Redington Limited · NSE:REDINGTON
Redington — Q1 FY27 Earnings Presentation
44 slides from Redington's earnings presentation, Jul 29, 2026
Slide 1: Exchange intimation letter
July 29, 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
Slide 2: Earnings Presentation Q1FY27
EARNINGS PRESENTATION Q1FY27
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
Slide 4: Financial Highlights
Financial Highlights ✓ Highest Ever Revenue achieved in any Quarter ✓ Highest Ever PAT achieved in any Quarter ✓ PAT growth faster than revenue growth • Q1FY27 – YoY growth • Global excl. Arena - Revenue grew by 41%, EBITDA grew by 54% and PAT grew by 64% • Global incl. Arena - Revenue grew by 34%,
Slide 5: Financial Highlights
Financial Highlights • Key Metrics – Global (Q1FY27) • WC days is 32 days, reduced by 5 Days on YoY basis • SSG grew by 53%, TSG grew by 49% and ESG grew by 35% on YoY basis • Debt to Equity was at 0.39x • ROCE was at 22.2% and ROE was at 18.8% SISA : Singapore, India & South Asia ROW : Rest of the
Slide 6: Financial Highlights – Q1FY27
Financial Highlights – Q1FY27 ✓ India demonstrated exceptional revenue & PAT growth momentum SISA BUSINESS • YoY Revenue grew by 63%, EBITDA grew by 50% and PAT grew by 56% • ROCE was at 28.3% and ROE at 26.6% • WC days stood at 31 days, reduced by 5 days on YoY basis. • YoY Strong growth across all
Slide 7: Financial Highlights – Q1FY27
Financial Highlights – Q1FY27 ✓ ROW demonstrated good performance despite ongoing geo-political challenges ROW BUSINESS Incl. Arena • Revenue grew by 6%, EBITDA grew by 121% and PAT grew by 143% • WC days stood at 32 days, decreased by 8 days on YoY basis • YoY Strong growth in SSG by 63% and in TSG
Slide 8: Financial Highlights – Q1FY27
Financial Highlights – Q1FY27 ✓ ProConnect achieved all-time high quarterly revenues PROCONNECT GLOBAL • Q1FY27 YoY Revenue grew at 38%, EBITDA grew at 15% and PAT grew at 24% • Q1FY27 EBITDA margin at 9% and PAT at 3% • Captive business at 28% for the quarter SISA : Singapore, India & South Asia RO
Slide 9: Q1FY27 Performance Snapshot
Q1FY27 Performance Snapshot Copyright © Redington 2026 | 8
Slide 10: Q1FY27 Redington Global Performance
Q1FY27 Redington Global Performance REVENUE GM EBITDA PAT 34% 28% 67% 77% 34,966 1,713 751 486 1,334 26,002 275 450 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 ₹ in Cr Copyright © Redington 2026 | 9
Slide 11: Q1FY27 Redington Global Excl. Arena Performance
Q1FY27 Redington Global Excl. Arena Performance REVENUE GM EBITDA PAT 41% 40% 54% 64% 33,794 1,667 772 517 23,934 1,194 500 315 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 ₹ in Cr Copyright © Redington 2026 | 10
Slide 12: Q1FY27 Performance by Market
Q1FY27 Performance by Market REVENUE GM EBITDA PAT 63% 45% 50% 56% 916 509 21,138 SISA 631 340 327 13,003 210 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 16% 33% 64% 81% ROW Excl. Arena 751 12,656 563 191 10,931 263 160 105 Q1FY26 Q1FY27 ₹ in Cr Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27
Slide 13: Q1FY27 Contribution by Market
Q1FY27 Contribution by Market REVENUE GM EBITDA PAT 24% 24% 32% 33% 40% 50% 47% 53% 76% 76% 68% 67% 60% 50% 53% 47% Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Copyright © Redington 2026 | 12
Slide 14: Q1FY27 Working Capital Days
Q1FY27 Working Capital Days SISA ROW GLOBAL 5 8 5 7 8 2 40 40 36 37 31 32 30 32 24 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Copyright © Redington 2026 | 13
Slide 15: Q1FY27 Top Vendors
Q1FY27 Top 5 Vendors REVENUE 39% 43% OTHERS MICROSOFT 3% DELL EMC 6% 3% 5% HP Inc 9% 7% LENOVO 8% APPLE 11% 34% 31% Q1FY26 Q1FY27 Copyright © Redington 2026 | 14
Slide 16: Q1FY27 Verticals Revenue
Q1FY27 Verticals Revenue SISA ROW GLOBAL Verticals Q1FY26 Q1FY27 YoY Q1FY26 Q1FY27 YoY Q1FY26 Q1FY27 YoY ESG 4,037 6,007 49% 3,525 4,219 20% 7,562 10,225 35% TSG 2,551 4,004 57% 1,524 2,092 37% 4,076 6,096 50% SSG 1,872 2,666 42% 2,047 3,296 61% 3,919 5,962 52% MSG 4,387 8,250 88% 5,786 4,059 -30% 1
Slide 17: Q1FY27 Free Cash Flow Statement
Q1FY27 Free Cash Flow Statement Particulars (₹ in Cr) Q1FY26 Q4FY26 Q1FY27 Profit Before Taxation 304 395 611 Non-cash items 137 257 92 Finance Cost 92 72 89 Changes in Working Capital (1,323) (1,465) (1,825) Direct Tax Paid (73) (142) 147 Net Cash Flow from Operations (863) (883) (885) Capex (31) (
Slide 18: 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
Slide 19: Thank You
Thank You Redington
Slide 20: Corporate Presentation Q1FY27
CORPORATE PRESENTATION Q1FY27
Slide 21: 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
Slide 22: 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
Slide 23: About Redington
~5,300 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
Slide 24: 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
Slide 25: 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) • St
Slide 26: 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
Slide 27: 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 &
Slide 28: Brand Collaboration
Brand Collaboration Enviable Partnerships with ~450 brands Copyright © Redington 2026 | 9
Slide 29: Presence
Kazakhstan Presence Azerbaijan Global Footprint Morocco Turkey Iraq Jordan Algeria Kuwait Nepal Libya #1 - #2 40 Qatar Egypt Bangladesh Across Most Markets Markets Served Senegal Bahrain Oman Saudi Arabia India 33 Ghana Nigeria UAE In Country Presence Cote D’ Ivoire Thailand Ethiopia Sri Lanka Malay
Slide 30: 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
Slide 31: 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
Slide 32: Shareholders
Synnex Others Technology Shareholders 24.30% International Corporation 24.12% Insurance Companies 2.78% FPIs 37.84% Mutual Funds 10.96% Shareholding date: 30 June 2026 Note: Others Includes Indian Public, Clearing members, NRIs, Central Govt/ State Govt/ President of India Copyright © Redington 2026
Slide 33: Board of Directors
Board of Directors Professor J. Ramachandran Chairman & Non Executive Director V S Hariharan Anita P Belani B. Ramaratnam Tu, Shu-Chyuan Managing Director & Group CEO Independent Director Independent Director Non Executive Director S.V. Krishnan Sudip Nandy Ajay Rotti Jayathirtha Chen, Yi-Ju Finance
Slide 34: 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 Group
Slide 35: 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
Slide 36: Key Technology Trends
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 Source: Grand View Research, Mordor, IMARC Group, MarketsandMarkets, Gartner,
Slide 37: 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 • Leveraging on technology to embrace recurring revenue models: invest in Biz Model new cloud platform, build an I
Slide 38: Approach towards ESG
ESG Key Highlights Environment 01 Social 02 Governance 03 Approach 100 MW Solar Capacity created in India 25% Women representation on Board 100% Oversight of ESG risks and implementation plan through ESG Committee towards ESG 30 MT 25.08% ISO 27001 E-waste successfully diverted from landfills throug
Slide 39: 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, AI Learning Aligned to Business Social Cause Cent
Slide 40: 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
Slide 41: 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
Slide 42: Q1FY27 Global Performance Snapshot
WC Components (days of sale) Q1FY27 Global Performance Snapshot 59 59 Revenue EBITDA PAT 37 32 34% 67% 77% 25 31 Q1 FY27 ₹34,966 Cr. Q1 FY27 ₹751 Cr. Q1 FY27 ₹486 Cr. (47) (58) Q1 FY26 ₹26,002 Cr. Q1 FY26 ₹450 Cr. Q1 FY26 ₹275 Cr. Q1 FY26 Q1 FY27 Debt - Equity ROE ROCE Inventory days Debtor days Cre
Slide 43: Awards
Awards Awards Copyright © Redington 2026 || 24
Slide 44: Thank You
Thank You Copyright © Redington 2026 || 25