Presight AI (PRESIGHT) Investor presentation summary

Market trends and industry context

• AI expansion is attracting significant global capital, with investments projected to reach $500 billion in the US and €200 billion in the EU by 2029, and $100 billion in the UAE.

• AI-driven automation is accelerating across critical sectors, becoming essential for efficiency and sustainability in energy, public services, finance, and infrastructure.

• AI is expected to contribute approximately 14% to global GDP by 2030, with a $16 trillion global economic impact.

• Sovereign AI investment signals strong ambition globally, with the rise of agentic AI enabling autonomous task execution.

Company overview and strategic positioning

• Presight is a leading AI-powered big data analytics company, active in over 17 countries and listed on the Abu Dhabi Securities Exchange with a ~$3.5B market cap.

• The company offers proprietary technology solutions, processes over 30-50 TB of data daily, and has 100+ AI models.

• Presight’s business model includes analytics platforms, implementation services, and cloud/data center offerings, with pricing based on system complexity and cost-plus models.

• The company targets large addressable markets in public services, energy, finance, smart cities, and education, with strong structural growth drivers.

Financial performance and outlook

• Revenue grew at an 18.2% CAGR from 2021 to 2024, reaching AED 2,213M, with EBITDA at AED 635M and pre-tax profit at AED 674M.

• Revenue quality is improving, with a growing share from multi-year contracts and increasing international diversification.

• Cash flow conversion is strong at 182%, with a debt-free balance sheet and a current ratio of 2.86x.

• Medium-term guidance targets 19-25% revenue CAGR and 16-21% EBITDA CAGR from 2023-2027, driven by expansion into energy and utilities.