ePlus Inc. · NASDAQ:PLUS
ePlus — Investor Presentation (November 2026)
34 slides from ePlus's investor presentation, Nov 5, 2026
Slide 1: ePlus inc. Investor Presentation
ePlus inc. Investor Presentation November 5, 2026 © 2026 ePlus inc. Confidential and Proprietary.
Slide 2: Safe Harbor Statement
Safe Harbor Statement This investor presentation contains certain statements that are, or may be deemed to be, “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Statements in this investor presentation that are
Slide 3: Mark Marron, Chief Executive Officer
Mark Marron Chief Executive Officer © 2026 ePlus inc. Confidential and Proprietary. 3
Slide 4: Our Impact in Numbers
Our Impact in Numbers 35+ Years 11% $2.44B $3.84B as a leading, global Listed companies FY26 net sales* FY26 gross billings technology integrator in business for 30+ years 5,500+ 1,500+ 4,200+ 2,148 certifications OEM Vendor customers employees and Partnerships as of accreditations Mar 31, 2026 [1]
Slide 5: Solid Balance Sheet Creates Opportunity for Market Agility and Growth
Solid Balance Sheet Creates Opportunity for Market Agility, Dynamic Investments and Growth + Capture market share in AI, Security and Services business across customer base + Expand geographic reach, customer base and share of market in growing technology segments with targeted and aggressive acquis
Slide 6: Targeted M&A Strategy Propels Growth Across Technology Segments
Targeted M&A Strategy Propels Growth Across Technology Segments, Geographies and Customer Base New customers, SLED Networking services, New customers, data Large enterprise customers, focus, and managed network design, engineering center, cloud and services professional and managed services services
Slide 7: Well Positioned within the IT Ecosystem
Well Positioned within the IT Ecosystem Our range of complex solutions and services places us in high end of the IT market Vendors Distributors VARs IT Solutions Services/Integrators 19 – 72% GM 6-15% GM 18 – 23% GM 24 – 26% GM 31 – 33% GM Image result for cisco logo GROSS MARGIN 1 Increasing custom
Slide 8: Technology Orchestrator of High-Value, High-Margin Services
Technology Orchestrator of High-Value, High-Margin Services that Support the Full Technology Landscape Managed Advisory & Consulting Professional Lifecycle CX Solutions CLOUD | DATA CENTER | SECURITY | ARTIFICIAL INTELLIGENCE | NETWORKING | COLLABORATION | EMERGING Strategic Technology Software Lice
Slide 9: First-to-Market Results in Key Growth Areas
First-to-Market Results in Key Growth Areas ARTIFICIAL INTELLIGENCE Unleash AI’s full potential Agentic AIOps Managed NVIDIA Cisco + NVIDIA launch Proven ROI with large SECURITY addressing exposure from neocloud and automotive proliferating AI agents examples Secure it all NETWORKING Modernize for w
Slide 10: Customized Solutions Enabling Business Transformation
Customized Solutions Enabling Business Transformation Workshops and Assessments Production Readiness AI-Optimized Infrastructure AI Security AI Envisioning Workshop Data Preparation AI Infrastructure AI Policy Development AI POC Accelerator AI Platform Selection Storage-as-a-Service for AI AI Risk A
Slide 11: Customer Experience Across Any Industry
Customer Experience Across Any Industry Diversified across seven verticals — no single industry represents more than 30% of net sales 13% 13% TELECOM, ENTERTAINMENT & GOVERNMENT & OTHER HEALTHCARE TECHNOLOGY EDUCATION FINANCIAL SERVICES RETAIL MEDIA 26% 18% 14% 13% 12% 12% 5% Percentages denote the
Slide 12: ePlus in Action
ePlus in Action AI Healthcare: AI Use Case SECURITY Industrial Manufacturing: vCISO Development and Deployment Challenge: A siloed process and a lengthy scoping phase were Challenge: Significant security-related audit requirements arose resulting in inconsistent documents and duplicated work while t
Slide 13: Net Promoter Score (NPS) Smashes Industry Benchmarks
Net Promoter Score (NPS) Smashes Industry Benchmarks* Customer Experience is at the Forefront of Every Decision, Every Investment, Every Solution or Service “From sales to • Unbiased: Surveyed 1,400+ customers across technical support, we consistently have regions and industries, conducted by except
Slide 14: Key Strategic Differentiators
Key Strategic Differentiators Unique credentials, field-level reach, and a focused model — the basis of durable competitive advantage 01 02 03 04 Local Presence, Validated Pure Technology Strategic Partner National Depth Expertise Focus Ecosystem Executive and technical NVIDIA® DGX SuperPOD Undilute
Slide 15: Elaine Marion, Chief Financial Officer
Elaine Marion Chief Financial Officer © 2026 ePlus inc. Confidential and Proprietary. 15
Slide 16: Strong Financial Results
Strong Financial Results FYE March 31 / Trailing twelve months ended September 30, unaudited + Operations are conducted through three Pro Forma Net Sales* and Gross Billings ($mm) operating segments in which we sell information technology products, software and services. Net Sales CAGR = 9% Net Sale
Slide 17: Strong Financial Results
Strong Financial Results FYE March 31 / Trailing twelve months ended September 30, unaudited Service Revenue ($mm) Service Revenue CAGR = 18% Service Revenue Growth = 1% + Professional services include advanced $463 $459 $463 35.0% professional services, staff augmentation, $400 $400 $189 $181 $202
Slide 18: Strong Financial Results
Strong Financial Results FYE March 31 / Trailing twelve months ended September 30, unaudited + Gross profit increased at a compounded Pro Forma Gross Profit* ($mm) and Pro Forma Gross Margin* annual rate of 11% from FY22 to FY26. + Gross margin has increased from 23% in Gross Profit CAGR* = 11% Gros
Slide 19: Strong Financial Results
Strong Financial Results FYE March 31 / Trailing twelve months ended September 30, unaudited Pro Forma Net Earnings* and Non-GAAP Net Earnings* from Continuing Operations + From FY22 to FY26, net earnings and diluted EPS from continuing operations $200 Net Earnings CAGR* = 14% Net Earnings Growth* =
Slide 20: Strong Financial Results
Strong Financial Results FYE March 31 / Trailing twelve months ended September 30, unaudited + Adjusted EBITDA represents net earnings Pro Forma Adjusted EBITDA * ($mm) from continuing operations before interest expense, depreciation and Adj. EBITDA CAGR* = 13% Adj. EBITDA Growth* = 25% amortization
Slide 21: Strong Balance Sheet
Strong Balance Sheet + $381 million in cash and equivalents + $500 million credit limit with Wells Fargo Commercial Distribution Finance, LLC (WFCDF) + ROIC 11.1% for the twelve months ended September 30, 20261 1 See details in Appendix – Return on Invested Capital © 2026 ePlus inc. Confidential and
Slide 22: Q2 FY27 Financial Results
Q2 FY27 Financial Results Net Sales and Gross Billings ($mm) Gross Profit and Gross Margin ($mm) Net Sales Growth = 10% $1,250 Gross Billings Growth = 4% $250 Gross Profit Growth = 11% 40.0% $1,022.7 $1,066.8 $1,000 $200 $180.3 35.0% $162.1 $750 $667.9 $150 30.0% $608.8 $500 $100 25.0% 26.6% 27.0% $
Slide 23: Q2 YTD FY27 Financial Results
Q2 YTD FY27 Financial Results Net Sales and Gross Billings ($mm) Gross Profit and Gross Margin ($mm) $3,600 Net Sales Growth = 5% $600 Gross Profit Growth = 5% 40.0% Gross Billings Growth = 2% $3,000 $500 35.0% $2,400 $2,023.9 $400 $1,975.4 $315.8 $331.6 30.0% $1,800 $300 $1,251.6 $1,317.0 25.0% $1,
Slide 24: Growing Customer Facing Personnel
Growing Customer Pro Forma Employee Headcount Growth by Function* Facing Personnel 2,500 2,148 2,173 + Acquiring consultative sales professionals 6 6 to bring successful business outcomes to our customers. 2,000 358 17% 366 17% 1,531 + Focused on growing engineering talent in 6 cloud, security, AI,
Slide 25: Fiscal Year 2027 Guidance
Fiscal Year 2027 Guidance Updated November 5, 2026 + Percentage growth of upper single digits over the prior fiscal year for net sales and gross profit, and low double digits for adjusted EBITDA. + This guidance does not factor in recessionary conditions or other unexpected developments. © 2026 ePlu
Slide 26: Q&A
Q&A Mark Marron Chief Executive Officer Elaine Marion Chief Financial Officer © 2026 ePlus inc. Confidential and Proprietary. 26
Slide 27: Appendix
Appendix © 2026 ePlus inc. Confidential and Proprietary.
Slide 28: Important Note Regarding Pro Forma Results
Important Note Regarding Pro Forma Results Previously, on June 30, 2025, ePlus inc. (the “Company”) filed a Current Report on Form 8-K (the “Transaction Form 8-K”), disclosing that the Company had completed the sale of 100% of the membership interests of Expo Holdings, LLC, a Delaware limited liabil
Slide 29: Reconciliation of Non-GAAP Information
Reconciliation of Non-GAAP Information We included reconciliations below for the following non-GAAP financial measures: (i) Adjusted EBITDA, (ii) Adjusted EBITDA Margin, (iii) non-GAAP Net Earnings, and (iv) non-GAAP Net Earnings per Common Share - Diluted. We define Adjusted EBITDA as net earnings
Slide 30: Discontinued Operations
Discontinued Operations + On June 30, 2025, the Company sold its domestic financing business for cash proceeds of $180.1 million, and recognized a post-closing receivable of $7.8 million and a contingent consideration asset of $13.5 million. + For the three months ended September 30, 2025, Discontin
Slide 31: Non-GAAP Financial Information
Non-GAAP Financial Information $ in thousands, except per share information © 2026 ePlus inc. Confidential and Proprietary. 31
Slide 32: Non-GAAP Financial Information
Non-GAAP Financial Information $ in thousands, except per share information © 2026 ePlus inc. Confidential and Proprietary. 32
Slide 33: Return on Invested Capital
Return on Invested Capital $ in thousands © 2026 ePlus inc. Confidential and Proprietary. 33
Slide 34: Thank You!
Thank You! Investor Relations ePlus inc. Kley Parkhurst, SVP 13595 Dulles Technology Drive (703) 984-8150 Herndon, VA 20171-3413 investors@eplus.com (703) 984-8400 / eplus.com © 2026 ePlus inc. Confidential and Proprietary.