Investor Presentation

REF: SECT/11/2026/04 Date: November 03, 2026 To, T o , The Managing Director The General Manager National Stock Exchange of India Limited BSE Limited Exchange Plaza, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Bandra – East, Mumbai – 400 051 Mumbai – 400 001 NSE Symbol – RSYSTEMS BSE Scrip Code – 532735 & 977286 Dear Sir/ Madam, SUB: SUBMISSION OF PRESENTATION FOR ANALYSTS/ INVESTORS MEETING This is with reference to our intimation dated October 30, 2026, regarding intimation of Investors/ Analysts call of R Systems International Limited (the “Company”) to be held on Wednesday, November 04, 2026, at 10:00 A.M. (IST). In this regard, as per Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed presentation to be made to Analysts/ Investors on Wednesday, November 04, 2026, at 10:00 A.M. (IST) on the financial results for the quarter and nine months ended on September 30, 2026. This is for your information and records. Thanking you, Yours faithfully, For R Systems International Limited Gurprit Singh (Company Secretary & Compliance Officer) R SYSTEMS INTERNATIONAL LIMITED Corporate Office Contact details Registered Office 3rd Floor, Tower No. 1, IT/ITES SEZ of Artha Infratech Pvt. Ltd. +91-120-4303500 GF-1-A, 6, Devika Tower Nehru Plot No. 21, Sector TechZone-IV, Greater Noida West Gautam rsil@rsystems.com Place New Delhi 110019, India Buddha Nagar, Uttar Pradesh, 201306, India www.rsystems.com CIN: L74899DL1993PLC053579 Q3 CY 2026 Investor Presentation rsystems.com All rights reserved. Public/Confidential/Internal. 1 Disclaimer Investors are cautioned that this presentation contains forward-looking statements that involve risks and uncertainties. The Company undertakes no obligation publicly to update or revise any forward-looking statements, whether because of new information, future events, or otherwise. Actual results, performance, or achievements could differ from those expressed or implied in such forward-looking statements. rsystems.com All rights reserved. Public/Confidential/Internal. 2 AGENDA Financial Performance Q3 & YTD Sep 2026 Margin & EPS Analysis Q3 & YTD Sep 2026 Adj. EBITDA & Adj. Net Profit Trend Operations Metrics Key Wins Q3 2026 TTM ACV Bookings Excluding Renewals Summing Up And Looking Ahead rsystems.com All rights reserved. Confidential. 3 Financial Performance : Q3 2026 Quarter Trend (INR M) Financials 7,000 23% 20.1% 20.1% 20.2% 6,000 18.3% 17.8% 17.4% 17.3% 16.9% 5,748 6,017 6,152 19% Revenue: INR 6,152M ($ 64.4M) 5,000 5,551 YoY 23.4% 4,000 4,490 4,425 4,620 4,986 15% 3,000 13% 2,000 Adj. EBITDA: INR 1,244M ($ 13.0M) Adj. EBITDA %: 20.2% 1,000 YoY 47.4% 801 768 797 844 1,017 1,157 1,207 1,244 - 5% Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue (INR in M) Adj. EBITDA Adj. EBITDA % Adj. Net Profit: INR 665M($ 6.9M) Adj. Net Profit %: 10.8% Adj. EBITDA Bridge (INR M) YoY 53.1% 1,500 1,300 1,207 70 1,244 Adj. EPS: INR 5.6 1,100 -33 YoY 53.0% Adj. EBITDA is excluding RSUs expenses, non-recurring costs 500 Q2 26 Adj. EBITDA Operations Exchange Impact Q3 26 Adj. EBITDA Adj. Net Profit and Adj. Basic EPS is excluding RSUs expense and non-recurring items net of tax Increase Decrease Total rsystems.com All rights reserved. Confidential. 4 Financial Performance : Jan to Sep 2026 Jan to Sep Trend (INR M) Financials 20.1% 18,000 17,917 17.2% Revenue: INR 17,917M ($ 190.7M) 15,000 18% YoY 27.7% 12,000 14,031 16% 9,000 14% Adj. EBITDA: INR 3,609M ($ 38.4M) 6,000 12% Adj. EBITDA %: 20.1% 3,000 10% YoY 49.7% 2,410 3,609 - 8% Jan to Sep 2025 Jan to Sep 2026 Adj. Net Profit: INR 2,051M($ 21.8M) Adj. Net Profit %: 11.5% Adj. EBITDA Bridge (INR M) YoY 54.0% 4,000 787 3,609 3,500 Adj. EPS: INR 17.3 412 3,000 2,410 YoY 53.8% 2,500 2,000 1,500 1,000 YTD Sep 25 Adj. EBITDA Operations Exchange Impact YTD Sep 26 Adj. EBITDA Adj. EBITDA is excluding RSUs expenses, non-recurring costs Increase Decrease Total Adj. Net Profit and Adj. Basic EPS is excluding RSUs expense and non-recurring items net of tax rsystems.com All rights reserved. Confidential. 5 Margin & EPS Analysis : Q3 2026 ₹ in M Growth% ₹ in M Growth% Q3 2026 Q3 2025 Q3 2026 Q2 2026 except per share data (YoY) except per share data (QoQ) Revenue 6,152 4,986 23.4% Revenue 6,152 6,017 2.2% Adj. EBITDA 1,244 844 47.4% Adj. EBITDA 1,244 1,207 3.1% Adj. EBITDA % 20.2% 16.9% 329bps Adj. EBITDA % 20.2% 20.1% 16bps Adj. Net Profit 665 434 53.1% Adj. Net Profit 665 629 5.7% Adj. Net Profit % 10.8% 8.7% 210bps Adj. Net Profit % 10.8% 10.5% 35bps Adj. Basic EPS 5.6 3.7 53.0% Adj. Basic EPS 5.6 5.3 5.7% Adj. EBITDA is excluding RSUs expenses, non-recurring costs Adj. Net Profit and Adj. Basic EPS is excluding RSUs expense and non-recurring items net of tax Adj. Net Profit and Adj. Basic EPS further reflect the impact of the Company's adoption of cash flow hedge accounting under Ind AS 109, effective 1 January 2026. rsystems.com All rights reserved. Confidential. 6 Margin & EPS Analysis : Jan to Sep 2026 ₹ in M Jan to Sep 2026 Jan to Sep 2025 Growth% (YoY) CY 2025 except per share data Revenue 17,917 14,031 27.7% 19,582 Adj. EBITDA 3,609 2,410 49.7% 3,427 Adj. EBITDA % 20.1% 17.2% 296bps 17.5% Adj. Net Profit 2,051 1,332 54.0% 1,936 Adj. Net Profit % 11.4% 9.5% 196bps 9.9% Adj. Basic EPS 17.3 11.3 53.8% 16.4 Adj. EBITDA is excluding RSUs expenses, non-recurring costs Adj. Net Profit and Adj. Basic EPS is excluding RSUs expense and non-recurring items net of tax Adj. Net Profit and Adj. Basic EPS further reflect the impact of the Company’s adoption of cash flow hedge accounting under Ind AS 109, effective 1 January 2026. rsystems.com All rights reserved. Confidential. 7 Operations Metrics Revenue by Geography (%) Client Concentration (%) 80% 71.5% 70.6% 24.4% 24.4% 60% 20% 17.0% 16.8% 15% 12.1% 11.9% 15.3% 16.0% 6.0% 5.8% 20% 9.7% 9.4% 5% 3.6% 4.0% 0% 0% Americas APAC Europe MEA Top Client Top 3 Client Top 5 Clients Top 10 Clients Q2 2026 Q3 2026 Q2 2026 Q3 2026 Utilization (%) DSO(Days) # 85% 84.2% 83.9% 88 34 %% 82.6% 82.3% 82.2% 80 68 71 76 76 73 74 75 76 82% 81.0% 81.1% 70 62 81% 80.4% 60 53 59 58 57 56 55 55 79% 50 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 Actual Utilization % Desired Utilization % DSO (Billed) DSO (Billed & Unbilled) # Basis Trailing Twelve months and excluding the new acquisition of Novigo rsystems.com All rights reserved. Confidential. 8 Key Wins 1 A leading European telecommunications operator has engaged R Systems to modernize mission-critical telecom services as part of its next-generation network transformation initiative. The program will transition legacy applications to a modern cloud-based architecture, improving scalability, operational efficiency, and service reliability while enabling faster innovation. R Systems has collaborated with a leading global management consulting firm to deliver an enterprise-scale Data Lakehouse for a leading Middle East digital transformation for housing and real estate organization. The engagement will establish a unified, enterprise-grade data foundation that accelerates AI adoption, enhances data-driven decision-making, and unlocks scalable business value through advanced analytics, Machine Learning, and Agentic AI. A leading financial services provider in Saudi Arabia has engaged R Systems to advance its Newgen-based core lending platform through solution architecture, digital transformation, application development, and technology modernization services. The engagement spans innovation, engineering, and ongoing platform operations, enabling enhanced digital customer experiences while ensuring the scalability, resilience, and continuity of business-critical lending services across physical and digital channels. 4 R Systems has secured a strategic Salesforce engagement with a leading global entertainment company to transform its commercial and customer-faci [Showing first 8,000 characters — download PDF for full document]