R Systems International Limited — PPTs, 04-08-2026: Investor Presentation

R Systems delivered strong financial results for Q2 and H1 2026.

**Business Performance:** Q2 revenue reached ₹601.7 Cr, up 30.2% year-on-year. Adjusted EBITDA jumped 51.4% YoY to ₹120.7 Cr, maintaining a 20.1% margin, while Adjusted Net Profit grew 35.4% YoY to ₹62.9 Cr. For the first half, revenue was ₹1176.5 Cr (+30.1% YoY), with Adjusted EBITDA at ₹236.4 Cr (+51.0% YoY) and Adjusted Net Profit at ₹138.7 Cr (+54.4% YoY). Americas remains the largest geographic contributor at 71.5% of revenue.

**Growth Drivers & Strategy:** The company is driving growth through "Agentic Business Operations" and significant modernization projects. A key focus is optimizing the cost of running AI by designing efficient systems and boosting "Engineering Velocity" for quicker AI return on investment.

**Recent Developments:** Key client wins include leveraging advanced analytics and AI for a global telecom company, establishing a Global Capability Center (GCC) for an AI-powered lender, and leading a Microsoft Dynamics 365 retail transformation for a major financial services provider.

**Management Commentary / Outlook:** R Systems was recognized as a Horizon 2 GCC Accelerator, validating its AI-first delivery model. Management sees continued demand for modernization across legacy tech and emphasizes engineering speed to unlock value from AI initiatives in 2026.