REDINGTONBSEQ4FY26May 13, 2026

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 Sir/Madam, Sub: Investor/Ana
46%
nce and impairment of investment • Arena business performance during Q4FY26 : Revenue decreased by 46% due to exit from Paynet and Turkish Lira denominated businesses. Net business loss during the quar
₹ 46 Crore
exit from Paynet and Turkish Lira denominated businesses. Net business loss during the quarter is ₹ 46 Crores (₹ 22.7 Cr is Redington share of Loss) • The Company’s wholly owned subsidiary, Redington Gulf F
₹ 22.7
ynet and Turkish Lira denominated businesses. Net business loss during the quarter is ₹ 46 Crores (₹ 22.7 Cr is Redington share of Loss) • The Company’s wholly owned subsidiary, Redington Gulf FZE (RGF) c
₹ 152.3 Crore
the challenging economic conditions in Turkey and revised future projections, an impairment loss of ₹ 152.3 Crores (₹ 75.2 Cr is Redington Share of Loss) has been recognized and disclosed as an exceptional item in
₹ 75.2
conomic conditions in Turkey and revised future projections, an impairment loss of ₹ 152.3 Crores (₹ 75.2 Cr is Redington Share of Loss) has been recognized and disclosed as an exceptional item in the fina
₹ 625.8 Crore
alue of intangible was $25.6 Mn, of which $17.2 Mn has been impaired during the quarter. • Gain of ₹ 625.8 Crores (Redington post-tax share of ₹ 265.1 Cr) on sale of Paynet was presented as an exceptional item f
₹ 265.1
7.2 Mn has been impaired during the quarter. • Gain of ₹ 625.8 Crores (Redington post-tax share of ₹ 265.1 Cr) on sale of Paynet was presented as an exceptional item for the quarter/year ended March 31,2025
32%
st Ever PAT excl. Arena • Q4FY26 – YoY growth • • • • • Global excl. Arena - Revenue grew by 32%, EBITDA grew by 7% and PAT grew by 17% Global incl. Arena - Revenue grew by 25%, EBITDA grew by 0.
7%
ena • Q4FY26 – YoY growth • • • • • Global excl. Arena - Revenue grew by 32%, EBITDA grew by 7% and PAT grew by 17% Global incl. Arena - Revenue grew by 25%, EBITDA grew by 0.4% and PAT grew by
17%
growth • • • • • Global excl. Arena - Revenue grew by 32%, EBITDA grew by 7% and PAT grew by 17% Global incl. Arena - Revenue grew by 25%, EBITDA grew by 0.4% and PAT grew by 16% SISA – Revenue
25%
- Revenue grew by 32%, EBITDA grew by 7% and PAT grew by 17% Global incl. Arena - Revenue grew by 25%, EBITDA grew by 0.4% and PAT grew by 16% SISA – Revenue grew by 48%, EBITDA grew by 25% and PAT gr
Guidance — 5 items
Glossary
opening
Arena Performance REVENUE 24% 1,12,523 GM 17% EBITDA PAT 14% 21% 5644 2,504 90,465 4809 2,192 1,687 1,394 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 ₹ in Cr Copyright © Redington 2026 | 21 FY26 Performance by Market REVENUE 30% GM 19% A S I S 50,070 65,060 2,445 2,907 EBITDA 16% 1,312 1,526 PAT 23% 971 787 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 17% 16% a n e r A .
Glossary
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83 83 -1% YoY FY25 ROW FY26 YoY FY25 FY26 YoY GLOBAL 27% 14% 39% 41% -24% 18% 16,183 17,003 6,022 8,145 17,864 28 382 997 6,670 11,096 19,018 7 410 212 5% 11% 36% 6% -73% 7% -79% 31,796 17,084 14,428 34,407 154 967 1080 36,828 19,295 19,834 42,285 103 1098 295 16% 13% 37% 23% -33% 14% -73% Logistics & Other Services Revenue includes captive revenue Amounts may not add due to intercompany eliminations, rounding
Shareholding date
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* after minority interest # Excluding profits from divestment of step-down subsidiary, Paynet ^ Excluding Arena investment impairment impact Copyright © Redington 2026 | 21 Shareholder Value Creation EPS CAGR 16% 8 .
Shareholding date
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Debt - Equity ROE ROCE Q4 FY26 Q4 FY25 0.25x 0.37x Q4 FY26^ Q4 FY25# 19.3% 19.8% Q4 FY26 Q4 FY25 22.3% 24.0% Excluding Arena Performance Revenue 32% Q4 FY26 Q4 FY25 EBITDA 7% ₹32,074 Cr.
Shareholding date
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Debt - Equity ROE PAT 17% Q4 FY26 Q4 FY25 ROCE ₹489 Cr.
Speaking time
Glossary
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Opening remarks
Glossary
Name ESG TSG MSG SSG Renewable energy Solar Logistics Other Services Description End Point Solutions Group Technology Solutions Group Mobility Solutions Group Software Solutions Group Products / Services Consumer & Commercial PCs, Print & Supplies Networking, Server & Storage, Power & Collab Smart Phones & Feature Phones Cloud and Professional Services, Software Licensing & Subscription, Enterprise Security Solutions Solar Panels & Inverters ProConnect Supply Chain Solutions Logistics, Warehousing, Transportation & VAS Ensure, Paynet & RGS Ensure : IT Services, Paynet : Fintech (sold in Feb’25), RGS : Shared Services Copyright © Redington 2026 | 17 Q4FY26 Free Cash Flow Statement Particulars (₹ in Cr) Profit Before Taxation Non-cash items Finance Cost Changes in Working Capital Direct Tax Paid Net Cash Flow from Operations Capex Outflow of Finance Cost Free Cash Flow FCF = NCFO – Capex – Finance cost Amounts may not add due to rounding Q4FY25 Q3FY26 Q4FY26 1,148 (525) 82 (361) (141) 20
Glossary
Name ESG TSG MSG SSG Renewable energy Solar Logistics Other Services Description End Point Solutions Group Technology Solutions Group Mobility Solutions Group Software Solutions Group Products / Services Consumer & Commercial PCs, Print & Supplies Networking, Server & Storage, Power & Collab Smart Phones & Feature Phones Cloud and Professional Services, Software Licensing & Subscription, Enterprise Security Solutions Solar Panels & Inverters ProConnect Supply Chain Solutions Logistics, Warehousing, Transportation & VAS Ensure, Paynet & RGS Ensure : IT Services, Paynet : Fintech (sold in Feb’25), RGS : Shared Services Copyright © Redington 2026 | 26 FY26 Free Cash Flow Statement Particulars (₹ in Cr) Profit Before Taxation Non-cash items Finance Cost FY25 FY26 2,335 (380) 330 1,697 498 359 Changes in Working Capital (1,468) (1,809) Direct Tax Paid Net Cash Flow from Operations Capex Outflow of Finance Cost Free Cash Flow FCF = NCFO – Capex – Finance cost Amounts may not add due to round
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 Copyright © Redington 2026 | 28 Thank You CORPORATE PRESENTATION Q4FY26 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 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-looking statements indicate our assessment and future expectations concerning the development of our business, a number of risks, uncertainties and other unknown factors could cause actual developments and results to differ materially from our expectations. T
Shareholding date
31 March 2026 Note: Others Includes Indian Public, Clearing members, NRIs, Central Govt/ State Govt/ President of India FPIs 37.37% Copyright © Redington 2026 | 13 Board of Directors Professor J. Ramachandran Chairman & Non Executive Director Anita P Belani Independent Director B. Ramaratnam Independent Director Tu, Shu-Chyuan Non Executive Director V S Hariharan Managing Director & Group CEO Sudip Nandy Independent Director S.V. Krishnan Finance Director Chen, Yi-Ju Non Executive Director Copyright © Redington 2026 | 14 Leadership V. S. Hariharan Managing Director & Group CEO S V Krishnan Finance Director Leadership Team Experienced & Diverse Ramesh Natarajan CEO, India & Middle East Serkan Çelik CEO, Turkey, Africa, Egypt & CIS Cem Borhan CEO, Southeast & South Asia Sayantan Dev Global Head, Software Solution Group Middle Management Long Tenure & Domain expertise Vijay Swaminathan Global Chief Human Resource Officer Serkan Kutlu Global Chief Strategy Officer Deepak Puligadda Global C
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