Fractal Analytics: An AI Services Business Wearing an AI Platform Multiple

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Equity Research | Valuation Alert Fractal Analytics: An AI Services Business Wearing an AI Platform Multiple At ₹708 (Face Value: ₹1), the market pays about ₹12,176 crore for a company whose platform arm is 2.7% of revenue, whose dollar growth has slowed from 22% to 14%, and whose free cash flow fell 39% in FY26. SumanSpeaks puts fair value at ₹460, some 35% below the current price. Let me put one question in front of you. What would you pay for a company that earns 97% of its revenue from AI services, but trades on the vocabulary of an AI platform? Fractal Analytics Ltd (₹708) has slipped below the ₹732 52-week low quoted in PL Capital's note of 31 August 2026, so it is now trading at fresh lows. Yet its market capitalisation is still about 3.7 times FY26 revenue of ₹3,299.7 crore. That works out to roughly 40 times FY26 adjusted profit on the current share count and about 34 times FY27E E...
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Allied Digital Services Ltd: Cloud Computing to Boost Financials
From the charts it is seen that: A white candle has been formed at the end of a downtrend, suggesting strong bullish signal---buyers being unable to bring the close price above the open price suggest additional bullish strength. Moreover, the EMAs, also point towards a BULLISH formation on the Charts.
Meanwhile, Allied Digital Services Ltd today informed the BSE that Buy Back of equity shares, which has been opened on April 25, 2011 in terms of SEBI Buy Back Regulations 1998 and amendments thereof is closed as per scheduled date on February 17, 2012.
The closing date February 17, 2012 is (i.e. 12 months period from the date of the resolution passed by the Board at its meeting held on February 18, 2011). Probably we are just sitting on the Volcano of a Bull Run, by the scrip of Alllied Digital Services Ltd. The first target seems to be Rs.52 followed by Rs.63-77-84-96-100-147.

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