should be able to do 250 from next quarter onwards... you might not see a thousand cr in the top line for the whole year but we are progressing towards it. So in the next year for sure.
Disha · Safire Capital
partialWe are looking at a revenue top line of about 1 million a month about 12 million a year for four years that's close to about 50 odd billion margins would be in the teams however I will have to come back to you with the exact numbers.
