R Systems International Limited · NSE:RSYSTEMS
R Systems International — Q4 2025 Earnings Presentation
17 slides from R Systems International's earnings presentation, Feb 11, 2026
Slide 1: Submission of Presentation for Analysts/Investors Meeting
R SYSTEMS INTERNATIONAL LIMITED Corporate Identity Number: L74899DL1993PLC053579 Registered Office: GF-1-A, 6, Devika Tower, Nehru Place, New Delhi – 110019, India Corporate Office: 3rd Floor, Tower No. 1, IT/ITES SEZ of Artha Infratech Pvt. Ltd, Plot No. 21, Sector TechZone-IV, Greater Noida West,
Slide 2: Q4 & CY 2025 Investor Presentation
Q4 & CY 2025 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 Q4 2025 Financial Performance Full Year CY 2025 Margin & EPS Analysis CY 2025 Adj. EBITDA & EBIT Trend Operations Metrics Key Wins Q4 2025 TTM ACV Bookings Excluding Renewals Awards & Recognitions AI Offerings Summing Up And Looking Ahead rsystems.com All rights reserved
Slide 5: Financial Performance Q4 2025
Financial Performance Q4 2025 Financials Quarter Trend (INR M) Adj. EBITDA Bridge (INR M) Revenue : INR 5,551M ($ 62.5M) 6,000 17.9% 17.8% 18.3% 19.0% 343 63 17.4% 17.3% 1,200 YoY 23.6% 16.5% 16.9% -95 5,551 17.0% 1,017 QoQ 11.3% 5,000 1,000 -81 -57 4,986 844 14.4% 4,490 4,620 15.0% 800 4,441 4,425
Slide 6: Financial Performance CY 2025
Financial Performance CY 2025 Financials Year Trend (INR M) Adj. EBITDA Bridge (INR M) Revenue : INR 19,582M ($ 224.8M) 22,000 19.0% 441 17.5% 3,427 YoY 12.4% 20,000 325 -187 -62 16.7% 17.0% 2,910 15.7% 19,582 18,000 16,000 13.7% 17,417 14.0% 16,845 15.0% Adj. EBITDA : INR 3,427M ($ 39.3M) 14,000 15
Slide 7: Margin & EPS Analysis CY 2025
Margin & EPS Analysis CY 2025 ₹ in M except per Q4 2025 Q4 2024 Growth% CY 2025 CY 2024 Growth% share data Revenue 5,551 4,490 23.6% 19,582 17,417 12.4% Adj. EBITDA 1,017 801 27.0% 3,427 2,910 17.8% Adj. EBITDA % 18.3% 17.8% 49bps 17.5% 16.7% 79bps Adj. Net Proft 604 474 27.4% 1,936 1,554 24.6% Adj.
Slide 8: Operations Metrics
Operations Metrics Revenue by Geography (%) Client Concentration (%) 80.0% 30.0% 70.0% 74.2% 72.7% 25.0% 60.0% 25.2% 50.0% 20.0% 22.7% 40.0% 15.0% 17.2% 30.0% 15.1% 20.0% 10.0% 13.1% 8.9% 9.0% 10.9% 10.0% 16.3% 17.2% 0.5% 1.1% 5.0% 0.0% 5.6% 6.2% Americas APAC Europe MEA 0.0% Top Client Top 3 Client
Slide 9: Key Wins Q4 2025
Key Wins Q4 2025 A global SaaS platform serving subscription-driven businesses has engaged R Systems to modernize its core platform and accelerate customer onboarding, enabling the company to advance its transformation from a SaaS solution to an AI powered platform. R Systems partnered with a leadin
Slide 10: TTM ACV Bookings Excluding Renewals ($ M)
TTM ACV Bookings Excluding Renewals ($ M) Trailing Twelve Month ACV 90.0 80.0 70.0 60.0 50.0 40.0 76.5 74.0 74.0 30.0 57.4 20.0 10.0 - Q1-2025 Q2-2025 Q3-2025 Q4-2025 ACV rsystems.com All rights reserved. Confidential 9
Slide 11: Awards and Recognitions
Awards and Recognitions Partnerships Leader in Everest Group’s Software Major Contender in Everest AWS Lambda Delivery Product Engineering Services for Group’s ISV and Internet-specific Amazon Redshift Delivery Mid-market Enterprises PEAK SPES PEAK Matrix® Assessment AWS CloudFormation Delivery Matr
Slide 12: AI-native Journeys Across Customer Types: Expanding TAM
AI-native Journeys Across Customer Types : Expanding TAM Pre-ChatGPT Software and SaaS Vendors AI-Native Product Companies (Startups & Scale-Ups) Building new AI-native products: audio/video AI, support agents, automated Type 1: AI on edges (copilots, chatbots, nudges). bookkeeping, claims processin
Slide 13: Summing Up And Looking Ahead
Summing Up And Looking Ahead While 2025 was year of experimentation, 2026 is going to be year of embedding AI into productive use cases Novigo acquisition with its enterprise playbook will help accelerate Agentic implementations going beyond tech companies to the enterprise Trends Shaping 2026 AI re
Slide 14: Appendix
Appendix rsystems.com All rights reserved. Confidential 13
Slide 15: Financial Performance - Contribution Analysis – Q4 2025 (Un-audited)
Financial Performance - Contribution Analysis – Q4 2025 (Un-audited) Q4 2025 Q3 2025 Q4 2024 Particulars ₹ in M US$ in M ₹ in M US$ in M ₹ in M US$ in M Revenues 5,551.1 62.5 4,986.2 57.2 4,489.5 53.2 Cost of revenues 3,390.4 38.1 3,214.0 36.9 2,786.3 33.0 Gross margin 2,160.7 24.4 1,772.2 20.3 1,70
Slide 16: Financial Performance - Contribution Analysis – FY 2025 (Un-audited)
Financial Performance - Contribution Analysis – FY 2025 (Un-audited) 2025 2024 Particulars ₹ in M US$ in M ₹ in M US$ in M Revenues 19,582.1 224.8 17,417.3 208.2 Cost of revenues 12,361.6 141.9 11,162.7 133.4 Gross margin 7,220.5 82.9 6,254.6 74.8 % of Revenue 36.9% 35.9% SG&A Expenses 3,793.3 43.6
Slide 17: Thank You!
THANK YOU! rsystems.com All rights reserved. Confidential 16
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