{"id":117102,"date":"2026-05-14T00:00:00","date_gmt":"2026-05-14T00:00:00","guid":{"rendered":"https:\/\/enterpriseam.com\/uae\/?p=117102"},"modified":"2026-05-14T03:12:49","modified_gmt":"2026-05-14T03:12:49","slug":"presight-is-bullish-on-domestic-ai-sector-amid-defense-and-local-resilience-push-with-plans-to-scale-defense-solutions","status":"publish","type":"post","link":"https:\/\/enterpriseam.com\/uae\/2026\/05\/14\/presight-is-bullish-on-domestic-ai-sector-amid-defense-and-local-resilience-push-with-plans-to-scale-defense-solutions\/","title":{"rendered":"Presight is bullish on domestic AI sector amid defense and local resilience push, with plans to scale defense solutions"},"content":{"rendered":"

AI-powered data analytics firm Presight plans to expand its defense tech stack<\/strong> and sharpen its focus on domestic resilience<\/strong> amid a broader national focus on security and defense in light of the regional conflict, Senior Director of Investor Relations Roger Tejwani tells EnterpriseAM. <\/p>\n

The firm\u2019s National Crisis Emergency Platform, which operates in Abu Dhabi, was \u201cvery active\u201d during the war<\/strong>, and use cases were expanded in real time for situations like handling fallen debris from interceptions, allocation of resources, and test cases around hospital evacuation protocols, to give a few examples, Tejwani says. <\/p>\n

\u201cThere\u2019s conversations happening across other emirates \u2014 and even internationally \u2014 to scale the use of this platform<\/strong>,\u201d he adds, referencing the impact of the war on other emirates like Dubai, Fujairah, and Ras Al Khaimah. <\/p>\n

There are plenty of non-kinetic defense use cases that can be scaled as mission-critical solutions<\/strong>, as sovereigns\u2019 focus on national and institutional resilience, operational continuity, and data security ramps up, he explains. \u201cThere\u2019s a renewed focus on the role AI can play in defense and the full defense and safe city optimization chain \u2014 from joint manpower operation to logistics and supply chains, as well as things like shelter planning and optimization,\u201d Tejwani says.<\/p>\n

The focus on defense comes amid a broader policy shift that was evident at <\/strong>last week\u2019s Make It in the Emirates<\/a><\/strong>. <\/strong>The mandate is now to move beyond just local assembly or procurement and instead push towards owning the full ecosystem (components, IP, supply chains, and tech transfer). Presight, a state-backed, Abu Dhabi-based big data analytics firm specialized in developing smart city software applications and sovereign AI platforms, is in a great position to own the safe-city optimization and data governance side of this. <\/p>\n

It also comes amid a potentially broader focus on infrastructure resilience across other critical industries<\/strong>, including tech. The war exposed vulnerabilities across data center infrastructure, with kinetic attacks on Amazon Web Services\u2019 data centers<\/a> in Dubai and Bahrain leading to outages and months-long repairs. <\/p>\n

Presight is already working on a command-and-control platform for Khazna\u2019s data centers in the region<\/strong>, which would help \u201coptimize performance, monitor performance, and ensure operational continuity,\u201d Tejwani says, explaining that a platform like that, along with a potential rethink of some data centers\u2019 design or their distribution, will support the Emirati AI sector. <\/p>\n

\u201cI think the Middle East will remain a critical node for compute<\/strong>,\u201d he says, adding, \u201cthere are very few territories globally where you have that combination of cost-efficient energy, scalability, strategic intent, capital, chips, and cooling.\u201d <\/p>\n

This all adds to other domestic tailwinds<\/strong>, including the government\u2019s recent decision to deploy agentic AI across 50% of government services<\/a>. <\/p>\n

Equal parts domestic and international expansion <\/p>\n

The company is focusing on a \u201ctwin-growth\u201d strategy, whereby international revenues will be on par with domestic revenues<\/strong> and Presight\u2019s own domestic national-scale platforms can be replicated and exported to other countries, Tejwani tells us. International revenues grew 63% y-o-y off an \u201calready high base [in 1Q 2025],\u201d he says, and their share of total revenues was around 30%. <\/p>\n

Everything built in Abu Dhabi is built with the potential to export it in mind.<\/strong> \u201cWe often bring ministries into the UAE to show them the full scale of what they can achieve through AI, and they\u2019re keen to replicate that in their own territories,\u201d Tejwani explains. <\/p>\n

Presight is in talks with countries across Central Asia, Africa, and the Balkans<\/strong>, where an agreement is expected soon, Tejwani tells us. It already has smart city programs and supercomputer projects in place in countries like Kazakhstan and Albania, as well as Gabon, the Ivory Coast, and Burkina Faso in Africa<\/a>. <\/p>\n

\n

A closer look at the numbers<\/p>\n

The firm\u2019s net income after tax grew 11.5% y-o-y to AED 133.8 mn<\/strong>, while revenues grew 22.2% to AED 689 mn, according to its management discussion and analysis report (pdf)<\/a>. Some 95.7% of revenue is generated from multi-year contracts, giving the firm a high level of<\/p>\n

revenue visibility and resilience even as the conflict potentially delays some agreements. <\/p>\n

\u201cOur customer base are sovereigns, both in the UAE and internationally, and their focus from late February onwards was very much on system resilience<\/strong>, operational continuity, strong data governance, and data security,\u201d Tejwani tells us. That explains the \u201csmall delay\u201d in contract renewals during the quarter, though he says that has reversed as of early 2Q, with a series of domestic contract renewals that helped boost current pro-forma backlog to AED 4.9 bn.<\/p>\n

The outlook for margins is also strong: <\/strong>The firm guided on 23-28% EBITDA growth between this year and 2029, as it sees international operations maturing past initial infrastructure-heavy phases and towards second-generation contracts focusing on software applications and professional services, where the margin mix is more favorable, Tejwani explains. The firm also maintained its guidance for revenue growth for the period at 20-25%. <\/p>\n","protected":false},"excerpt":{"rendered":"

The firm is in talks to potentially scale its National Crisis Emergency Platform across emirates other than Abu 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