Presight AI (PRESIGHT) investor relations material

Market opportunity and industry trends

• AI expansion is attracting substantial capital investment globally, with major initiatives in the US, EU, and UAE targeting hundreds of billions in funding for AI infrastructure and adoption.

• AI-driven automation is accelerating across critical sectors, including governance, infrastructure, national security, and sustainability.

• AI is projected to increase global GDP by 7% by 2030, with a $16 trillion global economic impact and significant contributions to UAE GDP.

• The rise of agentic AI (autonomous AI agents) is enabling autonomous planning, decision-making, and problem-solving with limited human intervention.

Business model and strategic roadmap

• Provides end-to-end technology stack for cloud-hosted and on-premise AI solutions, with revenue from licenses and professional services.

• Focuses on sectoral and geographical expansion, M&A, partnerships, and innovation, with early mover advantage in 17+ countries and 25+ successful projects in UAE/MENA.

• Multi-year orders and backlog are growing, with AED 3.4bn in orders for FY2025 and AED 4.9bn backlog as of May 2026.

• Strategic partnerships with global technology leaders and joint ventures, including acquisition of 51% of AIQ and collaborations with Microsoft.

Financial performance and guidance

• Group revenue CAGR of 22.8% (2021–2025), EBITDA CAGR of 19.5%, and profit before tax CAGR of 22.3%.

• Q1 2026 revenue reached AED 564m, with a 2-year CAGR of 62.1%; international revenue share rose to 30%.

• Backlog evolution shows strong growth, reaching AED 4.9bn in Q1 2026, with average contract duration of 3.2 years.

• Medium-term guidance targets 20–25% revenue CAGR and 23–28% profit CAGR for 2025–2029, with continued focus on multi-year contracts and international expansion.