The company provides global professional and technology management consulting services, focusing on the design, setup, and management of Global Capability Centers for private equity and mid-market clients, integrating digital transformation technologies.

# Company Overview Summary

## What the Company Does
- **Business Focus:**  
  Provides global professional and technology management consulting services, specializing in the design, setup, and management of **Global Capability Centers (GCCs)** for clients, primarily private equity portfolio companies and mid-market enterprises.
- **Core Services:**  
  - **GCC Setup & Operation:** End-to-end turnkey solutions including location strategy, talent acquisition, infrastructure setup, governance, compliance, and infrastructure enablement.  
  - **GCC Optimization Modules:** Improve existing centers through function-specific enhancements, process improvements, and operational excellence initiatives.  
  - **GCC Advisory & Consulting:** Strategic planning, feasibility analysis, legal structuring, operating model design, technology strategy, change management, and transformation planning.  
  - **Business Function Support:** Specialized services in Technology, Finance & Accounting, Business Applications, IT Infrastructure, Customer Service, and Cybersecurity.  
  - **AI-Powered Transformation:** Incorporates AI, RPA, data analytics, and automation into processes to enhance efficiency, decision-making, and cost savings.

## Client Engagement
- Support organizational operations such as application engineering, IT, data analytics, cybersecurity, finance, HR, customer service, and more.
- Employs approximately **1,400 full-time employees** as of March 31, 2025.
- **Client Base:** Over **30 clients** across industries including e-commerce, telecom, security, healthcare, engineering, and others.
- **Major Customers:** Two clients accounted for **57%** of revenue in 2025 (and 50% in 2024). Specifically, in 2025:
  - One client contributed **21%** of revenue.
  - Another contributed **12%** of revenue.

## Business Scale & Financials (as of March 31, 2025)
- **Revenue:**  
  - Total: **$70.2 million** (down 3% from $72.5 million in 2024).  
- **Income:**  
  - Net loss: **$21.6 million** (a significant loss compared to net income of $17.3 million in 2024).
- **Employees:**  
  - Approximately **1,400 full-time employees**.
- **Revenue Breakdown by Region:**  
  - **North America:** $65.5 million (majority of revenue, primarily from the US).  
  - **Asia Pacific & Other:** $4.7 million.

## Additional Details
- The company specializes in digital transformation, integrating technologies like AI, analytics, automation, and enterprise tools into GCCs to provide strategic value.
- It manages regulatory, tax, recruitment, human resources, and branding for each GCC.
- Uses a flexible ownership model for GCCs, including setting up operated centers or fully client-owned entities.
- Focuses on cost reduction, operational efficiencies, and scalable delivery for clients.
- Maintains offices and delivery centers in Singapore, India (Mumbai, Bengaluru, Hyderabad, Pune), and Mexico (Guadalajara).

**Note:** The summary is based solely on the provided document details; no external or future assumptions are included.

Aeries Technology, Inc. is a global provider of professional management and technology consulting services, specializing in dedicated delivery centers to enhance operational efficiency and innovation for private equity portfolio companies and mid-market enterprises.

# Aeries Technology Overview

## Company Summary
Aeries Technology, Inc. is a global provider of professional and management services and technology consulting, specializing in the establishment and management of dedicated delivery centers known as **Global Capability Centers (GCCs)**. The company primarily serves portfolio companies of private equity firms and mid-market enterprises, providing a mix of **deep vertical specialty**, functional expertise, and digital systems to enhance operational efficiency, innovation, and strategic growth.

### Key Services
- **Consultancy Services**: Involves senior management participation to recommend strategies aimed at effective implementation across various functions, including recruitment and market analysis.
- **Operations Management Services**: Tailored services aimed at enhancing efficiency in functions like Research & Development, IT, Finance, HR, and Customer Support.
- **Digital Transformation**: Offering innovative solutions that leverage emerging technologies, driving changes in client experience and operational processes.

### Technological Integration
Aeries leverages **artificial intelligence (AI)**, process automation, and cutting-edge technology to enhance decision-making, streamline operations, and drive substantial cost savings for clients. This includes proprietary solutions such as:
- **ARIA**: An AI chatbot platform
- **Intelligent Process Automation (IPA)**: A cognitive automated workflow system
- **Contract 360**: A blockchain-powered contract lifecycle management platform

## Client Base
- Aeries serves **more than 30 clients** across various industries, including e-commerce, telecom, security, healthcare, and engineering. 
- The top five clients accounted for **50%** of Aeries’ revenue for the fiscal year ending March 31, 2024.

## Workforce
- The company employs approximately **1,700 full-time employees** and also engages temporary staff, including contractors and consultants, as needed.

## Financial Performance
- For the fiscal year ending March 31, 2023, Aeries reported revenues of **$60 million**.
- The company faced an shareholders’ equity deficit of **$1.9 million** as of March 31, 2024, which raises doubts about its ability to continue as a going concern.

## Business Model
Aeries operates a **Purpose-Built model** focused on:
- **Cost Efficiency**: Clients can expect a minimum of **40% cost savings** by moving operations to Aeries' GCCs.
- **Transparency and Control**: Clients have direct oversight and control of teams operating in GCCs, thus maintaining operational flexibility.

## Market Focus
- Aeries primarily targets markets in **North America**, **Asia Pacific**, and the **Middle East**, focusing on private equity ecosystems and mid-market enterprises.

### Future Growth Strategies
Aeries intends to:
- **Deepen Relationships with Private Equity Firms**
- **Expand into the Mid-Market Segment**
- **Continue Developing New Technological Solutions**
- **Pursue International Expansion** into regions such as Europe, Australia, and New Zealand.

### Conclusion
Aeries Technology positions itself as a key player in the evolving landscape of professional and management services, leveraging technology to provide enhanced operational capabilities for its diverse client base. With ongoing innovations in AI and a commitment to delivering transparency and flexibility, Aeries continues to shape its niche within the technology consulting sector.

Aeries Technology, Inc.

10-K / July 2, 2025

10-K / September 27, 2024

10-K / July 2, 2025

Company Overview Summary

What the Company Does

Client Engagement

Business Scale & Financials (as of March 31, 2025)

Additional Details