ePlus (PLUS) Investor presentation summary

Company overview and leadership

• Over 30 years as a global technology integrator with 2,151 employees and 4,600+ customers as of March 31, 2025.

• Operates from 30+ global locations with strategic integration centers in the U.S.

• Leadership team averages over 30 years of experience, with key executives in place since the late 1990s and early 2000s.

• Maintains 1,500+ OEM vendor partnerships and 5,500+ certifications and accreditations.

Solutions, services, and strategic focus

• Offers a comprehensive portfolio: cloud, data center, networking, collaboration, security, AI, and lifecycle solutions.

• Key focus areas include cloud modernization, embedded security, and accelerating AI adoption for business outcomes.

• Services span professional, managed, advisory, consulting, staffing, and software license optimization.

• Positioned at the high end of the IT market, delivering complex solutions with higher gross margins than many peers.

Financial performance and growth

• FY25 net sales reached $2.01B and gross billings $3.28B, both on a pro forma basis after the sale of the domestic financing business.

• From FY21 to FY25, net sales and gross billings grew at CAGRs of 7% and 10%, respectively.

• Services revenue CAGR was 19%, with professional and managed services gross profit CAGRs of 13% and 24%.

• Consolidated gross profit CAGR was 10%, with gross margin rising from 23% to 26% over five years.

• Net earnings and diluted EPS from continuing operations grew at a 12% CAGR; non-GAAP EPS at 11%.

• Adjusted EBITDA CAGR was 10%, with margin increasing from 6% to 7% between FY21 and FY25.