Aurionpro Solutions (AURIONPRO) Investor Day 25/26 summary

Strategic vision and transformation

• Pivoted from a diversified regional player to a global tech leader, focusing on AI-native software, data centers, banking intelligence, transit, and enterprise AI.

• Maintains disciplined capital allocation, emphasizing R&D and targeted acquisitions to fill strategic gaps and accelerate growth, with over ₹1,000 crore invested.

• Operates as a decentralized group of independent product and service P&Ls, targeting top-three global positions in chosen verticals by 2030.

• Core values are product superiority, never failing a client, and building long-term customer relationships and installed base expansion.

• Growth strategy is rooted in land-and-expand, leveraging existing customer relationships to cross-sell and deepen engagement.

Financial performance and guidance

• Achieved a 30.3% CAGR in revenue over five years, reaching INR 1,411 crore in FY26 with a 20% EBITDA margin.

• Order book expanded from INR 820 crore in FY23 to over INR 1,800 crore, providing strong forward visibility into FY27.

• R&D and acquisition investments exceeded INR 1,000 crore, driving productivity (revenue per employee up 65%) and industry recognition.

• Most growth is organic, with acquisitions focused on talent and product; future growth targets remain 25%-30% CAGR, primarily organic.

• EBITDA margins are expected to remain around 20% during the ongoing investment phase, with long-term improvement as operating leverage increases.

Market opportunities and business segments

• Positioned to capitalize on global CapEx cycles in AI, data centers ($5-8 trillion global CapEx by 2030), transit/smart mobility ($1 trillion), and enterprise AI ($3.7 trillion by 2030).

• Banking software TAM expected to triple in five years due to AI, with launches like Fintra for trade finance and Banking Software 2.0 reducing unit costs by 50-70%.

• Transit business is scaling globally, leveraging a full-stack approach and recurring SaaS-based revenue models, with international expansion in 16 countries.

• Data center segment is expanding into modular manufacturing and cybersecurity, targeting capital-light growth and high return on capital, with 40-50% CAGR in DC revenue.

• Enterprise AI suite includes Arya.ai, Lexsi.ai, AurionX, and Aurionpro Intelligence, with 100+ institutions live and 1,000+ addressable.