All E Technologies Ltd (NSE:ALLETEC)
₹ 131.45 -2.85 (-2.12%) Market Cap: 2.65 Bil Enterprise Value: 1.14 Bil PE Ratio: 10.32 PB Ratio: 1.57 GF Score: 80/100

Q4 2026 All e Technologies Ltd Earnings Call Transcript

Jun 03, 2026 / 10:00AM GMT
Release Date Price: ₹137.05 (-1.97%)

Key Points

Positve
  • All E Technologies Ltd (NSE:ALLETEC) remains a profitable, debt-free, and cash-rich business, with a strong balance sheet and a net worth increase of 17% to INR169 crores.
  • The company generated INR26.1 crores of cash from operations, maintaining a PAT margin of 17.2%.
  • All E Technologies Ltd (NSE:ALLETEC) has a diversified geographical presence, with growth in India and strengthening traction in the Middle East and Africa.
  • The company has over 300 active customers and a high customer retention rate, with a focus on larger deal sizes and enhanced data and AI solutions.
  • All E Technologies Ltd (NSE:ALLETEC) holds all six Microsoft Solution Partner designations, indicating strong skilling, training, and certification capabilities.
Negative
  • The company experienced a soft operating year due to shifting global trade dynamics, geopolitical conflicts, and rapid technology shifts, leading to cautious customer demand.
  • Decision cycles have lengthened due to customer hesitation, impacting sales and increasing the cost of presales activities.
  • The African market has seen a decline in revenue contribution, attributed to longer sales cycles and currency crises in regions like Nigeria.
  • Despite Microsoft's growth in the Dynamics product portfolio, All E Technologies Ltd (NSE:ALLETEC) did not fully capitalize on this momentum, partly due to its focus on mid-market customers.
  • The company faced a decline in margins due to increased operational costs, including onetime costs related to government regulations and business development expenses.
Operator

Ladies and gentlemen, on behalf of Kaptify Consulting Investor Relations team, I welcome you all to the Q4 H2 and 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 Salman, Head, Cloud and Managed Services.

As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements, which may involve risks and uncertainties. Also, a reminder that this call is being recorded. I would now request the management to run us through the investor presentation for the period ended March 2026, the business performance highlights and the growth plan and vision for the coming year, post which we will open the floor for Q&A.

Over to the management team.

Ajay Mian
All e Technologies Ltd - Managing Director, Executive Director

Thank you very much, Vinay, and thanks, everyone, who has

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot