Redington Limited · NSE:REDINGTON

Redington — Q2 FY2027 Earnings Presentation

28 slides from Redington's earnings presentation, Nov 4, 2026

  1. Slide 1: Earnings Presentation Q2FY27

    EARNINGS PRESENTATION Q2FY27

  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: Financial Highlights

    Financial Highlights ✓ Highest Ever Revenue achieved in any Quarter ✓ Highest Ever PAT achieved in any Quarter • Q2FY27 – YoY growth ✓ PAT growth faster than revenue growth • Global excl. Arena - Revenue grew by 54%, EBITDA grew by 58% and PAT grew by 55% • Global incl. Arena - Revenue grew by 48%,

  4. Slide 4: Financial Highlights

    Financial Highlights • Key Metrics – Global (Q2FY27) • WC days is 35 days, increased by 4 Days on YoY basis • TSG grew by 91%, MSG grew by 40% , SSG grew by 39% and ESG grew 38% on YoY basis • Debt to Equity was at 0.55x • ROCE was at 22.7% and ROE was at 21.6% SISA : Singapore, India & South Asia R

  5. Slide 5: Financial Highlights – Q2FY27 (SISA)

    Financial Highlights – Q2FY27 ✓ India demonstrated exceptional revenue & PAT growth momentum SISA BUSINESS • YoY Revenue grew by 66%, EBITDA grew by 64% and PAT grew by 66% • ROCE was at 28.8% and ROE at 29.5% • WC days stood at 31 days, increased by 5 days on YoY basis. • YoY Strong growth across a

  6. Slide 6: Financial Highlights – Q2FY27 (ROW)

    Financial Highlights – Q2FY27 ✓ ROW demonstrated good performance despite ongoing geo-political challenges ROW BUSINESS Incl. Arena • Revenue grew by 27%, EBITDA grew by 9% and PAT grew by 25% • WC days stood at 39 days, increased by 5 days on YoY basis • YoY Strong growth in TSG by 42%, SSG by 41%

  7. Slide 7: Financial Highlights – ProConnect

    Financial Highlights ✓ ProConnect achieved all-time high quarterly revenues PROCONNECT GLOBAL Q2FY27 • Revenue grew at 38%, EBITDA grew at 31% • EBITDA margin at 11% and PAT at 2% • Captive business at 27% H1FY27 • Revenue grew at 38%, EBITDA grew at 24% • EBITDA margin at 10% and PAT at 2% • Captiv

  8. Slide 8: Arena performance and impairment of investment

    Arena performance and impairment of investment • Arena business performance during Q2FY27 : Revenue decreased by 37% YoY due to exit from Turkish Lira denominated businesses resulting in loss in this quarter. • The Company’s wholly owned subsidiary, Redington Gulf FZE (RGF) carried out an impairment

  9. Slide 9: Q2FY27 Performance Snapshot

    Q2FY27 Performance Snapshot Copyright © Redington 2026 | 9

  10. Slide 10: Q2FY27 Redington Global Performance

    Q2FY27 Redington Global Performance REVENUE GM EBITDA PAT 48% 41% 41% 50% 43,002 2,100 894 581 1,495 388 632 29,118 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 ₹ in Cr Copyright © Redington 2026 | 10

  11. Slide 11: Q2FY27 Redington Global Excl. Arena Performance

    Q2FY27 Redington Global Excl. Arena Performance REVENUE GM EBITDA PAT 54% 47% 58% 55% 41,731 1,989 1,003 657 27,112 425 637 1,350 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 ₹ in Cr Copyright © Redington 2026 | 11

  12. Slide 12: Q2FY27 Performance by Market

    Q2FY27 Performance by Market REVENUE GM EBITDA PAT 66% 60% 64% 66% 1,123 25,660 613 392 SISA 701 15,482 375 237 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 38% 33% 49% 41% ROW Excl. Arena 865 16,071 390 648 265 11,630 262 188 Q2FY26 Q2FY27 ₹ in Cr Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY2

  13. Slide 13: Q2FY27 Contribution by Market

    Q2FY27 Contribution by Market REVENUE GM EBITDA PAT 31% 32% 40% 41% 39% 47% 47% 53% 69% 68% 60% 59% 61% 53% 53% 47% Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Copyright © Redington 2026 | 13

  14. Slide 14: Q2FY27 Working Capital Days

    Q2FY27 Working Capital Days SISA ROW GLOBAL 5 5 4 7 3 39 34 35 31 31 32 31 32 26 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Copyright © Redington 2026 | 14

  15. Slide 15: Q2FY27 Top Vendors

    Q2FY27 Top 5 Vendors REVENUE 44% 41% OTHERS GOOGLE DELL EMC 3% 5% 4% 6% HP Inc 9% 8% LENOVO APPLE 11% 10% 29% 30% Q2FY26 Q2FY27 Copyright © Redington 2026 | 15

  16. Slide 16: Q2FY27 Verticals Revenue

    Q2FY27 Verticals Revenue SISA ROW GLOBAL Verticals Q2FY26 Q2FY27 YoY Q2FY26 Q2FY27 YoY Q2FY26 Q2FY27 YoY ESG 4,892 6,945 42% 4,502 6,056 34% 9,394 13,000 38% TSG 3,041 6,553 115% 1,507 2,139 42% 4,548 8,691 91% SSG 2,126 2,906 37% 2,478 3,504 41% 4,603 6,409 39% MSG 5,283 8,998 70% 5,019 5,462 9% 10

  17. Slide 17: Q2FY27 Free Cash Flow Statement

    Q2FY27 Free Cash Flow Statement Particulars (₹ in Cr) Q2FY26 Q1FY27 Q2FY27 Profit Before Taxation 460 611 624 Non-cash items 62 92 361 Finance Cost 116 89 128 Changes in Working Capital 1,096 (1,825) (2,568) Direct Tax Paid (134) 147 (231) Net Cash Flow from Operations 1,600 (885) (1,686) Capex (2)

  18. Slide 18: H1FY27 Performance Snapshot

    H1FY27 Performance Snapshot Copyright © Redington 2026 | 18

  19. Slide 19: H1FY27 Redington Global Performance

    H1FY27 Redington Global Performance REVENUE GM EBITDA PAT 41% 35% 52% 61% 77,967 3,814 1,067 1,645 663 55,120 1,081 2,828 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 ₹ in Cr Copyright © Redington 2026 | 19

  20. Slide 20: H1FY27 Redington Global Excl. Arena Performance

    H1FY27 Redington Global Excl. Arena Performance REVENUE GM EBITDA PAT 48% 44% 56% 59% 75,525 3,656 1,775 1,174 2,544 51,046 1,137 740 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 ₹ in Cr Copyright © Redington 2026 | 20

  21. Slide 21: H1FY27 Performance by Market

    H1FY27 Performance by Market REVENUE GM EBITDA PAT 64% 53% 57% 61% 2,040 SISA 46,798 1,122 1,332 719 28,485 715 447 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 27% 33% 55% 55% ROW Excl. Arena 28,727 1,616 22,561 653 1,212 455 422 293 ₹ in Cr H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY

  22. Slide 22: H1FY27 Contribution by Market

    H1FY27 Contribution by Market REVENUE GM EBITDA PAT 34% 32% 33% 33% 40% 48% 47% 53% 66% 68% 67% 67% 60% 52% 53% 47% H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 Copyright © Redington 2026 | 22

  23. Slide 23: H1FY27 Working Capital Days

    H1FY27 Working Capital Days SISA ROW GLOBAL 4 9 5 43 37 33 34 32 29 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 Copyright © Redington 2026 | 23

  24. Slide 24: H1FY27 Top Vendors

    H1FY27 Top 5 Vendors REVENUE 40% 42% OTHERS GOOGLE 4% DELL EMC 2% 6% 5% HP Inc 9% 8% LENOVO 11% APPLE 10% 31% 32% H1FY26 H1FY27 Copyright © Redington 2026 | 24

  25. Slide 25: H1FY27 Verticals Revenue

    H1FY27 Verticals Revenue SISA ROW GLOBAL Verticals H1FY26 H1FY27 YoY H1FY26 H1FY27 YoY H1FY26 H1FY27 YoY ESG 8,929 12,951 45% 8,034 10,274 28% 16,963 23,225 37% TSG 5,592 10,556 89% 3,044 4,231 39% 8,636 14,787 71% SSG 3,997 5,572 39% 4,501 6,799 51% 8,498 12,371 46% MSG 9,670 17,248 78% 10,807 9,52

  26. Slide 26: H1FY27 Free Cash Flow Statement

    H1FY27 Free Cash Flow Statement Particulars (₹ in Cr) H1FY27 H1FY26 Profit Before Taxation 764 1,235 Non-cash items 199 454 Finance Cost 208 217 Changes in Working Capital (227) (4,392) Direct Tax Paid (207) (85) Net Cash Flow from Operations 737 (2,571) Capex (33) (108) Outflow of Finance Cost (121

  27. Slide 27: 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

  28. Slide 28: Thank You

    Thank You Redington

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