Alithya Group Inc.'s Strategic Positioning and Governance Framework for 2025 Growth

Alithya Group Inc. (TSX: ALYA) has positioned itself as a formidable player in the enterprise technology sector, leveraging a robust governance framework and strategic leadership to drive growth in 2025. As the company navigates a dynamic market, its focus on executive leadership, board transparency, and shareholder value alignment emerges as a critical differentiator.

Executive Leadership: Vision and Strategic Execution

At the helm is CEO Paul Raymond, whose leadership has been instrumental in steering Alithya's digital transformation agenda. Raymond's recent participation in the 28th Annual Scotiabank TMT Conference underscored the company's commitment to AI-driven solutions and hyperautomationAlithya announces normal course issuer bid^[1]. Complementing this vision is the appointment of Pierre Blanchette as Chief Financial Officer in late 2025, a move that strengthens financial stewardship and aligns with the company's capital allocation prioritiesAlithya reports year over year continued improvement^[3].

Alithya's leadership team has demonstrated agility in executing strategic acquisitions, such as the May 2025 acquisition of eVerge Interests, Inc., which expanded its enterprise application services portfolioAnnual Information Form of Alithya Group Inc. for the year ended March 31, 2025^[4]. This capability reflects a leadership structure that prioritizes complementary growth while maintaining operational efficiency. For instance, Q1-2026 results revealed a 2.7% year-over-year revenue increase and a 3.3% rise in gross margin, highlighting the team's ability to balance expansion with profitabilityAnnual Information Form of Alithya Group Inc. for the year ended March 31, 2025^[4].

Board Transparency: Governance as a Competitive Advantage

Alithya's governance framework, detailed in its 2025 Annual Information Form, emphasizes accountability and transparency. The Board of Directors oversees strategic decision-making through specialized committees, including Audit and Risk Management, ensuring rigorous oversight of financial and operational risks. This structure is further reinforced by the company's publicly available Governance Guidelines, which outline board responsibilities and ethical standardsAlithya announces normal course issuer bid^[1].

Shareholders are provided with clear access to proxy materials and voting procedures, fostering trust in corporate processes. The Board's emphasis on evaluating mergers and acquisitions based on “shared values and business model compatibility”Alithya announces normal course issuer bid^[1] underscores a disciplined approach to growth. Since its 2018 IPO, Alithya has completed ten strategic acquisitions, each aligned with its long-term vision of scalable service offeringsAlithya announces normal course issuer bid^[1].

Shareholder Value Alignment: Capital Allocation and Long-Term Focus

Alithya's 2025 Normal Course Issuer Bid (NCIB) program, announced in late September 2025, exemplifies its commitment to shareholder valueAlithya announces normal course issuer bid^[1]. By repurchasing up to 10% of its public float, the company signals confidence in its intrinsic worth while optimizing capital deployment. This initiative complements broader priorities such as debt reduction and reinvestment in high-margin growth areasAlithya announces normal course issuer bid^[1].

The company's focus on sustained cash flow generation and operational scalability is evident in its financial performance. For example, Q1-2026 results demonstrated improved gross margins, reflecting cost discipline and pricing powerAnnual Information Form of Alithya Group Inc. for the year ended March 31, 2025^[4]. Additionally, Alithya's acquisition strategy—targeting firms that enhance its digital transformation capabilities—aligns with shareholder interests by expanding revenue streams and market relevanceAnnual Information Form of Alithya Group Inc. for the year ended March 31, 2025^[4].

Conclusion: A Model for Sustainable Growth

Alithya Group Inc.'s strategic positioning in 2025 is underpinned by a governance framework that prioritizes transparency, a leadership team focused on disciplined execution, and capital allocation strategies that align with long-term shareholder value. While challenges such as macroeconomic volatility persist, the company's emphasis on automation, AI, and strategic acquisitions positions it to capitalize on emerging opportunities. Investors appear to have taken notice: the NCIB program and recent financial results suggest a business that is both resilient and forward-looking.