Investor Presentation

November 04, 2026 The National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra-Kurla Complex, Floor 25, Phiroze Jeejeebhoy Towers, Bandra (E), Mumbai – 400051 Dalal Street, Mumbai — 400 001 Symbol: REDINGTON Scrip: 532805 Sir/Madam, Sub: Q2 & H1 FY 2026-27 Earnings Conference Call - Presentation This is further to our announcement dated October 30, 2026 on the Earnings Conference call to be held today, November 04, 2026, we enclose herewith a copy of the earnings and corporate presentation. The same will also be uploaded on the website of the Company at https://redingtongroup.com/financial-reports/. We request you to kindly take the above information on record. Thank you For Redington Limited K Vijayshyam Acharya Company Secretary Encl: a/a EARNINGS PRESENTATION Q2FY27 Disclaimer This presentation contains “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Redington Limited’s future business developments and economic performance. While these forward looking statements indicate our assessment and future expectations concerning the development of our business, a number of risks, uncertainties and other unknown factors could cause actual developments and results to differ materially from our expectations. These factors include, but are not limited to, general market, macro-economic, governmental and regulatory trends, movements in currency exchange and interest rates, competitive pressures, technological developments, changes in the financial conditions of third parties dealing with us, legislative developments, and other key factors that could affect our business and financial performance. Redington Limited undertakes no obligation to periodically revise any forward looking statements to reflect future / likely events or circumstances. Copyright © Redington 2026 | 2 Financial Highlights ✓ Highest Ever Revenue achieved in any Quarter ✓ Highest Ever PAT achieved in any Quarter ✓ PAT growth faster than revenue growth • Q2FY27 – YoY growth • Global excl. Arena - Revenue grew by 54%, EBITDA grew by 58% and PAT grew by 55% • Global incl. Arena - Revenue grew by 48%, EBITDA grew by 41% and PAT grew by 50% • SISA – Revenue grew by 66%, EBITDA grew by 64% and PAT grew by 66% • ROW excl. Arena – Revenue grew by 38%, EBITDA grew by 49% and PAT grew by 41% • ROW incl. Arena– Revenue grew by 27%, EBITDA grew by 9% and PAT grew by 25% • H1FY27 – YoY growth • Global excl. Arena - Revenue grew by 48%, EBITDA grew by 56% and PAT grew by 59% • Global incl. Arena - Revenue grew by 41%, EBITDA grew by 52% and PAT grew by 61% • SISA – Revenue grew by 64%, EBITDA grew by 57% and PAT grew by 61% • ROW excl. Arena – Revenue grew by 27%, EBITDA grew by 55% and PAT grew by 55% SISA : Singapore, India & South Asia • ROW incl. Arena– Revenue grew by 17%, EBITDA grew by 43% and PAT grew by 61% ROW : Rest of the World Copyright © Redington 2026 | 3 Financial Highlights • Key Metrics – Global (Q2FY27) • WC days is 35 days, increased by 4 Days on YoY basis • TSG grew by 91%, MSG grew by 40% , SSG grew by 39% and ESG grew 38% on YoY basis • Debt to Equity was at 0.55x • ROCE was at 22.7% and ROE was at 21.6% SISA : Singapore, India & South Asia ROW : Rest of the World Copyright © Redington 2026 | 4 Financial Highlights – Q2FY27 ✓ India demonstrated exceptional revenue & PAT growth momentum SISA BUSINESS • YoY Revenue grew by 66%, EBITDA grew by 64% and PAT grew by 66% • ROCE was at 28.8% and ROE at 29.5% • WC days stood at 31 days, increased by 5 days on YoY basis. • YoY Strong growth across all BUs - TSG grew by 115%, MSG grew by 70%, ESG grew by 42% and SSG grew by 37% • India Distribution: YoY Revenue grew by 67%, EBITDA grew by 74% and PAT grew by 77% SISA : Singapore, India & South Asia ROW : Rest of the World Copyright © Redington 2026 | 5 Financial Highlights – Q2FY27 ✓ ROW demonstrated good performance despite ongoing geo-political challenges ROW BUSINESS Incl. Arena • Revenue grew by 27%, EBITDA grew by 9% and PAT grew by 25% • WC days stood at 39 days, increased by 5 days on YoY basis and in • YoY Strong growth in TSG by 42%, SSG by 41% ESG by 34% ROW BUSINESS Excl. Arena • Revenue grew by 38%, EBITDA grew by 49% and PAT by 41% • YoY Strong growth in SSG by 45% , TSG by 41%, ESG by 37% and MSG by 34% SISA : Singapore, India & South Asia ROW : Rest of the World Copyright © Redington 2026 | 6 Financial Highlights ✓ ProConnect achieved all-time high quarterly revenues PROCONNECT GLOBAL Q2FY27 • Revenue grew at 38%, EBITDA grew at 31% • EBITDA margin at 11% and PAT at 2% • Captive business at 27% H1FY27 • Revenue grew at 38%, EBITDA grew at 24% • EBITDA margin at 10% and PAT at 2% • Captive business at 28% SISA : Singapore, India & South Asia ROW : Rest of the World Copyright © Redington 2026 | 7 Arena performance and impairment of investment • Arena business performance during Q2FY27 : Revenue decreased by 37% YoY due to exit from Turkish Lira denominated businesses resulting in loss in this quarter. • The Company’s wholly owned subsidiary, Redington Gulf FZE (RGF) carried out an impairment exercise of its investment in its subsidiary at Turkey, Arena Bilgisayar Sanayi Ve Ticaret A.S (Arena). • Due to the challenging economic conditions in Turkey and revised future projections, an impairment of intangibles of ₹ 80.3 Crores (₹ 39.7 Cr is Redington Share of Loss) has been recognized and disclosed as an exceptional item in the financial results. • Overall value of intangible was $25.6 Mn, of which $17.2 Mn has been impaired during the Q4FY26 and the remaining $8.4 Mn impaired during the current quarter. • Company’s consolidated PAT for Q2FY27 is ₹ 541 Crores. In this presentation we have presented profitability excluding the impact of this exceptional impairment viz ₹ 581 Crores. Copyright © Redington 2026 | 8 Q2FY27 Performance Snapshot Copyright © Redington 2026 | 9 Q2FY27 Redington Global Performance REVENUE GM EBITDA PAT 48% 41% 41% 50% 43,002 2,100 1,495 632 388 29,118 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 ₹ in Cr Copyright © Redington 2026 | 10 Q2FY27 Redington Global Excl. Arena Performance REVENUE GM EBITDA PAT 54% 47% 58% 55% 41,731 1,989 657 1,003 27,112 1,350 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 ₹ in Cr Copyright © Redington 2026 | 11 Q2FY27 Performance by Market REVENUE GM EBITDA PAT 66% 60% 64% 66% 1,123 25,660 613 S 701 I 375 S 15,482 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 38% 33% 49% 41% A 16,071 390 11,630 262 188 ₹ in Cr Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Copyright © Redington 2026 | 12 Q2FY27 Contribution by Market REVENUE GM EBITDA PAT 31% 32% 40% 41% 39% 47% 47% 69% 68% 60% 59% 61% 53% 53% Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Copyright © Redington 2026 | 13 Q2FY27 Working Capital Days SISA ROW GLOBAL 34 35 31 31 32 31 32 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Copyright © Redington 2026 | 14 Q2FY27 Top 5 Vendors REVENUE OTHERS GOOGLE DELL EMC HP Inc 4% 6% LENOVO 9% 8% APPLE 11% 10% 29% 30% Q2FY26 Q2FY27 Copyright © Redington 2026 | 15 Q2FY27 Verticals Revenue SISA ROW GLOBAL Verticals Q2FY26 Q2FY27 YoY Q2FY26 Q2FY27 YoY Q2FY26 Q2FY27 YoY 4,892 6,945 42% 4,502 6,056 34% 9,394 13,000 38% 3,041 6,553 115% 1,507 2,139 42% 4,548 8,691 91% 2,126 2,906 37% 2,478 3,504 41% 4,603 6,409 39% 5,283 8,998 70% 5,019 5,462 9% 10,302 14,461 40% Renewable energy 578% 240% 541% 15 104 2 6 17 111 Logistics 25% 57% 37% 170 211 103 161 272 372 Other Services 2% 11% 8% 21 22 51 56 72 78 Logistics & Other Services Revenue includes captive revenue Amounts may not add due to intercompany eliminations, rounding Glossary: Name Description Products / Services ESG End Point Solutions Group Consumer & Commercial PCs, Print & Supplies TSG Technology Solutions Group Networking, Server & Storage, Power & Collab MSG Mobility Soluti [Showing first 8,000 characters — download PDF for full document]