Q3 2026 All e Technologies Ltd Earnings Call Transcript
Key Points
- All E Technologies Ltd (NSE:ALLETEC) reported a total revenue of INR35.7 crores for the quarter, with an EBITDA margin of 26.2% and an adjusted net profit margin of 19.4%.
- The company added 7 new customers in the quarter, contributing to a total of 27 new customers over the nine-month period.
- All E Technologies Ltd (NSE:ALLETEC) has a strong focus on AI business solutions, with more than 85% of its business centered around digital transformation with ERP and CRM at the core.
- The company is a Microsoft certified partner for security solutions and is part of the Microsoft inner circle, placing it among the top 1% of partners globally.
- The data and AI practice is growing rapidly, now accounting for approximately 10% of the business, and is expected to continue expanding.
- The company's income growth was relatively modest, with a year-over-year increase of only 1.5% for the quarter and 0.9% for the nine-month period.
- Despite being a top Microsoft partner, All E Technologies Ltd (NSE:ALLETEC) experienced flat revenue growth, contrasting with Microsoft's reported growth rates.
- There is a delay in acquisitions, with management citing disruptions in valuation expectations and ongoing conversations that have yet to materialize.
- The company has not yet moved to the main board despite having all prerequisites, with no clear timeline provided for this transition.
- There is a concern about the large portion of the balance sheet held in cash, which is not generating returns comparable to the core business.
Ladies and gentlemen, on behalf of Captify Consulting Investor Relations Team, I welcome you all to the Q3 and 9 months FY26 post-earnings conference call of All E Technologies Limited.
Today, on the call from the management team we have with us, Dr. Ajay Mian, managing director, Mr. Rajiv Tyagi, Executive Director, Ms. Ritu Sood, Executive director, Mr. Sandeep Jain, Chief Financial Officer, and Mr. Sandeep Jain, head of cloud and manage services.
(Operator Instructions) I would now request the management to run us through the investor presentation for the period ended December 2025, the growth plan and vision for the coming year, post which we will open the floor for Q&A. Over to the management.
Thank you very much, [Renee], and thank you everyone who has joined us for this call today.
We had uploaded this presentation and of course the numbers, over the weekend starting Friday, we will go through some of the key slides and then, open up, for, any
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