AERTW

• Focused on doubling down on core business, helping private equity-backed companies build and scale global capability centers (GCCS) and stepping away from lower-value noncore geographies, including exiting the Middle East consulting markets. • Built deep relationships with leading private equity funds and saw high client retention, long tenured engagements, and increased adoption of large-scale digital transformation missions. • Partnered with a leading global cybersecurity software and services provider to establish and scale GCCs in India and Mexico, and signed a letter of intent with a leading global SaaS company in the sustainability and compliance space to establish AI-driven GCCs in India and Mexico. • Launched an AI-centered global capability center framework that integrates intelligent automation, generative AI agents, and data-driven DCN systems into GCCs, with early success seen in a flagship health care portfolio company.

• For fiscal year 2026, guidance is revenue of $74 million to $80 million and adjusted EBITDA of $6 million to $8 million. • Projections are based on strength and focus on the North American market, maturation of the GCC model, and growing demand for digital transformation services among private equity-backed companies. • Confident in the outlook due to strong client traction, expanding PE network, lean cost structure, and gaining pace of AI-led transformation.

For financial year 2025, total revenue was $70.2 million. North America represents over 93.3% of the revenue base. Excluding the discontinued Middle East operations, North America revenue grew 15% year-over-year from $57 million to $65.5 million. Core adjusted EBITDA for the year was $7.4 million, which is an increase of 365% over the previous year's $1.6 million and beat the guidance of $6 million to $7 million.

• Today's discussion contains forward-looking statements, and actual results may differ materially. Refer to SEC filings and earnings press release for a full discussion of risks and uncertainties.