Ayesa Digital expects to conclude the fiscal year with a contract amount close to 690 million euros, which represents around 10% more than the previous year, and with the expectation of exceeding the 580 million in revenues recorded in the previous fiscal year, 9% above 2024.
This was explained at a press conference by the president of Ayesa, Iñigo Ucín, and the general director of the firm, Manuel Baraza. Both have indicated that before the end of the year Ayesa Digital, which is considering a possible rebranding to differentiate itself from Ayesa Ingeniería, will present its new strategic plan, in which it will define "how" to be "more competitive" and a "more relevant" player in the sector, offering an even "better" service to its clients, with a horizon of "at least 2030, perhaps until 2032".
Indar (Kutxabank), BBK, Finkatuz (Basque Government), Vital, and Teknei participate in the shareholding of Ayesa Digital. The company has a project portfolio close to 1,000 million and, in addition to the recent acquisition of Kuik, a company from Errenteria (Gipuzkoa) specialized in software and applied artificial intelligence (AI), with about 4.5 million in revenue and 70 professionals, does not rule out new purchases.
In this regard, Beraza emphasized that they remain "permanently alert" to market opportunities that arise to integrate companies that "strengthen the capacity" of Ayesa Digital, with the aim of "improving competitiveness" and perfecting "the mix" of each service, "focusing on AI, data, and cybersecurity" and prioritizing the Spanish market, although any international client will have the company "for whatever they need," even if that requires making acquisitions in other countries.
Furthermore, he insisted that the company's goals involve "being at the technological forefront through innovation capacity"; offering "excellence" in services; and betting "on the best people" in terms of knowledge, talent, and professional development, since "technology is within reach of almost everyone," while the functional knowledge of clients represents "a great value."
Ayesa Digital closed the last fiscal year with revenues of 580 million euros, 9% more than in 2024, and is confident of "surpassing those figures this year, which would be the best in its history." Contracting stood at 626 million euros in 2025 and the forecast is to end 2026 with "an order intake that will be around 690 million, which would represent an increase of 10%" compared to the previous year, despite the "very significant drop" in public procurement, of "around 10 to 15%."
Regarding personnel incorporation, the CEO of Ayesa Digital has announced new hires, without specifying numbers due to the "increasing divergence" between the size of the business and the workforce, and because AI "allows each professional to be more efficient."
In terms of investment in R&D, he pointed out that "the essence" of the i3B institute continues, but that it is "only a small part of the company's innovation model," which this year allocates "between 5 and 6%, around 25 or 30 million euros." "What we do with AI platforms and use cases, which is very difficult to quantify, is much more important," he indicated, while Ucín added that they will "collaborate more with universities and research centers."
Beraza emphasized that Ayesa Digital is "a global service company" that "has never left Euskadi, nor will it leave Andalucía." He specified that "what changes is that the decision-making center will be much closer" and that "the vision is long-term, of a patient investor," something he considers "of great value for clients and professionals."
In this regard, he explained that the decision-making center will be located "in Euskadi, from the point of view of what the Council is," but also in "Euskadi, in Madrid, and in Seville, from what are the major technological hubs that make the most important decisions in the day-to-day services to clients."
When asked about a potential merger with Teknei, he clarified that "it is not on the table," as they prioritize "options that are very focused on those service lines that are more advanced and that allow for better margins," although "any player in the market is also on the table for us."
He added that in this type of operations, financial capacity also weighs and that, although "the new shareholders have made an effort and resized the debt," for an operation "of such magnitude" they would have to be "more deleveraged." Regarding a possible IPO of Ayesa Digital, he emphasized that it is a decision that "corresponds to the shareholders," while Ucín pointed out that it will be the new strategic plan that "will determine what will come," although, for now, "there is no comment about the stock market, nor Teknei."
Regarding a possible entry of Fundación Kutxa into the capital, Ucín specified that "it is a topic that has not come up, not even unofficially," although, in his opinion, if it had "interest" in participating, Ayesa Digital "should consider" and "open that discussion."
Territorial presence and headquarters
In relation to the headquarters, and particularly that of San Sebastián, Ucín and Baraza have assured that "there is no movement of change, not at all." "There is nothing on the table for it to stop being the central headquarters and reference," the executive director emphasized about this office, from which about 2,000 of the 12,000 professionals that the company has in Euskadi operate.
However, he specified that future decisions about the headquarters will depend "on the workload that each center has," that is, on what "is harvested in each area and the resources" necessary to serve the clients, as well as the proximity to them. In this way, there may be "situations of growth and others of surplus," Ucín admitted. In this context, they recalled that, for example, in Madrid about "200 or 300 people" have left, who have been "managed in the best possible way" after the "loss of two relevant contracts."
Baraza added that currently there is "a divergence" between "the growth of the company, the size of the company, the speed of growth, and the increase of professionals," who also perform their work "temporarily in person, but also in a telematic model." Therefore, decisions such as certain spaces being "subleased, something that the contract allows in the case of the San Sebastián headquarters," will be addressed as "purely tactical and operational issues."
Regarding Andalusia, he has insisted that "the presence of the company in the region is not going to be de-capitalized," where it continues to be "invested" and "99.9 percent of professionals are maintained, with some incorporations." "Our commitment to Andalusia is undeniable because we have great public and private clients" and because Ayesa Digital is "a sum of cultures."
He has also pointed out that "after the separation of Ayesa engineering and Ayesa Digital, it has to be known who is who." In relation to the possible brand change, Baraza has indicated that "the pros and cons are being analyzed," but he has considered that recovering the name Ibermática "would be a bad decision," because the company "is here to lead into the future and not to look back even to gain momentum." "I don't think that option is even on the table," he reiterated.
Impact of AI on employment
When questioned about whether AI will replace jobs, Baraza has pointed out that "there are many tasks that AI already does and will do, but it will not replace people." "People who work with AI will replace those who do not," he has advanced, to emphasize that, for that reason, Ayesa Digital is focusing its strategy in this line. "The more AI, the more human judgment we need, we cannot transfer our responsibility to AI," he concluded.