Eplus Inc. · NASDAQ:PLUS

Eplus — Investor Presentation (August 2026)

33 slides from Eplus's investor presentation, Aug 4, 2026

  1. Slide 1: ePlus inc. Investor Presentation

    ePlus inc. Investor Presentation August 4, 2026 © 2026 ePlus inc. Confidential and Proprietary.

  2. 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

  3. Slide 3: Mark Marron, Chief Executive Officer

    Mark Marron Chief Executive Officer © 2026 ePlus inc. Confidential and Proprietary. 3

  4. Slide 4: By the Numbers

    By the 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] *Result

  5. Slide 5: Key Five Year CAGRs Fiscal Year 2022 – Fiscal Year 2026

    Key Five Year CAGRs Fiscal Year 2022 – Fiscal Year 2026 Net sales 9% Services revenue 18% Gross profit 11% Diluted EPS from continuing operations 14% Our growing portfolio of solutions and services has facilitated consistent top-and bottom-line growth, creating operating leverage for our business ©

  6. Slide 6: Experienced Leadership Team

    Experienced Leadership Team Mark Elaine Darren Marron Marion Raiguel Chief Executive Officer Chief Financial Officer Chief Operating Officer, Joined ePlus in 2005 Joined ePlus in 1998 President of ePlus 40+ Years of Experience 30+ Years of Experience Technology, inc. Joined ePlus in 1997 30+ Years o

  7. Slide 7: Growing Global Capabilities

    Growing Global Capabilities + 30+ locations serving customers around the world + Integration centers strategically placed in the U.S. + Resources and teams to implement globally and locally © 2026 ePlus inc. Confidential and Proprietary. 7

  8. Slide 8: Comprehensive Set of Solutions & Services

    Comprehensive Set of Solutions & Services © 2026 ePlus inc. Confidential and Proprietary. 8

  9. Slide 9: Key Strategic Focus Areas

    Key Strategic Focus Areas Infrastructure: Security: Artificial Modernization and Compromise Intelligence: Transformation Nothing Ignite Modernize data center Go Beyond managing threats by Assess, enable, secure, infrastructures, extend capabilities, building an infrastructure that implement and ampl

  10. Slide 10: Broad Portfolio of ePlus Services

    Broad Portfolio of ePlus Services PROFESSIONAL SERVICES Our services are MANAGED SERVICES designed with CX in mind, offering options ADVISORY & CONSULTING ranging from STRATEGIZE ARCHITECT SERVICES For more agility For better outcomes consultative to managed, STRATEGIC that help customers TECHNOLOGY

  11. Slide 11: 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 18 – 74% GM 6-15% GM 18 – 23% GM 24 – 26% GM 31 – 33% GM Image result for cisco logo GROSS MARGIN 1 Increasing custom

  12. Slide 12: Targeted M&A Strategy with Track Record of Success

    Targeted M&A Strategy with Track Record of Success + September 2017 + January 2019 + August 2019 + December 2020 + Chicago and Indianapolis + Southern and central + Southern and Western + Upstate New York and the data centers Virginia Virginia Northeast + New geography and + Security managed service

  13. Slide 13: Customer Experience Across Any Industry

    Customer Experience Across Any Industry TELECOM, TECHNOLOGY GOVERNMENT & ENTERTAINMENT FINANCIAL HEALTHCARE RETAIL OTHER EDUCATION & MEDIA SERVICES 14% + 12% + 28% + 11% + 13% + 6% + 16% Percentages are based on net sales during the twelve months ended June 30, 2026. © 2026 ePlus inc. Confidential a

  14. Slide 14: 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

  15. Slide 15: Elaine Marion, Chief Financial Officer

    Elaine Marion Chief Financial Officer © 2026 ePlus inc. Confidential and Proprietary. 15

  16. Slide 16: Strong Financial Results

    Strong Financial Results FYE March 31 / Trailing twelve months ended June 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 Net Sales CAGR = 9% Net Sales Growth = 16% and

  17. Slide 17: Strong Financial Results

    Strong Financial Results FYE March 31 / Trailing twelve months ended June 30, unaudited Service Revenue ($mm) Service Revenue CAGR = 18% Service Revenue Growth = 6% + Professional services include advanced $463 $466 35.0% $438 professional services, staff augmentation, $400 $400 $189 $175 $196 proje

  18. Slide 18: Strong Financial Results

    Strong Financial Results FYE March 31 / Trailing twelve months ended June 30, unaudited + Gross profit increased at a compounded annual rate of 11% from FY22 to FY26. Pro Forma Gross Profit* ($mm) and Pro Forma Gross Margin* + Gross margin has increased from 23% in FY22 to 25% in FY26, as services r

  19. Slide 19: Strong Financial Results

    Strong Financial Results FYE March 31 / Trailing twelve months ended June 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* = 45%

  20. Slide 20: Strong Financial Results

    Strong Financial Results FYE March 31 / Trailing twelve months ended June 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* = 33% amortization, sha

  21. Slide 21: 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 June 30, 2025, Discontinued o

  22. Slide 22: Q1 FY27 Financial Results

    Q1 FY27 Financial Results Net Sales and Gross Billings ($mm) Gross Profit and Gross Margin ($mm) Net Sales Growth* = 1% $1,250 $250 Gross Profit Growth* = (2%) 40.0% Gross Billings Growth* = 0% $957.1 $200 35.0% $1,000 $952.8 $153.7 $151.3 $150 30.0% $750 $642.8 $649.1 $100 25.0% $500 $50 23.9% 23.3

  23. Slide 23: Growing Customer Facing Personnel

    Growing Customer Pro Forma Employee Headcount Growth by Function* Facing Personnel 2,500 2,148 2,171 6 + Acquiring consultative sales professionals 6 to bring successful business outcomes to 2,000 358 17% 364 17% our customers. 1,531 6 + Focused on growing engineering talent in 1,500 19% cloud, secu

  24. Slide 24: Strong Balance Sheet

    Strong Balance Sheet + $449 million in cash and equivalents + $500 million credit limit with Wells Fargo Commercial Distribution Finance, LLC (WFCDF) + ROIC 10.8% for the twelve months ended June 30, 20261 1 See details in Appendix – Return on Invested Capital © 2026 ePlus inc. Confidential and Prop

  25. Slide 25: Fiscal Year 2027 Guidance

    Fiscal Year 2027 Guidance Announced May 28, 2026 and reaffirmed August 4, 2026 + Percentage growth of mid-single digits over the prior fiscal year for net sales, gross profit and adjusted EBITDA. + This guidance does not factor in recessionary conditions or other unexpected developments. © 2026 ePlu

  26. Slide 26: Q&A

    Q&A Mark Marron Chief Executive Officer Elaine Marion Chief Financial Officer © 2026 ePlus inc. Confidential and Proprietary. 26

  27. Slide 27: Appendix

    Appendix © 2026 ePlus inc. Confidential and Proprietary.

  28. 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

  29. 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

  30. Slide 30: Non-GAAP Financial Information

    Non-GAAP Financial Information $ in thousands, except per share information © 2026 ePlus inc. Confidential and Proprietary. 30

  31. Slide 31: Non-GAAP Financial Information

    Non-GAAP Financial Information $ in thousands, except per share information © 2026 ePlus inc. Confidential and Proprietary. 31

  32. Slide 32: Return on Invested Capital

    Return on Invested Capital $ in thousands © 2026 ePlus inc. Confidential and Proprietary. 32

  33. Slide 33: 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.

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