ALLETECHNOLOGIES / Q3-FY26 / claim-ledger

Audit the questions that mattered.

All E Technologies · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

11

Answered directly

23%

Numeric claims

0

Consistency

—

Question ledger

What was answered, and how?

Sesh Mumar · Research desk

evasive

Why is revenue flat despite Microsoft's strong growth?

Microsoft revenue does not always directly reflect in how a partner number grows... we have had a rather modest last couple of quarters... we hope will get addressed now in this coming year and we should see that changing.

Sesh Mumar · Research desk

evasive

Does management intend to capitalize on undervalued acquisition targets?

It's a little bit early to comment on this. We are in the middle of some conversations... some of those deals might just get stuck because of initial expectations.

Sesh Mumar · Research desk

evasive

When can we expect a move to the main board?

We just will go by recommendations that are made by our management team and the board... it certainly is an area that we are closely watching and I think we will be able to take a call on it sometime during the year.

Sesh Mumar · Research desk

evasive

Can we expect double-digit growth next year?

Well, we would want it to be that way, but whether it'll happen or not happen, I think I can't say anything... we have no reason to be pessimistic on this front.

Pratik Shetty · Research desk

evasive

What is the current business pipeline and can you give guidance for the quarter?

We have had a fairly interesting last two months... we have been able to close some sizable accounts... we do sense that we should have a healthy quarter.

Pratik Shetty · Research desk

partial

Why is revenue flat despite Microsoft's 20%+ growth?

Microsoft has various different areas... they have more levers... product mix which is gaining ground may not align exactly with our sales... there is a lag of few quarters.

Pratik Shetty · Research desk

evasive

What is the timeline for inorganic growth given large cash on balance sheet?

I don't think that's going to happen... we will find... we are in some serious conversations... it is the intent of the board to utilize this money in growing the business rather than just keeping it in the bank.

Darw · Research desk

evasive

Why has growth taken a hit and when can we revert to 25-30% growth?

Growth comes in spurts... we definitely will see those things happening in the coming year, two years, three years... I don't know whether putting a number to it is the right thing to do.

Darw · Research desk

direct

What is the current attrition rate and excluding first-year employees?

Our attrition rate is much below the standards we maintain somewhere in the range of about 10-12%... excluding the one year our attrition was 6%... right now it should be in the similar range.

Darw · Research desk

partial

What is the margin differential between India and US businesses?

On the services side margins are better internationally by a factor which could be 50 to 75%.

Shashank · Research desk

evasive

Do you still maintain the long-term target of reaching ₹1000 crore?

It's a matter of what aspiration you have... it does not in any manner dilute the overall aspiration that we have as an organization.

Mayawad · Research desk

partial

What percent of new deal wins include AI components and how has deal size increased?

If we added five customers in the last quarter I can tell you that for three of them there was data and AI as a component part of the proposal and it constituted ballpark around 20%.