R Systems International Limited · NSE:RSYSTEMS
R Systems International — Q1 CY2026 Earnings Presentation
14 slides from R Systems International's earnings presentation, May 6, 2026
Slide 1: Submission of presentation for analysts/investors meeting
REF: SECT/05/2026/06 DATE: MAY 6, 2026 To, To, The Managing Director The General Manager National Stock Exchange of India Limited BSE Limited Exchange Plaza, P. J. Towers, Bandra Kurla Complex, Dalal Street, Bandra – East, Mumbai – 400 051 Mumbai - 400 001 NSE Symbol - RSYSTEMS BSE Scrip Code – 5327
Slide 2: Q1 CY 2026 Investor Presentation
Q1 CY 2026 Investor Presentation By : Nitesh Bansal (CEO & MD) rsystems.com All rights reserved. Confidential 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. Actu
Slide 4: Agenda
AGENDA Financial Performance Q1 2026 Margin & EPS Analysis Q1 2026 Adj. EBITDA & Adj. Net Profit Trend Operations Metrics Key Wins Q1 2026 TTM ACV Bookings Excluding Renewals Summing Up And Looking Ahead rsystems.com All rights reserved. Confidential 3
Slide 5: Financial Performance Q1 2026
Financial Performance Q1 2026 Financials Quarter Trend (INR M) Adj. EBITDA Bridge (INR M) Revenue : INR 5,748M ($ 62.8M) 6,000 18.3% 20.1% 21.0% YoY 29.9% 5,748 1,200 102 38 1,157 17.9% 17.8% 16.9% 5,551 19.0% QoQ 3.5% 5,000 17.4% 17.3% 1,000 1,017 16.5% 4,986 17.0% 4,620 4,441 4,490 4,425 800 Adj.
Slide 6: Margin & EPS Analysis Q1 2026
Margin & EPS Analysis Q1 2026 ₹ in M except per Growth% ₹ in M except per Growth% Q1 2026 Q1 2025 Q1 2026 Q4 2025 share data (YoY) share data (QoQ) Revenue 5,748 4,425 29.9% Revenue 5,748 5,551 3.5% Adj. EBITDA 1,157 768 50.6% Adj. EBITDA 1,157 1,017 13.7% Adj. EBITDA % 20.1% 17.4% 276bps Adj. EBITD
Slide 7: Operations Metrics
Operations Metrics Revenue by Geography (%) Client Concentration (%) 80.0% 30.0% 70.0% 25.0% 26.9% 60.0% 68.5% 69.3% 20.0% 24.0% 50.0% 40.0% 15.0% 18.2% 30.0% 16.0% 20.0% 10.0% 13.2% 9.7% 9.6% 11.5% 10.0% 19.0% 17.5% 2.9% 3.6% 5.0% 0.0% 5.9% 5.8% Americas APAC Europe MEA 0.0% Top Client Top 3 Client
Slide 8: Key Wins Q1 2026
Key Wins Q1 2026 A leading global technology research and advisory organization engaged R Systems to implement custom APIs and platform enhancements for its enterprise research data environment, resulting in improved security, enhanced AI enabled metadata processing, and stronger insights delivery.
Slide 9: TTM ACV Bookings Excluding Renewals ($ M)
TTM ACV Bookings Excluding Renewals ($ M) Trailing Twelve Month ACV 90.0 80.0 82.4 70.0 76.5 74.0 74.0 60.0 50.0 57.4 40.0 30.0 20.0 10.0 0.0 Q1-2025 Q2-2025 Q3-2025 Q4-2025 Q1-2026 ACV rsystems.com All rights reserved. Confidential 8
Slide 10: Building for the Future
Building for the Future Brand Refresh Award R Systems to RSI • RSI has been recognized at the AICONIC Awards 2026, hosted by Financial Express with New identity reflects direction going forward : “Best Use of AI in Manufacturing” for AI-powered Factory CoPilot solution AI-First. Engineered Always. E
Slide 11: Summing Up And Looking Ahead
Summing Up And Looking Ahead Mid-Market Playbook for Adoption and Scale • Survey of global mid-market leaders, authored by Everest Group • 43% of organizations are leapfrogging directly to agentic models • Highlights a clear gap between confidence (64%) and scaled adoption / production deployment (1
Slide 12: Appendix
Appendix rsystems.com All rights reserved. Confidential 11
Slide 13: Financial Performance - Contribution Analysis – Q1 2026 (Un-audited)
Financial Performance - Contribution Analysis – Q1 2026 (Un-audited) Q1 2026 Q4 2025 Q1 2025 Particulars ₹ in M US$ in M ₹ in M US$ in M ₹ in M US$ in M Revenues 5,747.7 62.8 5,551.1 62.5 4,424.7 51.1 Cost of revenues 3,677.1 40.2 3,390.4 38.1 2,800.5 32.3 Gross margin 2,070.6 22.6 2,160.7 24.4 1,62
Slide 14: Thank You!
THANK YOU! rsystems.com All rights reserved. Confidential 13
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