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Earnings Call Transcript

All e Technologies Earnings Call Transcript: Key Takeaways

All E Technologies reported Q1 FY27 revenue growth of 9.1% YoY to INR 37.18 Cr, driven by strong product license growth and AI-led engagements. Management focused on moving up-market and deeper large-customer engagement.

Highlights
Revenue growth9.1% YoY total revenue growth; 14.7% growth in license revenue.
MarginsEBITDA margin 17.7%; temporary decline due to product mix and investment.
Order bookClosed important opportunities; 20 'Lighthouse' customers identified for new Retail OS.
Demand visibilityStrong build-up for data and AI solutions; international business accelerating.
Management confidenceHigh, citing return to growth and strong momentum in large-sized customer engagements.

Growth

Revenue grew 9.1% YoY to INR 37.18 Cr. License revenue grew 14.7%; EBITDA at INR 6.98 Cr (17.7% margin).

Outlook

Focus on AI and Data offerings; planned utilization of INR 140 Cr cash for acquisitions by mid-next year; Board approved moving to main board.

Risks

Margins declined due to higher mix of lower-margin products and ongoing investments in product development and high-cost hires.

Source

Earnings Call Transcript filed with NSE, NSE: ALLETEC. Summary written with AI assistance from the document.

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All e Technologies Ltd: key numbers

Share price
₹129.15
Market cap
₹260.8 Cr
Revenue (annual)
₹111.4 Cr
Net profit (annual)
₹20.37 Cr
P/E (TTM)
12.8×Sector 22.1×
Promoter holding
50.10%+0.00% QoQ
FII holding
0.66%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

All e Technologies Annual General Meeting

All E Technologies Limited has issued the notice for its 26th Annual General Meeting scheduled for September 28, 2026. Shareholders will consider financial statements and director appointments.