Slides
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EARNINGS PRESENTATION Q3FY26
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| 2 Copyright © Redington 2026 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. Disclaimer
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| 3 Copyright © Redington 2026 Financial Highlights • Q3FY26 – YoY growth • Global excl. Arena - Revenue grew by 22%, EBITDA grew by 10% and PAT grew by 15% • Global incl. Arena - Revenue grew by 16%, EBITDA grew by 2% and PAT grew by 9% • SISA – Revenue grew by 24%, EBITDA grew by 1% and PAT grew by 2% • ROW excl. Arena – Revenue grew by 18%, EBITDA grew by 21% and PAT grew by 30% • ROW incl. Arena– Revenue grew by 7%, EBITDA grew by 2% and PAT grew by 17% • 9MFY26 – YoY growth • Global excl. Arena - Revenue grew by 22%, EBITDA grew by 17% and PAT grew by 23% • Global incl. Arena - Revenue grew by 18%, EBITDA grew by 10% and PAT grew by 17% • SISA – Revenue grew by 23%, EBITDA grew by 13% and PAT grew by 16% • ROW excl. Arena – Revenue grew by 20%, EBITDA grew by 25% and PAT grew by 32% • ROW incl. Arena – Revenue grew by 12%, EBITDA grew by 5% and PAT grew by 18% SISA : Singapore, India & South Asia ROW : Rest of the World Highest Ever Revenue & PAT achieved in any Quarter
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| 4 Copyright © Redington 2026 Financial Highlights SISA : Singapore, India & South Asia ROW : Rest of the World • Key Metrics – Global • WC days for Q3FY26 is 28 days, reduced by 5 Days on YoY basis • Q3FY26 – SSG grew by 40% on YoY basis and ESG grew by 21% • Net Debt to Equity was at 0.08x • ROCE was at 22.1% and ROE was at 18.8%
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| 5 Copyright © Redington 2026 Financial Highlights – Q3FY26 SISA : Singapore, India & South Asia ROW : Rest of the World SISA maintained revenue growth momentum SISA BUSINESS • YoY Revenue grew by 24%, EBITDA grew by 1% and PAT grew by 2% • ROCE was at 22.9% and ROE at 20.0%. • WC days stood at 27 days, reduced by 4 days on YoY basis. • YoY Strong growth across all BUs - ESG grew by 42%, MSG grew by 33%, SSG grew by 31% • India Distribution: YoY Revenue grew by 25%, EBITDA grew by 8% and PAT grew by 11%
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| 6 Copyright © Redington 2026 Financial Highlights – Q3FY26 SISA : Singapore, India & South Asia ROW : Rest of the World ROW BUSINESS Incl. Arena • Revenue grew by 7%, EBITDA grew by 2% and PAT grew by 17% • WC days stood at 31 days, reduced by 4 days on YoY basis • YoY Strong growth in SSG by 46% ROW BUSINESS Excl. Arena • Revenue grew by 18%, EBITDA grew by 21% and PAT grew by 30% • YoY Strong growth in SSG by 46%, TSG by 18% ,MSG by 15% PROCONNECT GLOBAL • Q3FY26 YoY Revenue grew at 15%, EBITDA de-grew at 20% and PAT de-grew at 15% • Profit growth impacted by one-time cost on account of Impairment of investments • Q3FY26 EBITDA margin at 8% and PAT at 3% • Captive business at 28% for the quarter • 9MFY26 YoY Revenue grew by 12%, EBITDA grew by 6% and PAT grew by 10%
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| 7 Copyright © Redington 2026 Q3FY26 Performance Snapshot
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Q3FY26 Redington Global Performance | 8 Copyright © Redington 2026 ₹ in Cr 26,764 30,959 Q3FY25 Q3FY26 2% 9% 651 663 Q3FY25 Q3FY26 16% 400 436 Q3FY25 Q3FY26 REVENUE EBITDA PAT 6% 1,465 1,547 Q3FY25 Q3FY26 GM
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Q3FY26 Redington Global Excl. Arena Performance | 9 Copyright © Redington 2026 REVENUE EBITDA PATGM 24,198 29,403 Q3FY25 Q3FY26 10% 15% 602 662 Q3FY25 Q3FY26 22% 398 458 Q3FY25 Q3FY26 13% 1,290 1,461 Q3FY25 Q3FY26 ₹ in Cr
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636 721 Q3FY25 Q3FY26 13,362 16,600 Q3FY25 Q3FY26 341 346 Q3FY25 Q3FY26 214 218 Q3FY25 Q3FY26 Q3FY26 Performance by Market | 10 Copyright © Redington 2026 ₹ in Cr 1% REVENUE EBITDA PAT SISA 2%24% GM 13% 261 316 Q3FY25 Q3FY26 184 239 Q3FY25 Q3FY26 655 740 Q3FY25 Q3FY26 10,837 12,803 Q3FY25 Q3FY26 30%21%18% 13% ROW Excl. Arena
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50% 54% 50% 46% Q3FY25 Q3FY26 52% 52% 48% 48% Q3FY25 Q3FY26 53% 50% 47% 50% Q3FY25 Q3FY26 43% 47% 57% 53% Q3FY25 Q3FY26 Q3FY26 Contribution by Market | 11 Copyright © Redington 2026 REVENUE EBITDA PATGM
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| 12 Copyright © Redington 2026 Q3FY26 Working Capital Days 33 31 28 Q3FY25 Q2FY26 Q3FY26 35 34 31 Q3FY25 Q2FY26 Q3FY26 31 26 27 Q3FY25 Q2FY26 Q3FY26 SISA ROW GLOBAL 33 4 1 4 5
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| 13 Copyright © Redington 2026 Q3FY26 Top 5 Vendors 30% 33% 9% 10% 9% 8% 6% 4% 5% 4% 41% 41% Q3FY25 Q3FY26 OTHERS SAMSUNG DELL EMC HP INC LENOVO APPLE REVENUE
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| 14 Copyright © Redington 2026 Q3FY26 Verticals Revenue Decline in Other services due to Paynet divestment. Logistics & Other Services Revenue includes captive revenue Amounts may not add due to intercompany eliminations, rounding Verticals SISA ROW GLOBAL Q3FY25 Q3FY26 YoY Q3FY25 Q3FY26 YoY Q3FY25 Q3FY26 YoY ESG 3,565 5,057 42% 4,567 4,793 5% 8,132 9,850 21% TSG 3,165 2,766 -13% 1,551 1,640 6% 4,715 4,406 -7% SSG 1,702 2,226 31% 2,402 3,508 46% 4,104 5,734 40% MSG 4,805 6,413 33% 4,503 4,280 -5% 9,309 10,692 15% Renewable energy 16 15 -6% 15 1 -94% 31 16 -49% Logistics 145 170 17% 93 105 13% 238 275 16% Other Services 19 20 5% 304 63 -79% 323 83 -74% 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, Paynet & RGS Ensure : IT Services, Paynet : Fintech (sold in Feb’25), RGS : Shared Services Glossary:
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| 15 Copyright © Redington 2026 Q3FY26 Free Cash Flow Statement Amounts may not add due to rounding FCF = NCFO – Capex – Finance cost Particulars (₹ in Cr) Q3FY25 Q2FY26 Q3FY26 Profit Before Taxation 513 460 538 Non-cash items 61 62 129 Finance Cost 84 116 79 Changes in Working Capital (2,473) 1,096 (117) Direct Tax Paid (118) (134) (165) Net Cash Flow from Operations (1,933) 1,600 463 Capex (39) (2) (112) Outflow of Finance Cost (74) (75) (134) Free Cash Flow (2,046) 1,523 217
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| 16 Copyright © Redington 2026 9MFY26 Performance Snapshot
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| 17 Copyright © Redington 2026 9MFY26 Redington Global Performance 73,052 86,079 9MFY25 9MFY26 1,590 1,745 9MFY25 9MFY26 939 1,099 9MFY25 9MFY26 3,979 4,375 9MFY25 9MFY26 ₹ in Cr REVENUE EBITDA PATGM 10% 17%18% 10%
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| 18 Copyright © Redington 2026 9MFY26 Redington Global Excl. Arena Performance REVENUE EBITDA PATGM 66,164 80,449 9MFY25 9MFY26 17% 23% 1,534 1,799 9MFY25 9MFY26 22% 975 1,197 9MFY25 9MFY26 15% 3497 4005 9MFY25 9MFY26 ₹ in Cr
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1,783 2,054 9MFY25 9MFY26 | 19 Copyright © Redington 2026 9MFY26 Performance by Market ₹ in Cr 36,605 45,086 9MFY25 9MFY26 941 1,061 9MFY25 9MFY26 572 665 9MFY25 9MFY26 REVENUE EBITDA PAT SISA GM 13% 16%23% 15% 1,714 1,951 9MFY25 9MFY26 ROW Excl. Arena29,559 35,363 9MFY25 9MFY26 593 739 9MFY25 9MFY26 404 533 9MFY25 9MFY26 32%25%20% 14%
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50% 52% 50% 48% 9MFY25 9MFY26 59% 61% 41% 39% 9MFY25 9MFY26 61% 61% 39% 39% 9MFY25 9MFY26 45% 47% 55% 53% 9MFY25 9MFY26 9MFY26 Contribution by Market | 20 Copyright © Redington 2026 REVENUE EBITDA PATGM
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| 21 Copyright © Redington 2026 9MFY26 Working Capital Days 36 31 9MFY25 9MFY26 38 33 9MFY25 9MFY26 35 30 9MFY25 9MFY26 55 5 SISA ROW GLOBAL
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| 22 Copyright © Redington 2026 9MFY26 Top 5 Vendors 29% 32% 8% 10% 10% 9% 6% 5%6% 5% 40% 40% 9MFY25 9MFY26 OTHERS DELL EMC SAMSUNG HP INC LENOVO APPLE REVENUE
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9MFY26 Verticals Revenue | 23 Copyright © Redington 2026 Decline in Other services due to Paynet divestment. Logistics & Other Services Revenue includes captive revenue Amounts may not add due to intercompany eliminations, rounding Verticals SISA ROW GLOBAL 9MFY25 9MFY26 YoY 9MFY25 9MFY26 YoY 9MFY25 9MFY26 YoY ESG 11,622 13,986 20% 12,329 12,828 4% 23,951 26,813 12% TSG 8,105 8,357 3% 4,313 4,689 9% 12,418 13,046 5% SSG 4,340 6,224 43% 5,800 8,013 38% 10,139 14,237 40% MSG 12,131 16,083 33% 12,931 15,088 17% 25,062 31,170 24% Renewable energy 83 67 -20% 26 5 -82% 109 71 -34% Logistics 428 496 16% 283 297 5% 711 793 12% Other Services 62 62 -1% 857 164 -81% 919 226 -75% 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, Paynet & RGS Ensure : IT Services, Paynet : Fintech (sold in Feb’25), RGS : Shared Services
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9MFY26 Free Cash Flow Statement | 24 Copyright © Redington 2026 Amounts may not add due to rounding FCF = NCFO – Capex – Finance cost Particulars (₹ in Cr) 9MFY25 9MFY26 Profit Before Taxation 1,187 1,302 Non-cash items 146 328 Finance Cost 249 287 Changes in Working Capital (1,107) (345) Direct Tax Paid (384) (372) Net Cash Flow from Operations 90 1,200 Capex (73) (145) Outflow of Finance Cost (239) (256) Free Cash Flow (221) 800
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| 25 Copyright © Redington 2026 Shareholding Pattern Sep-2025 Synnex Technology International Corporation 24.1% FPIs 37.7% Mutual Funds 11.5% Insurance Companies 2.8% Others 23.8% Synnex Technology International Corporation 24.1% FPIs 37.8% Mutual Funds 11.6% Insurance Companies 2.8% Others 23.7% Dec-2025
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| Copyright © Redington 2026 Investor Contacts 26 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
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Thank You
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CORPORATE PRESENTATION Q3FY26
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| 2 Copyright © Redington 2026 Contents 01 About Redington 02 Shareholders, Board of Directors & Leadership team 03 Our Strategy and Growth Vectors 04 ESG & CSR 05 Financials 06 Recognitions
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| 3 Copyright © Redington 2026 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. MSCI disclaimer statement The use by Redington limited of any MSCI ESG Research LLC or its affiliates (“MSCI”) data, and the use of MSCI logos, trademarks, service marks or index names herein, do not constitute a sponsorship, endorsement, recommendation, or promotion of Redington Limited by MSCI. MSCI services and data are the property of MSCI or its information providers and are provided ‘as-is’ and without warranty. MSCI names and logos are trademarks or service marks of MSCI. Disclaimer
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75,000+ Channel Partners 160 Warehouses 62 Sales Offices ~430 Brands ~5,100 Redingtonians creating a culture of inclusion, creativity,and innovation Redington ABOUT US Products, Service& SolutionsCompany OutstandingFinancialPerformance Professionallymanaged,Board-governed • An Emerging Markets Multinational with presence across 40 markets • Distributing entire gamut of IT products namely Smartphone, PCs, server, storage, networking, solar, 3D printing, etc. • Software & solutions, Cloud, Security, XaaS, Professional services • A listed entity with no promoter, Chairman is Non-executive Director • AA+/Stable long-term rating by ICRA/CRISIL • Experienced executive Leadership team with stable middle management • ‘A’ ESG Rating from MSCI • $11.8bn+ company with a strong double digit-CAGR for 18 years • Amongst the Top 10 IT distribution company in the world • ROE # at 17% and ROCE at 21% in FY25 # Excluding profits from divestment of step-down subsidiary, Paynet 4Copyright © Redington 2026 | 4
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The Making of Redington | 5 Copyright © Redington 2026 1993 - 98 • Commenced IT distribution in India with HP Contract. • Consolidated top 4 brands – HP, Epson, Seagate & Intel. • Started Redington Services, the backbone of Solutions Business 1999 - 02 • Implementation of ERP System by JBA. • Started the PC & Server Division for HP, Compaq, IBM & Microsoft. • Signed-up with IBM to start Enterprise software Vertical followed by McAfee & Cisco • Started operations in Dubai, followed by KSA and other countries in the region. • CRISIL upgraded ratings as P1+ (Degree of safety is very strong) for short-term debt. 2003 - 06 • Strategic investment by Synnex with 36% equity. • Investment by PE Fund Chrys Capital with 11% equity. • Forayed into the Mobility Business with Motorola. • Commenced Operations in Africa – Nigeria & Kenya. • Redington joins the $1Bn Club. • Started HP Indigo Business. 2007 - 10 • Listed in NSE and BSE of India. • First ADC established in Chennai • Strengthened the Mobility portfolio with BlackBerry Smartphones in India and Nokia in the Gulf Region. • #1 Distributor in India award 2008 by DataQuest. • Signup with Apple for MAC business.
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| 6 Copyright © Redington 2026 2011- 14 • Bought 49% stake in Arena – Turkey in 2012. • ADC started in MEA. • Spread across Africa with Operations in more than 18 countries. • Standard Chartered Equity invests 11% stake. • Started Supply Chain Business with ProConnect, a fully owned subsidiary. • Microsoft Cloud portfolio imbibed – setup platform for future cloud business with AWS, Cisco and others. • Signed up for Apple iPhone business. 2015 - 18 • Launch of Cloud Portal, our first e-commerce platform for all cloud products. • Evolved from a promoter led to a board- governed and professionally managed organization. • Acquisition of 70% stake in Turkey based Linkplus. • Crossed the $5Bn revenue mark. 2019 - 22 • Classified by SEBI as a “LISTED ENTITY” with no promoters. • Acquisition of Brightstar in Turkey. • Incorporation of RedServe (Captive BPO) • Launch of E-Commerce platform: redingtononline.com • Expansion of Mobility Portfolio into Android with Google Pixel, Motorola and Nothing. • New Corporate & Registered office Inauguration. • Achieved the $1Bn market cap. 2023 - 25 • India’s No 1 Distributor by VAR India. • ISO 27001 Certification. • Most Preferred Workplace 2023 • Awarded LinkedIn Top Companies in India 2024. • Redington Tower in Chennai gets LEEDS Platinum certified. • Software & Solutions business crossed $1bn mark • Ranked 31st among India's Most Sustainable Companies by Business World • Divested Paynet, our home-grown Fintech step-down subsidiary • Transfer of Vodafone Contract by Arena
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Core Values | 7 Copyright © Redington 2026 Uncompromising Integrity • Being open, honest and direct in our dealings • Being transparent with our communications and actions Respect & Trust Customer Centricity Strive for Excellence Results through Teamwork • Best customer experience for the customer • Keeping customer as the center of our business’s philosophy, operations, or ideas • Fostering a culture of inclusion • Ensuring fairness and dignity for all • High levels of ownership and commitment • Innovative, flexible and open to new ideas • Individual contribution key to our success • Ensure effective collaboration
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| 8 Copyright © Redington 2026 Enabling Technology Adoption : Our DNA & value added • Supply Chain Management • Inventory management • Credit/Financing solutions • Product Solutioning • Product configuration • Pre-sales support • Omni channel approach • Unique Routes to Market • Inside sales/Demand Gen. Hardware & Physical Solution Non-physical solutions : Software, Cloud, Security, XAAS Asset – IP in the Business model – People – Process - Technology • Channel Orchestration • Cloud IT • Credit/financing solution • Pre-sales support • Customer Analytics • Life cycle management • Drive consumption • Cloud Quarks Platform • Market Place ISVs, CSP, MSP • Prof./Managed Services B R A N D S C U S T O M E R S Product Management Operations/Finance management Channel Sales/Marketing management
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Portfolio End Point Solutions Group PCs, Laptops, Desktops, All- in-Ones, Printers, Consumables & Accessories Technology Solutions Group Networking, Server, and Storage, Power & Collab Mobility Solutions Group Smartphones | 9 Copyright © Redington 2026 Software Solutions Group Cloud and Professional Services, Software Licensing & Subscription, Enterprise Security Solutions Digital Printing 2D & 3D Printing Solar Solar Green Energy Products & Services ProConnect Logistics, Warehousing, VAS & Transportation Ensure Services Warranty services, Infrastructure Managed Services
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Brand Collaboration Enviable Partnerships with ~430 brands | 10 Copyright © Redington 2026
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Presence | Global Footprint #1 - #2 Across All Markets In Country Presence 32 40 Markets Served India & Middle East 11Copyright © Redington 2026 South Asia and South- East Asia Turkey, Africa, Egypt, CIS (TAEC) Morocco Libya Turkey Azerbaijan Kazakhstan Senegal Ghana Côte d'Ivoire Egypt South Africa Tanzania Kenya India Nepal Bangladesh Bhutan Maldives Sri Lanka Jordan Kuwait Bahrain Qatar Oman UAE Saudi Arabia Uganda Rwanda Nigeria Maps not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness. Malaysia Singapore |
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Route to Market Channel partners Commercial/Enterprise IT • System Integrators • Corporate Resellers • Cloud Partners & Providers • ISVs • Service Providers Consumer IT • Large Format Retailers • Hypermarkets • E-tailers • Marketplace Players • Independent Retailers Mobility • Large Format Retailers • Exclusive Brand Stores • Hypermarkets • E-tailers • Marketplace Players • Telecom Channels • Corporate Resellers • Independent Retailers | 12 Copyright © Redington 2026 TSG, SSG, ESG ESG & MSG
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| 13 Copyright © Redington 2026 Shareholders Shareholding date: 31 December 2025 Synnex Technology International Corporation 24.1% FPIs (Corporates) 37.8% Mutual Funds 11.6% Insurance Companies 2.8% Others 23.7%
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Board of Directors | 14 Professor J. Ramachandran Chairman & Non Executive Director V S Hariharan Managing Director & Group CEO B. Ramaratnam Independent Director Anita P Belani Independent Director Sudip Nandy Independent Director Tu, Shu-Chyuan Non Executive Director Chen, Yi-Ju Non Executive Director S.V. Krishnan Finance Director Copyright © Redington 2026
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Leadership | 15 Copyright © Redington 2026 V. S. Hariharan Managing Director & Group CEO S V Krishnan Finance Director Ramesh Natarajan CEO, India & Middle East Serkan Çelik CEO, Turkey, Africa, Egypt & CIS Cem Borhan CEO, Southeast & South Asia Sayantan Dev Global Head, Software Solution Group Vijay Swaminathan Global Chief Human Resource Officer Viswanath Pallasena CEO, Emerging Business Serkan Kutlu Global Chief Strategy Officer Deepak Puligadda Global Chief Technology Officer Puneet Chadha Global Chief Marketing Officer Vijay Raghavan CEO, ProConnect R Venkatesh Global Chief Sustainability Officer Srinivasababu Vellanki CEO, Redserv Global Leadership Team Experienced & Diverse Middle Management Long Tenure & Domain expertise
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Re-investing profits for future, build best customer access RTMs, efficient tech platforms, and adapting to evolving business models. Sustainable Profitable Core Maintaining leadership position across geographies, while sustaining healthy business returns via operational efficiency and focused investment to profitable spaces. Accelerate Business Growth Faster adoption of subscription and consumption business, enhanced by professional services. Localized approach for expansion in growth geographies. Route to market Transformation Segmented approach that enables high-touch coverage for large partners serving enterprise, mid-market and consumer. Power of “One Redington” Engaging our ecosystem by co-creating distinctive initiatives and leveraging them globally as our best practices. Ensuring efficient reach to long tail partners through low-touch and digital platforms. Corporate Strategy 16 Copyright © Redington 2026 |
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Hybrid Cloud Artificial Intelligence Cyber Security Sustainability Tech Technology Trends What it means for Redington | 17 Copyright © Redington 2026 Key Technology Trend INDIA 21% MEA 20% INDIA 29% MEA 40% INDIA 17% MEA 17% INDIA 29% MEA 26% Building a diverse product portfolio catering to hybrid cloud requirements Forging alliances with AI technology providers to deliver cutting-edge solutions to customers Partnering with leading cybersecurity vendors to deliver integrated security solutions Expanding product catalog to include sustainable tech solutions Enhancing support for cloud migration and hybrid infrastructure management Providing specialized technical support for AI implementation and troubleshooting Scaling up the Managed Security Services Practice (MSSP) Establishing partnerships for responsible disposal and e-recycling 2025 Global IT spend growth 9.8% $5.6 Tn India 11.1% $161.5Bn MEA 7.4% $230.7Bn Software INDIA 13% MEA 15% Software contribution in ICT Distribution Industry grew from 12% to 24% in last two years (2022-24) Re-aligning org & ops model for Software led business growth. GROWTH CAGR% 2024-32 Current contribution of software in Redington >15%
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| 18 Copyright © Redington 2025 BusinessModel Trends What it meansfor Redington Subscription Model Product to Services WorkLocation Hybrid work Model CircularEconomy Circulate Products and Material BOPAffordability Product for low Income earners • Focusing on life-cycle management and expand service offerings for long-term customer success • Leveraging on technology to embrace recurring revenue models: invest in new cloud platform, build an ISV ecosystem enabling the cloud marketplace • Offering technology solutions for seamless collaboration in hybrid environments • Invest in digital tools to enhance connectivity and efficiency in hybrid workspaces • Implementing reverse logistics for efficient product return and recycling • Promoting reuse and refurbishment to minimize environmental footprint • Managing disposition of e-waste & support EPR* policies for OEMs • Forging partnerships to develop cost effective solutions and building new route to markets to serve in low-income • Offering financing options to make products accessible to a wider audience Biz Model Trends 18 Copyright © Redington 2026 |
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Our Sustainability Strategy Resilient Business Reimagined Efficiencies Responsible Business Practices Redefined Value Chain Engagement01 02 03 04 1100 MW SolarCapacitycreated in India 19 MT Successfully diverted e-waste from landfills through responsible collection and recycling efforts Safely Managed hazardous substances and recovered materials from obsolete electronics, reducing contamination risks and supporting a circular economy 3% Renewableenergy (2.5XY-o-Y increase) 19% Reduction in emissions intensity tCO2 e /Million $ (Scope 1 & Scope 2) 3% GlobalEmployee EngagementScore 81% Reduction in water consumption 25% Womenrepresentationon Board 38% Independencein Board composition 100% Oversightof ESGrisksand implementationplan throughESG Committee 100% Trainingcompletionon ABAC 80% TradevendorsESG aligned 1,00,000+ BeneficiariesfromCSR projects undertakenduringFY24-25 31st Ranked among 250 Most Sustainable Companies in Inaugural IMSC listing by Business World 1,40,000+ hours of Skill training through COLTE in partnership with the Government through Logistics Skill Council, an NGO set-up by the National Skill Development Corporation (NSDC) Our ESG Credentials Approach towards ESG 31st Rank 19 Copyright © Redington 2026 |
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| 20 Copyright © Redington 2026 Approach towards CSR REDINGTON FOUNDATION Our Portfolio with Breadth and Depth of Programmers Skill to Employ Skilling programmes in logistics & supply chain management, IT/ITeS/Emerging Technology training programmes, Solar Skill Training programs Educate to Empower Digital inclusion through education programmes, scholarships, behavioral change on health & sanitation, promotion of art & culture Community Development Social progress through environmental programmes, preventive healthcare interventions, integrated village development programmes, need-based interventions aligned to disaster relief, etc. Aligned to Business Leveragebusinessprocesses, key partnershipsand business expertise to createmaximum value in focus areas Stakeholder Developstrategyanchored on targetsegmentssuch as youth, women,children Social Cause Solve specific problems with the thematic areas such as education, environment and health care basis the most critical needs Geography Determine strategy based on geographic needs or in alignment with needs in priority states Key Anchors
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Performance Since listing | 21 Copyright © Redington 2026 * after minority interest # Excluding profits from divestment of step-down subsidiary, Paynet ₹ in Cr. EBITDA CAGR 14% ₹ in Cr. PAT* CAGR 15% ₹ in Cr. Revenue CAGR 15% 8,667 10,370 11,919 13,162 16,373 20,780 23,446 27,244 30,736 34,420 39,736 41,642 46,599 51,514 57,042 62,732 79,519 89,610 99,562 FY 07 FY 08 FY 09 FY 10 FY 11 FY 12 FY 13 FY 14 FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 199 259 330 366 472 633 684 720 762 818 866 856 962 1,071 1,439 1,879 2,261 2,141 2,257 FY 07 FY 08 FY 09 FY 10 FY 11 FY 12 FY 13 FY 14 FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 102 136 160 184 226 293 323 337 387 424 464 482 508 515 758 1,280 1,393 1,219 1,340 FY 07 FY 08 FY 09 FY 10 FY 11 FY 12 FY 13 FY 14 FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25# FY25 Revenue $11.8 Bn
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# Including Buyback 6.6 9.7 16.4 17.8 15.6 17.1 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25* 55 55 73 88 95 107 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25* 19.3% 36.5% 66.0% 36.9% 22.5% 21.1% FY20 FY21 FY22 FY23 FY24 FY25 12.6% 16.5% 24.1% 22.2% 17.0% 16.9% FY20 FY21 FY22 FY23 FY24 FY25* 32% 60% 40% 40% 40% 39% FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 EPS CAGR 21% Book Value/Share CAGR 14% Shareholder Payout# ~42% of profit earned ROCEROE * Excluding profits from divestment of step-down subsidiary, Paynet # Shareholder Value Creation 22 Copyright © Redington 2026 |
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| 23 Copyright © Redington 2026 Revenue 16% ₹30,959 Cr. ₹26,764 Cr. Q3 FY26 Q3 FY25 EBITDA 2% ₹663 Cr. ₹651 Cr. Q3 FY26 Q3 FY25 PAT ₹436 Cr. ₹400 Cr. Q3 FY26 Q3 FY25 9% Net Debt - Equity ROE ROCE 0.08x 0.22x Q3 FY26 Q3 FY25 18.8% 20.5% Q3 FY26 Q3 FY25 22.1% 26.7% Q3 FY26 Q3 FY25 Q3 FY26 Performance Snapshot AR Provision (% of sale) Inventory Charge (% of sale) WC Components (days of sale) -0.11% 0.02% Q3 FY25 Q3 FY26 0.12% 0.10% Q3 FY25 Q3 FY26 26 23 59 60 -52 -55 33 28 Q3 FY25 Q3 FY26 Inventory days Debtor days Creditor days Working capital days
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| Awards 24 Copyright © Redington 2026 |
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Thank You | 25 Copyright © Redington 2026 |