Q2 2025 Allied Digital Services Ltd Earnings Call Transcript
Key Points
- Allied Digital Services Ltd (BOM:532875) reported strong growth in both revenue and profitability despite geopolitical uncertainties.
- The company secured over INR675 Crores in new orders and contract renewals, including a significant INR430 Crores Pune smart city order.
- Cash balance increased significantly to INR170 crore from INR99 crore year-over-year, indicating improved liquidity.
- Days sales outstanding improved to 72 days from 87 days, reflecting better receivables management.
- The company is expanding its global presence with new offices and leadership teams to support future growth.
- Other expenses increased from INR14.2 crores to INR17.5 crores due to non-recurring expenses, impacting margins.
- There was a slight dip in margins this quarter, attributed to non-recurring expenses and provisions.
- Finance costs increased due to higher working capital requirements and changes in accounting practices.
- The company faces challenges in maintaining consistent margins due to initial costs associated with acquiring new customers.
- There is uncertainty regarding the timing of revenue realization from large projects, such as the Pune smart city project.
Ladies and gentlemen, good day and welcome to the Allied Digital Services Limited Q2 and H1 FY25 earnings conference call.
(Operator Instructions)
I now handover the call to Mr. Mayank Vaswani from CDR India. Thank you and over to you Mr. Vaswani.
Thank you Govind.
Good afternoon and thank you for joining us on Allied Digital Services limited earnings call for the second quarter of financial year 2024-25.
We have with us on the call today. Mr. Nitin D Shah, founder and CMD.
Mr. Ramanathan, Global head of strategy for growth, innovation and partnerships.
Mr. Nehal Shah, whole-time director, Mr. Paresh Shah, global CEO and Mr. Gopal Tiwari, Chief Financial Officer.
We will begin with Mr. Nehal Shah who will cover recent developments across the business.
Mr. Paresh Shah will then cover the operational performance and order wins followed by Mr. Gopal Tiwari who will walk us through the financial highlights. Thereafter, we shall open the call for the Q&A
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