Strategic Overview

Aurionpro presented its Vision 2030 strategy, positioning the company at the intersection of AI-native software, infrastructure, mobility, payment rails, and domain distribution. The company aims to build "the businesses of tomorrow" through five key plays: Transit & Smart Mobility, Data Center Services, AI-Native Software, Enterprise AI, and Cybersecurity.

Financial Performance & Targets

  • FY26 showed growth across revenue, order book, and new logos
  • Long-range goals include 25-30% revenue growth, 20%+ EBITDA, and 65-75% cash conversion
  • Cumulative investment in product & platform since strategic pivot: ₹470 Cr in product R&D + ₹530 Cr in M&A = ₹1,000+ Cr total
  • Strong foundation in place with team ready to deliver for FY27

Business Segment Details

Transit & Smart Mobility

  • Global transit fare systems TAM: $16B → $51B by 2034 (13.8% CAGR)
  • Smart mobility market: $97.6B → $578B by 2035
  • 480+ metro projects across 56 countries with ~$975B capex through 2035
  • 27 Indian metro cities by 2030 (from 21 today) with +1,000 km of new network under construction
  • Presence in 16 countries including India, Maldives, UK, UAE, Australia, Saudi Arabia, USA, Malaysia
  • Key projects: Maldives nationwide account-based ticketing, Australia Next Generation Ticketing for Canberra, California open-loop payments program

Data Center Services

  • AI rebuilding world's data centers with India as sovereign-scale frontier
  • 200 MW+ IT load in build; 100 MW+ delivered in last 3 years
  • Single order size: ₹350 Cr for AI-ready green DC with one-year implementation
  • 70-80% annual DC revenue CAGR over past 4-5 years
  • FY27 focus on modular and edge products
  • Services span consultancy & engineering, MEP projects, modular products, data & AI, HCS & cybersecurity

AI-Native Software (Banking 2.0)

  • Global banking software spend TAM: $460B by 2030 (from $115B today)
  • SAM: ~$7B across lending, transaction banking & capital markets platforms
  • SOM: ~$435M opportunity across banking engines
  • Product portfolio: Integro (lending), Fintra (trade finance - now live), iCashpro (transaction banking), Aurodigi, Interact (customer communication), Fenixys (capital markets)
  • Fintra is category-leading AI-native trade finance software with production-ready enterprise-grade deployment

Enterprise AI (Arya.ai)

  • 100+ AI models on InfinityOS, the enterprise OS for applied AI
  • 1,000+ banks addressable
  • 20 years domain heritage
  • Production-ready agentic stack
  • Target: 5-15% share of priority BFSI → $350M+ SOM by FY30

Market Position & Competitive Advantages

  • Installed base growth: Tier-1 banks from 5 to 35, Transit networks from 8 to 25, Hyperscale/Neoscale DC programs from 1 to 4
  • Operating engine generates FCF with investing engine deploying to M&A and R&D for new products
  • Five core competitive advantages: Niche leadership, Atoms + Bits full-stack ownership, Data + Trust, IP not hours model, Compounding engine
  • Products run customers' core operations creating economic moat with multi-year relationships

AI Strategy & Technology

  • Building at top three layers of AI stack: AI-Native Applications, Enterprise AI Platform, AI Infrastructure
  • Fintra features AI-native architecture with Confidence-Gated Handoff Protocol (CGHP) for AI decision evaluation
  • 1.2B+ events/day across the AI layer (FY26)
  • Every banker decision becomes labeled training data, creating compounding advantage
  • Lexsi.ai serves as frontier AI Engineering Lab

Recognition & Accolades

  • IBSi Global FinTech Awards 2025: Best-in-Class Trade Finance (DFCC Bank), Best-in-class Debt Collections System (Namdev Finvest)
  • Gartner: Market Guide for Commercial Banking Trade Finance, Cash Management, and three key AI reports
  • Chartis: Category Leader in five quadrants, Ranked in RiskTech100 2026
  • IDC: Leaders Category in Worldwide Corporate Loan Origination System Vendors

Management Presenters

  • Ashish Rai (Group CEO) - Vision 2030 and corporate overview
  • Puneet Kale (Principal Director, Transit-International) - Transit & Smart mobility
  • Bhaskar Bhattacharya (EVP, Enterprise businesses) - Data center services
  • Alban Bellenger (Head - Strategy & Operations) and Chloe Wang (Associate Director Strategy & Operations) - AI-native software
  • Deekshith Marla (Head of Arya.ai) - Enterprise AI
  • Shekhar Mullatti (President – Banking Solutions Group), Sanjay Bali (President – Tech Innovation Group), Sanjay Varma (President – Fintech Solutions Group) - Q&A session

Forward-Looking Statements

The presentation contains forward-looking statements regarding market opportunity and business prospects that are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. The company assumes no obligation to update any forward-looking information.