Redington Limited — Investor Meet, 05-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Redington crushed Q1 FY27 with ₹34,966 Cr revenue (+34% YoY), ₹751 Cr EBITDA (+67%), and ₹486 Cr PAT (+77%). India led growth. Mobility & Endpoint Solutions saw strong demand, partly from price hikes. TSG landed ₹1,000 Cr in data center deals, with a robust pipeline. SSG surged 52%, driven by cloud and professional services. Working capital improved. Arena faced a ₹64 Cr loss. Management is confident, focusing on AI, cloud, and platforms, despite Middle East tensions, $3 million in additional costs, and component shortages impacting demand. Sentiment is positive on strategic direction.