R Systems International Limited — PPTs, 07-11-2025: Investor Presentation

R Systems showed solid financial performance for the quarter and nine months ended September 30, 2025.

**Business Performance:**

For Q3 CY25, revenue grew 6.1% YoY to ₹498.6 Cr. Adj. EBITDA was ₹84.4 Cr (16.9% margin), and Adj. Net Profit was ₹43.4 Cr. For the nine months (Jan-Sep CY25), revenue hit ₹1,403.1 Cr, up 8.5% YoY. Adj. EBITDA increased 14.2% to ₹241.0 Cr (17.2% margin), and Adj. Net Profit rose 23.3% to ₹133.2 Cr.

**Growth Drivers or Strategy:**

The company is aggressively building for the future, leveraging its Optima AI suite for software development lifecycle and strengthening partnerships with tech giants like AWS, Azure. Scaling Cloud, Data, and AI capabilities is a key focus.

**Recent Developments:**

Key client wins in Q3 involved modernizing legacy platforms with AI, developing specialized inventory management for telecom, building agentic AI platforms, and digitalizing policy servicing for financial institutions.

**Key Financial Metrics:**

Adj. Basic EPS for Jan-Sep CY25 climbed 23.2% to ₹11.3. DSO stood at 76 days (billed & unbilled).

**Management Commentary / Outlook:**

Management highlights increasing traction for their Optima AI workbench and agentic AI solutions solving real-life business problems. They are consistently securing larger deals, and Global Capability Centers (GCCs) are embracing partnership models for innovation. The company remains focused on sustained growth despite market uncertainties.