GFT Technologies (GFT) Investor presentation summary

Strategic positioning and vision

• Positioned as a global leader in AI-centric digital transformation, with strong partnerships with AWS, Google Cloud, and Microsoft Azure.

• Focused on mission-critical software engineering and AI-enabled transformation for highly regulated sectors.

• Five-year strategy centers on becoming the best responsible AI-centric digital transformation company worldwide.

• Emphasizes responsible AI, compliance with ethical standards, and sustainability as core values.

• Expansion of high-value services and global accounts, with targeted M&A to accelerate growth.

Financial performance and outlook

• H1 2026 revenue reached €463m, up 5% year-over-year, with adjusted EBIT margin improving to 7.1%.

• EBT margin increased to 5.2%, with net income up 27% to €17.1m.

• FY 2025 revenue was €888m, with guidance for FY 2026 at ~€930m and continued margin improvement.

• Free cash flow adjusted expected to reach ~€40m in 2026, with net debt/EBITDA projected to decrease.

• Mid-term ambitions for 2029 include revenue of ~€1.5b and EBIT adjusted margin of ~9.5%.

Market opportunity and client impact

• Legacy modernization market expected to double to ~$57B by 2030, driven by AI-enabled transformation.

• Over 1,500 AI-powered client projects delivered, with 95% of talents AI-trained.

• Success stories include major digital banking and cloud modernization projects for global financial institutions.

• Wynxx platform expansion and AI modernization offerings have influenced €144m+ in contract value and €24.4m in revenue in H1 2026.

• AI-driven solutions deliver measurable productivity gains, faster deployment, and significant cost savings for clients.