Redington Limited · NSE:REDINGTON

Redington — Q4 FY26 Earnings Presentation

29 slides from Redington's earnings presentation, May 14, 2026

  1. Slide 1: Earnings Presentation Q4FY26

    EARNINGS PRESENTATION Q4FY26

  2. Slide 2: 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

  3. Slide 3: 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

  4. Slide 4: 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

  5. Slide 5: 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

  6. Slide 6: 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

  7. Slide 7: 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

  8. Slide 8: 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

  9. Slide 9: 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

  10. Slide 10: Q4FY26 Performance Snapshot

    Q4FY26 Performance Snapshot Copyright © Redington 2026 | 10

  11. Slide 11: 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

  12. Slide 12: 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

  13. Slide 13: 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

  14. Slide 14: 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

  15. Slide 15: 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

  16. Slide 16: 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

  17. Slide 17: 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,

  18. Slide 18: 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) (

  19. Slide 19: FY26 Performance Snapshot

    FY26 Performance Snapshot Copyright © Redington 2026 | 19

  20. Slide 20: 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

  21. Slide 21: 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

  22. Slide 22: 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

  23. Slide 23: 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

  24. Slide 24: 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

  25. Slide 25: 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

  26. Slide 26: 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

  27. Slide 27: 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)

  28. Slide 28: 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

  29. Slide 29: Thank You

    Thank You Redington

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