R Systems International Limited has informed the Exchange about Investor Presentation

R SYSTEMS INTERNATIONAL LIMITED

Corporate Identity Number: L74899DL1993PLC053579 Registered Office: GF-1-A, 6, Devika Tower, Nehru Place, New Delhi – 110019, India Corporate Office: 3rd Floor, Tower No. 1, IT/ITES SEZ of Artha Infratech Pvt. Ltd, Plot No. 21, Sector TechZone-IV, Greater Noida West, Gautam Buddha Nagar, Uttar Pradesh - 201306, India

rsystems.com

Phone: +91-120-4303500 | Email: rsil@rsystems.com

REF: SECT/11/2025/12

Date: November 07, 2025

To, The Managing Director National Stock Exchange of India Limited Exchange Plaza, Bandra Kurla Complex, Bandra – East, Mumbai – 400 051

To, The General Manager BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001

NSE Symbol – RSYSTEMS

BSE Scrip Code - 532735

Dear Sir/ Madam,

SUB: SUBMISSION OF PRESENTATION FOR ANALYSTS/ INVESTORS MEETING

This is with reference to our intimation dated October 30, 2025, regarding intimation of Investors/ Analysts call of R Systems International Limited (the “Company”) to be held on Friday, November 07, 2025, at 10:00 AM (IST).

In this regard, as per Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed presentation to be made to Analysts/ Investors on Friday, November 07, 2025, at 10:00 AM (IST) on the financial results for the quarter and nine months ended on September 30, 2025.

This information is also being published on the website of the Company at: https://www.rsystems.com/.

This is for your information and records.

Thanking you,

Yours faithfully,

For R Systems International Limited

Bhasker Dubey (Company Secretary & Compliance Officer)

Q3 CY 2025 Investor Presentation THANK

By : Nitesh Bansal (CEO & MD)

Disclaimer

“Investors are cautioned that this presentation contains forward-looking statements that involve risks and uncertainties. The Company undertakes no obligation publicly to update or revise any forward-looking statements, whether because of new information, future events, or otherwise. Actual results, performance, or achievements could differ from those expressed or implied in such forward-looking statements.”

Agenda We plan to discuss…

Key Highlights

Building for the Future

Financials Trend

Key Wins

Operations Metrics

Summing Up Looking Ahead

Financial Performance Q3 2025

Adj. EBITDA# : ₹844M (US$ 9.7M) YoY Growth 6.1%

Adj. EBITDA Bridge (₹ in M)

Revenue

₹ 4,986M

(US$ 57.2M)

Revenue Growth

QoQ

(5.9% in US$ terms)

7.9%

YoY

(7.8% in US$ terms)

12.3%

Adj. Net Profit #

₹ 434M

(US$ 5.0M)

900

750

796

17.9

797

17.3

)

M 600 n

i

₹ (

450

A D T B E

I

. j d A

300

150

-

844

20.0

70

80

797

(43)

(23)

(20)

(17)

844

)

M n

i

₹ (

A D T B E

I

. j d A

16.9

)

% 15.0 n i (

A D T B E

I

. j d A 10.0

5.0

# Before considering share-based payment expense relating to restricted stock units (“RSUs”) granted to the employees and non-recurring item.

Q3 24

Q2 25

Q3 25

Adj. EBITDA

Adj. EBITDA %

Financial Performance Jan to Sept 2025

Adj. EBITDA# : ₹2,410M (US$ 27.9M) YoY Growth 14.2 %

Key Balance Sheet Data

Revenue

₹ 14,031M

(US$ 162.3M)

2,500

2,410

20.0

Total equity attributable to shareholders

- ₹ 7,431M

)

2,000 M n

i

YoY Revenue Growth

8.5%

(4.7% in US$ terms)

Adj. Net Profit #

₹ 1,332M

(US$ 15.4M)

# Before considering share-based payment expense relating to restricted stock units (“RSUs”) granted to the employees and non-recurring item.

₹ ( 1,500 A D T B E . 1,000 j d A

I

500

-

2,110

16.3

17.2

Cash and bank balance #

- ₹ 2,613M

AR & Unbilled

- ₹ 4,564M

DSO* – Billed

- 58 days

DSO* - Billed & Unbilled

- 76 days

)

% n 15.0 i ( A D T B E

I

. j d A 10.0

5.0

Jan to Sep 2024

Jan to Sep 2025

Adj. EBITDA

Adj. EBITDA %

# net of short-term borrowing * DSO is based on TTM

Financials Trend - Revenue & Adj. EBITDA %age

The 8 Quarter trend of Revenue build up in INR and corresponding Adj. EBITDA percentage

5,000

4,000

3,000

4,163

4,166

15.4

14.4

4,320

16.5

4,441

17.9

4,490

17.8

4,425

17.4

4,620

17.3

4,986

20.0

16.9

15.0

)

M n

i

₹ ( e u n e v e R

* After considering share-based payment expense amounting to Rs. 65 mn relating to restricted stock units (“RSUs”) granted to the employees. Excluding such expenses, the EBITDA for Q1-24 is Rs. 600 mn (US$ 7.2 mn) i.e. 14.4% of revenue.

2,000

10.0

1,000

-

Q4 23

Q1 24

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Revenue

Adj. EBITDA %

5.0

-

)

% n i (

A D T B E

I

. j d A

Margin & EPS Analysis (Jan to Sep 2025)

₹ in Mn except per share data

Jan to Sep CY25

Jan to Sep CY24

Growth%

CY 24

Revenue

Adj. EBITDA

Adj. EBITDA %

Adj. PAT

Adj. PAT %

Adj. Basic EPS

14,031

12,928

2,410

17.2%

1,332

9.5%

11.3

2,110

16.3%

1,080

8.4%

9.1

8.5%

14.2%

86bps

23.3%

114bps

23.2%

17,417

2,910

16.7%

1,554

8.9%

13.1

^Adj. Basic EPS excluding RSUs expense and non-recurring items net of tax

Operations Metrics

Revenue by Geography (%)

Client Concentration (%)

74.9%

73.4%

80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0%

8.8%

8.6%

12.9%

13.8%

2.3%

2.9%

1.1%

1.3%

30.0%

25.0%

20.0%

15.0%

10.0%

5.0%

0.0%

13.1%

13.2%

17.3%

17.3%

6.1%

6.7%

24.6%

26.2%

North America

Europe

Southeast Asia

India

Others

Top Client

Top 3 Client

Top 5 Clients

Top 10 Clients

Q2 2025

Q3 2025

Q2 2025

Q3 2025

Utilization (%)

DSO (Days) #

85.0%

84.0%

83.0%

82.0%

81.0%

80.0%

79.0%

78.0%

77.0%

76.0%

80 70 60 50 40 30 20 10 0

Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025

DSO (Billed)

DSO (Billed & Unbilled)

Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025

# Basis Trailing Twelve months

Building for the future

Go to Market

Delivery Priorities

• Optima AI suite of offerings for using AI in SDLC – with over a dozen Agents developed inhouse for various software life cycle stages

•

Joint GTM partnerships strengthened with AWS, Azure, UiPath, Databricks and Alianza

Offerings & Positioning

•

Leaders in Everest Peak Matrix for Software Product Engineering Services for Mid market enterprises

• Major contender in Everest Peak Matrix for

Talent Readiness for AI

• With Optima AI and increasing Gen AI adoption – ensuring we are able to reach every client proactively on how AI can be used in their area of work

• Scaling Cloud, Data and AI capability and enhancing partnerships through industry solutions

Leadership

•

Leadership team has been stabilized and focused on deepening our areas of strength

Key Wins Q3 2025

 A global leader in access control has partnered with R Systems to implement Agentic AI, an advanced platform that autonomously detects anomalies, explains exceptions, and streamlines metric setup using natural language. The solution integrates seamlessly with APIs and analyst workflows, enabling efficient, closed-loop exception management with minimal manual effort.

 One of the largest telecom operators in Europe engaged R Systems to drive innovation in the fiber domain through specialized inventory management and wholesale platform tailored for fiber partners. Leveraging modern technologies, R Systems is building a scalable, secure, and efficient platform that streamlines operations and enhances collaboration.

 One of the leading fire safety solution providers based in Canada has engaged R Systems to modernize its legacy service call platform through the implementation of AI powered field service platform to deliver operational efficiency and enhanced user experience.

 An AI-powered platform helping enterprises manage projects, portfolios & processes engaged R Systems to build an agentic

platform, various AI agents & evals framework to accelerate their SaaS to AI platform journey

 One of the world’s leading financial institutions has partnered with R Systems to build a custom mobile and web platform to

digitalize its policy servicing through seamless flow of transactions.

 One of the leading financial services companies based in US, having specialization in trading, risk management, and global

payments, has onboarded R Systems in modernization and transformation of their CRM journey.

Summing Up And Looking Ahead

Consistently winning larger deal sizes both with new as well as existing clients to

sustain the growth momentum

Optima AI workbench works across over 25 agentic tools, more than 1500 prompts in the

library and over a dozen agents to deliver various stages in SW development lifecycle

Trends shaping 2025

• Using Agentic AI to solve real life industry specific business problems is gaining traction – Our understanding of industry vertical spaces and ability to develop agents that can serve is continuing to help us differentiate

• GCC’s are becoming more like innovation and R&D centers and adopting a partnership model, working with service providers like us, to accelerate their innovation capabilities.

• Despite uncertainty with policy announcements, we remain focused on continuing the

growth momentum.

Annexure

Financial Performance - Contribution Analysis – Q3 2025 (Un-audited)

Particulars

Revenues

Cost of revenues

Gross margin

% of Revenue

SG&A Expenses

% of Revenue

Adj. EBITDA

% of Revenue

Cost of RSUs

EBITDA

% of Revenue

Depreciation and amortization

EBIT before non-recurring cost

Non-recurring expense / (income) #

EBIT

Interest expense

Other income (net)

Income before income tax

Tax expense

Net profit ^

₹ in M

4,986.2

3,214.0

1,772.2

35.5%

927.8

18.6%

844.4

16.9%

70.5

773.9

15.5%

166.1

607.8

15.9

591.9

(37.2)

(19.8)

534.9

181.5

353.4

Q3 2025

US$ in M

57.2

36.9

20.3

10.6

9.7

0.8

8.9

1.9

7.0

0.2

6.8

(0.5)

(0.2)

6.1

2.1

4.0

Q2 2025

US$ in M

54.0

34.6

19.4

10.1

9.3

0.5

8.8

1.9

6.9

(4.7)

11.6

(0.3)

0.2

11.5

2.7

8.8

₹ in M

4,620.1

2,956.7

1,663.4

36.0%

866.0

18.7%

797.4

17.3%

48.7

748.7

16.2%

158.4

590.3

(409.3)

999.6

(21.4)

13.6

991.8

233.3

758.5

Q3 2024

US$ in M

53.0

33.7

19.3

9.8

9.5

1.0

8.5

2.0

6.5

0.1

6.4

(0.2)

(0.0)

6.2

1.4

4.8

₹ in M

4,440.9

2,828.4

1,612.5

36.3%

816.5

18.4%

796.0

17.9%

81.8

714.2

16.1%

165.7

548.5

8.8

539.7

(16.0)

(7.2)

516.5

118.4

398.1

# Q3 2025 consists of legal costs incurred for proposed acquisition, Q2 2025 consists of profit on sale of land, building and certain other assets located at Company’s NOIDA office as offset by finding fees paid for Chief Sales Officer and Q3 2024 consists of professional fee incurred w.r.t. merger of the Company with Velotio and ScaleWorx.

^ Adjusted Net Profit after tax amounting to Rs. 434.02 mn (US$ 4.97 mn) for Q3 2025, Rs. 464.38 mn (US$ 5.42 mn) for Q2 2025 and Rs. 459.23 mn (US$ 5.49 mn) for Q3 2024

THANK