Redington Limited · NSE:REDINGTON
Redington — SSG Day Virtual Investor Meet 2026
34 slides from Redington's conference presentation, Jun 17, 2026
Slide 1: Stock exchange intimation letter
June 17, 2026 The National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra-Kurla Complex, Floor 25, Phiroze Jeejeebhoy Towers, Bandra (E), Mumbai – 400051 Dalal Street, Mumbai — 400 001 Symbol: REDINGTON Scrip: 532805 Sir/Madam, Sub: Investor/Analyst Virtual Meet- Presentation Fur
Slide 2: From Software Distribution to Intelligent Orchestration
g Redington From Software Distribution @ oe to nfl = Intelligent Orchestration o" O.- 4 OX ~
Slide 3: Agenda
Agenda 01 Presentation 02 AWS Universe & Synergy with Redington 03 Panel Discussion 04 Q&A
Slide 4: Krishnan SV, Finance Director
Krishnan SV Finance Director
Slide 5: SSG Global: Financial Snapshot
SSG Global: Financial Snapshot Gross Revenue (USD Bn) doubled in 3 years, Path to USD 5 Bn FY26 5.0 Net Revenue GM % Rev Contribution 2.4 1.9 ↑25% 1.6 ↑20% $2.2 Bn $126 M 17% 1.3 ↑23% FY25: $1.7 Bn | +29% FY25: $108 M | +17% FY-23 FY-24 FY-25 FY-26 FY-29(E) Proven Scale 23% CAGR over last 3Years; 28
Slide 6: Hariharan VS, MD & Group CEO
Hariharan VS MD & Group CEO, Redington
Slide 7: SSG - The New Digital Trinity
SSG - The New Digital Trinity Software delivers Cloud enables scale Security builds business outcomes anytime, anywhere trust and resilience Copyright © Redington 2025 | 6
Slide 8: Why SSG Matters - The New Core of Technology Distribution
Why SSG Matters - The New Core of Technology Distribution SSG Scale Many → Many For Redington, Software & Services is 17% of our where ecosystems connect in real time through platforms and AI marketplaces business and rising fast across India, META & SESA Globally, software drives 31% of all tech di
Slide 9: Redington's Position Within Global Distribution
REDINGTON'S POSITION WITHIN GLOBAL DISTRIBUTION (#7) is privately held and discloses no audited revenue
Slide 10: SSG Market Opportunity (IaaS + PaaS + SaaS)
SSG Market Opportunity (IaaS + PaaS + SaaS) Source: Gartner Market Forecasts (2025–2029), Canalys Channel Research
Slide 11: SSG Distribution & Orchestration
SSG Distribution & Orchestration
Slide 12: Hardware vs Software Technology Adoption Enablers
Hardware vs Software Technology Adoption Enablers Supply Chain Management Product Solutioning Omni Channel Approach Inventory Management Product Configuration Unique Routes To Market Credit/Financing Solutions Pre-sales Support Inside Sales/Demand Gen. Hardware & Physical Solution CUSTOMERS BRANDS M
Slide 13: Hardware products, AI enabled coupled with PS/AI agents
Hardware products, AI enabled coupled with PS /AI agents Comprehensive portfolio across categories, enhanced with AI & delivered through professional services and AI agents Mobility AI powered Premium Smarter experiences powered by Solutions Smartphones Wearables on-device & cloud AI Professional En
Slide 14: Sayantan Dev, Global Head of SSG
Sayantan Dev Global Head of SSG, Redington
Slide 15: The Market Is Shifting
The Market Is Shifting Everything-as-a-Service Platform-Led Distribution Consumption models moving from Vendors consolidating through perpetual licenses to flexible, marketplaces and API-first outcome-based subscriptions ecosystems Services as Software Managed services and professional services beco
Slide 16: Expansive Market Opportunity
Expansive Market Opportunity Redington's SSG is poised to capitalize on significant growth across global and regional markets in software, cloud, and security, driven by digital transformation. 1 Software-as-a-Service (SaaS) 2 Cloud Infrastructure (IaaS/PaaS) 3 Cybersecurity • The SaaS market is exp
Slide 17: SSG Transformation Plan
SSG Transformation Plan Redington From One-Time Deals > Sustainable Growth Engine ee eee Growing ARR Base : la if Ke al \ 1. PLATFORM 2. SERVICES 3. LIFECYCLE 4. Al siete MOR Fe ae » GROWTH Orchestrate Attach & Manage & Unlock intelligence, SUBSCRIPTION & ENGINE SERVICES at scale differentiate expan
Slide 18: Platform-Led Distribution
Platform-Led Distribution The SSG Platform Vision Build and operate a unified digital platform that connects connects vendors, resellers, and end customers — enabling enabling self-service ordering, automated provisioning, and provisioning, and real-time analytics. • API-first integration with major
Slide 19: Services and Solutions Orchestration
SERVICES AND SOLUTIONS ORCHESTRATION The SSG Significance
Slide 20: Customer Lifecycle Management
Customer Lifecycle Management
Slide 21: Redington AI Practice
Redington Al Practice G Redington The Engine Powering Al Enablement Across the Ecosystem LEARNING & TALENT | | INNOVATION * Redington Academy @ 7 @ + Al Labs + Al Certifications ’ PA | + Customer POCs * Practitioner Programs * Industry Use Cases COMMUNITY & ECOSYSTEM GTO SOLUTIONS ( 4 + Redington Al
Slide 22: Recurring Revenue Growth
Recurring Revenue Growth REVENUE MIX SHIFT: PERPETUAL TO RECURRING —®— Subscription / Recurring Revenue (%) 100% ~ 75% 25% 0% —@— Perpetual / Traditional License Revenue (%) " ox 83% 85% 7A% __—_—_-® 69% 70% a e e——__e——— e ° a a 30% 28% * EES 26% 23% ee o—___.,» aie 15% FY23 FY24 FY25 FY26 FY27 FY2
Slide 23: Capability Investments being made into SSG & AI
Capability Investments being made into SSG & AI
Slide 24: The 5 P's of SSG Transformation
The 5 P's of SSG Transformation Our strategic framework to build a future-ready, services-first organization, ensuring sustainable growth and market leadership in the Everything-as-a-Service economy. ~10,000 Partners Globally ~1000 SSG Team 10+ tools 100+ accelerators 130+ Brands 06+ Platforms 500+
Slide 25: SSG Portfolio at Scale
SSG PORTFOLIO AT SCALE 130+ Technology Vendors Across Software, Cloud & Security SOFTWARE 50+ Brands KEY OEMS Q\autovesk @ RedHat NUTANDS §=ORACLE veritas veeam [AN Adobe OTHER KEY BRANDS SAS + GTRIX + CANONICAL (UBUNTU) = TABLEAU + PTC + RUBRIK - PEGA + ZOOM + SUSE + BMC + COMMVAULT + PERFORCE SOFT
Slide 26: Impact on Sustainable Growth
Impact on Sustainable Growth Predictable Revenue – 74% ARR Recurring revenue creates steadier growth than one-time deals Improved Customer Retention – Renewal Success Rate : 85% Ongoing services strengthen relationships and reduce churn risk Scalable Margins Platform-led delivery grows more efficien
Slide 27: The Path Forward
The Path Forward 01 Platform Investment CQ 2.0 released, CQ 2.1 & CQ 2.2 – September & December 2026 Deploy SSG's unified subscription and services platform 02 Partner Transformation Enable resellers to sell outcomes, not products 03 Vendor Alignment - WIP Secure marketplace and API integrations wit
Slide 28: Krishnan SV, Finance Director
Krishnan SV Finance Director
Slide 29: Case for Investment
SSG Global | Strategic Insight — Investment Thesis | FY'26 Case for Investment Platform | Portfolio | PS | Process | People THE PATH TO HIGHER PROFITABILITY Platform | Portfolio | PS | Process | People Cloud & SW Operating leverage margins outpacing the cost base CloudQuarks 2.0 Core platform Govern
Slide 30: Global Contracts, Captive Delivery Centre and Revenue Recognition
Global Contracts Global Captive Revenue Recognition WHT on cross border Delivery Centre in transactions India, Egypt Gross revenue to Net revenue Advance ruling from tax Global Talent optimization Cross-charge model @ ALP (Renewals, Subscriptions, depts, Vendor billing model, & best practice adoptio
Slide 31: AWS x Redington Synergy
os AWS x REDINGTON SYNERGY Accelerating Cloud Transformation Across 40+ Markets Oa “Sa Kalyan Pola Ez “ AS,
Slide 32: AWS × Redington: A Decade of Firsts
AWS Premier Tier AWS × Redington: A Decade of Firsts FIRST-OF-ITS-KIND INITIATIVES Services Partner 2015 1 Partner, 1 Customer SCA 1.0 & 2.0 – Strategic 01 02 REAP — Downstream SCAs Collaboration Agreement Pioneering model enabling Redington's distribution First distributor-led Scale Commitment Agre
Slide 33: Panel discussion participants
Panel discussion participants Moderator/ SSG BU Ms. Nehal Sharma SSG – Global Alliances GTM Mr. Ramesh Natarajan CEO - India & ME Mr. Cem Borhan CEO - SESA SSG BU Mr. Sachin Dubey Head - Professional Services AI Mr. Deepak Puligadda Group Chief Technology Officer Mr. Mohammed Sadiq Senior Vice Presi
Slide 34: Thank You
GRedington Thank You SSG for Distribution The Operating System for Modern Distribution 4 = wos. é 222 I << (ull) ia : o SS. SS « y ~s ——o 5 <<