View Financial HealthAllied Digital Services 배당 및 자사주 매입배당 기준 점검 2/6Allied Digital Services 수익으로 충분히 충당되는 현재 수익률 1.23% 보유한 배당금 지급 회사입니다.핵심 정보1.2%배당 수익률-0.4%자사주 매입 수익률총 주주 수익률0.9%미래 배당 수익률n/a배당 성장률20.1%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향23%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Aug 28Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (3.1%).공시 • Aug 19Allied Digital Services Limited announces Annual dividend, payable on October 10, 2025Allied Digital Services Limited announced Annual dividend of INR 1.5000 per share payable on October 10, 2025, ex-date on September 04, 2025 and record date on September 05, 2025.공시 • May 31Allied Digital Services Limited Recommends Dividend for the Financial Year Ended March 31, 2025Allied Digital Services Limited announced that Board of Directors of the Company at its meeting held on May 30, 2025, recommended the payment of dividend of INR 1.50 per share on Equity Shares of INR 5 each for the financial year ended March 31, 2025, subject to approval of the shareholders in the upcoming Annual General Meeting of the Company. The dividend, if approved at the upcoming Annual General Meeting of the Company, shall be paid/dispatched within 30 days of upcoming Annual General Meeting. The date of Annual General Meeting will be intimated in due course of time.Upcoming Dividend • Jul 27Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 02 August 2024. Payment date: 08 September 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (1.8%).Declared Dividend • Jul 13Dividend increased to ₹1.50Dividend of ₹1.50 is 20% higher than last year. Ex-date: 2nd August 2024 Payment date: 8th September 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 32% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 72% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • May 25Allied Digital Services Limited Recommends the Payment of Dividend for the Financial Year Ended 31 March, 2024Allied Digital Services Limited announced that Board of Directors of the Company at its meeting held on May 23, 2024, recommended the payment of dividend on Equity Shares of INR 5/- each @ INR 1.50 (Rupee one and Fifty Paise only) per share for the financial year ended 31st March, 2024, subject To Approve the shareholders in the ensuing Annual General Meeting of the Company. The dividend, if approved at the ensuing Annual General Meeting of the Company, shall be paid/dispatched within 30 days of ensuing Annual General Meeting. The date of Annual General Meeting will be intimated in due course of time.모든 업데이트 보기Recent updates공시 • May 15Allied Digital Services Limited to Report Q4, 2026 Results on May 21, 2026Allied Digital Services Limited announced that they will report Q4, 2026 results on May 21, 2026Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹135, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the IT industry in India. Total returns to shareholders of 64% over the past three years.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹103, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the IT industry in India. Total returns to shareholders of 25% over the past three years.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: ₹2.20 (vs ₹2.97 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.20 (down from ₹2.97 in 3Q 2025). Revenue: ₹2.47b (up 12% from 3Q 2025). Net income: ₹139.1m (down 22% from 3Q 2025). Profit margin: 5.6% (down from 8.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.New Risk • Feb 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (₹7.30b market cap, or US$79.8m).Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹143, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the IT industry in India. Total returns to shareholders of 47% over the past three years.공시 • Jan 30Allied Digital Services Limited to Report Q3, 2026 Results on Feb 04, 2026Allied Digital Services Limited announced that they will report Q3, 2026 results on Feb 04, 2026Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹129, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 24x in the IT industry in India. Total returns to shareholders of 37% over the past three years.New Risk • Dec 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.70b (US$96.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (₹8.70b market cap, or US$96.6m).Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: ₹2.58 (vs ₹1.83 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.58 (up from ₹1.83 in 2Q 2025). Revenue: ₹2.41b (up 19% from 2Q 2025). Net income: ₹154.2m (up 33% from 2Q 2025). Profit margin: 6.4% (up from 5.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.공시 • Nov 03Allied Digital Services Limited to Report Q2, 2026 Results on Nov 07, 2025Allied Digital Services Limited announced that they will report Q2, 2026 results at 4:00 PM, Indian Standard Time on Nov 07, 2025Buy Or Sell Opportunity • Oct 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₹201. The fair value is estimated to be ₹167, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 46% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.Buy Or Sell Opportunity • Sep 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ₹203. The fair value is estimated to be ₹169, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 46% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.New Risk • Sep 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.1% average weekly change). Profit margins are more than 30% lower than last year (4.3% net profit margin).Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹195, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 25x in the IT industry in India. Total returns to shareholders of 76% over the past three years.Upcoming Dividend • Aug 28Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (3.1%).공시 • Aug 19Allied Digital Services Limited announces Annual dividend, payable on October 10, 2025Allied Digital Services Limited announced Annual dividend of INR 1.5000 per share payable on October 10, 2025, ex-date on September 04, 2025 and record date on September 05, 2025.Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: ₹2.34 (vs ₹1.88 in 1Q 2025)First quarter 2026 results: EPS: ₹2.34 (up from ₹1.88 in 1Q 2025). Revenue: ₹2.22b (up 24% from 1Q 2025). Net income: ₹144.4m (up 39% from 1Q 2025). Profit margin: 6.5% (up from 5.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.공시 • Aug 02Allied Digital Services Limited to Report Q1, 2026 Results on Aug 05, 2025Allied Digital Services Limited announced that they will report Q1, 2026 results on Aug 05, 2025공시 • Jul 16Allied Digital Services Limited, Annual General Meeting, Sep 02, 2025Allied Digital Services Limited, Annual General Meeting, Sep 02, 2025, at 15:00 Indian Standard Time. Location: walchand hirachand hall, 4th floor, indian merchant chambers, churchgate - 400020, mumbai IndiaReported Earnings • Jun 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹4.98 (down from ₹8.29 in FY 2024). Revenue: ₹8.52b (up 24% from FY 2024). Net income: ₹321.1m (down 30% from FY 2024). Profit margin: 3.8% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.New Risk • Jun 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 6.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Executive Director Tejal Shah was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • May 31Allied Digital Services Limited Recommends Dividend for the Financial Year Ended March 31, 2025Allied Digital Services Limited announced that Board of Directors of the Company at its meeting held on May 30, 2025, recommended the payment of dividend of INR 1.50 per share on Equity Shares of INR 5 each for the financial year ended March 31, 2025, subject to approval of the shareholders in the upcoming Annual General Meeting of the Company. The dividend, if approved at the upcoming Annual General Meeting of the Company, shall be paid/dispatched within 30 days of upcoming Annual General Meeting. The date of Annual General Meeting will be intimated in due course of time.공시 • May 26Allied Digital Services Limited to Report Q4, 2025 Results on May 30, 2025Allied Digital Services Limited announced that they will report Q4, 2025 results on May 30, 2025Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹271, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the IT industry in India. Total returns to shareholders of 133% over the past three years.Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: ₹2.97 (vs ₹2.11 in 3Q 2024)Third quarter 2025 results: EPS: ₹2.97 (up from ₹2.11 in 3Q 2024). Revenue: ₹2.23b (up 30% from 3Q 2024). Net income: ₹177.1m (up 51% from 3Q 2024). Profit margin: 7.9% (up from 6.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.공시 • Jan 28Allied Digital Services Limited to Report Q3, 2025 Results on Jan 31, 2025Allied Digital Services Limited announced that they will report Q3, 2025 results at 4:00 PM, Indian Standard Time on Jan 31, 2025Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹246, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 28x in the IT industry in India. Total returns to shareholders of 64% over the past three years.Recent Insider Transactions • Dec 04Chief Executive Officer recently sold ₹1.4m worth of stockOn the 29th of November, Paresh Shah sold around 5k shares on-market at roughly ₹265 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹19m. This was Paresh's only on-market trade for the last 12 months.Reported Earnings • Nov 03Second quarter 2025 earnings released: EPS: ₹1.83 (vs ₹2.09 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.83. Revenue: ₹2.03b (up 19% from 2Q 2024). Net income: ₹116.0m (up 1.1% from 2Q 2024). Profit margin: 5.7% (down from 6.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the IT industry in India.공시 • Oct 23Allied Digital Services Limited to Report Q2, 2025 Results on Oct 28, 2024Allied Digital Services Limited announced that they will report Q2, 2025 results on Oct 28, 2024Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹285, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 30x in the IT industry in India. Total returns to shareholders of 232% over the past three years.Recent Insider Transactions • Sep 21Insider recently sold ₹19m worth of stockOn the 17th of September, Hubert Wong sold around 63k shares on-market at roughly ₹301 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹37m more than they bought in the last 12 months.Recent Insider Transactions • Sep 10Chief Information Officer recently sold ₹10m worth of stockOn the 5th of September, Manoj Shah sold around 35k shares on-market at roughly ₹294 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹18m more than they bought in the last 12 months.New Risk • Aug 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹265, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 32x in the IT industry in India. Total returns to shareholders of 285% over the past three years.Upcoming Dividend • Jul 27Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 02 August 2024. Payment date: 08 September 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (1.8%).공시 • Jul 22Allied Digital Services Limited to Report Q1, 2025 Results on Jul 30, 2024Allied Digital Services Limited announced that they will report Q1, 2025 results on Jul 30, 2024Reported Earnings • Jul 21Full year 2024 earnings released: EPS: ₹8.29 (vs ₹9.87 in FY 2023)Full year 2024 results: EPS: ₹8.29 (down from ₹9.87 in FY 2023). Revenue: ₹6.87b (up 4.1% from FY 2023). Net income: ₹458.5m (down 15% from FY 2023). Profit margin: 6.7% (down from 8.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 13Dividend increased to ₹1.50Dividend of ₹1.50 is 20% higher than last year. Ex-date: 2nd August 2024 Payment date: 8th September 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 32% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 72% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Jul 11Allied Digital Services Limited, Annual General Meeting, Aug 09, 2024Allied Digital Services Limited, Annual General Meeting, Aug 09, 2024, at 15:00 Indian Standard Time. Location: walchand hirachand hall, 4th floor, indian merchant chambers, churchgate - 400020, mumbai IndiaValuation Update With 7 Day Price Move • Jun 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹184, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 27x in the IT industry in India. Total returns to shareholders of 170% over the past three years.Reported Earnings • May 25Full year 2024 earnings released: EPS: ₹8.29 (vs ₹9.87 in FY 2023)Full year 2024 results: EPS: ₹8.29 (down from ₹9.87 in FY 2023). Revenue: ₹6.88b (up 4.3% from FY 2023). Net income: ₹458.5m (down 15% from FY 2023). Profit margin: 6.7% (down from 8.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 25Allied Digital Services Limited Recommends the Payment of Dividend for the Financial Year Ended 31 March, 2024Allied Digital Services Limited announced that Board of Directors of the Company at its meeting held on May 23, 2024, recommended the payment of dividend on Equity Shares of INR 5/- each @ INR 1.50 (Rupee one and Fifty Paise only) per share for the financial year ended 31st March, 2024, subject To Approve the shareholders in the ensuing Annual General Meeting of the Company. The dividend, if approved at the ensuing Annual General Meeting of the Company, shall be paid/dispatched within 30 days of ensuing Annual General Meeting. The date of Annual General Meeting will be intimated in due course of time.Recent Insider Transactions • Apr 02Insider recently sold ₹1.8m worth of stockOn the 27th of March, Hubert Wong sold around 13k shares on-market at roughly ₹141 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹7.0m more than they bought in the last 12 months.공시 • Mar 23Allied Digital Services Limited Announces Board and Committee ChangesThe Board of Directors of the Allied Digital Services Limited at its meeting held on March 22, 2024, approved the appointment of Ms. Khyati Shah as Company Secretary and Compliance Officer of the Company with effect from March 22, 2024, pursuant to the provisions of Section 203 of the Companies Act, 2013 read with the Companies (Appointment and Remuneration of Managerial Personnel) Rules, 2014 and Regulation 6(1) of the Listing Regulations. The board also approved the reconstitution of the Audit Committee, Nomination & Remuneration Committee, Stakeholders Relationship Committee and Corporate Social Responsibility Committee of the Board of Directors of the Company, consequent to completion of tenure of Dr. Shrikant Parikh as an Independent Director on March 31, 2024. The reconstituted Committee will be effective from April 01, 2024. Ms. Khyati Shah is a B. Com, LLB graduate from the University of Mumbai and a Member of the Institute of Company Secretaries of India. She has more than 13 years of experience in managing Company Secretarial and Corporate legal matters. Details of reconstituted Committees: Audit Committee: Mr. Milind Kamat: Non-Executive Independent Director: Chairman; Mr. Shakti Kumar Leekha: Non-Executive Independent Director Member; Ms. Swanubhuti Jain: Non-Executive Independent Director: Member; Mr. Nehal Shah: Executive Director: Member. Nomination and Remuneration Committee: Mr. Anup Kumar Mahapatra: Non-Executive Independent Director: Chairman. Director Mr. Milind Kamat: Non-Executive Independent Director: Member; Ms. Swanubhuti Jain: Non-Executive Independent Director: Member. Stakeholder Relationship Committee: Mr. Milind Kamat: Non-Executive Independent Director: Chairman; Mr. Shakti Kumar Leekha: Non-Executive Independent Director: Member; Mr. Nehal Shah: Executive Director: Member. Corporate Social Responsibility Committee: Ms. Swanubhuti Jain: Non-Executive Independent Director: Chairperson; Mr. Anup Kumar Mahapatra: Non-Executive Independent Director: Member; Mr. Nehal Shah: Executive Director: Member.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹128, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 34x in the IT industry in India. Total returns to shareholders of 160% over the past three years.New Risk • Mar 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.11b (US$98.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10.0% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.1% net profit margin). Market cap is less than US$100m (₹8.11b market cap, or US$98.0m).Buy Or Sell Opportunity • Feb 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to ₹171. The fair value is estimated to be ₹136, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 20%.New Risk • Feb 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.1% Last year net profit margin: 9.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.1% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin).Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹171, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 44x in the IT industry in India. Total returns to shareholders of 323% over the past three years.공시 • Jan 05Allied Digital Services Limited Announces Neha Bagla Resigns as Company Secretary & Compliance OfficerAllied Digital Services Limited announced that Ms. Neha Bagla (ACS 43254) has vide letter dated January 5, 2024, tendered her resignation from the position of Company Secretary & Compliance Officer of the Company effective from the closure of business hours of January 5, 2024 due to her personal reasons.Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹143, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 42x in the IT industry in India. Total returns to shareholders of 313% over the past three years.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹2.09 (vs ₹3.28 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.09 (down from ₹3.28 in 2Q 2023). Revenue: ₹1.70b (up 1.9% from 2Q 2023). Net income: ₹114.7m (down 36% from 2Q 2023). Profit margin: 6.7% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Oct 01Insider recently sold ₹256k worth of stockOn the 26th of September, Bhupesh Jain sold around 2k shares on-market at roughly ₹131 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹1.6m. Insiders have been net sellers, collectively disposing of ₹6.3m more than they bought in the last 12 months.Recent Insider Transactions • Aug 28Country Head of Sales recently sold ₹1.6m worth of stockOn the 24th of August, Sunil Nair sold around 12k shares on-market at roughly ₹131 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹2.1m. Insiders have been net sellers, collectively disposing of ₹4.9m more than they bought in the last 12 months.Upcoming Dividend • Aug 03Upcoming dividend of ₹1.25 per share at 0.9% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.9%).Reported Earnings • Jul 27Full year 2023 earnings released: EPS: ₹9.87 (vs ₹11.66 in FY 2022)Full year 2023 results: EPS: ₹9.87 (down from ₹11.66 in FY 2022). Revenue: ₹6.60b (up 36% from FY 2022). Net income: ₹537.7m (down 12% from FY 2022). Profit margin: 8.1% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jul 25+ 3 more updatesAllied Digital Services Limited to Report Fiscal Year 2024 Results on May 30, 2024Allied Digital Services Limited announced that they will report fiscal year 2024 results on May 30, 2024Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹128, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 32x in the IT industry in India. Total returns to shareholders of 731% over the past three years.New Risk • Jul 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (99% payout ratio). Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (8.1% net profit margin). Market cap is less than US$100m (₹6.57b market cap, or US$80.0m).공시 • Jul 12Allied Digital Services Limited to Report Q1, 2024 Results on Jul 31, 2023Allied Digital Services Limited announced that they will report Q1, 2024 results on Jul 31, 2023Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹106, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 33x in the IT industry in India. Total returns to shareholders of 559% over the past three years.Recent Insider Transactions • Jun 10Insider recently sold ₹2.1m worth of stockOn the 2nd of June, Hubert Wong sold around 25k shares on-market at roughly ₹84.23 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹3.4m more than they bought in the last 12 months.Reported Earnings • May 27Full year 2023 earnings released: EPS: ₹9.79 (vs ₹11.67 in FY 2022)Full year 2023 results: EPS: ₹9.79 (down from ₹11.67 in FY 2022). Revenue: ₹6.66b (up 37% from FY 2022). Net income: ₹537.6m (down 12% from FY 2022). Profit margin: 8.1% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 26+ 1 more updateAllied Digital Services Limited, Annual General Meeting, Aug 17, 2023Allied Digital Services Limited, Annual General Meeting, Aug 17, 2023.공시 • May 19Allied Digital Services Limited to Report Q4, 2023 Results on May 25, 2023Allied Digital Services Limited announced that they will report Q4, 2023 results on May 25, 2023Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹86.27, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 24x in the IT industry in India. Total returns to shareholders of 565% over the past three years.공시 • Feb 14Allied Digital Services Limited Announces Demise of Prakash Dhanji, Whole-time DirectorAllied Digital Services Limited informed about the sad demise of Mr. Prakash Dhanji Shah, Whole-time Director (DIN: 00189842) and one of the Promoters of the Company, on Sunday, February 12, 2023. Mr. Prakash Shah was associated with the Company since its inception. He was also an individual with endless optimism and unfailing kindness. The company immensely benefitted from his vision, guidance, leadership and support during his tenure. The unexpected demise of Mr. Prakash Shah is an irreparable loss to the Company and all the Directors, Employees and Stakeholders of the Company convey deep sympathy, sorrow and condolences to his family.Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: ₹3.54 (vs ₹1.28 in 3Q 2022)Third quarter 2023 results: EPS: ₹3.54 (up from ₹1.28 in 3Q 2022). Revenue: ₹1.76b (up 50% from 3Q 2022). Net income: ₹192.8m (up 182% from 3Q 2022). Profit margin: 11% (up from 5.8% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 04+ 1 more updateAllied Digital Services Limited to Report Q3, 2023 Results on Feb 09, 2023Allied Digital Services Limited announced that they will report Q3, 2023 results on Feb 09, 2023Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹104, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 26x in the IT industry in India. Total returns to shareholders of 439% over the past three years.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹83.35, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 25x in the IT industry in India. Total returns to shareholders of 329% over the past three years.Recent Insider Transactions • Dec 04Chief Financial Officer recently sold ₹1.3m worth of stockOn the 29th of November, Gopal Tiwari sold around 12k shares on-market at roughly ₹104 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gopal's only on-market trade for the last 12 months.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Shakti Leekha was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: ₹3.28 (vs ₹6.45 in 2Q 2022)Second quarter 2023 results: EPS: ₹3.28 (down from ₹6.45 in 2Q 2022). Revenue: ₹1.70b (up 50% from 2Q 2022). Net income: ₹178.1m (down 46% from 2Q 2022). Profit margin: 11% (down from 29% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jul 21Allied Digital Services Limited to Report Q1, 2023 Results on Jul 28, 2022Allied Digital Services Limited announced that they will report Q1, 2023 results on Jul 28, 2022Upcoming Dividend • Jul 13Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 26 August 2022. Payout ratio is a comfortable 8.6% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (1.9%).Reported Earnings • Jul 07Full year 2022 earnings released: EPS: ₹11.67 (vs ₹3.83 in FY 2021)Full year 2022 results: EPS: ₹11.67 (up from ₹3.83 in FY 2021). Revenue: ₹4.85b (up 35% from FY 2021). Net income: ₹610.4m (up 217% from FY 2021). Profit margin: 13% (up from 5.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 105% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jun 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Shakti Leekha was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 20Full year 2022 earnings released: EPS: ₹11.66 (vs ₹3.83 in FY 2021)Full year 2022 results: EPS: ₹11.66 (up from ₹3.83 in FY 2021). Revenue: ₹4.87b (up 36% from FY 2021). Net income: ₹610.3m (up 217% from FY 2021). Profit margin: 13% (up from 5.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 109% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 19+ 1 more updateAllied Digital Services Limited, Annual General Meeting, Jul 28, 2022Allied Digital Services Limited, Annual General Meeting, Jul 28, 2022.공시 • May 14Allied Digital Services Limited to Report Q4, 2022 Results on May 18, 2022Allied Digital Services Limited announced that they will report Q4, 2022 results on May 18, 2022Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹127, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 30x in the IT industry in India. Total returns to shareholders of 788% over the past three years.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Swanubhuti Jain was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹132, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 33x in the IT industry in India. Total returns to shareholders of 901% over the past three years.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹123, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 31x in the IT industry in India. Total returns to shareholders of 738% over the past three years.Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹1.28 (down from ₹1.39 in 3Q 2021). Revenue: ₹1.17b (up 29% from 3Q 2021). Net income: ₹68.3m (down 1.9% from 3Q 2021). Profit margin: 5.8% (down from 7.7% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 123% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹130, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 32x in the IT industry in India. Total returns to shareholders of 850% over the past three years.Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹6.45 (vs ₹0.79 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹1.14b (up 28% from 2Q 2021). Net income: ₹327.1m (up ₹287.2m from 2Q 2021). Profit margin: 29% (up from 4.5% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 03Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Swanubhuti Jain was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, 532875 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: 532875 의 배당금 지급이 증가했지만 회사는 6 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장Allied Digital Services 배당 수익률 vs 시장532875의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (532875)1.2%시장 하위 25% (IN)0.3%시장 상위 25% (IN)1.5%업계 평균 (IT)4.1%분석가 예측 (532875) (최대 3년)n/a주목할만한 배당금: 532875 의 배당금( 1.23% )은 Indian 시장에서 배당금 지급자의 하위 25%( 0.3% )보다 높습니다.고배당: 532875 의 배당금( 1.23% )은 Indian 시장에서 배당금 지급자의 상위 25%( 1.48% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 23% )이 낮기 때문에 532875 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 532875 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIN 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 19:59종가2026/05/22 00:00수익2025/12/31연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Allied Digital Services Limited는 4명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Naushil ShahAnand Rathi Shares and Stock Brokers LimitedKunal BajajChoice Equity Broking Private LimitedKrupal ManiarICICI Securities Ltd.1명의 분석가 더 보기
Upcoming Dividend • Aug 28Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (3.1%).
공시 • Aug 19Allied Digital Services Limited announces Annual dividend, payable on October 10, 2025Allied Digital Services Limited announced Annual dividend of INR 1.5000 per share payable on October 10, 2025, ex-date on September 04, 2025 and record date on September 05, 2025.
공시 • May 31Allied Digital Services Limited Recommends Dividend for the Financial Year Ended March 31, 2025Allied Digital Services Limited announced that Board of Directors of the Company at its meeting held on May 30, 2025, recommended the payment of dividend of INR 1.50 per share on Equity Shares of INR 5 each for the financial year ended March 31, 2025, subject to approval of the shareholders in the upcoming Annual General Meeting of the Company. The dividend, if approved at the upcoming Annual General Meeting of the Company, shall be paid/dispatched within 30 days of upcoming Annual General Meeting. The date of Annual General Meeting will be intimated in due course of time.
Upcoming Dividend • Jul 27Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 02 August 2024. Payment date: 08 September 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (1.8%).
Declared Dividend • Jul 13Dividend increased to ₹1.50Dividend of ₹1.50 is 20% higher than last year. Ex-date: 2nd August 2024 Payment date: 8th September 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 32% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 72% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 25Allied Digital Services Limited Recommends the Payment of Dividend for the Financial Year Ended 31 March, 2024Allied Digital Services Limited announced that Board of Directors of the Company at its meeting held on May 23, 2024, recommended the payment of dividend on Equity Shares of INR 5/- each @ INR 1.50 (Rupee one and Fifty Paise only) per share for the financial year ended 31st March, 2024, subject To Approve the shareholders in the ensuing Annual General Meeting of the Company. The dividend, if approved at the ensuing Annual General Meeting of the Company, shall be paid/dispatched within 30 days of ensuing Annual General Meeting. The date of Annual General Meeting will be intimated in due course of time.
공시 • May 15Allied Digital Services Limited to Report Q4, 2026 Results on May 21, 2026Allied Digital Services Limited announced that they will report Q4, 2026 results on May 21, 2026
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹135, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the IT industry in India. Total returns to shareholders of 64% over the past three years.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹103, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the IT industry in India. Total returns to shareholders of 25% over the past three years.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: ₹2.20 (vs ₹2.97 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.20 (down from ₹2.97 in 3Q 2025). Revenue: ₹2.47b (up 12% from 3Q 2025). Net income: ₹139.1m (down 22% from 3Q 2025). Profit margin: 5.6% (down from 8.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
New Risk • Feb 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (₹7.30b market cap, or US$79.8m).
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹143, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the IT industry in India. Total returns to shareholders of 47% over the past three years.
공시 • Jan 30Allied Digital Services Limited to Report Q3, 2026 Results on Feb 04, 2026Allied Digital Services Limited announced that they will report Q3, 2026 results on Feb 04, 2026
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹129, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 24x in the IT industry in India. Total returns to shareholders of 37% over the past three years.
New Risk • Dec 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.70b (US$96.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (₹8.70b market cap, or US$96.6m).
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: ₹2.58 (vs ₹1.83 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.58 (up from ₹1.83 in 2Q 2025). Revenue: ₹2.41b (up 19% from 2Q 2025). Net income: ₹154.2m (up 33% from 2Q 2025). Profit margin: 6.4% (up from 5.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
공시 • Nov 03Allied Digital Services Limited to Report Q2, 2026 Results on Nov 07, 2025Allied Digital Services Limited announced that they will report Q2, 2026 results at 4:00 PM, Indian Standard Time on Nov 07, 2025
Buy Or Sell Opportunity • Oct 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₹201. The fair value is estimated to be ₹167, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 46% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.
Buy Or Sell Opportunity • Sep 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ₹203. The fair value is estimated to be ₹169, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 46% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.
New Risk • Sep 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.1% average weekly change). Profit margins are more than 30% lower than last year (4.3% net profit margin).
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹195, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 25x in the IT industry in India. Total returns to shareholders of 76% over the past three years.
Upcoming Dividend • Aug 28Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (3.1%).
공시 • Aug 19Allied Digital Services Limited announces Annual dividend, payable on October 10, 2025Allied Digital Services Limited announced Annual dividend of INR 1.5000 per share payable on October 10, 2025, ex-date on September 04, 2025 and record date on September 05, 2025.
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: ₹2.34 (vs ₹1.88 in 1Q 2025)First quarter 2026 results: EPS: ₹2.34 (up from ₹1.88 in 1Q 2025). Revenue: ₹2.22b (up 24% from 1Q 2025). Net income: ₹144.4m (up 39% from 1Q 2025). Profit margin: 6.5% (up from 5.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
공시 • Aug 02Allied Digital Services Limited to Report Q1, 2026 Results on Aug 05, 2025Allied Digital Services Limited announced that they will report Q1, 2026 results on Aug 05, 2025
공시 • Jul 16Allied Digital Services Limited, Annual General Meeting, Sep 02, 2025Allied Digital Services Limited, Annual General Meeting, Sep 02, 2025, at 15:00 Indian Standard Time. Location: walchand hirachand hall, 4th floor, indian merchant chambers, churchgate - 400020, mumbai India
Reported Earnings • Jun 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹4.98 (down from ₹8.29 in FY 2024). Revenue: ₹8.52b (up 24% from FY 2024). Net income: ₹321.1m (down 30% from FY 2024). Profit margin: 3.8% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
New Risk • Jun 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 6.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Executive Director Tejal Shah was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • May 31Allied Digital Services Limited Recommends Dividend for the Financial Year Ended March 31, 2025Allied Digital Services Limited announced that Board of Directors of the Company at its meeting held on May 30, 2025, recommended the payment of dividend of INR 1.50 per share on Equity Shares of INR 5 each for the financial year ended March 31, 2025, subject to approval of the shareholders in the upcoming Annual General Meeting of the Company. The dividend, if approved at the upcoming Annual General Meeting of the Company, shall be paid/dispatched within 30 days of upcoming Annual General Meeting. The date of Annual General Meeting will be intimated in due course of time.
공시 • May 26Allied Digital Services Limited to Report Q4, 2025 Results on May 30, 2025Allied Digital Services Limited announced that they will report Q4, 2025 results on May 30, 2025
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹271, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the IT industry in India. Total returns to shareholders of 133% over the past three years.
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: ₹2.97 (vs ₹2.11 in 3Q 2024)Third quarter 2025 results: EPS: ₹2.97 (up from ₹2.11 in 3Q 2024). Revenue: ₹2.23b (up 30% from 3Q 2024). Net income: ₹177.1m (up 51% from 3Q 2024). Profit margin: 7.9% (up from 6.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
공시 • Jan 28Allied Digital Services Limited to Report Q3, 2025 Results on Jan 31, 2025Allied Digital Services Limited announced that they will report Q3, 2025 results at 4:00 PM, Indian Standard Time on Jan 31, 2025
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹246, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 28x in the IT industry in India. Total returns to shareholders of 64% over the past three years.
Recent Insider Transactions • Dec 04Chief Executive Officer recently sold ₹1.4m worth of stockOn the 29th of November, Paresh Shah sold around 5k shares on-market at roughly ₹265 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹19m. This was Paresh's only on-market trade for the last 12 months.
Reported Earnings • Nov 03Second quarter 2025 earnings released: EPS: ₹1.83 (vs ₹2.09 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.83. Revenue: ₹2.03b (up 19% from 2Q 2024). Net income: ₹116.0m (up 1.1% from 2Q 2024). Profit margin: 5.7% (down from 6.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the IT industry in India.
공시 • Oct 23Allied Digital Services Limited to Report Q2, 2025 Results on Oct 28, 2024Allied Digital Services Limited announced that they will report Q2, 2025 results on Oct 28, 2024
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹285, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 30x in the IT industry in India. Total returns to shareholders of 232% over the past three years.
Recent Insider Transactions • Sep 21Insider recently sold ₹19m worth of stockOn the 17th of September, Hubert Wong sold around 63k shares on-market at roughly ₹301 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹37m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 10Chief Information Officer recently sold ₹10m worth of stockOn the 5th of September, Manoj Shah sold around 35k shares on-market at roughly ₹294 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹18m more than they bought in the last 12 months.
New Risk • Aug 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹265, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 32x in the IT industry in India. Total returns to shareholders of 285% over the past three years.
Upcoming Dividend • Jul 27Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 02 August 2024. Payment date: 08 September 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (1.8%).
공시 • Jul 22Allied Digital Services Limited to Report Q1, 2025 Results on Jul 30, 2024Allied Digital Services Limited announced that they will report Q1, 2025 results on Jul 30, 2024
Reported Earnings • Jul 21Full year 2024 earnings released: EPS: ₹8.29 (vs ₹9.87 in FY 2023)Full year 2024 results: EPS: ₹8.29 (down from ₹9.87 in FY 2023). Revenue: ₹6.87b (up 4.1% from FY 2023). Net income: ₹458.5m (down 15% from FY 2023). Profit margin: 6.7% (down from 8.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 13Dividend increased to ₹1.50Dividend of ₹1.50 is 20% higher than last year. Ex-date: 2nd August 2024 Payment date: 8th September 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 32% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 72% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jul 11Allied Digital Services Limited, Annual General Meeting, Aug 09, 2024Allied Digital Services Limited, Annual General Meeting, Aug 09, 2024, at 15:00 Indian Standard Time. Location: walchand hirachand hall, 4th floor, indian merchant chambers, churchgate - 400020, mumbai India
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹184, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 27x in the IT industry in India. Total returns to shareholders of 170% over the past three years.
Reported Earnings • May 25Full year 2024 earnings released: EPS: ₹8.29 (vs ₹9.87 in FY 2023)Full year 2024 results: EPS: ₹8.29 (down from ₹9.87 in FY 2023). Revenue: ₹6.88b (up 4.3% from FY 2023). Net income: ₹458.5m (down 15% from FY 2023). Profit margin: 6.7% (down from 8.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 25Allied Digital Services Limited Recommends the Payment of Dividend for the Financial Year Ended 31 March, 2024Allied Digital Services Limited announced that Board of Directors of the Company at its meeting held on May 23, 2024, recommended the payment of dividend on Equity Shares of INR 5/- each @ INR 1.50 (Rupee one and Fifty Paise only) per share for the financial year ended 31st March, 2024, subject To Approve the shareholders in the ensuing Annual General Meeting of the Company. The dividend, if approved at the ensuing Annual General Meeting of the Company, shall be paid/dispatched within 30 days of ensuing Annual General Meeting. The date of Annual General Meeting will be intimated in due course of time.
Recent Insider Transactions • Apr 02Insider recently sold ₹1.8m worth of stockOn the 27th of March, Hubert Wong sold around 13k shares on-market at roughly ₹141 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹7.0m more than they bought in the last 12 months.
공시 • Mar 23Allied Digital Services Limited Announces Board and Committee ChangesThe Board of Directors of the Allied Digital Services Limited at its meeting held on March 22, 2024, approved the appointment of Ms. Khyati Shah as Company Secretary and Compliance Officer of the Company with effect from March 22, 2024, pursuant to the provisions of Section 203 of the Companies Act, 2013 read with the Companies (Appointment and Remuneration of Managerial Personnel) Rules, 2014 and Regulation 6(1) of the Listing Regulations. The board also approved the reconstitution of the Audit Committee, Nomination & Remuneration Committee, Stakeholders Relationship Committee and Corporate Social Responsibility Committee of the Board of Directors of the Company, consequent to completion of tenure of Dr. Shrikant Parikh as an Independent Director on March 31, 2024. The reconstituted Committee will be effective from April 01, 2024. Ms. Khyati Shah is a B. Com, LLB graduate from the University of Mumbai and a Member of the Institute of Company Secretaries of India. She has more than 13 years of experience in managing Company Secretarial and Corporate legal matters. Details of reconstituted Committees: Audit Committee: Mr. Milind Kamat: Non-Executive Independent Director: Chairman; Mr. Shakti Kumar Leekha: Non-Executive Independent Director Member; Ms. Swanubhuti Jain: Non-Executive Independent Director: Member; Mr. Nehal Shah: Executive Director: Member. Nomination and Remuneration Committee: Mr. Anup Kumar Mahapatra: Non-Executive Independent Director: Chairman. Director Mr. Milind Kamat: Non-Executive Independent Director: Member; Ms. Swanubhuti Jain: Non-Executive Independent Director: Member. Stakeholder Relationship Committee: Mr. Milind Kamat: Non-Executive Independent Director: Chairman; Mr. Shakti Kumar Leekha: Non-Executive Independent Director: Member; Mr. Nehal Shah: Executive Director: Member. Corporate Social Responsibility Committee: Ms. Swanubhuti Jain: Non-Executive Independent Director: Chairperson; Mr. Anup Kumar Mahapatra: Non-Executive Independent Director: Member; Mr. Nehal Shah: Executive Director: Member.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹128, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 34x in the IT industry in India. Total returns to shareholders of 160% over the past three years.
New Risk • Mar 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.11b (US$98.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10.0% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.1% net profit margin). Market cap is less than US$100m (₹8.11b market cap, or US$98.0m).
Buy Or Sell Opportunity • Feb 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to ₹171. The fair value is estimated to be ₹136, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 20%.
New Risk • Feb 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.1% Last year net profit margin: 9.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.1% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin).
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹171, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 44x in the IT industry in India. Total returns to shareholders of 323% over the past three years.
공시 • Jan 05Allied Digital Services Limited Announces Neha Bagla Resigns as Company Secretary & Compliance OfficerAllied Digital Services Limited announced that Ms. Neha Bagla (ACS 43254) has vide letter dated January 5, 2024, tendered her resignation from the position of Company Secretary & Compliance Officer of the Company effective from the closure of business hours of January 5, 2024 due to her personal reasons.
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹143, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 42x in the IT industry in India. Total returns to shareholders of 313% over the past three years.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹2.09 (vs ₹3.28 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.09 (down from ₹3.28 in 2Q 2023). Revenue: ₹1.70b (up 1.9% from 2Q 2023). Net income: ₹114.7m (down 36% from 2Q 2023). Profit margin: 6.7% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Oct 01Insider recently sold ₹256k worth of stockOn the 26th of September, Bhupesh Jain sold around 2k shares on-market at roughly ₹131 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹1.6m. Insiders have been net sellers, collectively disposing of ₹6.3m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 28Country Head of Sales recently sold ₹1.6m worth of stockOn the 24th of August, Sunil Nair sold around 12k shares on-market at roughly ₹131 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹2.1m. Insiders have been net sellers, collectively disposing of ₹4.9m more than they bought in the last 12 months.
Upcoming Dividend • Aug 03Upcoming dividend of ₹1.25 per share at 0.9% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.9%).
Reported Earnings • Jul 27Full year 2023 earnings released: EPS: ₹9.87 (vs ₹11.66 in FY 2022)Full year 2023 results: EPS: ₹9.87 (down from ₹11.66 in FY 2022). Revenue: ₹6.60b (up 36% from FY 2022). Net income: ₹537.7m (down 12% from FY 2022). Profit margin: 8.1% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jul 25+ 3 more updatesAllied Digital Services Limited to Report Fiscal Year 2024 Results on May 30, 2024Allied Digital Services Limited announced that they will report fiscal year 2024 results on May 30, 2024
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹128, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 32x in the IT industry in India. Total returns to shareholders of 731% over the past three years.
New Risk • Jul 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (99% payout ratio). Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (8.1% net profit margin). Market cap is less than US$100m (₹6.57b market cap, or US$80.0m).
공시 • Jul 12Allied Digital Services Limited to Report Q1, 2024 Results on Jul 31, 2023Allied Digital Services Limited announced that they will report Q1, 2024 results on Jul 31, 2023
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹106, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 33x in the IT industry in India. Total returns to shareholders of 559% over the past three years.
Recent Insider Transactions • Jun 10Insider recently sold ₹2.1m worth of stockOn the 2nd of June, Hubert Wong sold around 25k shares on-market at roughly ₹84.23 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹3.4m more than they bought in the last 12 months.
Reported Earnings • May 27Full year 2023 earnings released: EPS: ₹9.79 (vs ₹11.67 in FY 2022)Full year 2023 results: EPS: ₹9.79 (down from ₹11.67 in FY 2022). Revenue: ₹6.66b (up 37% from FY 2022). Net income: ₹537.6m (down 12% from FY 2022). Profit margin: 8.1% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 26+ 1 more updateAllied Digital Services Limited, Annual General Meeting, Aug 17, 2023Allied Digital Services Limited, Annual General Meeting, Aug 17, 2023.
공시 • May 19Allied Digital Services Limited to Report Q4, 2023 Results on May 25, 2023Allied Digital Services Limited announced that they will report Q4, 2023 results on May 25, 2023
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹86.27, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 24x in the IT industry in India. Total returns to shareholders of 565% over the past three years.
공시 • Feb 14Allied Digital Services Limited Announces Demise of Prakash Dhanji, Whole-time DirectorAllied Digital Services Limited informed about the sad demise of Mr. Prakash Dhanji Shah, Whole-time Director (DIN: 00189842) and one of the Promoters of the Company, on Sunday, February 12, 2023. Mr. Prakash Shah was associated with the Company since its inception. He was also an individual with endless optimism and unfailing kindness. The company immensely benefitted from his vision, guidance, leadership and support during his tenure. The unexpected demise of Mr. Prakash Shah is an irreparable loss to the Company and all the Directors, Employees and Stakeholders of the Company convey deep sympathy, sorrow and condolences to his family.
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: ₹3.54 (vs ₹1.28 in 3Q 2022)Third quarter 2023 results: EPS: ₹3.54 (up from ₹1.28 in 3Q 2022). Revenue: ₹1.76b (up 50% from 3Q 2022). Net income: ₹192.8m (up 182% from 3Q 2022). Profit margin: 11% (up from 5.8% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 04+ 1 more updateAllied Digital Services Limited to Report Q3, 2023 Results on Feb 09, 2023Allied Digital Services Limited announced that they will report Q3, 2023 results on Feb 09, 2023
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹104, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 26x in the IT industry in India. Total returns to shareholders of 439% over the past three years.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹83.35, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 25x in the IT industry in India. Total returns to shareholders of 329% over the past three years.
Recent Insider Transactions • Dec 04Chief Financial Officer recently sold ₹1.3m worth of stockOn the 29th of November, Gopal Tiwari sold around 12k shares on-market at roughly ₹104 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gopal's only on-market trade for the last 12 months.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Shakti Leekha was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: ₹3.28 (vs ₹6.45 in 2Q 2022)Second quarter 2023 results: EPS: ₹3.28 (down from ₹6.45 in 2Q 2022). Revenue: ₹1.70b (up 50% from 2Q 2022). Net income: ₹178.1m (down 46% from 2Q 2022). Profit margin: 11% (down from 29% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jul 21Allied Digital Services Limited to Report Q1, 2023 Results on Jul 28, 2022Allied Digital Services Limited announced that they will report Q1, 2023 results on Jul 28, 2022
Upcoming Dividend • Jul 13Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 26 August 2022. Payout ratio is a comfortable 8.6% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (1.9%).
Reported Earnings • Jul 07Full year 2022 earnings released: EPS: ₹11.67 (vs ₹3.83 in FY 2021)Full year 2022 results: EPS: ₹11.67 (up from ₹3.83 in FY 2021). Revenue: ₹4.85b (up 35% from FY 2021). Net income: ₹610.4m (up 217% from FY 2021). Profit margin: 13% (up from 5.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 105% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jun 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Shakti Leekha was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 20Full year 2022 earnings released: EPS: ₹11.66 (vs ₹3.83 in FY 2021)Full year 2022 results: EPS: ₹11.66 (up from ₹3.83 in FY 2021). Revenue: ₹4.87b (up 36% from FY 2021). Net income: ₹610.3m (up 217% from FY 2021). Profit margin: 13% (up from 5.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 109% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 19+ 1 more updateAllied Digital Services Limited, Annual General Meeting, Jul 28, 2022Allied Digital Services Limited, Annual General Meeting, Jul 28, 2022.
공시 • May 14Allied Digital Services Limited to Report Q4, 2022 Results on May 18, 2022Allied Digital Services Limited announced that they will report Q4, 2022 results on May 18, 2022
Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹127, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 30x in the IT industry in India. Total returns to shareholders of 788% over the past three years.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Swanubhuti Jain was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹132, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 33x in the IT industry in India. Total returns to shareholders of 901% over the past three years.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹123, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 31x in the IT industry in India. Total returns to shareholders of 738% over the past three years.
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹1.28 (down from ₹1.39 in 3Q 2021). Revenue: ₹1.17b (up 29% from 3Q 2021). Net income: ₹68.3m (down 1.9% from 3Q 2021). Profit margin: 5.8% (down from 7.7% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 123% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹130, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 32x in the IT industry in India. Total returns to shareholders of 850% over the past three years.
Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹6.45 (vs ₹0.79 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹1.14b (up 28% from 2Q 2021). Net income: ₹327.1m (up ₹287.2m from 2Q 2021). Profit margin: 29% (up from 4.5% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 03Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Swanubhuti Jain was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.