Core Viewpoint - Aeries Technology, Inc. reported solid financial results for Q3 FY2026, with increased adjusted EBITDA guidance for the full year and positive operating cash flow for the third consecutive quarter, driven by strong execution in key markets and ongoing client program expansions [1][4][8]. Financial Performance - For Q3 FY2026, Aeries achieved revenue of $17.5 million, net income of $1.2 million, and adjusted EBITDA of $2.5 million, reflecting a margin of 14.1% [10][23]. - The company has raised its full-year fiscal 2026 adjusted EBITDA guidance to a range of $7 million to $8 million, up from the previous guidance of $6 million to $8 million [2][8]. - For fiscal 2027, Aeries anticipates revenue between $80 million and $84 million, with adjusted EBITDA expected to be in the range of $10 million to $12 million [3]. Operational Highlights - The company experienced strong performance in India and Mexico, with increased adoption of transformation programs and expansion of multi-year Global Capability Center (GCC) engagements [4][11]. - Aeries generated positive operating cash flow of approximately $2.4 million for the third consecutive quarter, indicating improved operating leverage and cost discipline [10][11]. - The company has enhanced its talent acquisition capabilities through a strategic partnership with a global recruitment firm to support the scaling of client programs [7]. Market Position and Strategy - Aeries is recognized for its automation and AI delivery initiatives, contributing to strong demand from private equity portfolio companies and mid-market enterprises [6][8]. - The company is focused on building a more predictable and efficient operating model, supported by automation-driven productivity gains and disciplined execution across client programs [5][8].

Core Insights - Aeries Technology has established an Independent Strategic Advisory Board to enhance its growth, innovation, and long-term client success [1][4] - The Advisory Board aims to align with client needs, advance strategic priorities, and identify new commercial opportunities [2][4] Group 1: Advisory Board Composition and Purpose - Ramesh Venkataraman, a seasoned private-equity investor and former McKinsey partner, will chair the Advisory Board [3] - The Board is designed to incorporate the "voice of the customer" into strategic discussions and leverage industry expertise [2][4] - The Advisory Board will support Aeries in navigating a complex landscape, enhancing execution capabilities [4] Group 2: Company Background - Aeries Technology is a global leader in AI-enabled value creation and business transformation for private-equity portfolio companies [5] - The company has been recognized for its commitment to workforce development, earning the Great Place to Work Certification for two consecutive years [5]

Core Insights - Aeries Technology successfully transitioned a high-performing Global Capability Center (GCC) in India to a leading U.S. healthcare fintech platform, reflecting operational excellence and long-term value creation for the client [1][3] - The GCC, launched during the pandemic, scaled to over 300 professionals and was designed to meet stringent HIPAA-compliant controls, becoming critical for service delivery and cost optimization [2][3] - The transition to a wholly owned subsidiary by the client highlights Aeries' ability to provide structural flexibility and support evolving growth strategies [3][4] Company Overview - Aeries Technology is a global leader in AI-enabled value creation and GCC delivery for private equity portfolio companies, with a focus on scalable, technology-driven execution since 2012 [5] - The company has received Great Place to Work Certification for two consecutive years, indicating a strong workplace culture [5] Leadership Perspective - The CEO of Aeries Technology emphasized the company's role in delivering scalable, future-ready operating platforms that foster innovation and strategic advantages for clients [4]