Slide 1: Cover letter to NSE: Investor Presentation
June 02, 2026 The Manager Listing Department National Stock Exchange of India Limited Exchange Plaza, Plot No. C-l G Block Bandra-Kurla Complex, Bandra(E) Mumbai -400051 SYMBOL: ALLETEC ISIN: INE0M2X01012 Subject: Investor Presentation Dear Sir/Madam, Pursuant to Regulation 30 read with Part A of Sc
Slide 2: Catalysing AI Transformations - Investor Presentation Q4 & FY'26
All e Technologies Ltd. Catalysing AI Transformations Investor Presentation Q4 & FY’26
Slide 3: Disclaimer
Disclaimer This document has been prepared for information purposes only and is not an offer or invitation or recommendation to buy or sell any securities of All E Technologies Ltd (“ALLETEC”, "Company“), nor shall part, or all, of this document form the basis of, or be relied on in connection with,
Slide 4: Contents
01 Building for Scale Through a Transitional Year 02 Contents The Numbers 03 What’s Steady 04 Annexures Investor Presentation - Q4 & FY’26 3
Slide 5: Building for Scale Through a Transitional Year
Building for 01 Scale Through a Transitional Year 4
Slide 6: A soft operating year, on an exceptionally strong foundation
THE YEAR IN ONE LINE A soft operating year, on an exceptionally strong foundation A profitable, debt-free, cash-rich business that chose to invest through a cautious demand cycle. The fundamentals that protect shareholder capital are intact and strengthening. Profitable & Fortress cash-generative ba
Slide 7: The demand environment turned cautious
GROWTH SLOWDOWN The demand environment turned cautious FY26 was not business-as-usual. Shifting global trade dynamics, geopolitical conflicts, and the fastest technology shift in a generation caused customers hesitate. Buyers took cover Doubt over what to buy Longer decision cycles Costlier pre-sale
Slide 8: Aligning with the Market Shift
OUR RESPONSE Aligning with the Market Shift Move Strengthen Data & Proprietary up-market AI solutions IP Enhanced focus on larger accounts Strengthening capability for solutions Differentiated, stickier offerings that that bring higher revenue, last several customers are now actively seeking. set us
Slide 9: Diversified by geography and capability
POSITIONING Diversified by geography and capability Geographic mix Capability stack India Microsoft Dynamics 365 & Power Platform Steady growth — enterprise modernization Steady ERP | CRM | Automation — structurally attractive & mid-market D365 adoption mid-market core Middle East & Africa Data Engr
Slide 10: Why Alletec Can Scale
READINESS Why Alletec Can Scale Existing Foundation Scaling Drivers 300+ customers Larger deal sizes Multi-country presence IP Driven Solutions Sales Critical mass across Microsoft specialization geographies & industries Strong balance sheet Data & AI cross-sell High customer retention M&A Investor
Slide 11: All six Microsoft Solutions Partner designations — earned
CAPABILITY & CREDENTIALS All six Microsoft Solutions Partner designations — earned Alletec has attained every one of the Microsoft Microsoft Microsoft six Solutions Partner designations in the Solutions Partner Solutions Partner Solutions Partner Microsoft AI Cloud Partner Program — qualifying for t
Slide 12: Capital Allocation Philosophy
CAPITAL ALLOCATION. THE BALANCE SHEET IS NOT IDLE — IT IS OPTIONALITY Capital Allocation Philosophy ₹160+ Current Priorities Maintain strategic flexibility Pursue value-accretive acquisitions Continue capability investments Cr Cash & Maintain shareholder returns Preserve balance sheet strength Inves
Slide 13: Path Toward ₹500 Crore Revenue
MIDTERM GOAL Path Toward ₹500 Crore ₹500 Cr is a mid-term goal, not a guidance Revenue Building Blocks Core ERP / International Data & AI Customer Selective CRM growth expansion practice growth expansion acquisitions Management Achievable over medium term — requires both organic View and inorganic g
Slide 14: Main Board Migration
UNDER CONSIDERATION Main Board Currently listed on NSE Emerge Eligible for migration to the Main Board Migration Why Consider Migration Larger investor Improved Increased institutional Better universe liquidity participation visibility Under evaluation — no We recognize the benefits and Status forma
Slide 15: The Numbers
The Numbers 4 Aaltetec
Slide 16: Company In Numbers (Consolidated)
Company In Numbers (Consolidated) Q4 FY’26 FY’26 Total Revenue* INR 347.5 Mn Total Revenue* INR 1,378.7 Mn Total Income from Operations# INR 1,495.9 Mn Total Income from Operations# INR 374.3 Mn EBITDA & EBITDA Margin (%)$ INR 363.2 Mn (24.3%) EBITDA & Margin (%)$ INR 69.3 Mn (18.5%) Reported Net Pr
Slide 17: Geographic Spread
Geographic Spread Services Revenue Breakup (%) 57.4% 55.7% 28.2% 26.4% 5.7% 3.8% 4.2% 4.3% 4.0% 4.1% 4.0% 2.3% Americas India APAC Middle East Europe Africa (Excl. India) Q4 FY'26 FY’26 Investor Presentation - Q4 & FY’26 16
Slide 18: Customer Engagement
Customer Engagement Revenue from Top Customers (%) New Customers Added 35.6% 29.5% 29.8% 30.8% 29.8% 27.1% 20.4% 21.8% 20.5% 21.8% Q4 FY'25 Q3 FY'26 Q4 FY'26 FY'25 FY'26 24 22 19 5 16 Top 5 Customers Top 10 Customers 4 4 2 2 6 Q4 FY'25 Q3 FY'26 Q4 FY'26 FY'25 FY'26 Domestic International Investor Pr
Slide 19: Industries Served – FY'26
Industries Served – FY’26 35% Professional Services 16% 10% Manufacturing Green Energy & EPC 9% 7% 7% Retail Food & Financial Beverages Services 4% 4% 4% 4% Digital Trade & Education Travel Native Distribution Investor Presentation - Q4 & FY’26 18
Slide 20: What's Steady
What’s Steady 20 Aaltetec
Slide 21: Business Applications Provider Since 2000
Business Applications Provider Since 2000 Microsoft Microsoft Microsoft Solutions Partner Solutions Partner Solutions Partner Business Data & AI Infrastructure Applications Azure Azure Microsoft CSP Tier 1 India | USA | Canada | Africa | SGP Microsoft Microsoft Microsoft Solutions Partner Solutions
Slide 22: Enabling Enterprises Do More With Digital Transformation
Enabling Enterprises Do More With Digital Transformation Digital Core Enterprise Process System Data Change Modernization Applications Optimization Integration & AI Management Transform operations, ERP, CRM, HCM, and Optimize performance Integrate disparate Harness the power of Help manage customer
Slide 23: Leveraging Full Stack
Commerce Fraud Customer Service Protection Customer Connected Voice Store a Leveraging Full Stack Customer c o Intelligent Order Insights e p Management h r s f v Marketing Supply Chain Microsoft Management g k i Dynamics 365 t u Microsoft Dynamics Data Sales l x Guides j w 365 365 & AI n y Field m
Slide 24: Board of Directors
Board of Directors Mr. Rajiv Tyagi Mr. Vinod Sood Dr. Suman Mian Executive Director Independent Director Non Executive Director Dr. Ajay Mian Mrs. Ritu Sood Mr. Sunil Gupta Managing Director Executive Director Independent Director Investor Presentation - Q4 & FY’26 24
Slide 25: Lead Management
Lead Management Mr. Rajiv Tyagi Mr. Sandeep Jain Executive Director Chief Financial Officer Dr. Ajay Mian Mrs. Ritu Sood Mr. Sandeep Salman Managing Director Executive Director Head - Cloud & Managed Services Investor Presentation - Q4 & FY’26 25
Slide 26: Annexures
Annexures 2 Aaltetec
Slide 27: Quarterly Income Statement (Consolidated)
Quarterly Income Statement (Consolidated) Particulars (INR Mn) Q4 FY'26 Q3 FY'26 Q4 FY'25 FY'26 FY'25 Total Revenue 347.5 357.0 349.3 1,378.7 1,399.7 Other Income 26.9 30.0 33.7 117.2 95.0 Total Income from Operations 374.3 387.0 383.1 1,495.9 1,494.7 Total Expenditure 305.0 285.8 257.5 1,132.7 1,09
Slide 28: Annual Income Statement (Consolidated)
Annual Income Statement (Consolidated) Particulars (INR Mn) FY’21 FY’22 FY’23 FY’24 FY’25 FY’26 Total Revenue Other Income 612.2 20.6 700.5 22.9 876.8 38.1 1,163.3 73.2 1,399.7 95.0 1,378.7 117.2 19% Total Income from Operations 632.8 723.4 915.0 1,236.5 1,494.7 1,495.9 TOTAL INCOME CAGR (FY21-26) T
Slide 29: Balance Sheet (Consolidated)
Balance Sheet (Consolidated) Particulars (INR Mn) FY’24 FY’25 FY’26 Particulars (INR Mn) FY’24 FY’25 FY’26 Equity and Liabilities Assets Shareholders’ Fund Non-Current Assets Share Capital 201.9 201.9 201.9 Fixed Assets Reserves & Surplus 987.2 1,241.2 1,485.7 (a) Property, Plant & Equipment 7.9 13.
Slide 30: Corporate Social Responsibility
Corporate Social Responsibility OM Foundation OM Foundation is a Noida-based registered, secular, gender-sensitive and humanitarian public charitable trust. Founded in the year 2002 to provide education to the children of slums in Noida, OM today aims to make a significant contribution to the econom
Slide 31: Bridging the Gap
Bridging the Gap Between What We Knew & What’s New USA | Canada | Singapore | Kenya | India | UAE
Slide 32: Thank You
Thank You All E Technologies Ltd. A-1, Sector - 58 Noida - 201 301, India Website: www.alletec.com KAPTIFY Consulting Investor Relations / Consulting Tel: +91 84528 86099 Email: contact@kaptify.in Website: www.kaptify.in