Redington Limited — PPTs, 13-05-2026: Investor Presentation

Here's a concise, retail-friendly summary:

**Business Performance:** Redington delivered a strong Q4 FY26, with global revenue (excl. Arena) jumping 32% YoY and PAT up 17%, achieving its highest-ever quarterly revenue. India & South Asia (SISA) was a standout, with revenue soaring 48% and PAT climbing 42%. While Rest of World (ROW) revenue grew 12% (excl. Arena), profits saw a decline.

**Growth Drivers / Strategy:** The company is accelerating growth by prioritizing subscription and consumption models, enhanced by professional services. Strategic focus includes expanding hybrid cloud, forging AI tech alliances, and scaling cybersecurity offerings.

**Recent Developments:** Redington recognized an impairment loss of ₹152.3 Cr ($17.2 Mn) on its Arena investment in Turkey due to challenging economic conditions. Separately, ProConnect Global, its logistics arm, achieved an all-time high with over ₹1,000 Cr revenue in FY26.

**Key Financial Metrics:** Q4 FY26 Global (excl. Arena) Revenue: ₹32,074 Cr. PAT: ₹489 Cr. Working Capital days improved to 30. ROCE was 22%, ROE 17% (both excl. Arena impact).

**Management Commentary / Outlook:** Redington plans to sustain market leadership through healthy returns and investing in profitable areas like sustainable technology and recurring revenue models via new cloud platforms.