R Systems International Limited · NSE:RSYSTEMS
R Systems International — Q2 2026 Earnings Presentation
15 slides from R Systems International's earnings presentation, August 2026
Slide 1: Q2 CY 2026 Investor Presentation
Q2 CY 2026 Investor Presentation rsystems.com All rights reserved. Public/Confidential/Internal. 1
Slide 2: 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 3: Agenda
AGENDA Financial Performance Q2 & H1 2026 Margin & EPS Analysis Q2 & H1 2026 Adj. EBITDA & Adj. Net Profit Trend Operations Metrics Key Wins Q2 2026 TTM ACV Bookings Excluding Renewals Summing Up And Looking Ahead rsystems.com All rights reserved. Confidential. 3
Slide 4: Financial Performance: Q2 2026
Financial Performance : Q2 2026 Financials Quarter Trend (INR M) 7,000 23% 20.1% 20.1% 6,000 21% Revenue: INR 6,017M ($ 63.6M) 17.9% 17.8% 18.3% 17.4% 17.3% 16.9% 5,748 6,017 19% YoY 30.2% 5,000 5,551 17% 4,986 4,000 4,441 4,490 4,425 4,620 15% 3,000 13% Adj. EBITDA: INR 1,207M ($ 12.8M) 11% Adj. EB
Slide 5: Financial Performance: H1 2026
Financial Performance : H1 2026 Financials Half Year Trend (INR M) 12,000 20.1% 20% Revenue: INR 11,765M ($ 126.4M) 11,765 10,000 17.3% YoY 30.1% 18% 8,000 9,045 16% 6,000 Adj. EBITDA: INR 2,364M ($ 25.4M) 14% Adj. EBITDA %: 20.1% 4,000 12% YoY 51.0% 2,000 10% 1,566 2,364 - 8% Adj. Net Profit: INR 1
Slide 6: Margin & EPS Analysis: Q2 2026
Margin & EPS Analysis : Q2 2026 ₹ in M Growth% ₹ in M Growth% Q2 2026 Q2 2025 Q2 2026 Q1 2026 except per share data (YoY) except per share data (QoQ) Revenue 6,017 4,620 30.2% Revenue 6,017 5,748 4.7% Adj. EBITDA 1,207 797 51.4% Adj. EBITDA 1,207 1,157 4.4% Adj. EBITDA % 20.1% 17.3% 281bps Adj. EBIT
Slide 7: Margin & EPS Analysis: H1 2026
Margin & EPS Analysis : H1 2026 ₹ in M H1 2026 H1 2025 Growth% (YoY) CY 2025 except per share data Revenue 11,765 9,045 30.1% 19,582 Adj. EBITDA 2,364 1,566 51.0% 3,427 Adj. EBITDA % 20.1% 17.3% 279bps 17.5% Adj. Net Profit 1,387 898 54.4% 1,936 Adj. Net Profit % 11.8% 9.9% 186bps 9.9% Adj. Basic EP
Slide 8: Operations Metrics
Operations Metrics Revenue by Geography (%) Client Concentration (%) 30% 80% 69.3% 71.5% 25% 24.0% 24.4% 60% 20% 16.0% 17.0% 40% 15% 11.5% 12.1% 10% 20% 17.5% 15.3% 5.8% 6.0% 9.6% 9.7% 5% 3.6% 3.6% 0% 0% Americas APAC Europe MEA Top Client Top 3 Client Top 5 Clients Top 10 Clients Q1 2026 Q2 2026 Q1
Slide 9: Key Wins
Key Wins 1 A leading global telecommunications and media company has engaged R Systems to leverage advanced analytics, data science, and intelligence solutions to transform data into actionable business insights. This strategic engagement will drive smarter decision-making, optimize operations, and
Slide 10: TTM ACV Bookings Excluding Renewals ($ M)
TTM ACV Bookings Excluding Renewals ($ M) Trailing Twelve Month ACV 84 82 82.3 82.9 80 78 76 76.5 74 72 74.0 74.0 70 68 Q2-2025 Q3-2025 Q4-2025 Q1-2026 Q2-2026 ACV rsystems.com All rights reserved. Confidential. 10
Slide 11: Summing Up And Looking Ahead
Summing Up And Looking Ahead R Systems was recognized as a Horizon 2 GCC Accelerator in HFS' Horizons: GCC Services, 2026 Report, Validation of our AI-first GCC model and platform-led delivery Our portfolio of proprietary accelerators have been recognized as key differentiators enabling GCCs in this
Slide 12: Appendix
Appendix rsystems.com All rights reserved. Confidential. 12
Slide 13: Financial Performance - Contribution Analysis – Q2 2026 (Un-audited)
Financial Performance - Contribution Analysis – Q2 2026 (Un-audited) Q2 2026 Q1 2026 Q2 2025 Particulars ₹ in M US$ in M ₹ in M US$ in M ₹ in M US$ in M Revenues 6,017.0 63.6 5,747.7 62.8 4,620.1 54.0 Cost of revenues 3,656.8 38.6 3,677.1 40.2 2,956.7 34.6 Gross margin 2,360.2 25.0 2,070.6 22.6 1,66
Slide 14: Financial Performance - Contribution Analysis – H1 2026 (Un-audited)
Financial Performance - Contribution Analysis – H1 2026 (Un-audited) H1 2026 H1 2025 Particulars ₹ in M US$ in M ₹ in M US$ in M Revenues 11,764.7 126.4 9,044.8 105.1 Cost of revenues 7,333.9 78.8 5,757.2 66.9 Gross margin 4,430.8 47.6 3,287.6 38.2 % of Revenue 37.7% 36.3% SG&A Expenses 2,066.7 22.2
Slide 15: Thank You!
THANK YOU! rsystems.com All rights reserved. Confidential.
R Systems International — Q2 2026 Earnings Presentation on 6ix