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]