Redington Limited · NSE:REDINGTON

Redington — Q2 FY27 Earnings Presentation

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

  1. Slide 1: Exchange intimation: Q2 & H1 FY27 earnings call presentation

    November 04, 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: Q2 & H1 FY 2026-27 Earnings Conference Call

  2. Slide 2: Earnings Presentation Q2FY27

    EARNINGS PRESENTATION Q2FY27

  3. Slide 3: 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

  4. Slide 4: 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%,

  5. Slide 5: Financial Highlights – Key Metrics Global

    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

  6. Slide 6: 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

  7. Slide 7: 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%

  8. Slide 8: 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

  9. Slide 9: 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

  10. Slide 10: Q2FY27 Performance Snapshot

    Q2FY27 Performance Snapshot Copyright © Redington 2026 | 9

  11. Slide 11: 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

  12. Slide 12: 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

  13. Slide 13: 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

  14. Slide 14: 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

  15. Slide 15: 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

  16. Slide 16: 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

  17. Slide 17: 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

  18. Slide 18: 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)

  19. Slide 19: H1FY27 Performance Snapshot

    H1FY27 Performance Snapshot Copyright © Redington 2026 | 18

  20. Slide 20: 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

  21. Slide 21: 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

  22. Slide 22: 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

  23. Slide 23: 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

  24. Slide 24: 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

  25. Slide 25: 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

  26. Slide 26: 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

  27. Slide 27: 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

  28. Slide 28: 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

  29. Slide 29: Thank You

    Thank You Redington

  30. Slide 30: Corporate Presentation Q2FY27

    CORPORATE PRESENTATION Q2FY27

  31. Slide 31: Contents

    Contents 01 About Redington 04 ESG & CSR 02 Shareholders, Board of Directors & Leadership team 05 Financials 03 Our Strategy and Growth Vectors 06 Recognitions Copyright © Redington 2026 | 2

  32. Slide 32: 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

  33. Slide 33: About Redington

    ~5,600 Redington Redingtonians creating a culture of Products , Service & Solutions Company inclusion, creativity, and innovation ABOUT US • An Emerging Markets Multinational with presence across 40 markets • Distributing entire gamut of IT products namely Smartphone, PCs, server, storage, networkin

  34. Slide 34: The Making of Redington

    The Making of Redington 2007 - 10 • Listed in NSE and BSE of India. • First ADC established in Chennai • Strengthened the Mobility portfolio with BlackBerry Smartphones in India and Nokia in the Gulf Region. • #1 Distributor in India award 2008 by DataQuest. • Signup with Apple for MAC business. 199

  35. Slide 35: The Making of Redington (2011–2026)

    2011 - 14 2019 - 22 • Bought 49% stake in Arena – Turkey in 2012. • Classified by SEBI as a “LISTED ENTITY” with no promoters. • ADC started in MEA. • Acquisition of Brightstar in Turkey. • Spread across Africa with Operations in more than 18 countries. • Incorporation of RedServe (Captive BPO) • St

  36. Slide 36: Core Values

    Core Values • Being open, • Fostering a • Best customer • High levels of • Individual honest culture of experience for the ownership and contribution key and direct in our inclusion customer commitment to our success dealings • Innovative, • Ensure effective • Ensuring • Keeping customer • Being fle

  37. Slide 37: Portfolio

    Portfolio End Point Solutions Group Technology Solutions Group Mobility Solutions Group Software Solutions Group PCs, Laptops, Desktops, All- Networking, Server, and Smartphones Cloud and Professional in-Ones, Printers, Storage, Power & Collab Services, Software Licensing Consumables & Accessories &

  38. Slide 38: Brand Collaboration

    Brand Collaboration Enviable Partnerships with ~460 brands Copyright © Redington 2026 | 9

  39. Slide 39: Presence

    Kazakhstan Presence Azerbaijan Global Footprint Morocco Turkey Iraq Jordan Algeria Kuwait Nepal Libya #1 - #2 40 Qatar Egypt Bangladesh Across Most Markets Markets Served Senegal Bahrain Oman Saudi Arabia India 33 Ghana Nigeria UAE In Country Presence Cote D’ Ivoire Thailand Ethiopia Sri Lanka Malay

  40. Slide 40: Route to Market

    Route to Market Channel partners Commercial/Enterprise IT Consumer IT Mobility • System Integrators • Large Format Retailers • Large Format Retailers • Corporate Resellers • Hypermarkets • Hypermarkets • Service Providers (MSPs, • E-tailers/ Marketplace • E-tailers/ Marketplace MSSPs, CSPs) • Mono B

  41. Slide 41: Enabling Technology Adoption: Our DNA & value added

    Enabling Technology Adoption : Our DNA & value added • 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 Soluti

  42. Slide 42: Shareholders

    Others Synnex 23.46% Technology Shareholders International Corporation 24.12% Insurance Companies 0.83% FPIs 39.31% Mutual Funds 12.28% Shareholding date: 30 September 2026 Note: Others Includes Indian Public, Clearing members, NRIs, Central Govt/ State Govt/ President of India Copyright © Redington

  43. Slide 43: Board of Directors

    Board of Directors Professor J. Ramachandran Chairman & Non Executive Director V S Hariharan Anita P Belani B. Ramaratnam Tu, Shu-Chyuan Managing Director & Group CEO Independent Director Independent Director Non Executive Director S.V. Krishnan Sudip Nandy Ajay Rotti Jayathirtha Chen, Yi-Ju Finance

  44. Slide 44: Leadership

    Leadership V S Hariharan Managing Director & Group CEO S V Krishnan Finance Director Leadership Team Ramesh Natarajan Serkan Çelik Cem Borhan Sayantan Dev Experienced & Diverse CEO, India & Middle East CEO, Turkey, Africa, Egypt & CIS CEO, Southeast & South Asia CEO, Software Solution Group Middle M

  45. Slide 45: Corporate Strategy

    Corporate Strategy Sustainable Accelerate Route to market Power of Profitable Core Business Growth Transformation “One Redington” Maintaining leadership Faster adoption of Segmented approach that Engaging our ecosystem position across subscription and enables high-touch by co-creating distinctive ge

  46. Slide 46: Key Technology Trends

    Key Technology Trend Technology Trends What it means for Redington GROWTH CAGR% 2026-29 Hybrid INDIA MEA Building a diverse IaaS and Investing on outcome-based SaaS portfolio catering to customer approach to enhance Cloud Source: Grand View Research, Mordor, IMARC Group, MarketsandMarkets, Gartner,

  47. Slide 47: Business Model Trends

    Business Model Trends What it means for Redington • Focusing on life-cycle management and expand service offerings for long- Subscription Model term customer success Product to Services • Leveraging on technology to embrace recurring revenue models: invest in Biz Model new cloud platform, build an I

  48. Slide 48: Approach towards ESG

    ESG Key Highlights Environment 01 Social 02 Governance 03 Approach 100 MW Solar Capacity created in India 25% Women representation on Board 100% Oversight of ESG risks and implementation plan through ESG Committee towards ESG 30 MT 25.08% ISO 27001 E-waste successfully diverted from landfills throug

  49. Slide 49: Approach towards CSR

    Our Portfolio with Breadth and Approach towards CSR Depth of Programmers REDINGTON FOUNDATION Skill to Employ Skilling programmes in logistics & supply chain management, IT/ITeS/Emerging Technology training programmes, Solar Skill Training programs, AI Learning Aligned to Business Social Cause​ Cent

  50. Slide 50: Performance Since Listing

    FY 07 8,667 FY 08 10,370 ₹ in Cr. FY 09 11,919 Revenue FY 10 13,162 FY 11 16,373 FY 12 20,780 FY 13 23,446 CAGR 15% FY26 Revenue $13.5 Bn FY 14 27,244 FY 15 30,736 FY 16 34,420 FY 17 39,736 FY 18 41,642 FY 19 46,599 FY 20 51,514 FY 21 57,042 FY 22 62,732 FY 23 79,519 FY 24 89,610 FY 25 99,562 FY 26

  51. Slide 51: Shareholder Value Creation

    Shareholder Value Creation EPS Book Value/Share Shareholder Payout CAGR 16% CAGR 16% ~42% of profit earned 131 20.0 60% 107 17.8 17.1 16.4 15.6 95 88 40% 40% 40% 39% 55 63 30% 9.7 FY 21 FY 22 FY 23 FY 24 FY 25*FY 26^ FY 21 FY 22 FY 23 FY 24 FY 25* FY 26^ FY 21 FY 22 FY 23 FY 24 FY 25 FY 26 ROE ROCE

  52. Slide 52: Q2FY27 Global Performance Snapshot

    Q2FY27 Global Performance Snapshot Revenue EBITDA PAT 48% 41% 50% Q2 FY27 ₹43,002 Cr. Q2 FY27 ₹894 Cr. Q2 FY27 ₹581 Cr. Q2 FY26 ₹29,118 Cr. Q2 FY26 ₹632 Cr. Q2 FY26 ₹388 Cr. Debt - Equity ROE ROCE Q2 FY27 0.55x Q2 FY27 21.6% 22.7% Q2 FY27 Q2 FY26 0.26x Q2 FY26 17.2% 20.8% Q2 FY26 Excluding Arena Per

  53. Slide 53: Global Next Event

    Global Next Event Who attended 372 292 18 25 External Delegates Organizations Countries Partner Stories Copyright © Redington 2026 | 24

  54. Slide 54: Awards

    Awards Awards Copyright © Redington 2026 || 25

  55. Slide 55: Thank You

    Thank You Copyright © Redington 2026 || 26

Redington — Q2 FY27 Earnings Presentation on 6ix