R Systems International Limited · NSE:RSYSTEMS
R Systems International — Q3 2026 Earnings Presentation
16 slides from R Systems International's earnings presentation, Nov 3, 2026
Slide 1: Submission of presentation for analysts/investors meeting
REF: SECT/11/2026/04 Date: November 03, 2026 To, To, The Managing Director The General Manager National Stock Exchange of India Limited BSE Limited Exchange Plaza, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Bandra – East, Mumbai – 400 051 Mumbai – 400 001 NSE Symbol – RSYSTEMS BS
Slide 2: Q3 CY 2026 Investor Presentation
Q3 CY 2026 Investor Presentation rsystems.com All rights reserved. Public/Confidential/Internal. 1
Slide 3: Disclaimer
Disclaimer Investors are cautioned that this presentation contains forward-looking statements that involve risks and uncertainties. The Company undertakes no obligation publicly to update or revise any forward-looking statements, whether because of new information, future events, or otherwise. Actua
Slide 4: Agenda
AGENDA Financial Performance Q3 & YTD Sep 2026 Margin & EPS Analysis Q3 & YTD Sep 2026 Adj. EBITDA & Adj. Net Profit Trend Operations Metrics Key Wins Q3 2026 TTM ACV Bookings Excluding Renewals Summing Up And Looking Ahead rsystems.com All rights reserved. Confidential. 3
Slide 5: Financial Performance: Q3 2026
Financial Performance : Q3 2026 Quarter Trend (INR M) Financials 7,000 23% 20.1% 20.1% 20.2% 6,000 21% 17.8% 18.3% 17.4% 17.3% 16.9% 6,017 6,152 19% Revenue: INR 6,152M ($ 64.4M) 5,000 5,748 17% YoY 23.4% 5,551 4,000 4,490 4,425 4,620 4,986 15% 3,000 13% 11% 2,000 Adj. EBITDA: INR 1,244M ($ 13.0M) 9
Slide 6: Financial Performance: Jan to Sep 2026
Financial Performance : Jan to Sep 2026 Jan to Sep Trend (INR M) Financials 20.1% 18,000 20% 17.2% 17,917 15,000 18% Revenue: INR 17,917M ($ 190.7M) YoY 27.7% 12,000 14,031 16% 9,000 14% Adj. EBITDA: INR 3,609M ($ 38.4M) 6,000 12% Adj. EBITDA %: 20.1% 3,000 10% YoY 49.7% 2,410 3,609 - 8% Jan to Sep
Slide 7: Margin & EPS Analysis: Q3 2026
Margin & EPS Analysis : Q3 2026 ₹ in M Growth% ₹ in M Growth% Q3 2026 Q3 2025 Q3 2026 Q2 2026 except per share data (YoY) except per share data (QoQ) Revenue 6,152 4,986 23.4% Revenue 6,152 6,017 2.2% Adj. EBITDA 1,244 844 47.4% Adj. EBITDA 1,244 1,207 3.1% Adj. EBITDA % 20.2% 16.9% 329bps Adj. EBIT
Slide 8: Margin & EPS Analysis: Jan to Sep 2026
Margin & EPS Analysis : Jan to Sep 2026 ₹ in M Jan to Sep 2026 Jan to Sep 2025 Growth% (YoY) CY 2025 except per share data Revenue 17,917 14,031 27.7% 19,582 Adj. EBITDA 3,609 2,410 49.7% 3,427 Adj. EBITDA % 20.1% 17.2% 296bps 17.5% Adj. Net Profit 2,051 1,332 54.0% 1,936 Adj. Net Profit % 11.4% 9.5
Slide 9: Operations Metrics
Operations Metrics Revenue by Geography (%) Client Concentration (%) 30% 80% 71.5% 70.6% 25% 24.4% 24.4% 60% 20% 17.0% 16.8% 40% 15% 12.1% 11.9% 10% 15.3% 16.0% 6.0% 5.8% 20% 9.7% 9.4% 5% 3.6% 4.0% 0% 0% Americas APAC Europe MEA Top Client Top 3 Client Top 5 Clients Top 10 Clients Q2 2026 Q3 2026 Q2
Slide 10: Key Wins
Key Wins 1 A leading European telecommunications operator has engaged R Systems to modernize mission-critical telecom services as part of its next-generation network transformation initiative. The program will transition legacy applications to a modern cloud-based architecture, improving scalability
Slide 11: TTM ACV Bookings Excluding Renewals ($ M)
TTM ACV Bookings Excluding Renewals ($ M) Trailing Twelve Month ACV 84 82 82.3 82.9 82.9 80 78 76 76.5 74 72 74.0 70 68 Q3-2025 Q4-2025 Q1-2026 Q2-2026 Q3-2026 ACV rsystems.com All rights reserved. Confidential. 10
Slide 12: Summing Up And Looking Ahead
Summing Up And Looking Ahead EXIQO, our AI studio and our library of reusable industry templates and Agent frameworks is strengthening our position across key markets and industry verticals, which is also reflected in quality of recent wins & pipeline buildup A number of our clients are moving from
Slide 13: Appendix
Appendix rsystems.com All rights reserved. Confidential. 12
Slide 14: Financial Performance - Contribution Analysis - Q3 2026
Financial Performance - Contribution Analysis – Q3 2026 (Un-audited) Q3 2026 Q2 2026 Q3 2025 Particulars ₹ in M US$ in M ₹ in M US$ in M ₹ in M US$ in M Revenues 6,152.0 64.4 6,017.0 63.6 4,986.2 57.2 Cost of revenues 3,777.2 39.5 3,656.8 38.6 3,214.0 36.9 Gross margin 2,374.8 24.9 2,360.2 25.0 1,77
Slide 15: Financial Performance - Contribution Analysis - Jan to Sep 2026
Financial Performance - Contribution Analysis – Jan to Sep 2026 (Un-audited) Jan to Sep 2026 Jan to Sep 2025 Particulars ₹ in M US$ in M ₹ in M US$ in M Revenues 17,916.7 190.7 14,031.0 162.3 Cost of revenues 11,111.1 118.3 8,971.2 103.8 Gross margin 6,805.6 72.4 5,059.8 58.5 % of Revenue 38.0% 36.1
Slide 16: Thank You!
THANK YOU! rsystems.com All rights reserved. Confidential.
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