BSECompany Update4 Aug 2026 · 4 Aug 2026, 09:39 pm

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R Systems International Ltd · 532735

✦ AI Summary▲ PositiveResults

R Systems International Ltd has announced its Q2 and H1 2026 financial results, showing a 30.2% YoY growth in revenue to INR 6,017M and a 51.4% YoY growth in adjusted EBITDA to INR 1,207M. The company's adjusted net profit for Q2 2026 was INR 629M, a 35.4% YoY growth. For H1 2026, revenue grew 30.1% YoY to INR 11,765M, with adjusted EBITDA increasing 51.0% YoY to INR 2,364M.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment8/10

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R Systems International Ltd - 532735 - Announcement under Regulation 30 (LODR)-Investor Presentation

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REF: SECT/08/2026/03 Date: August 04, 2026 To, To, 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 July 28, 2026, regarding intimation of Investors/ Analysts call of R Systems International Limited (the “Company”) to be held on Wednesday, August 05, 2026, at 10:00 AM (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, August 05, 2026, at 10:00 AM (IST) on the financial results for the quarter and six months ended on June 30, 2026. This is for your information and records. Thanking you, Yours faithfully, For R Systems International Limited Piyush Jain (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 Q2 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 Q2 & H1 2026 Margin & EPS Analysis Q2 & H1 2026 Adj. EBITDA & Adj. Net Profit Trend Operations Metrics Key Wins Q2 2026 TTM ACV Bookings Excluding Renewals Summing Up And Looking Ahead rsystems.com All rights reserved. Confidential. 3 Financial Performance : Q2 2026 Financials Quarter Trend (INR M) 7,000 23% 20.1% 20.1% 6,000 Revenue: INR 6,017M ($ 63.6M) 17.9% 17.8% 18.3% YoY 30.2% 5,000 17.4% 17.3% 16.9% 5,551 5,748 6,017 19% 4,986 4,000 4,441 4,490 4,425 4,620 15% 3,000 13% Adj. EBITDA: INR 1,207M ($ 12.8M) Adj. EBITDA %: 20.1% 2,000 YoY 51.4% 1,000 796 801 768 797 844 1,017 1,157 1,207 - 5% Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Adj. Net Profit: INR 629M($ 6.6M) Revenue (INR in M) Adj. EBITDA Adj. EBITDA % Adj. Net Profit %: 10.5% YoY 35.4% Adj. EBITDA Bridge (INR M) 1,500 Adj. EPS: INR 5.3 1,157 98 1,207 YoY 35.3% -47 1,000 Adj. EBITDA is excluding RSUs expenses, non-recurring costs - Q1 26 Adj. EBITDA Rupee depreciation Standard operations Q2 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 : H1 2026 Financials Half Year Trend (INR M) 12,000 20.1% Revenue: INR 11,765M ($ 126.4M) 11,765 10,000 YoY 30.1% 17.3% 18% 8,000 9,045 6,000 Adj. EBITDA: INR 2,364M ($ 25.4M) 14% Adj. EBITDA %: 20.1% 4,000 YoY 51.0% 2,000 10% 2,364 1,566 - 8% Adj. Net Profit: INR 1387M($ 14.9M) H1'25 H1'26 Adj. Net Profit %: 11.8% Revenue (INR in M) Adj. EBITDA Adj. EBITDA % YoY 54.4% Adj. EBITDA Bridge (INR M) Adj. EPS: INR 11.7 3,000 247 2,364 YoY 54.3% 2,500 552 2,000 1,566 1,500 1,000 Adj. EBITDA is excluding RSUs expenses, non-recurring costs - H1 25 Adj. EBITDA Rupee depreciation Standard operations H1 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. 5 Margin & EPS Analysis : Q2 2026 ₹ in M Growth% ₹ in M Growth% Q2 2026 Q2 2025 Q2 2026 Q1 2026 except per share data (YoY) except per share data (QoQ) Revenue 6,017 4,620 30.2% Revenue 6,017 5,748 4.7% Adj. EBITDA 1,207 797 51.4% Adj. EBITDA 1,207 1,157 4.4% Adj. EBITDA % 20.1% 17.3% 281bps Adj. EBITDA % 20.1% 20.1% (6bps) Adj. Net Profit 629 464 35.4% Adj. Net Profit 629 758 (17.1)% Adj. Net Profit % 10.5% 10.1% 40bps Adj. Net Profit % 10.5% 13.2% (274bps) Adj. Basic EPS 5.3 3.9 35.3% Adj. Basic EPS 5.3 6.4 (17.1)% 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. As a result, other income for Q1 2026 was higher by ₹180.47 million, as changes in the fair value of designated hedging instruments were recognized in Other Comprehensive Income (OCI) rsystems.com All rights reserved. Confidential. 6 Margin & EPS Analysis : H1 2026 ₹ in M H1 2026 H1 2025 Growth% (YoY) CY 2025 except per share data Revenue 11,765 9,045 30.1% 19,582 Adj. EBITDA 2,364 1,566 51.0% 3,427 Adj. EBITDA % 20.1% 17.3% 279bps 17.5% Adj. Net Profit 1,387 898 54.4% 1,936 Adj. Net Profit % 11.8% 9.9% 186bps 9.9% Adj. Basic EPS 11.7 7.6 54.3% 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% 69.3% 71.5% 24.0% 24.4% 60% 20% 17.0% 16.0% 15% 12.1% 40% 11.5% 17.5% 15.3% 5.8% 6.0% 20% 9.6% 9.7% 3.6% 3.6% 0% 0% Americas APAC Europe MEA Top Client Top 3 Client Top 5 Clients Top 10 Clients Q1 2026 Q2 2026 Q1 2026 Q2 2026 Utilization (%) DSO(Days) # 83% 60 81% 40 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 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 global telecommunications and media company has engaged R Systems to leverage advanced analytics, data science, and intelligence solutions to transform data into actionable business insights. This strategic engagement will drive smarter decision-making, optimize operations, and accelerate growth, helping the client stay ahead in a rapidly evolving digital landscape. R Systems has established a Global Capability Center (GCC) for a leading U.S. small business lender, bringing together AI Product Engineering, Software Engineering, and Digital Operations Services. The GCC will drive AI-powered lending innovation, modernize core platforms, and enhance operational efficiency, further strengthening R Systems’ leadership in enterprise AI and digital transformation. A leading global insurance and financial services provider has partnered with R Systems to advance its High Net Worth (HNW) Reimagine initiative through AI- powered quality engineering. By accelerating testing, enhancing software quality, and streamlining release cycles, R Systems is enabling faster innovation, greater reliability, and superior digital experiences for customers. A leading global financial services and market access provider has selected R Systems to lead a Microsoft Dynamics 365 Retail transformation initiative. By leveraging Dynamics 365, AI, and omnichannel platforms, R Systems will modernize customer acquisition, engagement, onboarding, and service operations [Showing first 8,000 characters — download PDF for full document]