Alldigi Tech Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 delivered strong revenue and EBITDA growth, driven by international expansion and tech-enabled efficiency. Margins improved, with robust cash flows and a positive outlook for mid-teen revenue growth and further margin gains in FY 2027.
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Revenue and EBITDA grew 12% and 17% YoY in H1 FY26, driven by strong international business and operational expansion. Margin improvement is expected through higher international share, efficiency, and cost control, despite increased CapEx and depreciation.
Fiscal Year 2025
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Revenue grew 23% year-on-year to INR 546 crore, with strong gains in both CXM and EXM segments and international business now 63% of total. EBITDA and PAT margins expanded, while investments in Manila and sales resources slightly compressed margins. High-teen growth is expected for FY2026.
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Q2 FY25 saw strong revenue growth (up 70% YOY), with international business now 62% of total revenue. Margins were impacted by higher tax and recruitment costs, but management expects over 20% revenue growth and margin improvement for FY25.