Silicon Rental Solutions Ltd. · BSE:SRSOLTD
Silicon Rental Solutions — Bharat Connect Conference Rising Stars 2026
38 slides from Silicon Rental Solutions's conference presentation, Feb 28, 2026
Slide 1: Submission of Investor Presentation to BSE
MUMBAI | PUNE | DELHI | AHMEDABAD | KOLKATA | BANGALORE formerly known as “Silicon Rental Solutions Private Limited” CIN No: L74999MH2016PLC272442 Date: February 28, 2026 To The Secretary, Listing Department BSE Limited (SME) 25th Floor, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400001 Scrip
Slide 2: Investor Presentation – Feb '26
Investor Presentation – Feb ‘26
Slide 3: Agenda
Agenda 1. Executive summary 2. About Silicon Rental Solutions 3. Benefits of Tech-as-a-Service 4. Defensible market position 5. Our growth flywheel 6. The SRSL investment case 7. Select financial statement data
Slide 4: Executive summary – H1 FY26
Executive summary – H1 FY26 Revenue and profitability Return and capital Client and people Revenue from operations Return on equity (RoE) Client retention ₹ 61.6 crores 10.1% 85% EBIDTA Return on capital employed (RoCE) Order inflow ₹ 20.2 crores 13.0% ₹ 70.0 crores EBIDTA margin o Debtor days Avera
Slide 5: Revenue split across segments – FY25 and H1 FY26
Revenue split across segments – FY25 and H1 FY26 Rental business Distribution business Revenue from operations +9% +16% +13% 120.0 64 70.0 30 66.9 28.8 + = 35.9 40.0 34 32.9 102.9 29 61.6 62 35.0 33 100.0 65.0 28 26.3 30.0 32 60 27 80 .0 60.0 26 25.0 31 63.3 58 6 0.0 55.0 25 20.0 30 54.8 56 50.4 12.
Slide 6: Agenda
Agenda 1. Executive summary 2. About Silicon Rental Solutions 3. Benefits of Tech-as-a-Service 4. Defensible market position 5. Our growth flywheel 6. The SRSL investment case 7. Select financial statement data
Slide 7: Silicon Rental Solutions at a glance
Silicon Rental Solutions at a glance ▪ Founded in 1993 as an IT equipment sales and service business, Silicon Rental Solutions Limited (SRSL), is one of India’s earliest IT-rental specialists ▪ Now evolved in a full-stack tech rental partner enabling enterprises to 30,000+ 1,000+ access bespoke infr
Slide 8: Rental business
Rental business Revenue EBIDTA margin PAT margin 84.3% 66.9 75.6% 29.9% 67.0% 23.9% 50.4 18.3% 35.3 FY23 FY24 FY25 FY23 FY24 FY25 FY23 FY24 FY25 Offerings Demand Triggers Business Economics Moats Clientele ▪ Desktops ▪ Balance-sheet ▪ Economic life: 6 years ▪ Capital intensive ▪ Laptops efficiency ▪
Slide 9: Distribution business
Distribution business Revenue EBIDTA margin PAT margin 35.9 12.0% 15.8% 8.8% 6.6% 12.9 1.0 3.5% 2.7% FY23 FY24 FY25 FY23 FY24 FY25 FY23 FY24 FY25 About the Business Business Economics Strategic Rationale Clientele ▪ Procurement and resale of ▪ Rotates capital faster ▪ Supports large or urgent IT har
Slide 10: CoE-as-a-service: New growth engine for Silicon
CoE-as-a-service: New growth engine for Silicon Operating model ▪ Scalable, rental-led Centres of Excellence (CoE) platform for Core problem emerging technologies ▪ Colleges want cutting-edge labs but cannot afford capex, ▪ Focus areas: AI/ML, cybersecurity and forensics, IoT and drones upgrades, or
Slide 11: Our journey since 1996
Our journey since 1996 1996 2006 2008 2011 2014 At Pioneering desktop Unveiled IT rental Setup a second In Expanded product Pan India presence sales and servicing operations in Mumbai branch in Pune, line to a wide array of with an extensive venture inception city broadening our reach IT hardware ne
Slide 12: Range of product and service offerings (1/3)
Enhancing IT rental excellence: Range of product and service offerings (1/3) Desktops Servers ▪ Wide range, from assembled to branded ▪ Robust IT infrastructure solutions. Options options include Rack Mount, Tower Servers, and ▪ Includes Mac, Core i7/i5/i3, and Core 2 Duo Blade Servers models ▪ Top
Slide 13: Range of product and service offerings (2/3)
Enhancing IT rental excellence: Range of product and service offerings (2/3) Projectors EVs ▪ High-performance DLP, multimedia, and ▪ Electric bikes, cars, and commercial interactive projectors vehicles ▪ Ideal for meetings and presentations ▪ Sustainable business solutions Cameras Data Centers ▪ Ta
Slide 14: Range of product and service offerings (3/3)
Enhancing IT rental excellence: Range of product and service offerings (3/3) Robotics High Performance Workstations ▪ High-performance DLP, multimedia, and interactive projectors ▪ High-performance workstations are designed to meet rigorous requirements of ▪ Ideal for meetings and presentations prof
Slide 15: Trusted by marquee business groups
Trusted by marquee business groups Silicon’s proven excellence significantly cements its position as a trusted IT equipment rental partner 14
Slide 16: Board of Directors with deep cross functional expertise (1/2)
Board of Directors with deep cross functional expertise (1/2) Sanjay Harish Motiani Kanchan Sanjay Motiani Anushka Sanjay Motiani Promoter, Chairman and Managing Director Promoter, Whole Time Director Promoter and Non-executive Director ▪ Experience: 28+ Years ▪ Experience: 28+ Years ▪ Experience: 4
Slide 17: Board of Directors with deep cross functional expertise (2/2)
Board of Directors with deep cross functional expertise (2/2) Nikhil Sanjay Motiani Manish Sehgal Ashok Kumar Jain Promoter & Whole Time Director Independent Director Independent Director ▪ Experience: 3+ Years ▪ Experience: 31+ Years ▪ Experience: 35+ Years ▪ He earned a Bachelor's degree in Electr
Slide 18: Agenda
Agenda 1. Executive summary 2. About Silicon Rental Solutions 3. Benefits of Tech-as-a-Service 4. Defensible market position 5. Our growth flywheel 6. The SRSL investment case 7. Select financial statement data
Slide 19: Enterprise benefits of Tech-as-a-Service
Enterprise benefits of Tech-as-a-Service Operational benefits ▪ End-to-end lifecycle support: service, repairs and replacements are included ▪ Near-zero downtime with 24×7 support and proactive maintenance ▪ Free upgrades reduce obsolescence risk ▪ Scale IT capacity up or down without long commitmen
Slide 20: Silicon's signature process: Renting simplified
Silicon's signature process: Renting simplified Consultation Customization At Silicon Rentals, renting IT equipment is a breeze. Agreement Perfected the process to make it seamless, efficient, and customer-centric. Installation Service 19
Slide 21: Agenda
Agenda 1. Executive summary 2. About Silicon Rental Solutions 3. Benefits of Tech-as-a-Service 4. Defensible market position 5. Our growth flywheel 6. The SRSL investment case 7. Select financial statement data
Slide 22: Defensible market position
Defensible market position Scale advantage OEM relationships 01 Large asset base enables lower procurement cost and logistics economics. Higher utilization drives 04 Direct sourcing and certified partner ecosystem ensures price benefits, faster replacement, and margin expansion as we scale access to
Slide 23: Agenda
Agenda 1. Executive summary 2. About Silicon Rental Solutions 3. Benefits of Tech-as-a-Service 4. Defensible market position 5. Our growth flywheel 6. The SRSL investment case 7. Select financial statement data
Slide 24: Our growth flywheel
Our growth flywheel Strengthen client relationships Expand national footprint ▪ Continuous upgrade programs ▪ Deeper penetration across Tier 2/3 locations ▪ Real-time support and uptime assurance ▪ Enter high-growth industrial cities and new ▪ Value-added digital asset tracking and office hubs monit
Slide 25: Agenda
Agenda 1. Executive summary 2. About Silicon Rental Solutions 3. Benefits of Tech-as-a-Service 4. Defensible market position 5. Our growth flywheel 6. The SRSL investment case 7. Select financial statement data
Slide 26: The SRSL investment case
The SRSL investment case Attractive financial Structural market Moats that Clear path to story opportunity strengthen with scale expansion ▪ Strong historical revenue ▪ Large under-penetrated ▪ Procurement economics ▪ Entering Tier 2/3 cities growth rental segment ▪ Pan-India service ▪ Expanding in
Slide 27: Agenda
Agenda 1. Executive summary 2. About Silicon Rental Solutions 3. Benefits of Tech-as-a-Service 4. Defensible market position 5. Our growth flywheel 6. The SRSL investment case 7. Select financial statement data
Slide 28: Income statement
Income statement ₹ crores unless otherwise mentioned Particulars H1 FY24 H1 FY25 H1 FY26 FY23 FY24 FY25 Revenue from operations 24.1 54.8 61.6 36.3 63.2 101.9 Cost of materials and services consumed, including finished 3.5 28.4 37.5 0.9 17.2 46.6 goods and WIP Employee benefits expense 1.4 1.6 1.8 2
Slide 29: Balance Sheet
Balance Sheet ₹ crores unless otherwise mentioned ₹ crores unless otherwise mentioned Assets FY23 FY24 FY25 H1 FY26 Equity and Liabilities FY23 FY24 FY25 H1 FY26 Equity capital and Non-current assets 50.9 62.8 101.1 104.6 reserves Non-current liabilities Fixed assets 40.0 44.0 57.8 52.9 Borrowings 1
Slide 30: Cashflow statement
Cashflow statement ₹ crores unless otherwise mentioned Particulars FY23 FY24 FY25 H1 FY26 Net profit before tax 10.7 12.9 13.2 4.6 Adjustments for: Non-cash items and other investment/financial items 19.2 26.1 32.0 15.6 Operating profit before working capital changes 29.9 39.1 45.2 20.2 Changes in w
Slide 31: Historic business performance (1/2)
Historic business performance (1/2) Revenue from operations (in ₹ crores) EBIDTA (Operating profit) (in ₹ crores) PAT (Profit after tax) (in ₹ crores) 45.2 13.2 101.9 12.9 38.9 10.7 30.0 63.2 36.3 FY23 FY24 FY25 FY23 FY24 FY25 FY23 FY24 FY25 Fixed asset turnover (x) EBIDTA margin PAT margin 1.8 82.6
Slide 32: Historic business performance (2/2)
Historic business performance (2/2) RoE (Return on equity) Debtor days Cash conversion cycle (days) 152 152 21.0% 20.5% 101 104 13.1% 79 79 FY23 FY24 FY25 FY23 FY24 FY25 FY23 FY24 FY25 RoCE (Return on capital employed) Inventory days Net debt to equity (x) 27.6% 4 25.4% 16.8% - -0.1 -0.2 - - FY23 FY
Slide 33: Annexures
Annexures 1. India’s enterprise-tech opportunity 2. ESG initiatives
Slide 34: India's enterprise-tech opportunity
India’s enterprise-tech opportunity Structural tailwinds Large and Global positioning Shift towards across industries underpenetrated strengthening usage model and technology market demand ▪ Rapid digitalisation across BFSI, ▪ 3M enterprise laptops/desktops ▪ Enterprises are moving from ▪ India rema
Slide 35: Annexures
Annexures 1. India’s enterprise-tech opportunity 2. ESG initiatives
Slide 36: Prioritizing societal well being while addressing environmental concerns
Prioritizing societal well being while addressing environmental concerns Electronic waste (e-waste) causes environmental pollution through toxic chemical leaching and health risks when improperly managed. By diligently maintaining equipment, we prolong their lifespan and prevent them from ending up
Slide 37: Safe harbour statement
Safe harbour statement This presentation and the accompanying slides (the “Presentation”), which have been prepared by Silicon Rental Solutions Limited (Silicon, The Company) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for an
Slide 38: For any further information/queries, please contact
For any further information/queries, please contact: COMPANY Silicon Rental Solutions Limited Mr. Nikhil Motiani Director cs@silicongroup1.com INVESTOR RELATIONS CONSULTANT Capital Bridge Advisory Service Private Ltd Mr. Rutul Shah Mr. Raj Shah, CFA rutul@capbridge.in raj@capbridge.in +91 8200247366
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