19 slides from Alithya Group, Inc. Class A's earnings presentation, Aug 13, 2026
Slide 1: Alithya reports first quarter fiscal 2027 results
Fiscal 2027 first quarter ended June 30, 2026 Alithya reports first quarter fiscal 2027 results Disclosed August 13, 2026
Slide 2: Forward looking statements, financial outlook and non-IFRS measures
Forward looking statements, financial outlook and non-IFRS measures Our presentations may contain “forward-looking information” and “forward-looking statements” required by applicable law. Readers are cautioned not to place undue reliance on forward- within the meaning of applicable Canadian securit
Slide 3: Presenters
Presenters Paul Raymond Pierre Blanchette Bernard Dockrill President and Chief Chief Financial Chief Operating Executive Officer Officer Officer F2027-Q1 Disclosure – August 13, 2026 / 3
Slide 4: F2027-Q1 Key takeaways and highlights
F2027-Q1 Key takeaways and highlights ⁄ New segment reporting to provide greater transparency into our strategic growth area ⁄ Soft quarter driven by timing ⁄ Strategic review launched to identify opportunities to maximize shareholder value F2027-Q1 Disclosure – August 13, 2026 / 4
Slide 5: Launch of strategic review process
Launch of strategic review process
Slide 6: Strategic review highlights
Strategic review highlights ⁄ Board-initiated from a position of confidence in our strategy ⁄ Evaluating a range of strategic alternatives to maximize shareholder value ⁄ Client commitments unchanged; teams focused on delivery F2027-Q1 Disclosure – August 13, 2026 / 6
Slide 7: The company we have become
The company we have become A fundamentally transformed Alithya : higher-value, industry-focused and AI-enabled. Deep industry expertise Industry-leading Cloud, data and AI at Experienced leadership partnerships the core team with a proven Specialized across regulated, track record high-barrier verti
Slide 8: Long-term performance trends
Long-term performance trends Revenues (in millions of $) Growth since going public: 128% 523 491 474 477 438 279 288 209 159 105 116 61 58 30 32 F2012 F2013 F2014 F2015 F2016 F2017 F2018 F2019 F2020 F2021 F2022 F2023 F2024 F2025 F2026 F2027-Q1 Disclosure – August 13, 2026 / 8
Slide 9: Long-term performance trends
Long-term performance trends Gross margin (in millions of $, except for gross margin as percentage of revenues) (1) 34,0% 33,0% 200 30,4% 29,7% 28,9% 29,0% 180 162 26,5% 152 156 160 25,9% 149 140 116 120 100 83 83 80 60 54 40 20 F2019 F2020 F2021 F2022 F2023 F2024 F2025 F2026 (1) This is another fin
Slide 10: Long-term performance trends
Long-term performance trends (in millions of $) Net earnings (loss) Adjusted EBITDA(1) Adjusted net earnings(1) Adjusted EBITDA margin(1) 10,1% 9,9% 6,9% 7,2% 47,7 47,1 5,2% 4,2% 36,1 35,4 3,0% 3,4% 28,1 28,8 22,6 14,7 13,6 11,8 9,6 10,6 6,2 1,3 F2019 F2020 F2021 F2022 F2023 F2024 F2025 F2026 -12,4
Slide 11: Quarterly performances
Quarterly performances Alithya
Slide 12: New reporting segments
New reporting segments Enterprise Transformation helps organizations modernize core business systems and adopt AI technologies across the enterprise. Alithya delivers consulting, solution design, implementation, integration, and managed services across leading AI, cloud, and enterprise platforms, in
Slide 13: F2027-Q1 quarterly performance
F2027-Q1 quarterly performance F2027-Q1 F2026-Q1 YoY F2026-Q4 QoQ Revenues $105.1M $124.2M (15.4%) $113.8M (7.6%) Gross margin $31.9M $39.8M (19.8%) $43.0M (25.8%) Gross margin as a 30.4% 32.1% (170 bps) 37.8% (740 bps) percentage of revenues(1) SG&A expenses $28.3M $30.6M (7.5%) $31.8M (11.0%) SG&A
Slide 14: Long-term performance trends
Long-term performance trends Revenues Gross margin (in millions of $) (in millions of $, except for gross margin as a percentage of revenues(1)) 37,8% 36,8% 34,4% 125,3 124,2 124,3 31,9% 32,3% 32,1% 31,7% 120,9 30,6% 30,4% 46,1 115,8 115,2 42,8 43,0 113,8 111,5 39,8 38,5 37,4 36,5 105,1 34,1 31,9 Q1
Slide 15: Long-term profitability trends
Long-term profitability trends (in millions of $) Adjusted EBITDA margin Adjusted EBITDA Net earnings (loss) Adjusted net earnings 14,4% 11,1% 12,2 8,9% 9,4% 10,3% 8,7% (1) 6,5 9,5 8,3% 8,0 7,7 5,2% 5,3 5,7 5,1 0,7 2,9 8,3% 0,2 18,0 -0,3 -3,7 -2,4 12,8 12,7 Q2-F25 Q3-F25 Q4-F25 Q1-F26 Q2-F26 Q3-F26
Slide 16: Net debt leverage ratio
Net debt leverage ratio 17,8 137,4 19,1 139,9 13,2 130,4 14,1 122,2 122,1 120,9 12,8 118,3 12,9 117,2 15,9 114,8 107,9 10,8 109,0 12,4 108,1 109,9 108,1 101,9 97,1 96,6 94,0 2,7 2,9 2,5 2,6 2,4 2,3 2,4 2,0 1,9 Q1-F25 Q2-F25 Q3-F25 Q4-F25 Q1-F26 Q2-F26 Q3-F26 Q4-F26 Q1-F27 Net Debt (C$M)(1) Net Debt
Slide 17: Bookings and Book-to-Bill Ratio
Bookings(1) and Book-to-Bill Ratio(1) Last Bookings Book-to-Bill Ratio Book-to-Bill Ratio 12 months $405.1M 0.88 0.96 Legend When excluding revenues from the two long-term contracts signed as part of an acquisition in F2022-Q1. Book-to-Bill Ratio when revenues from the two long-term contracts signed
Slide 18: Alithya
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Slide 19: Question period
Question period~ - Alithya ae = — ee — = ——