Eplus Inc. · NASDAQ:PLUS
Eplus — Investor Presentation (May 2026)
31 slides from Eplus's investor presentation, May 28, 2026
Slide 1: ePlus inc. Investor Presentation
ePlus inc. Investor Presentation May 28, 2026 © 2026 ePlus inc. Confidential and Proprietary.
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
Slide 3: Mark Marron, Chief Executive Officer
Mark Marron Chief Executive Officer © 2026 ePlus inc. Confidential and Proprietary. 3
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
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 ©
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
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
Slide 8: Comprehensive Set of Solutions & Services
Comprehensive Set of Solutions & Services © 2026 ePlus inc. Confidential and Proprietary. 8
Slide 9: Key Strategic Focus Areas
Key Strategic Focus Areas Cloud: Security: Artificial Journey to Compromise Intelligence: Modernization Nothing Ignite Modernize data center infrastructures, Go Beyond managing threats by Assess, enable, secure, extend capabilities, accelerate building an infrastructure that implement and amplify th
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, that help customers STRATEGIC TECHNOLOGY
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 20 – 75% GM 7-14% GM 19 – 22% GM 24 – 26% GM 31 – 33% GM GROSS MARGIN 1 Increasing customer value and vendor margins
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
Slide 13: Customer Experience Across Any Industry
Customer Experience Across Any Industry GOVERNMENT & TELECOM, FINANCIAL TECHNOLOGY ENTERTAINMENT HEALTHCARE RETAIL OTHER EDUCATION & MEDIA SERVICES 12% + 13% + 30% + 10% + 13% + 6% + 16% Percentages are based on net sales during the twelve months ended March 31, 2026. © 2026 ePlus inc. Confidential
Slide 14: ePlus in Action
ePlus in Action CLOUD Children’s Hospital: Cloud SECURITY Industrial Manufacturing: vCISO Disaster Recovery Challenge: Current disaster recovery solution was unable to meet Challenge: Significant security-related audit requirements arose the Recovery Point Objectives (RPOs) and Recovery Time Objecti
Slide 15: Elaine Marion, Chief Financial Officer
Elaine Marion Chief Financial Officer © 2026 ePlus inc. Confidential and Proprietary. 15
Slide 16: Strong Financial Results: Net Sales and Gross Billings
Strong Financial Results FYE March 31 + Operations are conducted through three Pro Forma Net Sales* and Gross Billings ($mm) operating segments in which we sell information technology products, software and services. $4,000 $3,838 + The majority of our net sales are derived from $3,280 our product s
Slide 17: Strong Financial Results: Service Revenue
Strong Financial Results FYE March 31 Service Revenue ($mm) + Professional services include advanced $463 35.0% professional services, staff augmentation, $400 $400 $189 project management services, cloud consulting $171 28.0% $320 $293 services and security services. $241 $265 $138 21.0% $240 $113
Slide 18: Strong Financial Results: Gross Profit and Margin
Strong Financial Results FYE March 31 + Consolidated gross profit increased at a Pro Forma Gross Profit* ($mm) and Pro Forma Gross Margin* compounded annual rate of 11% from FY22 to FY26. $700 40.0% + Consolidated gross margin has increased $616 from 23% in FY22 to 25% in FY26, as $560 35.0% $512 se
Slide 19: Strong Financial Results: Net Earnings and EPS
Strong Financial Results FYE March 31 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 increased at a compounded annual rate of $160 14%, as a result of focusing on gross profit $120 growth
Slide 20: Strong Financial Results: Adjusted EBITDA
Strong Financial Results FYE March 31 + Adjusted EBITDA represents net earnings Pro Forma Adjusted EBITDA * ($mm) from continuing operations before interest expense, depreciation and amortization, share-based compensation, $250 25.0% acquisition related expenses, provision for income taxes, and othe
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 year ended March 31, 2026, Discontinued operatio
Slide 22: Growing Customer Facing Personnel
Growing Customer Facing Personnel Pro Forma Employee Headcount Growth by Function* + Acquiring consultative sales professionals 2,400 2,148 to bring successful business outcomes to 6 our customers. 2,100 358 17% + Focused on growing engineering talent in 1,800 1,531 cloud, security, AI, and digital
Slide 23: Strong Balance Sheet
Strong Balance Sheet + $411 million in cash and equivalents + $500 million credit limit with Wells Fargo Commercial Distribution Finance, LLC (WFCDF) + ROIC 11.1% for the twelve months ended March 31, 20261 1 See details in Appendix – Return on Invested Capital * See appendix for further information
Slide 24: Fiscal Year 2027 Guidance
Fiscal Year 2027 Guidance + 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. Announced May 28, 2026. © 2026 ePlus inc. Confidential and Propr
Slide 25: Q&A
Q&A Mark Marron Chief Executive Officer Elaine Marion Chief Financial Officer © 2026 ePlus inc. Confidential and Proprietary. 25
Slide 26: Appendix
Appendix © 2026 ePlus inc. Confidential and Proprietary.
Slide 27: 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
Slide 28: 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
Slide 29: Non-GAAP Financial Information
Non-GAAP Financial Information $ in thousands, except per share information © 2026 ePlus inc. Confidential and Proprietary. 29
Slide 30: Return on Invested Capital
Return on Invested Capital $ in thousands © 2026 ePlus inc. Confidential and Proprietary. 30
Slide 31: Thank You!
Thank You! Investor Relations ePlus inc. Kley Parkhurst, SVP 13595 Dulles Technology Drive (703) 984-8150 Herndon, VA 20171-3413 [email protected] (703) 984-8400 / eplus.com © 2026 ePlus inc. Confidential and Proprietary.