All E Technologies Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ALLETEC reported Q1 FY'26 revenue of ₹34.07 Cr and net profit of ₹6.32 Cr (17.4% margin). While revenue declined 5.2% QoQ, it increased 3.8% YoY. Management noted moderated momentum due to macro uncertainties, but sees strong underlying business from its niche as a Microsoft AI partner. Key highlights include seeding AI solutions with customers, strengthening international operations, and a significant Saudi Arabia service deal of $0.5 million (~₹4.16 Cr). The company is investing in AI skilling and IP, aiming for an "AI first" approach. Despite short-term market caution, management is confident in long-term growth by leveraging AI and strategic expansion.