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View Claim Ledger →All E Technologies Limited — Q3 FY26
All E Technologies reported Q3 FY26 revenue of ₹35.7 crore, up just 1.5% YoY, with EBITDA margin of 26.2% and adjusted net profit margin of 19.4%.
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All E Technologies reported Q3 FY26 revenue of ₹35.7 crore, up just 1.5% YoY, with EBITDA margin of 26.2% and adjusted net profit margin of 19.4%. Growth remained subdued due to delayed deal closures and macroeconomic uncertainty, though management highlighted a healthy pipeline and recent large deal wins. The company is pivoting toward AI-enhanced solutions, with data & AI services now 10% of revenue and growing faster than core ERP/CRM. Management expects growth to re-accelerate as Microsoft ecosystem tailwinds materialize, but declined to give specific guidance. Key risk: continued sluggishness in enterprise decision-making could keep growth below historical 20-30% run rate.
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Revenue growth decoupling from Microsoft's growth
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Repeat & Recurring Revenue %
88.2%
-3.9pp YoY
Repeat & recurring revenue was 88.2% of total income in Q3, down from 92.1% in 9M FY26.
New Customers Added
7
Flat YoY
Added 7 new customers in Q3 (2 domestic, 5 international), similar to prior quarters.
Data & AI Services % of Revenue
10%
+25% YoY growth
Data & AI practice now ~10% of revenue and growing faster than other lines.
Attrition Rate
10-12%
Flat YoY
Attrition remains low at 10-12%; excluding first-year employees, it is ~6%.
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Guidance and risk preview
Management expects AI-enhanced projects to command 25-30% higher margins than traditional ERP/CRM implementations.
Despite Microsoft's 20%+ growth, All E's revenue remained flat, raising concerns about lag in partner ecosystem benefits.
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