Alithya Group Inc. (ALYAF) Q2 2025 Earnings Call Transcript Summary
Alithya Group Inc. (ALYAF) Q2 2025 Earnings Call Transcript Summary
Adjusted EBITDA increased by 44% year-over-year to CAD 9.3 million, primarily driven by enhanced cost management and focus on high-value services.The following is a summary of the Alithya Group Inc. (ALYAF) Q2 2025 Earnings Call Transcript:
以下是alithya group Inc. (ALYAF) 2025財年第二季度業績會記錄的總結：
Financial Performance:
財務業績：
Alithya reported a year-over-year revenue decrease to CAD 111.5 million, a 5.9% drop from CAD 118.5 million.
Gross margin percentage improved to 30.6% from 29.4% due to higher billing rates and better utilization of permanent staff over subcontractors.
Adjusted EBITDA increased by 44% year-over-year to CAD 9.3 million, primarily driven by enhanced cost management and focus on high-value services.
Adjusted net earnings significantly improved, reaching CAD 5.3 million, up from CAD 0.3 million.
alithya的營業收入同比下降至CAD 11150萬，比CAD 11850萬下降了5.9%。
毛利率提高至30.6%，相比於29.4%，這是由於更高的計費率和對正式員工的利用率優於分包商。
調整後的EBITDA同比增長44%，達到CAD 930萬，主要受到成本管理的改善和對高價值服務的關注推動。
調整後的淨利潤顯著提高，達到CAD 530萬，上升自CAD 30萬。
Business Progress:
業務進展：
Alithya has enhanced its smart-shoring capabilities and focus on higher-margin services.
The company is positioning to capitalize on the growing demand in the renewable energy sector and continues to solidify its partnerships with major tech providers like Oracle and Microsoft.
Significant developments include the acquisition of Alithya-developed Alithya EDGE by Microsoft and the ongoing success with the AWS Blu Age technology in Canada.
alithya增強了其智能外包能力，並專注於高毛利率服務。
公司正致力於利用可再生能源板塊日益增長的需求，並繼續鞏固與主要科技供應商如甲骨文和微軟的合作關係。
重要進展包括微軟收購了由alithya group開發的Alithya EDGE，以及在加拿大與AWS Blu Age科技的持續成功。
Opportunities:
機會：
The company sees potential in developing higher margin service offerings and leveraging their strong partnerships with industry leaders such as Microsoft and Oracle.
Engagement in clean energy projects and technology-driven initiatives like Microsoft Dynamics and Oracle Cloud Services offers new growth avenues.
公司看到了開發更高毛利率服務產品的潛力，並利用與行業領袖如微軟和甲骨文的強大合作關係。
參與清潔能源項目和以科技驅動的倡議，如微軟Dynamics和甲骨文雲服務，提供了新的增長途徑。
Risks:
風險：
The slower commencement of new projects and delayed closures, particularly in the Quebec region, poses a risk to immediate revenue growth.
Economic conditions contributing to reduced discretionary technology spending impact project bookings and pipeline progression.
新項目啓動緩慢和關閉延遲，特別是在魁北克地域板塊，給即時營業收入增長帶來了風險。
經濟條件導致可自由支配的科技支出減少，影響項目預訂和管道進展。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
