All E Technologies Limited — PPTs, 05-08-2025: Investor Presentation

**1. Financial Highlights:**

All e Technologies reported Q1 FY26 Total Income of ₹36.33 Cr (+3.8% YoY). EBITDA was ₹8.79 Cr (+4.4% YoY), with a 24.2% margin. Net Profit reached ₹6.32 Cr (+2.3% YoY), maintaining a 17.4% margin. A robust 96.4% of revenue is repeat/recurring. FY25 cash & equivalents stood at ₹140.56 Cr.

**2. Strategic Initiatives & Growth Drivers:**

The company is investing heavily in AI capabilities via skilling and IP development, with AI agents under PoC for customer automation. International expansion is key, strengthening Africa, Americas, and operationalizing UAE. Inorganic growth via M&A in Microsoft BizApps, Data & AI is also being explored.

**3. Business Developments:**

Alletec secured a sizable tender win in KSA. They added 26 new customers in Q1 FY26 (22 domestic, 4 international). UAE operations are now live, expanding their global footprint.

**4. Market Position & Competitive Advantage:**

Leveraging its direct customer model, Alletec holds a strong position with comprehensive Microsoft stack solutions. The AI-powered ‘Co-pilot’ is a key differentiator, boosting their Microsoft Business Applications suite. They serve 10+ industries across 30+ countries.

**5. Investor Implications:**

Consistent margins and high recurring revenue indicate a stable base. Strategic AI investments and international expansion present positive growth potential, fueled by the strong Microsoft partnership. Execution on new AI initiatives and M&A integration will be important for future performance.