ADSL
Allied Digital Services Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
ADSL
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹115 today
BEAR
₹76
-34%
16.4% a year · 10.4x exit
BASE
₹131
+14%
28.3% a year · 16.2x exit
BULL
₹349
+204%
38.5% a year · 40x exit
Where the market has priced it
3x18x today60x
- the guided figure reached earnings through a low-confidence bridge
- the range is unusually wide — read it as the span of management's own claim, not as a forecast
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹6.29 (screener) |
|---|---|
| Guided growth | 28.3% a year, said on the call of 27-May-2026 · transcript |
| Read across as | operating: unlabelled growth figure, read as revenue — low confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 10.37x / 16.2x / 40x, this company’s own p20 / median / p80 across 9 filed years |
| Filed-industry peers | median 21.77x across 22 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
generic growth 25%
Nehal Shah: So, from a guidance perspective, I would try to give anywhere between 20% to 25% growth.
Call 27-May-2026 · bridge confidence low · transcript PDF