ALLDIGI
Alldigi Tech share price & financials
- Price
- ₹815.65
- Market cap
- ₹1.2k Cr
- Sector
- Services
- Calls analysed
- 4
Alldigi Tech Q4 FY26
What went well
- Full year FY26 revenue from operations stood at ₹598.7 crores, up 9.6% year-on-year.
- Full year FY26 EBITDA was at ₹162 crores, up 25% year-on-year, with margins improving to 27.1% from 23.7% in FY25.
- Q4 FY26 PAT increased significantly by 49.7% year-on-year to ₹28.9 crores.
What to watch
- BPM segment revenue for Q4 FY26 was broadly flat year-on-year at ₹110.4 crores.
- Headcount decline in BPO business due to strategic shift away from low-margin business, which management expects to continue in FY27.
What Alldigi Tech Limited does
Alldigi Tech (formerly Allsec Technologies, now a Digitide Solutions/Fairfax Holdings-backed subsidiary) is a global business-process-outsourcing company operating from delivery centres in India, the Philippines and the US. It runs two segments: Tech & Digital (employee experience management - payroll, HRMS, time & attendance, reimbursements, retirals) and BPM (customer experience management - omni-channel support, collections, transaction processing, insurance and healthcare BPaaS). It earns fees from processing employee/payroll records and delivering outsourced customer-support and back-office services under long-term client contracts, serving both domestic Indian and international customers.
Segments
- Tech & Digital (formerly EXM - Employee Experience Management)
- BPM (formerly CXM - Customer Experience Management)
- Employee records processed per annum
- ~19 million (191.5 lakh in FY26)
- Total delivery seats
- ~5,700 (India ~4,100; Manila ~1,600)
- Delivery locations
- Chennai (HQ), Bangalore, Noida (India); Manila (Philippines); New Jersey (USA)
- Countries serviced
- 69
- Client engagements globally
- 600+, including Fortune 100 companies
- Monthly employee self-service portal logins
- 500,000+
Guidance record · Q4 FY26
what the last two calls moved 15 tracked 5 delivered 4 missed 6 open- EXM/T&D Segment Revenue Growth delivered said Q4 FY25 Promised: mid to high teens in FY '26 Q4 FY26: Full-year FY26 Tech & Digital revenue grew 16.5% YoY, meeting the 'mid to high teens' guidance.
- CXM/BPM Segment Revenue Growth missed said Q4 FY25 Promised: grow in high teens Q4 FY26: FY26 BPM revenue grew 7.3% YoY, significantly missing the 'high teens' (16-19%) target. Management attributed this to a strategic decision to exit low-margin business.
- EBITDA Margin Improvement open said Q4 FY26 Promised: 1% to 2% improvement for FY '27 Q4 FY26: Management guided for a 1% to 2% (100-200 bps) improvement in EBITDA margins for FY27.
All 15 tracked — every revision, and every one management stopped mentioning.
Open the guidance ledgerQuarterly results
Q1 FY27: revenue up 4.2%, net profit up 20.0% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 131 | 139 | 146 | 144 | 147 +12% | 153 +10% | 155 +6% | 150 +4% |
| EBITDA | 31 | 32 | 35 | 37 | 36 +16% | 46 +44% | 44 +26% | 41 +11% |
| Net profit | 12 | 20 | 19 | 15 | 18 +50% | 21 +5% | 29 +53% | 18 +20% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Performance −18.7% 1Y
1Y: ₹981 on 10 Sept 2025 → ₹797.3. High ₹981 (10 Sept 2025), low ₹703.2 (30 Mar 2026).
How the price took the results
close before → close after
- Q4 FY26
- +0.6%
- 8 May
- Q2 FY26
- +0.2%
- 6 Nov
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Financials, as filed
Revenue grew 15.4% a year over 3 years, FY23 to FY26. Operating margin widened to 27.2%.
| Year ending | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|
| Revenue | ₹390 Cr | ₹470 Cr | ₹545 Cr | ₹599 Cr |
| Operating profit | ₹87 Cr | ₹116 Cr | ₹129 Cr | ₹163 Cr |
| Operating margin | 22.3% | 24.7% | 23.7% | 27.2% |
| Interest | ₹4 Cr | ₹4 Cr | ₹5 Cr | ₹9 Cr |
| Depreciation | ₹29 Cr | ₹34 Cr | ₹43 Cr | ₹58 Cr |
| Net profit | ₹49 Cr | ₹64 Cr | ₹83 Cr | ₹83 Cr |
| Net margin | 12.6% | 13.6% | 15.2% | 13.9% |
| Cash from operations | ₹71 Cr | ₹91 Cr | ₹118 Cr | ₹144 Cr |
| Free cash flow | ₹56 Cr | ₹73 Cr | ₹101 Cr | ₹116 Cr |
| ROCE | 25.0% | 31.0% | 31.0% | 28.0% |
How to read this
From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹15 Cr | ₹15 Cr | ₹15 Cr | ₹15 Cr | ₹15 Cr | ₹15 Cr |
| Reserves | ₹250 Cr | ₹194 Cr | ₹214 Cr | ₹230 Cr | ₹232 Cr | ₹236 Cr |
| Borrowings | ₹22 Cr | ₹43 Cr | ₹44 Cr | ₹45 Cr | ₹82 Cr | ₹171 Cr |
| Other liabilities | ₹33 Cr | ₹42 Cr | ₹60 Cr | ₹78 Cr | ₹83 Cr | ₹97 Cr |
| Total liabilities | ₹319 Cr | ₹294 Cr | ₹334 Cr | ₹368 Cr | ₹413 Cr | ₹519 Cr |
| Fixed assets | ₹32 Cr | ₹56 Cr | ₹60 Cr | ₹78 Cr | ₹121 Cr | ₹208 Cr |
| Capital work in progress | ₹1 Cr | ₹8 Cr | ₹12 Cr | ₹0 Cr | ₹0 Cr | ₹1 Cr |
| Investments | ₹50 Cr | ₹47 Cr | ₹47 Cr | ₹56 Cr | ₹85 Cr | ₹59 Cr |
| Other assets | ₹236 Cr | ₹184 Cr | ₹215 Cr | ₹233 Cr | ₹206 Cr | ₹251 Cr |
| Total assets | ₹319 Cr | ₹294 Cr | ₹334 Cr | ₹368 Cr | ₹413 Cr | ₹519 Cr |
How to read this
As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Who owns it
As disclosed at Jun 2026
Since Jun 2025, FIIs trimmed −0.29 pp while DIIs added +0.21 pp. The shareholder count grew 3% to 17,108.
- Promoters
- 73.4%
- FIIs
- 1.0%
- DIIs
- 1.6%
- Public
- 24.0%
Since Jun 2025
- FIIs −0.29 pp
- DIIs +0.21 pp
- Public +0.06 pp
How it drifted, 12 quarters
Over this window the public fell from 25.6% to 24.0% — −1.6 pp.
Ownership split by quarter, oldest first. Sep '23: Promoters 73.4%, FIIs 0.1%, DIIs 1.0%, Public 25.6%.Dec '23: Promoters 73.4%, FIIs 0.1%, DIIs 1.1%, Public 25.4%.Mar '24: Promoters 73.4%, FIIs 0.1%, DIIs 1.3%, Public 25.3%.Jun '24: Promoters 73.4%, FIIs 0.6%, DIIs 1.3%, Public 24.8%.Sep '24: Promoters 73.4%, FIIs 0.4%, DIIs 1.3%, Public 25.0%.Dec '24: Promoters 73.4%, FIIs 0.0%, DIIs 1.4%, Public 25.2%.Mar '25: Promoters 73.4%, FIIs 0.9%, DIIs 1.3%, Public 24.4%.Jun '25: Promoters 73.4%, FIIs 1.3%, DIIs 1.4%, Public 23.9%.Sep '25: Promoters 73.4%, FIIs 1.9%, DIIs 1.4%, Public 23.4%.Dec '25: Promoters 73.4%, FIIs 1.5%, DIIs 1.4%, Public 23.7%.Mar '26: Promoters 73.4%, FIIs 1.4%, DIIs 1.4%, Public 23.8%.Jun '26: Promoters 73.4%, FIIs 1.0%, DIIs 1.6%, Public 24.0%.
Who is on the register
Named in the Jun 2026 filing
Every holder of Alldigi Tech Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.
| Holder | Stake | Change |
|---|---|---|
| Digitide Solutions Limited | 73.39% | unchanged |
| Dhiraj O Sachdev | 1.50% | unchanged |
| Aionios Alpha Fund - Aionios Alpha Fund I Mutual fund | 1.31% | unchanged |
| Tencore Partners Master Ltd. FPI fund | 1.04% | −0.21 pp |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
What the price assumes
AttractiveTo justify its price of ₹797, this stock must grow earnings at 5% every year for 7 years. Our analysis caps realistic growth at ~19%. At that growth it is worth ₹1641 — upside of 106%.
- Growth the price implies
- 5.3% a year
- for 7 years, fading to 4%
- It has actually compounded at
- 19.2% a year
- net profit, FY23–FY26 · EPS 19.0%
- The gap
- -0.1 pp
- 106% downside if it only repeats history
All earnings calls (3)
Read the Q4 FY26 call →Learn to analyse Alldigi Tech Limited
Guides on how to read this kind of business and the numbers that matter.