ALLDIGITECH / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Alldigi Tech · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-04-30Back to quarter ↗

Questions audited

12

Answered directly

67%

Numeric claims

3

Consistency

mixed

Question ledger

What was answered, and how?

Hash Kunanani · AON Alpha

direct

Why revenue growth exceeded payroll processed growth this quarter?

Uh you're right. Our payroll process has been growing year on year. Uh so the revenue if you you have to look at it not exactly directly proportional to the growth of the number of employees because there are revenue streams on the payroll side which comes from our one-time change requests.

Hash Kunanani · AON Alpha

partial

Are international HRO margins similar to domestic?

So hush uh international margins typically tend to be slightly higher but uh as you would note our domestic margin itself are uh pretty decent. So so yeah both the domestic and international margins remain uh uh reasonably good.

Hash Kunanani · AON Alpha

direct

Is BPO headcount decline client-specific or strategic?

Yes, there's been a headong decline and uh this is a strategic move that we've done of moving away from some of our low margin business and also a strategic intent of increasing our international business compared to the domestic one.

Hash Kunanani · AON Alpha

direct

Will BPO rationalization continue in coming quarters?

We should anticipate this uh probably not on a quarter timeline but you know for the FY27 we would continue to exercise this intent of moving away from low margin business.

Hash Kunanani · AON Alpha

direct

What are the new CEO's focus areas and long-term vision?

the direction is very clear we want to grow both the segments of the business and uh no more move towards technology enablement rather than just an uh FTE business on the DPM side and on the payroll side continue to enhance uh our platforms

Kesha Girk · Counter Cyclical PMS

evasive

Which part of business is most at risk from AI?

I wouldn't call it a risk you know it's both you know a challenge and an opportunity. So you know it's it's not overall a risk you know and this is something which we've identified

Kesha Girk · Counter Cyclical PMS

direct

What was constant currency revenue growth for FY26?

u 3.3% is the growth uh attributable to the currency depreciation and uh 6.3% is the growth attributable to uh the various efforts uh uh which the company has been making.

Kesha Girk · Counter Cyclical PMS

partial

Can 28% margins sustain? Any one-time currency effect?

we expect the margins to remain robust uh like in our previous calls also we have guided that we typically target one to one and a half% kind of margin growth um yearon-year basis and we'll continue to uh derive that

Kesha Girk · Counter Cyclical PMS

partial

What is the revenue growth outlook for FY27?

we should see you know the mid team growth for this year as well in terms of revenue.

Raguram · Your India Ventures

partial

How do you see HRO growth and margins going forward?

we should continue to see a growth uh Ragu and uh yes uh margin wise you know if I if I compare it with my previous experience we pretty much there in in some cases we are slightly higher

Raguram · Your India Ventures

evasive

When will BPM get a large client like the healthcare one?

we do have some pretty big names that uh brands that we are actually targeting in fact uh we've been in discussion with them in FY26 as well but when you look at uh uh you know the global macroeconomic conditions

Raguram · Your India Ventures

direct

What is the outlook for RCM business entry?

RCM is definitely one of our uh you know focus areas or the area of interest for us going you know for FY27 and as you rightly mentioned we've already entered into the RCM for so we've been uh processing the RCM BPM part for almost uh a quarter now and the good news is it is scaled up it's doubled up now