All E Technologies Limited · NSE:ALLETEC
All E Technologies — Q2 & H1 FY'26 Earnings Presentation
32 slides from All E Technologies's earnings presentation, Nov 10, 2025
Slide 1: Cover letter to NSE: Investor Presentation
November 10, 2025 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, With reference to the above-mentioned subject, please fi
Slide 2: Catalysing AI Transformations - Investor Presentation Q2 & H1 FY'26
All e Technologies Ltd. Catalysing AI Transformations Investor Presentation Q2 & H1 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 The Numbers 02 Contents The Story Behind 03 What’s Steady 04 Annexures Investor Presentation - Q2 & H1 FY’26 3
Slide 5: The Numbers
The Numbers 4 Aaltetec
Slide 6: Company In Numbers (Consolidated)
Company In Numbers (Consolidated) Q2 FY’26 H1 FY’26 Total Revenue* INR 333.5 Mn Total Revenue* INR 674.2 Mn Total Income from Operations# INR 371.3 Mn Total Income from Operations# INR 734.5 Mn EBITDA$ 28.2% (INR 104.7 Mn) EBITDA$ 26.2% (INR 192.6 Mn) Reported Net Profit INR 73.8 Mn Reported Net Pro
Slide 7: Quarterly Performance (Consolidated)
Quarterly Performance (Consolidated) Total Income Growth EBIT Growth EBITDA Margin QoQ (Q2 FY’26 vs Q1 FY’26) 2.2 % 19.4 % 28.2 % +400 BPS EBITDA Growth Reported Net Profit Growth Reported Net Profit Margin 19.1 % 16.8 % 19.9 % +248 BPS Total Income Growth EBIT Growth EBITDA Margin YoY (Q2 FY’26 vs
Slide 8: Half Yearly Performance (Consolidated)
Half Yearly Performance (Consolidated) Total Income Growth EBIT Growth EBITDA Margin YoY (H1 FY’26 vs H1 FY’25) 0.6 % 10.1 % 26.2 % +220 BPS EBITDA Growth Reported Net Profit Growth Reported Net Profit Margin 9.8 % 6.5 % 18.6 % +105 BPS Investor Presentation - Q2 & H1 FY’26 7
Slide 9: Key Financial Highlights (Consolidated)
Key Financial Highlights (Consolidated) *Total Income from Operations (INR Mn) *EBITDA (INR Mn) 730.4 734.5 175.4 192.6 380.3 363.3 371.3 91.3 104.7 87.9 Q2 FY'25 Q1 FY'26 Q2 FY'26 H1 FY'25 H1 FY'26 Q2 FY'25 Q1 FY'26 Q2 FY'26 H1 FY'25 H1 FY'26 *Includes Other Income Reported Profit After Tax (INR Mn
Slide 10: The Story Behind
The Story Behind Aaltetec
Slide 11: Reaffirming Leadership Amongst Top <1% Global Microsoft Partners
Reaffirming Leadership Amongst Top <1% Global Microsoft Partners Investor Presentation - Q2 & H1 FY’26 10
Slide 12: India Business Gaining Momentum
India Business Gaining Momentum Increase in new Increased interest New IP developed SAP customers Alletec remains in customer add in AI adoption. for CPQ (Configure showing interest the leadership numbers Price & Quote). Pilot in Microsoft position in India customer gone live. solutions. 2 deals geo
Slide 13: International Business Steady Traction
International Business Steady Traction 01 02 03 04 Healthy pipeline, Services Data Engineering Sales cycles but longer revenue and AI with prolonged due decision making remained Microsoft Fabric, to enhanced cycles resulted identical to Q1 Copilots and AI focus on mid- in some deals Foundry now part
Slide 14: Strategic Alignment
Strategic Alignment Increase business share from mid-market customers Embedding AI-capabilities in all offerings Enhanced focus on productization of solutions & services Investor Presentation - Q2 & H1 FY’26 13
Slide 15: Business Model Revalidation
Business Model Revalidation Solutions that IP led Deep Geographical are mission critical for Sales domain knowledge Spread businesses Very high customer > 95% contracts Project based Consulting stickiness; Microsoft directly with end delivery model led engagements high repeat & recurring Alignment +
Slide 16: Geographic Spread
Geographic Spread Services Revenue Breakup 59.4% 59.1% 26.1% 25.3% 5.0% 4.1% 3.7% 4.4% 3.2% 4.0% 2.6% 3.1% Americas India Europe Middle East Africa APAC (Excl. India) Q2 FY'26 H1 FY’26 Investor Presentation - Q2 & H1 FY’26 15
Slide 17: Customer Engagement
Customer Engagement Revenue from Top Customers 38.6% 34.5% 32.3% 28.8% 29.4% 27.0% 23.4% 22.0% 21.1% 20.5% New Customers Added Q2 FY'25 Q1 FY'26 Q2 FY'26 H1 FY'25 H1 FY'26 Top 5 Customers Top 10 Customers 15 14 10 10 7 6 5 3 Q2 FY'25 Q2 FY'26 H1 FY'25 H1 FY'26 Domestic International Investor Present
Slide 18: Industries Served – H1 FY'26
Industries Served – H1 FY’26 35% Professional Services 15% 10% Manufacturing Retail 9% 7% 6% Green Energy Food & Financial & EPC Beverages Services 5% 5% 4% 3% Trade & Digital Education Travel Distribution Native Investor Presentation - Q2 & H1 FY’26 17
Slide 19: Growth Drivers
Growth Drivers Geographic Inorganic Spread Growth Working across diverse Evaluating businesses in geographies enables us the area of Microsoft tide over and moderate BizApps, Data & AI. the impact of local and global economic factors. Comprehensive Offerings One stop for all digital transformation n
Slide 20: What's Steady
What’s Steady 19 Aaltetec
Slide 21: Business Applications Provider Since 2000
Business Applications Provider Since 2000 Microsoft CSP Tier 1 Business India | USA | Canada | Applications Africa | SGP Competency Microsoft Dynamics Master VAR 25 07 1100+ ~360 Years on Microsoft Inner Circle Microsoft AI Successful Team Strength Business Applications Business Solutions; Projects
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 Goyal Managing Director Executive Director Independent Director Investor Presentation - Q2 & H1 FY’26 23
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 - Q2 & H1 FY’26 24
Slide 26: Annexures
Annexures 25 Aaltetec
Slide 27: Quarterly Income Statement (Consolidated)
Quarterly Income Statement (Consolidated) Particulars (INR Mn) Q2 FY’26 Q1 FY’26 Q2 FY’25 YoY% QoQ% H1 FY’26 H1 FY’25 YoY% Total Revenue 333.5 340.7 359.1 -7.1% -2.1% 674.2 690.4 -2.4% Other Income 37.7 22.6 21.1 78.6% 67.3% 60.3 39.9 51.1% Total Income from Operations 371.3 363.3 380.3 -2.4% 2.2% 7
Slide 28: Annual Income Statement (Consolidated)
Annual Income Statement (Consolidated) Particulars (INR Mn) FY’21 FY’22 FY’23 FY’24 FY’25 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 24% Total Income from Operations 632.8 723.4 915.0 1,236.5 1,494.7 TOTAL INCOME CAGR (FY21-25) Total Expenditure 508.8 592.5
Slide 29: Balance Sheet (Consolidated)
Balance Sheet (Consolidated) Particulars (INR Mn) FY’24 FY’25 H1 FY’26 Particulars (INR Mn) FY’24 FY’25 H1 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 1,351.4 (a) Tangible Assets 7.9 13.2 12.9
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 | UAE | India
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
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