Redington Limited · NSE:REDINGTON

Redington — Q4 FY2026 Earnings Presentation

55 slides from Redington's earnings presentation, May 13, 2026

  1. Slide 1: Exchange filing cover letter

    May 13, 2026 The National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra-Kurla Complex, Floor 25, Phiroze Jeejeebhoy Towers, Bandra (E), Mumbai – 400051 Dalal Street, Mumbai — 400 001 Symbol: REDINGTON Scrip: 532805 Sir/Madam, Sub: Investor/Analyst Conference call - Presentation

  2. Slide 2: Earnings Presentation Q4FY26

    EARNINGS PRESENTATION Q4FY26

  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: Key Presentation Notes

    Key Presentation Notes Impact of Geopolitical Developments With the onset of West Asia conflict on 28th February 2026, the financial performance of March was impacted due to external uncertainties. These had a temporary consequential effect on operations and financial outcomes for the quarter. Impai

  5. Slide 5: Arena performance and impairment of investment

    Arena performance and impairment of investment • Arena business performance during Q4FY26 : Revenue decreased by 46% due to exit from Paynet and Turkish Lira denominated businesses. Net business loss during the quarter is ₹ 46 Crores (₹ 22.7 Cr is Redington share of Loss) • The Company’s wholly owne

  6. Slide 6: Financial Highlights

    Financial Highlights  Highest Ever Revenue achieved in any Quarter  Highest Ever PAT excl. Arena • Q4FY26 – YoY growth • Global excl. Arena - Revenue grew by 32%, EBITDA grew by 7% and PAT grew by 17% • Global incl. Arena - Revenue grew by 25%, EBITDA grew by 0.4% and PAT grew by 16% • SISA – Reve

  7. Slide 7: Financial Highlights

    Financial Highlights • Key Metrics – Global (Q4FY26) • WC days is 30 days, reduced by 4 Days on YoY basis • TSG grew by 34%, SSG grew by 31% and ESG grew by 28% on YoY basis • Debt to Equity was at 0.25x • ROCE was at 22% and ROE was at 17% SISA : Singapore, India & South Asia ROW : Rest of the Worl

  8. Slide 8: Financial Highlights – Q4FY26

    Financial Highlights – Q4FY26  India demonstrated exceptional revenue & PAT growth momentum SISA BUSINESS • YoY Revenue grew by 48%, EBITDA grew by 25% and PAT grew by 42% • ROCE was at 31% and ROE at 27%. • WC days stood at 24 days, reduced by 6 days on YoY basis. • YoY Strong growth across all BU

  9. Slide 9: Financial Highlights – Q4FY26

    Financial Highlights – Q4FY26 ROW BUSINESS Incl. Arena • Revenue grew by 2%, EBITDA de-grew by 31% and PAT de-grew by 13% • WC days stood at 40 days, increased by 3 days on YoY basis • YoY Strong growth in SSG by 32% ROW BUSINESS Excl. Arena • Revenue grew by 12%, EBITDA de-grew by 17% and PAT de-gr

  10. Slide 10: Financial Highlights – Q4FY26

    Financial Highlights – Q4FY26  ProConnect Global crossed ₹ 1000Cr mark in FY26 with Revenue and PAT at all-time high PROCONNECT GLOBAL • FY26 YoY Revenue grew by 14%, EBITDA grew by 9% and PAT grew by 10% • Q4FY26 YoY Revenue grew at 22%, EBITDA grew at 16% and PAT grew at 9% • Q4FY26 EBITDA margin

  11. Slide 11: Q4FY26 Performance Snapshot

    Q4FY26 Performance Snapshot Copyright © Redington 2026 | 10

  12. Slide 12: Q4FY26 Redington Global Performance

    Q4FY26 Redington Global Performance REVENUE GM EBITDA PAT 25% 13% 0.4% 16% 33,269 1,667 670 667 467 1,469 26,510 400 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 ₹ in Cr Copyright © Redington 2026 | 11

  13. Slide 13: Q4FY26 Redington Global Excl. Arena Performance

    Q4FY26 Redington Global Excl. Arena Performance REVENUE GM EBITDA PAT 32% 25% 7% 17% 32,074 1,639 24,301 704 659 489 1,311 420 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 ₹ in Cr Copyright © Redington 2026 | 12

  14. Slide 14: Q4FY26 Performance by Market

    Q4FY26 Performance by Market REVENUE GM EBITDA PAT 48% 29% 25% 42% 853 19,975 465 662 SISA 371 306 13,465 216 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 12% 21% 17% 10% ROW Excl. Arena 12,099 785 10,836 649 204 288 183 239 Q4FY25 Q4FY26 ₹ in Cr Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26

  15. Slide 15: Q4FY26 Contribution by Market

    Q4FY26 Contribution by Market REVENUE GM EBITDA PAT 31% 34% 40% 44% 49% 49% 46% 55% 69% 66% 60% 56% 51% 51% 54% 45% Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Copyright © Redington 2026 | 14

  16. Slide 16: Q4FY26 Working Capital Days

    Q4FY26 Working Capital Days SISA ROW GLOBAL 6 3 4 3 9 2 40 37 31 34 30 28 30 27 24 Q4FY25 Q3FY26 Q4FY26 Q4FY25 Q3FY26 Q4FY26 Q4FY25 Q3FY26 Q4FY26 Copyright © Redington 2026 | 15

  17. Slide 17: Q4FY26 Top Vendors

    Q4FY26 Top 5 Vendors REVENUE 40% 42% OTHERS SAMSUNG 5% DELL EMC 4% 7% 6% HP Inc 8% LENOVO 10% APPLE 8% 9% 30% 31% Q4FY25 Q4FY26 Copyright © Redington 2026 | 16

  18. Slide 18: Q4FY26 Verticals Revenue

    Q4FY26 Verticals Revenue SISA ROW GLOBAL Verticals Q4FY25 Q4FY26 YoY Q4FY25 Q4FY26 YoY Q4FY25 Q4FY26 YoY ESG 3,991 5,839 46% 3,854 4,175 8% 7,845 10,014 28% TSG 2,957 4,267 44% 1,709 1,981 16% 4,666 6,248 34% SSG 1,943 2,513 29% 2,345 3,084 32% 4,289 5,597 31% MSG 4,411 7,184 63% 4,933 3,930 -20% 9,

  19. Slide 19: Q4FY26 Free Cash Flow Statement

    Q4FY26 Free Cash Flow Statement Particulars (₹ in Cr) Q4FY25 Q3FY26 Q4FY26 Profit Before Taxation 1,148 538 395 Non-cash items (525) 129 257 Finance Cost 82 79 72 Changes in Working Capital (361) (117) (1,465) Direct Tax Paid (141) (165) (142) Net Cash Flow from Operations 202 463 (883) Capex (82) (

  20. Slide 20: FY26 Performance Snapshot

    FY26 Performance Snapshot Copyright © Redington 2026 | 19

  21. Slide 21: FY26 Redington Global Performance

    FY26 Redington Global Performance REVENUE GM EBITDA PAT 20% 11% 7% 17% 1,19,347 2,414 6,042 2,257 1,565 5,448 1,340 99,562 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 ₹ in Cr Copyright © Redington 2026 | 20

  22. Slide 22: FY26 Redington Global Excl. Arena Performance

    FY26 Redington Global Excl. Arena Performance REVENUE GM EBITDA PAT 24% 17% 14% 21% 1,12,523 5644 2,504 1,687 4809 2,192 90,465 1,394 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 ₹ in Cr Copyright © Redington 2026 | 21

  23. Slide 23: FY26 Performance by Market

    FY26 Performance by Market REVENUE GM EBITDA PAT 30% 19% 16% 23% 2,907 1,526 SISA 65,060 2,445 1,312 971 50,070 787 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 17% 16% 11% 18% ROW Excl. Arena 978 47,462 880 2,737 2,363 716 607 40,395 ₹ in Cr FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 Copyright © Redington

  24. Slide 24: FY26 Contribution by Market

    FY26 Contribution by Market REVENUE GM EBITDA PAT 42% 37% 41% 38% 50% 45% 55% 52% 58% 63% 59% 62% 50% 55% 45% 48% FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 Copyright © Redington 2026 | 23

  25. Slide 25: FY26 Working Capital Days

    FY26 Working Capital Days SISA ROW GLOBAL 3 2 40 40 36 34 33 30 FY25 FY26 FY25 FY26 FY25 FY26 Copyright © Redington 2026 | 24

  26. Slide 26: FY26 Top Vendors

    FY26 Top 5 Vendors REVENUE 40% 40% OTHERS SAMSUNG 6% 5% DELL EMC 6% 5% HP Inc 10% 9% LENOVO APPLE 8% 10% 30% 31% FY25 FY26 Copyright © Redington 2026 | 25

  27. Slide 27: FY26 Verticals Revenue

    FY26 Verticals Revenue SISA ROW GLOBAL Verticals FY25 FY26 YoY FY25 FY26 YoY FY25 FY26 YoY ESG 15,613 19,825 27% 16,183 17,003 5% 31,796 36,828 16% TSG 11,061 12,625 14% 6,022 6,670 11% 17,084 19,295 13% SSG 6,283 8,737 39% 8,145 11,096 36% 14,428 19,834 37% MSG 16,543 23,267 41% 17,864 19,018 6% 34

  28. Slide 28: FY26 Free Cash Flow Statement

    FY26 Free Cash Flow Statement Particulars (₹ in Cr) FY25 FY26 Profit Before Taxation 2,335 1,697 Non-cash items (380) 498 Finance Cost 330 359 Changes in Working Capital (1,468) (1,809) Direct Tax Paid (525) (514) Net Cash Flow from Operations 293 232 Capex (155) (106) Outflow of Finance Cost (325)

  29. Slide 29: 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

  30. Slide 30: Thank You

    Thank You Redington

  31. Slide 31: Corporate Presentation Q4FY26

    CORPORATE PRESENTATION Q4FY26

  32. Slide 32: 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

  33. Slide 33: 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

  34. Slide 34: 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

  35. Slide 35: 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. 1999 - 02 • Signup with Apple for MAC bus

  36. Slide 36: The Making of Redington (2011-2026)

    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) • La

  37. Slide 37: 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

  38. Slide 38: 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 &

  39. Slide 39: Brand Collaboration

    Brand Collaboration Enviable Partnerships with ~440 brands Copyright © Redington 2026 | 9

  40. Slide 40: Presence

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

  41. Slide 41: 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 • Hypermarkets • Service Providers (MSPs, • E-tailers/ Marketplace • E-tailers/ Marketplace MSSPs, CSPs) • Mono B

  42. Slide 42: 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

  43. Slide 43: Shareholders

    Synnex Technology Others International Shareholders 24.16% Corporation 24.12% Insurance Companies 2.80% FPIs 37.37% Mutual Funds 11.55% Shareholding date: Note: Others Includes Indian Public, Clearing members, NRIs, Central Govt/ State Govt/ President of India 31 March 2026 Copyright © Redington 202

  44. Slide 44: 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

  45. Slide 45: 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

  46. Slide 46: 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

  47. Slide 47: Key Technology Trend

    Key Technology Trend Technology Trends What it means for Redington GROWTH CAGR% 2026-29 Hybrid INDIA MEA Building a diverse IaaS and Investing on outcome-based SaaS portfolio catering to customer approach to enhance Cloud 28% 19% Source: Grand View Research, Mordor, IMARC Group, MarketsandMarkets, G

  48. Slide 48: Business Model Trends

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

  49. Slide 49: Approach towards ESG

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

  50. Slide 50: 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

  51. Slide 51: 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 FY 13 23,446 CAGR 15% FY26 Revenue $13.5 Bn 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 FY 26

  52. Slide 52: Shareholder Value Creation

    Shareholder Value Creation EPS Book Value/Share Shareholder Payout CAGR 16% CAGR 16% ~42% of profit earned 131 20.0 60% 107 17.8 17.1 16.4 15.6 95 88 40% 40% 40% 39% 55 63 30% 9.7 FY 21 FY 22 FY 23 FY 24 FY 25*FY 26^ FY 21 FY 22 FY 23 FY 24 FY 25* FY 26^ FY 21 FY 22 FY 23 FY 24 FY 25 FY 26@ ROE ROCE

  53. Slide 53: Q4FY26 Global Performance Snapshot

    Q4FY26 Global Performance Snapshot WC Components (days of sale) Revenue EBITDA PAT 59 34 58 30 25% 0.4% 16% 23 23 Q4 FY26 ₹33,269 Cr. Q4 FY26 ₹670 Cr. Q4 FY26^ ₹467 Cr. -48 -51 Q4 FY25 ₹26,510 Cr. Q4 FY25 ₹667 Cr. Q4 FY25 # ₹400 Cr. Q4 FY25 Q4 FY26 Debt - Equity ROE ROCE Inventory days Debtor days C

  54. Slide 54: Awards

    Awards Copyright © Redington 2026 || 24

  55. Slide 55: Thank You

    Thank You Copyright © Redington 2026 || 25

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