Q2 2026 Alithya Group Inc Earnings Call Transcript

Nov 14, 2025 / 02:00 PM GMT

Release Date Price: €1.03 (-6.36%)

Transcript

Key Points

Positve

Alithya Group Inc (ALYAF) reported a significant year-over-year revenue growth of 11.5%, with a notable 34.8% increase in their US operations.
The company's gross margin improved to 34.4% from 30.6% last year, reflecting a focus on higher value services and efficient utilization of smart shoring capabilities.
Alithya Group Inc (ALYAF) achieved an adjusted EBITDA of over $52 million, marking a new high for the company.
The company successfully integrated the Everge acquisition, contributing to the strong performance in the US market.
Alithya Group Inc (ALYAF) continues to expand its smart shore delivery centers, with over 13% of its workforce now in these centers, enhancing global project delivery capabilities.

Negative

Revenues in Canada decreased by 7.4% year-over-year, primarily due to reduced government contracts and certain client projects reaching maturity.
The company reported a net loss of $31 million for the second quarter, largely due to a $38 million non-cash impairment charge.
SG&A expenses increased by 20.8% year-over-year, reflecting costs associated with acquisitions, increased employee compensation, and professional fees.
The book-to-bill ratio for the quarter was 0.73, indicating slower bookings, partly due to longer sales cycles and projects being contracted in smaller phases.
International gross margin as a percentage of revenue decreased compared to the same quarter last year, impacted by a client's project reaching maturity.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALYA.TO - Alithya Group Inc
Q2 2026 Alithya Group Inc Earnings Call
Nov 14, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. Welcome to Alithia's second quarter of fiscal 2026 results conference call. I would now like to turn the meeting over to Alithia's management team. Please go ahead.

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Unidentified_2 [2]
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Thank you for joining us today for Alicia's second quarter fiscal 2026 results conference call. The press release, along with the MD&A containing condensed financial statements and related notes, was published this morning and is now accessible on our website. The webcast presentation can also be found on our website in the investors section.

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