All E Technologies Ltd (NSE:ALLETEC)

Q2 2026 All e Technologies Ltd Earnings Call Transcript

Nov 10, 2025 / 11:30 AM GMT

Release Date Price: ₹240.75 (-5.90%)

Transcript

Key Points

Positve

All E Technologies Ltd (NSE:ALLETEC) reported a strong EBITA margin of 28.2% for the quarter, indicating efficient operational management.
The company achieved a significant milestone by being recognized as a Microsoft Inner Circle Partner, placing it in the top 1% of global Microsoft partners.
There was a notable increase in AI adoption interest, which the company is leveraging by embedding AI capabilities in its offerings.
The India business segment showed positive momentum with an increase in new customer acquisitions.
The company maintained a high repeat plus recurring revenue rate of 92.3%, demonstrating strong customer retention and recurring business.

Negative

The overall income growth was relatively modest, with a quarter-on-quarter increase of only 2.2% and a year-on-year growth of 2.4%.
International business faced longer decision-making cycles, leading to some deals being postponed to the next quarter.
The service revenue remained flat compared to the previous quarter, indicating a lack of growth in this area.
The macroeconomic environment, including global economic uncertainties, has led to prolonged sales cycles and delayed investment decisions by clients.
The company's revenue from its top 5 customers decreased compared to the same quarter last year, which could indicate a reliance on fewer large clients.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALLT.NS - All e Technologies Ltd
Q2 2026 All e Technologies Ltd Earnings Call
Nov 10, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen.

On behalf of Captify Consulting Investor Relations Team, I welcome you all to the H1F26 post earnings conference call of OE Technologies Limited.

Today on the call from the management team we have with us, Dr. Ajay Mia, managing director, Mr. Rajiv Tyagi, executive director, Ms. Ritu Sood, executive director, Mr. Sandeep, Jayen Chief Financial Officer, and Mr. Sandeep Salman, head of cloud and manage services. As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements which may involve risk and uncertainties. Also a reminder that this call is being recorded. I would now request the management to briefly run us through the business and

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