All E Technologies Ltd

Q4 FY26IT - Software

ALLETEC Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹140

Market cap₹343 Cr

P/E11.3

Updated26 Jun 2026

Read4 min read

What the Q4 FY26 call signalled

2 of 4 strong

RevenueRank 3

MarginRank 3

CapexYes

Order bookYes

Not discussed on this call: fundraise.

The short version

- The company expects positive momentum in sales and revenue, especially from new deals expected to be signed soon, including a potential new order book worth around $1 million in the near term across ERP, CRM, AI, and Azure solution areas. - The company sees FY26 as a consolidating year with some deals delayed, but expects improved deal closures and order book growth starting FY27.

From All E Technologies Ltd's Q4 FY26 earnings-call transcript · updated 26 Jun 2026.

Revenue & Sales Performance

Rank 3

The company expects positive momentum in sales and revenue, especially from new deals expected to be signed soon, including a potential new order book worth around $1 million in the near term across ERP, CRM, AI, and Azure solution areas.
FY27 is anticipated to show numerical growth compared to FY26, with improving business conditions expected to normalize and drive deal flow.
The midterm revenue target is INR 500 crore, expected to be achieved over 4 to 5 years through a combination of organic growth and selective acquisitions.
There is strong emphasis on international expansion, increasing revenue from IP, and leveraging AI-enhanced Microsoft ERP/CRM products.
The company is building capabilities, especially in data engineering and AI, to address broader customer needs and support growth.
Sales cycles remain long but the outlook is encouraging with customers seeking broader enterprise solutions powered by AI.

Profitability & Margins

The company sees FY26 as a consolidating year with some deals delayed, but expects improved deal closures and order book growth starting FY27.
Management expects momentum in Q1 FY27 with potential signing of new business worth around $1 million.
Growth drivers include expansion in international business, IP-driven products, AI, Azure, ERP, and CRM solutions.
Margin improvement is not the immediate focus; priority is on scaling the business, even if costs rise temporarily to attract skilled talent.
Midterm revenue target is INR 500 crore over 4-5 years, combining organic growth and 30-40% inorganic growth via acquisitions.
Cautious about macro factors and external uncertainties which could impact growth.
Management commits to prudent capital allocation, focusing on shareholder returns and value-accretive investments rather than aggressive margin expansion in the short term.

See what All E Technologies Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes

All E Technologies Limited is actively investing in capability expansion, particularly in data engineering, AI talent, and building IP around these areas.
There is a significant focus on building and modernizing AI capabilities, including embedding AI agents in their IP and solutions.
The company plans strategic investments in international expansion, data and AI practice growth, and customer base expansion.
They are maintaining a strong balance sheet with over INR 160 crores in cash, preserving strategic flexibility for future value-accretive acquisitions.
Management is cautious about acquisitions, avoiding deals at unrealistic valuations and prioritizing disciplined structuring to protect downside.
They plan serious expenditure on capability building, which is expected to increase expenses but is crucial for scaling the organization.
Capital allocation and acquisition strategies are being reviewed by the board, with possible decisions forthcoming in the near term.

Top-ranked in IT - Software

Ranked on what management guided this quarter

5x potential

1Virtual Galaxy Infotech Ltd₹356 Cr

Rev 1Mar 3

2CapitalNumbers₹193 Cr

Rev 2Mar 1

3₹140 Cr

Rev 2Mar 1

4₹1.8K Cr

Rev 2Mar 2

5₹3.7K Cr

Rev 2Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

There is no specific mention of any current or immediate future fundraising through debt or equity during the call.
The company is debt-free and has a strong balance sheet with around INR 163 crores in cash and investments.
Management emphasizes maintaining strategic flexibility and is prioritizing capability investments and value-accretive acquisitions rather than pursuing acquisitions at unrealistic valuations.
Capital allocation decisions, including possible buybacks or dividends, will be discussed with the board in coming weeks.
The management is cautious and focused on preserving shareholder value without deploying cash merely to show activity.
Any acquisition discussions are ongoing but not finalized; thus, no firm plans for debt or equity raising were disclosed.

See what All E Technologies Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Yes

Several deals have been in the contracting stage for 9 to 12 months, expected to close soon (around June 2026).
New order book worth approximately $1 million expected to be signed within the month across solution areas like ERP, CRM, AI, and Azure.
Momentum in sales pipeline is encouraging, with customers seeking broader solutions beyond just ERP and CRM, including AI-enabled organizational needs.
Business development efforts and client engagements indicate a strong order inflow for FY27 compared to FY26.
The company anticipates good order book addition barring any major regional/global disruptions (e.g., geopolitical issues around Hormuz).
Overall, a positive outlook on new contract wins and order book growth for the year ahead.

All E Technologies Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹35 Cr, net profit ₹6 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What All E Tech's management said in earlier quarters

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Frequently Asked Questions

What were All E Technologies Ltd Q1 FY27 results?

What is All E Technologies Ltd share price analysis?

All E Technologies Ltd currently shows a below-average growth signal. The stock trades at a P/E of 11.3 with a market cap of ₹343. Investors should review the full earnings analysis for detailed insights.

Is All E Technologies Ltd planning capital expenditure?

- All E Technologies Limited is actively investing in capability expansion, particularly in data engineering, AI talent, and building IP around these areas.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.