Rashi Peripherals Limited · NSE:RPTECH
Rashi Peripherals — Q1 FY26 Earnings Presentation
24 slides from Rashi Peripherals's earnings presentation, Aug 5, 2025
Slide 1: Exchange intimation letter for investor presentation
August 5, 2025 To, Listing Operation Department Listing Compliance Department BSE Limited (BSE) The National Stock Exchange of India Limited (NSE) Phiroze Jeejecbhoy Towers 05th Floor, Exchange Plaza, C-1, Block G, Bandra Kurla Dalal Street, Mumbai- 400001 Complex, Bandra (E) Mumbai - 400051 Scrip C
Slide 2: Corporate and Investor Presentation Q1 FY26
RP tech Rashi Peripherals Limited Rashi Peripherals Limited Corporate and Investor Presentation FY 2025 - 26 Q1 FY26 | Aug 05, 2025
Slide 3: Operational efficiencies boost quarterly margins
Operational efficiencies boost quarterly margins Consolidated Financials Revenue EBITDA EBITDA Margin PAT PAT Margin EPS ₹ 31,521 Mn ₹ 1,114 Mn 3.5% ₹ 617 Mn 2.0% ₹ 9.3 (26.1)% Y-o-Y +23.0% Y-o-Y +140 Bps Y-o-Y +12.1 % Y-o-Y +70 Bps Y-o-Y +11.0% Y-o-Y ^11.4% Y-o-Y 13.8% ROE%* 14.4% ROCE%* 73 WC DAYS
Slide 4: Business Highlights Q1 FY26
Business Highlights Q1 FY26 Growth Trajectory 11% growth in Q1 (excluding projects business) AI Business Increasing penetration in AI Vertical-wise Growth solutions business Surveillance business grew by multiple times 15th Channel Business Form (Longest Running Channel Margin Expansion Roadshow in
Slide 5: Company Overview
Company Overview
Slide 6: About Rashi Peripherals Limited
About Rashi Peripherals Limited Leading End-to-End Facilitating Largest Distributor Services Entry Network One of the leading Offers complete Helps global brands One of India's largest national distributor services from pre- enter and formalize ICT product for global sales to warranty Indian ICT dis
Slide 7: Rich Legacy and Outreach
Rich Legacy and Outreach 36+ Years 536 million@ 52 69 of Experience Units Distributed Branches Warehouses 10,420* 74 Global 23.5% 1,485 Customers Technology Brands CAGR FY 21-25 Employees 18,183 708* SKUs Locations Long term rating of CRISIL AA-/Stable and short term rating of CRISIL A1+ * Figures a
Slide 8: RP Tech's Distribution Model
RP Tech’s Distribution Model OEM/ Brands National Distributor Partner Distribution Channels End Users % Revenue Contribution Educational Institute 83% Data Centres General Trade Government Organization Distributor Warehousing / Partner Service Centres 8% Telecommunication Own / 3rd Global Technology
Slide 9: Diverse Portfolio Across Strategic Business Verticals
Diverse Portfolio Across Strategic Business Verticals Personal Computing, Enterprise and Cloud Solutions (PES) • Personal Computing Device • Enterprise • Embedded Lifestyle and IT Essentials (LIT) • Carepack • Networking • Components • Power Solutions • Lifestyle Devices • Peripherals • Memory / Sto
Slide 10: Trusted by 70+ Global Technology Brands
Trusted by 70+ Global Technology Brands Number of global technology brands 70 74 60 50 53 FY22 FY23 FY24 FY25 Q1 FY26 Long Term Relationship (June’25 TTM) 23 88% 72% 65% 11 8 Over 5 Years Over 10 Years Over 14 Years No. of Global Brands % Contribution
Slide 11: Building success for India's digital foundation
Building success for India’s digital foundation Scalable Growth Positioning to capitalize on India's digital 5 transformation Operational Excellence Implementing a tech- 4 driven supply chain and advanced warehousing Diversified Portfolio Expanding into key IT, 3 Mobility, and Enterprise segments Fo
Slide 12: Market Opportunity
Market Opportunity
Slide 13: Factors Driving Hardware Industry Growth
Factors Driving Hardware Industry Growth… Policy Push AI Infrastructure Government initiatives Need for robust fostering innovation AI infrastructure Strategic Investments Digital India Major industry players Initiative fostering injecting capital AI adoption and development Sector Demand Data Prote
Slide 14: Rise in Indian IT spending
…as highlighted by rise in Indian IT spending 12.9%* 63.1 55.9 Device segment 35.7 37.6 expected to grow 30.1 33.5 at higher pace 21.0 11.0%* 17.9 than overall IT spending in India 4.3 4.8 driven by refresh cycle spill-over and AI readiness mandates Data Centre Devices Software IT Services Communica
Slide 15: PC market showing robust growth
…with PC market showing robust growth Q1 2025 Shipments (Units) 2.4 Mn 906,000 3.3 Mn 1 Mn 13% 24% 21% 3% Tablet PC (excl. Tablet) Notebook Desktop 15 Mn Overall PC shipments in 2025 (including tablets) 6%* (*Projected) Source: Canalys
Slide 16: Financials
Financials
Slide 17: Q1FY26 Key Financials
Q1FY26 Key Financials Consolidated 1,114 617 14,387 906 960 3.5% 2.1% 3.2% 550 28,284 29,732 31,521 527 1.3% 2.0% 1.8% Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Revenue from operations EBITDA EBITDA Margin PAT PAT Margins w/o Deal Growth 11.4% Standalone 1,092 933 547 5
Slide 18: Key Consolidated Ratios
Key Consolidated Ratios Net Debt to Equity ROE & ROCE 0.6 13.8% 0.5 12.6% 12.6% 0.4 14.4% 12.9% 13.1% FY24 FY25 Q1FY26* ROE ROCE FY24 FY25 Q1FY26 Net Worth (₹ Mn) Working Capital (₹ Mn) & 18,030 Working Capital (Days) 17,421 33,000 29,156 8000% 28,000 25,681 7000% 21,331 73 23,000 6000% 18,000 15,50
Slide 19: Annexure
Annexure
Slide 20: Board of Directors
Board of Directors Yazdi Piroj Dandiwala Krishna Kumar Choudhary Independent Director Chairman & WTD Anandkumar Radhakrishna Sureshkumar Pansari Ladsariya Vice-Chairman & WTD Independent Director Kapal Suresh Pansari Drushti Rahul Desai Managing Director Independent Director Keshav Krishna Kumar Cho
Slide 21: Key Managerial Personnel and Senior Management
Key Managerial Personnel and Senior Management Rajesh Goenka Himanshu Kumar Shah Chief Executive Officer Chief Financial Officer Navin Agarwal Tejas Vyas Hinal Shah Vice President, Accounts Compliance Officer Company Secretary & Finance
Slide 22: Awards and Recognitions
Awards and Recognitions VAR India DT Most Promising Partner Best National Distributor in India of the Year 2025
Slide 23: Disclaimer
Disclaimer This presentation has been prepared by Rashi Peripherals Limited (the “Company” “RP Tech”), solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connecti
Slide 24: Thank you
Investor Contact Hinal Shah Company Secretary Registered Office Ariisto House, 5th Floor, Junction of N.S.Phadke Road, Telli Gali, Andheri (E), Mumbai- 400 069 Maharashtra, India https://www.rptechindia.com/ Thank you CIN: L30007MH1989PLC051039 Aditya Tikare & Samruddhi Bane Investor Relations E: ad