Redington Limited · NSE:REDINGTON

Redington — Q3 FY26 Earnings Presentation

53 slides from Redington's earnings presentation, Feb 4, 2026

  1. Slide 1: Exchange intimation letter for earnings and corporate presentation

    Registered & Corporate Office Redington Limited Block3, Plathin, Redington Tower, Inner Ring Road, Saraswathy Nagar West, 4th Street, Puzhuthivakkam, Chennai -600091 Email: investors@redingtongroup.com CIN: L52599TN1961PLC028758 www. redingtongroup.com Ph: 044 4224 3111 February 4, 2026 The National

  2. Slide 2: Earnings Presentation Q3FY26

    EARNINGS PRESENTATION Q3FY26

  3. Slide 3: Disclaimer

    Disclaimer This presentation contains “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Redington Limited’s future business developments and economic performance. While these forward lo

  4. Slide 4: Financial Highlights

    Financial Highlights Highest Ever Revenue & PAT achieved in any Quarter • Q3FY26 – YoY growth • Global excl. Arena - Revenue grew by 22%, EBITDA grew by 10% and PAT grew by 15% • Global incl. Arena - Revenue grew by 16%, EBITDA grew by 2% and PAT grew by 9% • SISA – Revenue grew by 24%, EBITDA grew

  5. Slide 5: Financial Highlights

    Financial Highlights • Key Metrics – Global • WC days for Q3FY26 is 28 days, reduced by 5 Days on YoY basis • Q3FY26 – SSG grew by 40% on YoY basis and ESG grew by 21% • Net Debt to Equity was at 0.08x • ROCE was at 22.1% and ROE was at 18.8% SISA : Singapore, India & South Asia ROW : Rest of the Wo

  6. Slide 6: Financial Highlights – Q3FY26 (SISA)

    Financial Highlights – Q3FY26 SISA maintained revenue growth momentum SISA BUSINESS • YoY Revenue grew by 24%, EBITDA grew by 1% and PAT grew by 2% • ROCE was at 22.9% and ROE at 20.0%. • WC days stood at 27 days, reduced by 4 days on YoY basis. • YoY Strong growth across all BUs - ESG grew by 42%,

  7. Slide 7: Financial Highlights – Q3FY26 (ROW)

    Financial Highlights – Q3FY26 ROW BUSINESS Incl. Arena • Revenue grew by 7%, EBITDA grew by 2% and PAT grew by 17% • WC days stood at 31 days, reduced by 4 days on YoY basis • YoY Strong growth in SSG by 46% ROW BUSINESS Excl. Arena • Revenue grew by 18%, EBITDA grew by 21% and PAT grew by 30% • YoY

  8. Slide 8: Q3FY26 Performance Snapshot

    Q3FY26 Performance Snapshot Copyright © Redington 2026 | 7

  9. Slide 9: Q3FY26 Redington Global Performance

    Q3FY26 Redington Global Performance REVENUE GM EBITDA PAT 16% 6% 2% 9% 30,959 1,547 1,465 663 651 26,764 436 400 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 ₹ in Cr Copyright © Redington 2026 | 8

  10. Slide 10: Q3FY26 Redington Global Excl. Arena Performance

    Q3FY26 Redington Global Excl. Arena Performance REVENUE GM EBITDA PAT 22% 13% 10% 15% 29,403 1,461 24,198 1,290 662 602 458 398 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 ₹ in Cr Copyright © Redington 2026 | 9

  11. Slide 11: Q3FY26 Performance by Market

    Q3FY26 Performance by Market REVENUE GM EBITDA PAT 24% 13% 1% 2% 16,600 721 SISA 636 214 218 13,362 341 346 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 18% 13% 21% 30% ROW Excl. Arena 740 239 12,803 655 316 10,837 184 261 Q3FY25 Q3FY26 ₹ in Cr Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Co

  12. Slide 12: Q3FY26 Contribution by Market

    Q3FY26 Contribution by Market REVENUE GM EBITDA PAT 50% 46% 48% 48% 47% 50% 57% 53% 50% 54% 52% 52% 53% 50% 43% 47% Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Copyright © Redington 2026 | 11

  13. Slide 13: Q3FY26 Working Capital Days

    Q3FY26 Working Capital Days SISA ROW GLOBAL 4 4 5 1 3 3 35 34 33 31 31 31 26 27 28 Q3FY25 Q2FY26 Q3FY26 Q3FY25 Q2FY26 Q3FY26 Q3FY25 Q2FY26 Q3FY26 Copyright © Redington 2026 | 12

  14. Slide 14: Q3FY26 Top Vendors

    Q3FY26 Top 5 Vendors REVENUE 41% 41% OTHERS SAMSUNG 4% DELL EMC 5% 6% 4% HP INC 8% LENOVO 9% 10% APPLE 9% 30% 33% Q3FY25 Q3FY26 Copyright © Redington 2026 | 13

  15. Slide 15: Q3FY26 Verticals Revenue

    Q3FY26 Verticals Revenue SISA ROW GLOBAL Verticals Q3FY25 Q3FY26 YoY Q3FY25 Q3FY26 YoY Q3FY25 Q3FY26 YoY ESG 3,565 5,057 42% 4,567 4,793 5% 8,132 9,850 21% TSG 3,165 2,766 -13% 1,551 1,640 6% 4,715 4,406 -7% SSG 1,702 2,226 31% 2,402 3,508 46% 4,104 5,734 40% MSG 4,805 6,413 33% 4,503 4,280 -5% 9,30

  16. Slide 16: Q3FY26 Free Cash Flow Statement

    Q3FY26 Free Cash Flow Statement Particulars (₹ in Cr) Q3FY25 Q2FY26 Q3FY26 Profit Before Taxation 513 460 538 Non-cash items 61 62 129 Finance Cost 84 116 79 Changes in Working Capital (2,473) 1,096 (117) Direct Tax Paid (118) (134) (165) Net Cash Flow from Operations (1,933) 1,600 463 Capex (39) (2

  17. Slide 17: 9MFY26 Performance Snapshot

    9MFY26 Performance Snapshot Copyright © Redington 2026 | 16

  18. Slide 18: 9MFY26 Redington Global Performance

    9MFY26 Redington Global Performance REVENUE GM EBITDA PAT 18% 10% 10% 17% 86,079 1,745 4,375 1,099 1,590 73,052 3,979 939 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 ₹ in Cr Copyright © Redington 2026 | 17

  19. Slide 19: 9MFY26 Redington Global Excl. Arena Performance

    9MFY26 Redington Global Excl. Arena Performance REVENUE GM EBITDA PAT 22% 15% 17% 23% 80,449 1,799 1,197 4005 1,534 975 66,164 3497 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 ₹ in Cr Copyright © Redington 2026 | 18

  20. Slide 20: 9MFY26 Performance by Market

    9MFY26 Performance by Market REVENUE GM EBITDA PAT 23% 15% 13% 16% 2,054 1,061 SISA 45,086 1,783 941 36,605 665 572 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 20% 14% 25% 32% ROW Excl. Arena 1,951 739 35,363 1,714 533 593 404 29,559 ₹ in Cr 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 9MFY

  21. Slide 21: 9MFY26 Contribution by Market

    9MFY26 Contribution by Market REVENUE GM EBITDA PAT 41% 39% 39% 39% 50% 48% 53% 55% 59% 61% 61% 61% 50% 52% 47% 45% 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 Copyright © Redington 2026 | 20

  22. Slide 22: 9MFY26 Working Capital Days

    9MFY26 Working Capital Days SISA ROW GLOBAL 5 5 5 38 36 35 33 30 31 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 Copyright © Redington 2026 | 21

  23. Slide 23: 9MFY26 Top Vendors

    9MFY26 Top 5 Vendors REVENUE 40% 40% OTHERS DELL EMC 5% SAMSUNG 6% 5% HP INC 6% 9% LENOVO 10% 10% APPLE 8% 29% 32% 9MFY25 9MFY26 Copyright © Redington 2026 | 22

  24. Slide 24: 9MFY26 Verticals Revenue

    9MFY26 Verticals Revenue SISA ROW GLOBAL Verticals 9MFY25 9MFY26 YoY 9MFY25 9MFY26 YoY 9MFY25 9MFY26 YoY ESG 11,622 13,986 20% 12,329 12,828 4% 23,951 26,813 12% TSG 8,105 8,357 3% 4,313 4,689 9% 12,418 13,046 5% SSG 4,340 6,224 43% 5,800 8,013 38% 10,139 14,237 40% MSG 12,131 16,083 33% 12,931 15,0

  25. Slide 25: 9MFY26 Free Cash Flow Statement

    9MFY26 Free Cash Flow Statement Particulars (₹ in Cr) 9MFY25 9MFY26 Profit Before Taxation 1,187 1,302 Non-cash items 146 328 Finance Cost 249 287 Changes in Working Capital (1,107) (345) Direct Tax Paid (384) (372) Net Cash Flow from Operations 90 1,200 Capex (73) (145) Outflow of Finance Cost (239

  26. Slide 26: Shareholding Pattern

    Shareholding Pattern Others Others 23.8% 23.7% Synnex Synnex Technology Technology International International Corporation Corporation 24.1% 24.1% Insurance Insurance Companies Companies 2.8% 2.8% Mutual Funds Mutual Funds FPIs 11.6% FPIs 11.5% 37.7% 37.8% Sep-2025 Dec-2025 Copyright © Redington 202

  27. Slide 27: Investor Contacts

    Investor Contacts Vijayshyam Acharya K Palak Agrawal Compliance Officer Head – Investor Relations Registered office: Block 3, Plathin, Redington Tower, Inner Ring Road, Saraswathy Nagar West, 4th Street, Puzhuthivakkam, Chennai - 600 091 https://www.redingtongroup.com CIN - L52599TN1961PLC028758 Cop

  28. Slide 28: Thank You

    Thank You Redington

  29. Slide 29: Corporate Presentation Q3FY26

    CORPORATE PRESENTATION Q3FY26

  30. Slide 30: Contents

    Contents 01 About Redington 04 ESG & CSR 02 Shareholders, Board of Directors & Leadership team 05 Financials 03 Our Strategy and Growth Vectors 06 Recognitions Copyright © Redington 2026 | 2

  31. Slide 31: Disclaimer

    Disclaimer This presentation contains “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Redington Limited’s future business developments and economic performance. While these forward-lo

  32. Slide 32: About Redington

    ~5,100 Redington Redingtonians creating a culture of Products , Service & Solutions Company inclusion, creativity, and innovation ABOUT US • An Emerging Markets Multinational with presence across 40 markets • Distributing entire gamut of IT products namely Smartphone, PCs, server, storage, networkin

  33. Slide 33: The Making of Redington

    The Making of Redington 2007 - 10 • Listed in NSE and BSE of India. • First ADC established in Chennai • Strengthened the Mobility portfolio with BlackBerry Smartphones in India and Nokia in the Gulf Region. • #1 Distributor in India award 2008 by DataQuest. • Signup with Apple for MAC business. 199

  34. Slide 34: The Making of Redington (2011 onwards)

    2011 - 14 2019 - 22 • Bought 49% stake in Arena – Turkey in 2012. • Classified by SEBI as a “LISTED ENTITY” with no promoters. • ADC started in MEA. • Acquisition of Brightstar in Turkey. • Spread across Africa with Operations in more than 18 countries. • Incorporation of RedServe (Captive BPO) • St

  35. Slide 35: Core Values

    Core Values • Being open, • Fostering a • Best customer • High levels of • Individual honest culture of experience for the ownership and contribution key and direct in our inclusion customer commitment to our success dealings • Innovative, • Ensure effective • Ensuring • Keeping customer • Being fle

  36. Slide 36: Enabling Technology Adoption: Our DNA & value added

    Enabling Technology Adoption : Our DNA & value added • Supply Chain Management • Product Solutioning • Omni channel approach • Inventory management • Product configuration • Unique Routes to Market • Credit/Financing solutions • Pre-sales support • Inside sales/Demand Gen. Hardware & Physical Soluti

  37. Slide 37: Portfolio

    Portfolio End Point Solutions Group Technology Solutions Group Mobility Solutions Group Software Solutions Group PCs, Laptops, Desktops, All- Networking, Server, and Smartphones Cloud and Professional in-Ones, Printers, Storage, Power & Collab Services, Software Licensing Consumables & Accessories &

  38. Slide 38: Brand Collaboration

    Brand Collaboration Enviable Partnerships with ~430 brands Copyright © Redington 2026 | 10

  39. Slide 39: Presence

    Kazakhstan Presence Azerbaijan Global Footprint Morocco Turkey Jordan Kuwait Libya Nepal #1 - #2 40 Qatar Egypt Bangladesh Across All Markets Markets Served Senegal Bahrain Oman Saudi Arabia India 32 Ghana UAE Bhutan In Country Presence Nigeria Côte d'Ivoire Sri Lanka Malaysia Uganda Kenya Singapore

  40. Slide 40: Route to Market

    Route to Market Channel partners Commercial/Enterprise IT Consumer IT Mobility • System Integrators • Large Format Retailers • Large Format Retailers • Corporate Resellers • Hypermarkets • Exclusive Brand Stores • Cloud Partners & Providers • E-tailers • Hypermarkets • ISVs • Marketplace Players • E

  41. Slide 41: Shareholders

    Shareholders Others Synnex 23.7% Technology International Corporation 24.1% Insurance Companies 2.8% Mutual Funds 11.6% FPIs (Corporates) 37.8% Shareholding date: 31 December 2025 Copyright © Redington 2026 | 13

  42. Slide 42: Board of Directors

    Board of Directors Professor J. Ramachandran Anita P Belani B. Ramaratnam Tu, Shu-Chyuan Chairman & Non Executive Independent Director Independent Director Non Executive Director Director V S Hariharan Sudip Nandy S.V. Krishnan Chen, Yi-Ju Managing Director & Group CEO Independent Director Finance D

  43. Slide 43: Leadership

    Leadership V. S. Hariharan Managing Director & Group CEO S V Krishnan Finance Director Leadership Team Ramesh Natarajan Serkan Çelik Cem Borhan Sayantan Dev Experienced & Diverse CEO, India & Middle East CEO, Turkey, Africa, Egypt & CIS CEO, Southeast & South Asia Global Head, Software Solution Grou

  44. Slide 44: Corporate Strategy

    Corporate Strategy Sustainable Accelerate Route to market Power of Profitable Core Business Growth Transformation “One Redington” Maintaining leadership Faster adoption of Segmented approach that Engaging our ecosystem position across subscription and enables high-touch by co-creating distinctive ge

  45. Slide 45: Key Technology Trend

    Key Technology Trend Technology Trends What it means for Redington GROWTH CAGR% 2024-32 Hybrid INDIA MEA Building a diverse product Enhancing support for cloud portfolio catering to hybrid migration and hybrid Cloud 21% 20% cloud requirements infrastructure management Forging alliances with AI Provi

  46. Slide 46: Business Model Trends

    Business Model Trends What it means for Redington Biz Model • Focusing on life-cycle management and expand service offerings for Trends Subscription Model Product to Services long-term customer success • Leveraging on technology to embrace recurring revenue models: invest in new cloud platform, buil

  47. Slide 47: Approach towards ESG

    Our Sustainability Strategy Approach Reimagined Responsible Redefined Value 01 02 03 04 towards ESG Resilient Business Efficiencies Business Practices Chain Engagement 1100 MW 3% 25% 80% Solar Capacity created Renewable energy Women representation on Board Trade vendors ESG aligned in India (2.5X Y-

  48. Slide 48: Approach towards CSR

    Our Portfolio with Breadth and Approach towards CSR Depth of Programmers REDINGTON FOUNDATION Skill to Employ Skilling programmes in logistics & supply chain management, IT/ITeS/Emerging Technology training programmes, Solar Skill Training programs Aligned to Business Social Cause​ Leverage business

  49. Slide 49: Performance Since Listing

    FY 07 8,667 FY 08 10,370 ₹ in Cr. FY 09 11,919 Revenue FY 10 13,162 FY 11 16,373 FY 12 20,780 CAGR 15% FY 13 23,446 FY 14 27,244 FY 15 30,736 FY 16 34,420 FY 17 39,736 FY 18 41,642 FY 19 46,599 FY 20 51,514 FY 21 57,042 FY 22 62,732 FY 23 79,519 FY 24 89,610 FY 25 99,562 Performance Since listing FY

  50. Slide 50: Shareholder Value Creation

    Shareholder Value Creation EPS Book Value/Share Shareholder Payout# CAGR 21% CAGR 14% ~42% of profit earned 17.8 107 17.1 16.4 15.6 60% 95 88 73 40% 40% 40% 39% 9.7 55 32% 55 6.6 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25* FY 20 FY 21 FY 22 FY 23 FY 24 FY 25* FY 20 # FY 21 FY 22 FY 23 FY 24 FY 25 ROE ROCE

  51. Slide 51: Q3 FY26 Performance Snapshot

    WC Components (days of sale) Q3 FY26 Performance 59 33 28 60 26 23 Snapshot -52 -55 Q3 FY25 Q3 FY26 Inventory days Debtor days Creditor days Working capital days Revenue EBITDA PAT Inventory Charge (% of sale) 16% 2% 9% Q3 FY26 ₹30,959 Cr. Q3 FY26 ₹663 Cr. Q3 FY26 ₹436 Cr. 0.02% Q3 FY25 ₹26,764 Cr.

  52. Slide 52: Awards

    Awards Copyright © Redington 2026 || 24

  53. Slide 53: Thank You

    Thank You Copyright © Redington 2026 || 25

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