Core Insights - Aeries Technology, Inc. is expanding its engagement with a global enterprise client, projecting an annualized revenue run-rate exceeding $12 million by the end of fiscal year 2026, with further growth expected in subsequent quarters [1][7] Group 1: Client Engagement and Revenue Growth - The client is increasing its use of Aeries' delivery platform across various functions, including AI, technology services, finance, and customer support, utilizing delivery hubs in India and Mexico [2] - The expansion of this client relationship demonstrates the scalability of Aeries' business model and reflects the trust that global enterprises place in the company [3] - Aeries is converting initial engagements into recurring revenue streams, reinforcing confidence in its multi-year growth trajectory [3] Group 2: Strategic Expansion and Workforce Development - The agreement supports Aeries' plans to expand its delivery capacity by adding 500 full-time employees across India and Mexico to meet growing demand [3][7] - This expansion positions Aeries as a scalable global partner for private equity-backed and enterprise clients [7]

Core Insights - Aeries Technology, Inc. has successfully implemented an AI-powered content workflow automation system for a leading enterprise client, achieving over 80% efficiency improvements and reducing task completion time from weeks to under 30 minutes [1][2][3] - The AI solution utilizes advanced generative AI and optimized workflows to enhance operations, enabling faster delivery and improved customization for end users, applicable across data-intensive industries [2][3] - The deployment highlights Aeries Technology's expertise in delivering AI-driven solutions that provide measurable ROI for Private Equity Portfolio companies, facilitating digital transformation and operational optimization [3][4] Company Overview - Aeries Technology is a global leader in AI-enabled value creation and business transformation, particularly for private equity portfolio companies, founded in 2012 [4] - The company has received the Great Place to Work Certification for two consecutive years, reflecting its commitment to workforce development [4]

Group 1 - Aeries Technology, Inc. has announced a multi-year partnership with a global marketing and technology company, expected to generate up to $8 million in annual contract value, aimed at establishing its presence in India and enhancing AI delivery capabilities [1][2] - The initiative will focus on scaling high-impact teams primarily in high-end AI roles, which will develop production-grade AI systems, intelligent data pipelines, and decision-making tools to improve speed to market and deliver measurable business outcomes [2] - The CEO of Aeries Technology highlighted that the company plans to add over 500 new roles across India and Mexico, emphasizing the importance of enabling global enterprises to access high-end AI and digital talent while driving value creation rapidly [3] Group 2 - Aeries Technology is recognized as a global leader in AI-enabled value creation and business transformation, particularly for private equity portfolio companies, and has been certified as a Great Place to Work for two consecutive years [3]

Core Insights - Aeries Technology, Inc. has announced a strategic partnership with New to The Street to enhance visibility and showcase its AI-enabled value creation and business transformation capabilities [1][2][3] Group 1: Partnership Details - The collaboration will feature Aeries in nationally distributed programming, highlighting its approach to AI-powered transformation for mid-market enterprises and private equity-backed companies [2][4] - Aeries will be showcased in regular interviews over the next year, providing timely exposure as the company advances its growth strategy in 2025 [5][8] Group 2: Company Overview - Aeries Technology is recognized as a global leader in AI-enabled value creation and business transformation, particularly for private equity portfolio companies [1][6] - The company has been certified as a Great Place to Work for two consecutive years, reflecting its commitment to workforce development [6] Group 3: Media Platform Overview - New to The Street is a long-running media platform that broadcasts on Bloomberg Television and Fox Business Network, providing significant visibility for companies through various media channels [7] - The platform has produced over 600 shows since 2009 and has a YouTube channel with more than 3.4 million subscribers, enhancing its reach and engagement [7]

Core Insights - Aeries Technology, Inc. reported a strong performance in the first eight months of 2025, highlighting record quarterly results, strategic leadership changes, AI innovation, and global expansion efforts [1]. Leadership and Strategy - In February 2025, Aeries underwent a strategic leadership transition to sharpen its focus on core North American clients and AI-driven enterprise transformation [2][3]. - New leadership appointments include Ajay Khare as CEO, Daniel Webb as CFO, and Eli Mendoza as Chief Growth & Strategy Officer, aimed at enhancing private equity partnerships and market strategies [7]. Growth and Performance - Aeries achieved its strongest quarter in company history for the period ending June 30, 2025, with positive operating cash flow and a $17 million year-over-year improvement in net income [7]. - The company successfully transitioned a 300+ member Global Capability Center (GCC) in India for a major U.S. healthcare fintech platform [7]. AI and Technology Initiatives - Aeries launched the AI Partner Network to accelerate enterprise AI adoption for mid-market firms and debuted AeriesOne, an integrated generative-AI platform [7]. - The company plans to extend AeriesOne use cases across various industries and add new capabilities to the AI Partner Network [8]. Expansion Plans - In September 2025, Aeries announced plans for global expansion to meet increasing client demand, including the establishment of new offices in Mumbai, Bengaluru, Hyderabad, and Pune, as well as continued scaling of nearshore operations in Guadalajara, Mexico [6][8]. - The company aims to create over 500 new roles in India and Mexico over the next 12 months, focusing on AI, technology, finance, and operations [8].

Core Insights - Aeries Technology, Inc. is expanding its operations in India and Mexico, adding over 500 new roles in technology, AI, and finance over the next year [2][3] - The expansion is driven by strong financial performance and increasing demand for AI-driven solutions from private equity sponsors and their portfolio companies [3] Group 1: Expansion Plans - Aeries will open new offices in Mumbai, Bengaluru, Hyderabad, and Pune to support its growth in India [2] - Guadalajara is identified as a key hub for nearshore delivery as Aeries scales its operations in Mexico [2] Group 2: Strategic Importance - The expansion aligns with Aeries' long-term vision of building a diverse, world-class workforce to meet evolving client needs [3] - Aeries positions itself as a partner of choice for private equity firms, delivering integrated solutions across AI, technology services, and digital transformation [3] Group 3: Company Background - Aeries Technology is recognized as a global leader in AI-enabled business transformation and Global Capability Center services for private equity portfolio companies [4] - The company has received the Great Place to Work Certification for two consecutive years, highlighting its commitment to workforce development [4]

Core Insights - Aeries Technology has formed a strategic partnership with TalentRecruit to enhance its AI-driven hiring capabilities, targeting the growing Global Capability Center (GCC) market valued at $121 billion by 2030 [1][3]. Company Overview - Aeries Technology, a leader in AI-enabled business transformation and GCC services, aims to improve hiring solutions for clients in India and Mexico, which are rapidly growing talent hubs [1][8]. - The company has established GCC operations in India and is expanding in Mexico, leveraging favorable economic conditions and a skilled talent pool [3][4]. Partnership Details - The integration of TalentRecruit's AI technology into Aeries' operations will automate candidate sourcing, intelligent matching, and onboarding, enhancing the recruitment lifecycle [2]. - This partnership is expected to reduce time-to-hire by up to 45% and improve offer-to-joining ratios by up to 50%, thereby increasing recruiter productivity and enhancing candidate experience [7]. Market Potential - The GCC market is projected to grow significantly, driven by digital transformation and the demand for cost-efficient global workforce models [3]. - Aeries is well-positioned to capitalize on this growth, particularly in serving mid-market and private equity-backed clients seeking rapid scaling [4]. AI Partner Network - The partnership with TalentRecruit expands the Aeries AI Partner Network, which consists of top-tier AI solutions aimed at accelerating transformation and generating measurable outcomes across enterprise services [5].

Financial Data and Key Metrics Changes - The company reported positive EBITDA of $2.3 million, net income of $1.7 million, and positive cash from operations of $1.4 million, indicating a strong financial performance for Q1 FY 2026 [4][9] - There was a significant year-over-year net income swing of over $17 million from a loss of $15.3 million last year, showcasing a remarkable recovery [9] - SG&A expenses were reduced by more than 85%, contributing to improved margins and operational efficiency [4][10] Business Line Data and Key Metrics Changes - The company has exited non-core operations to focus on high-value Global Capability Centers (GCCs) and AI-powered transformation services, leading to multiple new client wins [5][6] - The private equity segment saw accelerated momentum, with several clients transitioning from pilot programs to multi-year engagements, increasing delivery volumes and expanding margins [10] Market Data and Key Metrics Changes - The company integrated nearshore capabilities in Mexico with offshore teams in India, enhancing client service through faster turnaround and better cost efficiency [5] - The rollout of AresONE is enabling faster deployment of enterprise-grade AI solutions, improving operational efficiency for clients [7] Company Strategy and Development Direction - The company is focused on creating a more agile, efficient, and scalable organization, aiming for consistent and profitable growth [6] - An independent advisory board has been formed to help seize growth opportunities and refine the AI strategy [6][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering financial year 2026 priorities and achieving guidance, indicating a strong foundation and proven model for growth [8][11] - The company reaffirmed its fiscal year 2026 revenue guidance of $74 million to $80 million and adjusted EBITDA of $6 million to $8 million, highlighting expanding growth opportunities [10][11] Other Important Information - The company emphasized the importance of disciplined cost control and a healthy revenue mix in achieving positive cash flow, marking a significant turnaround from previous quarters [10] Q&A Session Summary - No specific questions or answers were provided in the transcript, as the call concluded without a Q&A segment [12]

Financial Performance - Aeries Technology reported fiscal year 2025 revenues of $70.2 million, a decrease of 3.2% from $72.5 million in fiscal year 2024[4] - The company achieved a Core Adjusted EBITDA of $7.4 million for fiscal year 2025, representing a 365% increase compared to $1.6 million in fiscal year 2024[6] - Aeries experienced a net loss of $21.6 million in fiscal year 2025, compared to a net income of $17.3 million in fiscal year 2024[5] - Adjusted EBITDA for fiscal year 2025 was $(4.7) million, down from $9.2 million in fiscal year 2024[6] - Aeries has reiterated its revenue guidance for fiscal year 2026, projecting between $74 million and $80 million[7] - The company expects Adjusted EBITDA for fiscal year 2026 to be between $6 million and $8 million[7] Market Focus and Strategy - Aeries has exited non-core geographies, including the Middle East, to focus on its core North American market[3] - The company plans to discontinue reporting Core Adjusted EBITDA as a financial metric starting in FY2026, focusing instead on Adjusted EBITDA and GAAP results[2] Profitability and Margins - The gross profit margin for fiscal year 2025 was 24%, down from 30% in fiscal year 2024[16] Cash Flow and Assets - Cash and Cash Equivalents increased by 33% from $2,084 million in 2024 to $2,764 million in 2025[22] - Net cash used in operating activities decreased by 77%, from $(4,299) million in 2024 to $(1,009) million in 2025[22] - Total current assets decreased by 35% from $32,836 million in 2024 to $21,327 million in 2025[24] - Accounts receivable decreased significantly by 54% from $23,757 million in 2024 to $10,982 million in 2025[24] - Operating right-of-use assets increased by 31% from $7,318 million in 2024 to $9,602 million in 2025[24] - Deferred tax assets increased by 110% from $1,933 million in 2024 to $4,064 million in 2025[24] Liabilities and Shareholder Equity - Total liabilities decreased by 9% from $50,587 million in 2024 to $45,937 million in 2025[24] - Shareholders' deficit improved from $(12,240) million in 2024 to $(5,804) million in 2025, a reduction of 53%[24] Financing Activities - Net cash provided by financing activities decreased by 66%, from $7,056 million in 2024 to $2,432 million in 2025[22] Exchange Rate Effects - Effects of exchange rates on cash improved significantly by 280%, from $(64) million in 2024 to $115 million in 2025[22]

Core Insights - Aeries Technology, Inc. reported its strongest first quarter in company history, achieving positive operating cash flow and a $17.0 million year-over-year improvement in net income [1][4] - The company attributes its success to operational discipline, a focus on core offerings, and the implementation of AI-enabled Global Capability Center (GCC) services [2][3] Financial Performance - Revenue for the quarter ended June 30, 2025, was $15.3 million, driven entirely by strong demand for AI-powered GCC services [4] - SG&A expenses were reduced by more than 85% year-over-year, contributing to a leaner cost structure [4] - Operating profit reached $0.8 million, an increase of $17.2 million year-over-year, while net income was $1.7 million compared to a net loss of $15.3 million in Q1 FY2025 [4][19] - Cash flow from operations was $1.4 million, reversing the negative cash flow from the previous year [4] Strategic Initiatives - The company exited non-core operations to concentrate on high-value GCC and AI-powered transformation services, resulting in multiple new client wins [5] - Aeries integrated nearshore and offshore delivery to enhance speed, cost efficiency, scalability, and innovation [5] - The company strengthened its leadership team and aligned skill sets to core offerings, optimizing project governance and delivery [5] Market Position and Growth - Aeries has positioned itself as a key partner for Private Equity (PE) firms, enhancing its market presence through new client acquisitions and expanded relationships [7] - The AI-first GCC model allows clients to achieve significant improvements in speed, scale, and efficiency, attracting Private Equity-backed companies [2][6] Fiscal Outlook - Aeries reaffirmed its full-year FY2026 guidance, emphasizing that disciplined execution can deliver both growth and profitability [8]