R Systems International Limited — PPTs, 13-08-2025: Investor Presentation

Here is the summary:

**Financial Highlights:**

Q2 revenue hit ₹462.0 Cr (+4.4% YoY, +6.9% QoQ). Adj. EBITDA ₹79.7 Cr (+6.9% YoY) at 17.3% margin. Adj. PAT surged 53.4% YoY to ₹46.4 Cr. H1 revenue reached ₹904.5 Cr (+6.6% YoY), Adj. EBITDA ₹156.6 Cr (+19.2% YoY). Healthy balance sheet: ₹203.3 Cr cash, DSO ~60 days.

**Strategic Initiatives & Growth Drivers:**

Strong focus on Agentic AI & Gen AI in SDLC, powered by Optima AI workbench. Partnerships with AWS, Azure, Databricks, and Mavvrik enhance cloud & AI cost governance. Mexico delivery operations are expanding.

**Business Developments:**

Secured key Q2 client wins spanning healthcare, automotive, financial services (GenAI modernization), beauty/skincare, and AI work management. Emphasis remains on sizable deals.

**Market Position & Competitive Advantage:**

Early AI adoption provides a competitive edge, leveraging deep domain expertise & Agentic AI framework. Seeing strong traction in AI-embedded data/SaaS platforms despite cautious spending. North America is a primary market.

**Investor Implications:**

Robust profit growth, driven by strategic AI advancements and diverse client wins, signals positive growth potential. Execution on AI integration & global delivery scaling is vital for future performance.