Alldigi Tech (ALLDIGI) Q2 26/27 earnings summary

Executive summary

• Q2 FY27 revenue was ₹15,331 lakh, up 4.0% YoY; EBITDA rose 28.5% to ₹46.3 Cr and PAT increased 50.9% to ₹2,658 lakh.

• International revenue grew 15.1% YoY to 69.8% of total revenue; low-margin domestic BPM work is being exited.

• New sales ACV reached ₹37.2 Cr in Q2 and ₹82.6 Cr in H1, up 86% and 107% YoY, respectively.

Financial highlights

• H1 FY27 revenue was ₹30,359 lakh, up 4.2% YoY; H1 net profit reached ₹4,470 lakh, versus ₹3,251 lakh in H1 FY26.

• Q2 EBITDA was ₹46.3 Cr, up 28.5% YoY; margin was 30.2%, versus 24.4% in Q2 FY26. H1 EBITDA was ₹87.7 Cr, up 20.8%.

• Q2 PAT was ₹2,658 lakh, versus ₹1,762 lakh YoY; PAT margin was 17.3%, versus 12.0%. H1 PAT rose 37.5% to ₹44.7 Cr.

• Q2 operating cash flow was ₹37.1 Cr, with 80.0% EBITDA conversion; H1 operating cash flow was ₹7,020 lakh. Cash and liquid funds were ₹127.2 Cr after dividend payout.

Outlook and guidance

• H1 new-business ACV was ₹82.6 Cr; revenue realization depends on client implementation and go-live schedules. BPM ramps typically take 3–4 months, while Tech & Digital ramps can take longer.

• FY27–FY30 Tech & Digital roadmap targets a global HR and payroll platform, with product rollout, payroll engine expansion, HCM integrations, regional hubs and additional modules.

• FY27 priorities include scaling Alldigi 360 for SMB and mid-market clients, modernising Southeast Asian payroll engines and embedding agentic AI checks in payroll quality tools.

• BPM international priorities include healthcare revenue cycle, insurance back office, sales and collections, partner-led wins, outcome-based pricing and Southeast Asian expansion.

• Tech & Digital targets early double-digit growth over three years; BPM margin improvement depends on the pace of reducing low-margin domestic work.