Slide 1: Exchange filing cover letter for Investor Presentation
February 15, 2026 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 Schedule I
Slide 2: Catalysing AI Transformations - Investor Presentation Q3 & 9M FY'26
All e Technologies Ltd. Catalysing AI Transformations Investor Presentation Q3 & 9M 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 AI Era 03 What’s Steady 04 Annexures Investor Presentation - Q3 & 9M FY’26 3
Slide 5: The Numbers
The Numbers 4 Aaltetec
Slide 6: Company In Numbers (Consolidated)
Company In Numbers (Consolidated) Q3 FY’26 9M FY’26 Total Revenue* INR 357.0 Mn Total Revenue* INR 1,031.2 Mn Total Income from Operations# INR 387.0 Mn Total Income from Operations# INR 1,121.5 Mn EBITDA & Margin (%)$ 26.2% (INR 101.3 Mn) EBITDA & EBITDA Margin (%)$ 26.2% (INR 293.9 Mn) Reported Ne
Slide 7: Quarterly & Nine Months Performance YoY (Consolidated)
Quarterly & Nine Months Performance YoY (Consolidated) Total Income Growth EBITDA Growth EBITDA Margin YoY (Q3 FY’26 vs Q3 FY’25) 1.5 % 0.8 % 26.2 % -20 BPS Adjusted Net Profit Growth Adjusted Net Profit Margin 4.3 % 19.4 % +52 BPS Total Income Growth EBITDA Growth EBITDA Margin YoY (9M FY’26 vs 9M
Slide 8: Key Financial Highlights (Consolidated)
Key Financial Highlights (Consolidated) *Total Income from Operations (INR Mn) *EBITDA (INR Mn) 1,111.6 1,121.5 293.9 275.9 381.3 371.3 387.0 100.5 104.7 101.3 Q3 FY'25 Q2 FY'26 Q3 FY'26 9M FY'25 9M FY'26 Q3 FY'25 Q2 FY'26 Q3 FY'26 9M FY'25 9M FY'26 *Includes Other Income Adjusted Profit After Tax (
Slide 9: Geographic Spread
Geographic Spread Services Revenue Breakup (%) 57.9% 55.5% 27.0% 25.9% 4.8% 4.4% 5.8% 4.6% 3.7% 4.1% 3.2% 3.2% Americas India Europe Middle East Africa APAC (Excl. India) Q3 FY'26 9M FY’26 Investor Presentation - Q3 & 9M FY’26 8
Slide 10: Customer Engagement
Customer Engagement Revenue from Top Customers (%) 31.2% 28.8% 29.8% 32.1% 28.0% 19.8% 21.1% 21.8% 21.2% 19.7% New Customers Added Q3 FY'25 Q2 FY'26 Q3 FY'26 9M FY'25 9M FY'26 Top 5 Customers Top 10 Customers 20 18 15 12 2 5 4 5 Q3 FY'25 Q3 FY'26 9M FY'25 9M FY'26 Domestic International Investor Pre
Slide 11: Industries Served – 9M FY'26
Industries Served – 9M FY’26 35% Professional Services 16% 9% Manufacturing Retail 9% 7% 7% Green Energy Food & Financial & EPC Beverages Services 5% 4% 4% 4% Digital Trade & Education Travel Native Distribution Investor Presentation - Q3 & 9M FY’26 10
Slide 12: 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 13: The AI Era: Alletec is Positioned to Win
02 The AI Era: Alletec is Positioned to Win How AI adoption accelerates demand for our core capabilities 12
Slide 14: Why AI Strengthens, Not Threatens, Alletec
Why AI Strengthens, Not Threatens, Alletec AI Direct Threat AI Growth Driver Traditional IT Services Model Alletec Business Model Resource Augmentation Enterprise Applications 60-80% of revenue Microsoft AI Business Solutions Implementation Reliance on large players Data Platform Engineering Limited
Slide 15: Three Structural Advantages That Protect Alletec
Three Structural Advantages That Protect Alletec Data Foundation Expertise Scarcity Last Mile Edge AI Systems Need: AI Doesn’t Replace: Businesses Need: • Unified enterprise data • Domain specific business • Generic AI → Enterprise AI • Governed data quality process expertise • Data unification • Re
Slide 16: Our AI Strategy Creates New Revenue Streams
Our AI Strategy Creates New Revenue Streams Core Business (Protect) Dynamics 365 Implementation Microsoft 365 Modernization Support & Managed Services Now AI-enhanced (Copilot, agents) Copilot deployment & adoption AI Optimization & Monitoring Traditional ERP Project $50K-250K | 20-30% margin AI Ser
Slide 17: Why Alletec Wins
Why Alletec Wins Protected Core Capturing Upside Sustainable Edge No resource augmentation New higher-margin service lines 25+ years Microsoft expertise Expertise-driven, not labor arbitrage 25-30% premium on AI projects Deep domain knowledge Microsoft platforms growing 20%+ Domain knowledge driven
Slide 18: What's Steady
What’s Steady ” Aaltetec
Slide 19: 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+ ~350 Years on Microsoft Inner Circle Microsoft AI Successful Team Strength Business Applications Business Solutions; Projects
Slide 20: 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 21: Leveraging Full Stack Microsoft Dynamics 365
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 22: 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 - Q3 & 9M FY’26 21
Slide 23: 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 - Q3 & 9M FY’26 22
Slide 24: Annexures
Annexures 23 Aaltetec
Slide 25: Quarterly Income Statement (Consolidated)
Quarterly Income Statement (Consolidated) Particulars (INR Mn) Q3 FY'26 Q2 FY’26 Q3 FY’25 YoY% QoQ% 9M FY'26 9M FY’25 YoY% Total Revenue 357.0 333.5 359.9 -0.8% 7.1% 1,031.2 1,050.3 -1.8% Other Income 30.0 37.7 21.4 40.5% -20.5% 90.3 61.3 47.4% Total Income from Operations 387.0 371.3 381.3 1.5% 4.2
Slide 26: 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 27: 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 28: 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 29: Bridging the Gap Between What We Knew & What's New
Bridging the Gap Between What We Knew & What’s New USA | Canada | Singapore | Kenya | India | UAE
Slide 30: 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