Redington Limited

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Bandra-Kurla Complex, Bandra (E), Mumbai – 400051. BSE Limited Floor 25, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai — 400 001 Symbol: REDINGTON Scrip: 532805 Dear Sir/Madam, Sub: Investor

24%

ing Financial Performance • $8.4bn+ company with a strong double digit-CAGR for 16 years • ROE at 24% and ROCE at 66% in FY22 About Redington $8.4Bn+ Our Portfolio PCs, desktops, laptops, iPads an

66%

rformance • $8.4bn+ company with a strong double digit-CAGR for 16 years • ROE at 24% and ROCE at 66% in FY22 About Redington $8.4Bn+ Our Portfolio PCs, desktops, laptops, iPads and MacBooks Prin

rs 25.5

t Management Company The Vanguard Group Tata MF Ruane, Cunniff & GoldFarb Our Shareholders Others 25.5% Synnex Mauritius Limited 24.1% Mutual Funds 11.6% FIIs & FPIs 38.7% Agenda • About Redingt

24.1%

roup Tata MF Ruane, Cunniff & GoldFarb Our Shareholders Others 25.5% Synnex Mauritius Limited 24.1% Mutual Funds 11.6% FIIs & FPIs 38.7% Agenda • About Redington • Our Financials • Trends and

11.6%

Cunniff & GoldFarb Our Shareholders Others 25.5% Synnex Mauritius Limited 24.1% Mutual Funds 11.6% FIIs & FPIs 38.7% Agenda • About Redington • Our Financials • Trends and Redington Strategy

38.7%

Our Shareholders Others 25.5% Synnex Mauritius Limited 24.1% Mutual Funds 11.6% FIIs & FPIs 38.7% Agenda • About Redington • Our Financials • Trends and Redington Strategy • Building capabilit

Rs.600

Building capabilities • Our approach to ESG • Recognitions Performance Since Listing Surpassed Rs.600 Bn revenue milestone Revenue CAGR : 14% ₹ in Mn EBITDA CAGR : 16% , 8 3 1 5 1 5 , , 4 9 9 5

14%

SG • Recognitions Performance Since Listing Surpassed Rs.600 Bn revenue milestone Revenue CAGR : 14% ₹ in Mn EBITDA CAGR : 16% , 8 3 1 5 1 5 , , 4 9 9 5 6 4 , , 7 1 4 6 1 4 , , 2 6 3 7 9

16%

nce Since Listing Surpassed Rs.600 Bn revenue milestone Revenue CAGR : 14% ₹ in Mn EBITDA CAGR : 16% , 8 3 1 5 1 5 , , 4 9 9 5 6 4 , , 7 1 4 6 1 4 , , 2 6 3 7 9 3 , , 8 9 1 4 4 3 , ,

18%

1 , , 2 2 6 1 3 1 , ₹ in Mn 2 9 7 8 1 , 0 9 3 4 1 , 4 1 7 0 1 , 9 1 6 9 , PAT CAGR : 18% ₹ in Mn 9 9 7 2 1 , 3 8 5 7 , 2 4 6 4 , 6 1 8 4 , 8 7 0 5 , 2 5 1 5 , 5 3 2 4 , 5 6

23%

Shareholder Value Creation EPS CAGR : 23% Book Value/Share CAGR : 13% Shareholder Payout* ~38% of profits earned In ₹ . 4 6 1 In ₹ 3

Building a capable Redington

7

Six years Cumulative FCF

1

Six years Average

1

Six years Average

Provision for AR : 0.10% Inventory Charge : 0.04% 3 4 4 4 7 3 1 3 4 1 4 1 3 1 1 9 , 1 7 6 9 , 2 6 0 7 , 0 0 6 3 3 , 2 9 3 3 , FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 0.12% 0.08% FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 Provision for AR-% of Sales Inventory charge-% of Sales Q1FY23 Performance Snapshot REVENUE 25% EBITDA 34% PAT 33% Q1FY23: Rs. 1,68,283 Mn Q1FY22: Rs. 1,34,740 Mn Q1FY23 : Rs.4,870 Mn Q1FY22 : Rs.3,642 Mn Q1FY23 : Rs.3,158 Mn Q1FY22 : Rs.2,367 Mn WC Days 28 Days Q1FY22 : 18 days ROCE^ 41.1% ROE 21.3% Q1FY22 : 52.2% Q1FY22 : 18.8% ^ROCE is calculated net of cash and on average capital employed Note: Revenue growth as per Gross a/c – Global:27% Agenda • About Redington • Our Financials • Trends and Redington Strategy • Building capabilities • Our approach to ESG • Recognitions Digital Will Impact Everyone, Everywhere Consumers Acquiring Customers Engage Deliver Experience Innovate Evolving Lifestyles Customer Targeting and Engagement Workforce Ef

Building a capable Redington

Business of people! Theme Our actions Best in class leadership team • Diverse leadership team of deep domain experts • Structure a combination of Global function and Geo business leaders • Globally consistent, locally responsive – close to customers and partners High Performance Workplace • Best talent on biggest opportunities • Well defined performance parameters linked to compensation • Strong emphasis on learning and development Culture • Framework of values, core behaviours, leadership attributes • Trust, transparency and openness • Diverse and inclusive Employee first approach • Holistic approach towards employee wellness – physical, mental, emotional • Global talent migration policy, global onboarding program • Succession planning, leadership pipeline

Building a capable Redington

Tech initiatives Category Initiatives Description Partner and Vendor experience CRM Data Analytics ▪ Sales Automation, lead management, marketing and partner analytics Employee experience Self service ▪ Visualization & data governance models for insights and recommendations ▪ Employee life cycle, performance management Infrastructure capacity Cloud adoption Cyber security Operational efficiency and productivity RPA Workflow solutions Internal governance ERM ▪ ▪ ▪ ▪ ▪ Redundant infra and apps architecture ISO 27001 Cyber security certified RPA and advanced workflow solutions Finance Automation – audit, business planning, budgeting & consolidation Platform for registering and tracking enterprise-wide risks

Building a capable Redington

Digital Platform Digital Distribution Our Vision & Aspirations • Be the #1 Digital Technology Distributor in the world • Industry best in technology and innovation, full omni-channel experience What are we focused on Technology • Current: B2B platform • Future: Feature rich B2B + marketplace with tools for full task automation GTM • Current: Ecom stock & sell txns • Future: all sales motions back-to-back, dropship, D2R, fintech, cross-sell Operations • Current: Product & partner onboarding, ops excellence • Future: Scale up, demand generation Outcomes • #1 Step to full digitalization: 50% revenues through our digital platform • GTM redefined, Vendor, customer and partner experience • Innovation in offerings, portfolio

Building a capable Redington

Supply Chain Services Logistics Services Our Vision & Aspirations • Be the most innovative and technology enabled supply chain company in our chosen markets • Focused on gaining market share by leveraging capabilities and expertise What are we focused on Smart/Intelligent Technology • Digital platform • • Control tower, analytics • Enquiry automation • Digital performance dashboard GTM • Vertical-domain motion • Account-based structure • Customer service focus • Alliances Operations/Talent • Pro-active and collaborative approach to expand capacity Streamlined, uniform processes • Outcomes • Hyper revenue growth • Industries (FMCG, FMCD, telecom, Healthcare) o Geos (India, Middle East, Africa, Singapore) o Products (Warehousing, Transportation, Freight Forwarding, LCL, etc) • Best in customer experience

Building a capable Redington

RedServ Overview $7Bn Spend managed 500K PO’s 100K invoices 900K SO’s 60K parts 10+ years experience 10K+ Partners 600+ SCM professionals 3 Delivery Centers 4 Customers Revenue ~Rs.50 Cr. ~20% saving Delivered to customers 1 Deep Domain Expertise 2 Customer First Approach 3 Integrated Platform 5 Insights & Analytics 4 Automation driven by AI 6 Risk Mitigated Transition MDM CRM CHAT BOT TRIAGE TEAM BPM PROCESS MINNING HELPDESK DIGITAL TRANSFORMATION RPA B2B PLATFORM ARTIFICAL INTELLIGENCE