Investor Presentation

July 29, 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: Investor/Analyst Conference call - Presentation This is further to our announcement dated July 27, 2026 on the Earnings Conference call to be held on July 30, 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 Q1FY27 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 • Q1FY27 – YoY growth • Global excl. Arena - Revenue grew by 41%, EBITDA grew by 54% and PAT grew by 64% • Global incl. Arena - Revenue grew by 34%, EBITDA grew by 67% and PAT grew by 77% • SISA – Revenue grew by 63%, EBITDA grew by 50% and PAT grew by 56% • ROW excl. Arena – Revenue grew by 16%, EBITDA grew by 64% and PAT grew by 81% • ROW incl. Arena– Revenue grew by 6%, EBITDA grew by 121% and PAT grew by 143% SISA : Singapore, India & South Asia ROW : Rest of the World Copyright © Redington 2026 | 3 Financial Highlights • Key Metrics – Global (Q1FY27) • WC days is 32 days, reduced by 5 Days on YoY basis • SSG grew by 53%, TSG grew by 49% and ESG grew by 35% on YoY basis • Debt to Equity was at 0.39x • ROCE was at 22.2% and ROE was at 18.8% SISA : Singapore, India & South Asia ROW : Rest of the World Copyright © Redington 2026 | 4 Financial Highlights – Q1FY27 ✓ India demonstrated exceptional revenue & PAT growth momentum SISA BUSINESS • YoY Revenue grew by 63%, EBITDA grew by 50% and PAT grew by 56% • ROCE was at 28.3% and ROE at 26.6% • WC days stood at 31 days, reduced by 5 days on YoY basis. • YoY Strong growth across all BUs - MSG grew by 88%, TSG grew by 57%, ESG grew by 49% and SSG grew by 42% • India Distribution: YoY Revenue grew by 63%, EBITDA grew by 54% and PAT grew by 60% SISA : Singapore, India & South Asia ROW : Rest of the World Copyright © Redington 2026 | 5 Financial Highlights – Q1FY27 ✓ ROW demonstrated good performance despite ongoing geo-political challenges ROW BUSINESS Incl. Arena • Revenue grew by 6%, EBITDA grew by 121% and PAT grew by 143% • WC days stood at 32 days, decreased by 8 days on YoY basis • YoY Strong growth in SSG by 63% and in TSG by 36% ROW BUSINESS Excl. Arena • Revenue grew by 16%, EBITDA grew by 64% and PAT by 81% • YoY Strong growth in SSG by 64%, TSG by 34% and ESG by 31% SISA : Singapore, India & South Asia ROW : Rest of the World Copyright © Redington 2026 | 6 Financial Highlights – Q1FY27 ✓ ProConnect achieved all-time high quarterly revenues PROCONNECT GLOBAL • Q1FY27 YoY Revenue grew at 38%, EBITDA grew at 15% and PAT grew at 24% • Q1FY27 EBITDA margin at 9% and PAT at 3% • Captive business at 28% for the quarter SISA : Singapore, India & South Asia ROW : Rest of the World Copyright © Redington 2026 | 7 Q1FY27 Performance Snapshot Copyright © Redington 2026 | 8 Q1FY27 Redington Global Performance REVENUE GM EBITDA PAT 34% 28% 67% 77% 1,713 34,966 1,334 26,002 275 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 ₹ in Cr Copyright © Redington 2026 | 9 Q1FY27 Redington Global Excl. Arena Performance REVENUE GM EBITDA PAT 41% 40% 54% 64% 1,667 33,794 23,934 1,194 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 ₹ in Cr Copyright © Redington 2026 | 10 Q1FY27 Performance by Market REVENUE GM EBITDA PAT 63% 45% 50% 56% 916 509 21,138 S 631 340 S 13,003 210 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 16% 33% 64% 81% A 751 12,656 . 191 l 563 c 10,931 ₹ in Cr Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Copyright © Redington 2026 | 11 Q1FY27 Contribution by Market REVENUE GM EBITDA PAT 24% 24% 32% 33% 76% 76% 68% 67% Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Copyright © Redington 2026 | 12 Q1FY27 Working Capital Days SISA ROW GLOBAL 5 8 5 7 8 2 40 40 36 37 31 32 32 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Copyright © Redington 2026 | 13 Q1FY27 Top 5 Vendors REVENUE OTHERS MICROSOFT 3% DELL EMC HP Inc 9% 7% LENOVO APPLE Q1FY26 Q1FY27 Copyright © Redington 2026 | 14 Q1FY27 Verticals Revenue SISA ROW GLOBAL Verticals Q1FY26 Q1FY27 YoY Q1FY26 Q1FY27 YoY Q1FY26 Q1FY27 YoY 4,037 6,007 49% 3,525 4,219 20% 7,562 10,225 35% 2,551 4,004 57% 1,524 2,092 37% 4,076 6,096 50% 1,872 2,666 42% 2,047 3,296 61% 3,919 5,962 52% 4,387 8,250 88% 5,786 4,059 -30% 10,173 12,308 21% Renewable energy 75% 250% 82% 37 64 2 7 39 71 Logistics 157 201 28% 93 141 52% 251 342 36% Other Services 21 22 2% 50 58 16% 71 79 11% Decline in Other services due to Paynet divestment. 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 Solutions Group Smart Phones & Feature Phones SSG Software Solutions Group Cloud and Professional Services, Software Licensing & Subscription, Enterprise Security Solutions Renewable energy Solar Solar Panels & Inverters Logistics ProConnect Supply Chain Solutions Logistics, Warehousing, Transportation & VAS Other Services Ensure & RGS Ensure : IT Services, RGS : Shared Services Copyright © Redington 2026 | 15 Q1FY27 Free Cash Flow Statement Particulars (₹ in Cr) Q1FY26 Q4FY26 Q1FY27 Profit Before Taxation 304 395 611 Non-cash items 137 257 92 Finance Cost 92 72 89 Changes in Working Capital (1,323) (1,465) (1,825) Direct Tax Paid (73) (142) 147 Net Cash Flow from Operations (863) (883) (885) Capex (31) (48) (36) Outflow of Finance Cost (46) (69) (74) Free Cash Flow (940) (999) (995) FCF = NCFO – Capex – Finance cost Amounts may not add due to rounding Copyright © Redington 2026 | 16 Investor Contacts Vijayshyam Acharya K Palak Agrawal Compliance Officer Head – Investor Relations Registered office: Block 3, Plathin, Redington Tower, Inner Ring Road, Saraswathy Nagar West, 4th Street, Puzhuthivakkam, Chennai - 600 091 https://www.redingtongroup.com CIN - L52599TN1961PLC028758 Copyright © Redington 2026 | 17 Thank You CORPORATE PRESENTATION Q1FY27 Contents 01 04 About Redington ESG & CSR 02 Shareholders, Board of Financials Directors & Leadership team 03 06 Our Strategy and Growth Recognitions Vectors Copyright © Redington 2026 | 2 Disclaimer This presentation contains “forward looking statements” including, but without limitation, state [Showing first 8,000 characters — download PDF for full document]