Redington Limited — Investor Meet, 17-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Redington is transforming its business towards 'Intelligent Orchestration,' prioritizing Software, Security, and Cloud (SSG). The SSG segment reported FY25 Net Revenue of $1.7 Bn (+29% YoY) and GM of $108 M (+17% YoY), contributing 17% of total revenue. A significant 72% of SSG revenue is recurring. The company targets $5 Bn Gross Revenue by FY29(E) for SSG, projecting higher profitability and RoCE. This shift, emphasizing Everything-as-a-Service and platform-led distribution, is supported by strong partnerships like AWS, reflecting a confident strategic pivot towards predictable, high-margin growth.