Slides
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EARNINGS PRESENTATION Q2FY27
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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 • 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% SISA : Singapore, India & South Asia ROW : Rest of the World ✓ Highest Ever Revenue achieved in any Quarter ✓ Highest Ever PAT achieved in any Quarter ✓ PAT growth faster than revenue growth • 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% • ROW incl. Arena– Revenue grew by 17%, EBITDA grew by 43% and PAT grew by 61%
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| 4 Copyright © Redington 2026 Financial Highlights SISA : Singapore, India & South Asia ROW : Rest of the World • 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%
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| 5 Copyright © Redington 2026 Financial Highlights – Q2FY27 SISA : Singapore, India & South Asia ROW : Rest of the World ✓ 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%
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| 6 Copyright © Redington 2026 Financial Highlights – Q2FY27 SISA : Singapore, India & South Asia ROW : Rest of the World 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 • YoY Strong growth in TSG by 42%, SSG by 41% and in 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% ✓ ROW demonstrated good performance despite ongoing geo-political challenges
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| 7 Copyright © Redington 2026 Financial Highlights SISA : Singapore, India & South Asia ROW : Rest of the World ✓ ProConnect achieved all-time high quarterly revenues H1FY27 • Revenue grew at 38%, EBITDA grew at 24% • EBITDA margin at 10% and PAT at 2% • Captive business at 28% Q2FY27 • Revenue grew at 38%, EBITDA grew at 31% • EBITDA margin at 11% and PAT at 2% • Captive business at 27% PROCONNECT GLOBAL
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| 8 Copyright © Redington 2026 • 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. Arena performance and impairment of investment
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| 9 Copyright © Redington 2026 Q2FY27 Performance Snapshot
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Q2FY27 Redington Global Performance | 10 Copyright © Redington 2026 ₹ in Cr 29,118 43,002 Q2FY26 Q2FY27 41% 50% 632 894 Q2FY26 Q2FY27 48% 388 581 Q2FY26 Q2FY27 REVENUE EBITDA PAT 41% 1,495 2,100 Q2FY26 Q2FY27 GM
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Q2FY27 Redington Global Excl. Arena Performance | 11 Copyright © Redington 2026 REVENUE EBITDA PAT GM 27,112 41,731 Q2FY26 Q2FY27 58% 55% 637 1,003 Q2FY26 Q2FY27 54% 425 657 Q2FY26 Q2FY27 47% 1,350 1,989 Q2FY26 Q2FY27 ₹ in Cr
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701 1,123 Q2FY26 Q2FY27 15,482 25,660 Q2FY26 Q2FY27 375 613 Q2FY26 Q2FY27 237 392 Q2FY26 Q2FY27 Q2FY27 Performance by Market | 12 Copyright © Redington 2026 ₹ in Cr 64% REVENUE EBITDA PAT SISA 66%66% GM 60% 262 390 Q2FY26 Q2FY27 188 265 Q2FY26 Q2FY27 648 865 Q2FY26 Q2FY27 11,630 16,071 Q2FY26 Q2FY27 38% 33% ROW Excl. Arena 49% 41%
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53% 60% 47% 40% Q2FY26 Q2FY27 59% 69% 41% 31% Q2FY26 Q2FY27 61% 68% 39% 32% Q2FY26 Q2FY27 47% 53% 53% 47% Q2FY26 Q2FY27 Q2FY27 Contribution by Market | 13 Copyright © Redington 2026 REVENUE EBITDA PATGM
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| 14 Copyright © Redington 2026 Q2FY27 Working Capital Days 31 32 35 Q2FY26 Q1FY27 Q2FY27 34 32 39 Q2FY26 Q1FY27 Q2FY27 26 31 31 Q2FY26 Q1FY27 Q2FY27 SISA ROW GLOBAL 15 7 5 3 4
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| 15 Copyright © Redington 2026 Q2FY27 Top 5 Vendors 29% 30% 11% 10% 9% 8% 4% 6% 3% 5% 44% 41% Q2FY26 Q2FY27 OTHERS GOOGLE DELL EMC HP Inc LENOVO APPLE REVENUE
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| 16 Copyright © Redington 2026 Q2FY27 Verticals Revenue Logistics & Other Services Revenue includes captive revenue Amounts may not add due to intercompany eliminations, rounding Verticals SISA ROW GLOBAL Q2FY26 Q2FY27 YoY Q2FY26 Q2FY27 YoY Q2FY26 Q2FY27 YoY ESG 4,892 6,945 42% 4,502 6,056 34% 9,394 13,000 38% TSG 3,041 6,553 115% 1,507 2,139 42% 4,548 8,691 91% SSG 2,126 2,906 37% 2,478 3,504 41% 4,603 6,409 39% MSG 5,283 8,998 70% 5,019 5,462 9% 10,302 14,461 40% Renewable energy 15 104 578% 2 6 240% 17 111 541% Logistics 170 211 25% 103 161 57% 272 372 37% Other Services 21 22 2% 51 56 11% 72 78 8% 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 Glossary:
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| 17 Copyright © Redington 2026 Q2FY27 Free Cash Flow Statement Amounts may not add due to rounding FCF = NCFO – Capex – Finance cost Particulars (₹ in Cr) Q2FY26 Q1FY27 Q2FY27 Profit Before Taxation 460 611 624 Non-cash items 62 92 361 Finance Cost 116 89 128 Changes in Working Capital 1,096 (1,825) (2,568) Direct Tax Paid (134) 147 (231) Net Cash Flow from Operations 1,600 (885) (1,686) Capex (2) (36) (72) Outflow of Finance Cost (75) (74) (113) Free Cash Flow 1,523 (995) (1,871)
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| 18 Copyright © Redington 2026 H1FY27 Performance Snapshot
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| 19 Copyright © Redington 2026 H1FY27 Redington Global Performance 55,120 77,967 H1FY26 H1FY27 1,081 1,645 H1FY26 H1FY27 663 1,067 H1FY26 H1FY27 2,828 3,814 H1FY26 H1FY27 ₹ in Cr REVENUE EBITDA PAT GM 52% 61%41% 35%
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| 20 Copyright © Redington 2026 H1FY27 Redington Global Excl. Arena Performance REVENUE EBITDA PATGM 51,046 75,525 H1FY26 H1FY27 56% 59% 1,137 1,775 H1FY26 H1FY27 48% 740 1,174 H1FY26 H1FY27 44% 2,544 3,656 H1FY26 H1FY27 ₹ in Cr
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1,332 2,040 H1FY26 H1FY27 | 21 Copyright © Redington 2026 H1FY27 Performance by Market ₹ in Cr 28,485 46,798 H1FY26 H1FY27 715 1,122 H1FY26 H1FY27 447 719 H1FY26 H1FY27 REVENUE EBITDA PAT SISA GM 57% 61%64% 53% 1,212 1,616 H1FY26 H1FY27 ROW Excl. Arena 22,561 28,727 H1FY26 H1FY27 422 653 H1FY26 H1FY27 293 455 H1FY26 H1FY27 55%55%27% 33%
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52% 60% 48% 40% H1FY26 H1FY27 66% 68% 34% 32% H1FY26 H1FY27 67% 67% 33% 33% H1FY26 H1FY27 47% 53% 53% 47% H1FY26 H1FY27 H1FY27 Contribution by Market | 22 Copyright © Redington 2026 REVENUE EBITDA PATGM
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| 23 Copyright © Redington 2026 H1FY27 Working Capital Days 32 37 H1FY26 H1FY27 34 43 H1FY26 H1FY27 29 33 H1FY26 H1FY27 4 5 SISA ROW GLOBAL 9
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| 24 Copyright © Redington 2026 H1FY27 Top 5 Vendors 31% 32% 10% 11% 9% 8% 5% 6%2% 4% 42% 40% H1FY26 H1FY27 OTHERS GOOGLE DELL EMC HP Inc LENOVO APPLE REVENUE
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H1FY27 Verticals Revenue | 25 Copyright © Redington 2026 Logistics & Other Services Revenue includes captive revenue Amounts may not add due to intercompany eliminations, rounding Verticals SISA ROW GLOBAL H1FY26 H1FY27 YoY H1FY26 H1FY27 YoY H1FY26 H1FY27 YoY ESG 8,929 12,951 45% 8,034 10,274 28% 16,963 23,225 37% TSG 5,592 10,556 89% 3,044 4,231 39% 8,636 14,787 71% SSG 3,997 5,572 39% 4,501 6,799 51% 8,498 12,371 46% MSG 9,670 17,248 78% 10,807 9,521 -12% 20,477 26,769 31% Renewable energy 52 168 224% 4 13 273% 56 182 227% Logistics 327 413 26% 196 302 54% 523 714 37% Other Services 41 43 4% 101 114 13% 142 157 10% 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, RGS : Shared Services
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H1FY27 Free Cash Flow Statement | 26 Copyright © Redington 2026 Amounts may not add due to rounding FCF = NCFO – Capex – Finance cost Particulars (₹ in Cr) H1FY27 H1FY26 Profit Before Taxation 764 1,235 Non-cash items 199 454 Finance Cost 208 217 Changes in Working Capital (227) (4,392) Direct Tax Paid (207) (85) Net Cash Flow from Operations 737 (2,571) Capex (33) (108) Outflow of Finance Cost (121) (187) Free Cash Flow 583 (2,866)
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| Copyright © Redington 2026 Investor Contacts 27 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 Q2FY27
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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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76,000+ Channel Partners 175 Warehouses 71 Sales Offices ~460 Brands ~5,600 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 • $13.5bn+ company with a strong double digit-CAGR for 19 years • Amongst the Top 10 IT distribution company in the world • ROE at 16.8%* and ROCE at 19.7% in FY26 4Copyright © Redington 2026 | 4 * Excluding Arena investment impairment impact
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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 - 26 • India’s No 1 Distributor by VAR India. • ISO 27001 Certification. • Most Preferred Workplace 2023 • Awarded LinkedIn Top Companies in India 2024. • Redington Offices in Chennai (Platinum) & Gurgaon (Gold) gets LEEDS certified. • India's Most Sustainable Companies by Business World • Divested Paynet, Arena’s home-grown Fintech step-down subsidiary • Divestment of Vodafone Contract by Arena • Software & Solutions business crossed $2bn mark • Launched our first AI COE in Singapore
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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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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 | 8 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 ~460 brands | 9 Copyright © Redington 2026
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Presence | Global Footprint #1 - #2 Across Most Markets In Country Presence 33 40 Markets Served India & Middle East 10Copyright © Redington 2026 South Asia and South- East Asia Turkey, Africa, Egypt, CIS (TAEC) Morocco Libya Turkey Azerbaijan Kazakhstan Senegal Ghana Egypt South Africa Tanzania Kenya India Bangladesh 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 | Iraq Thailand Indonesia Ethiopia Nepal Algeria Cote D’ Ivoire
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Route to Market Channel partners Commercial/Enterprise IT • System Integrators • Corporate Resellers • Service Providers (MSPs, MSSPs, CSPs) • Value added Resellers • ISVs • Cloud Digital Platform/ Marketplace Consumer IT • Large Format Retailers • Hypermarkets • E-tailers/ Marketplace • Mono Brand Stores • Consumer Electronics Stores • Independent Retailers • Digital Platform Mobility • Large Format Retailers • Hypermarkets • E-tailers/ Marketplace • Mono Brand Stores • Telecom Channel • Independent Retailers • Digital Platform | 11 Copyright © Redington 2026 TSG, SSG, ESG ESG & MSG
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| 12 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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| 13 Copyright © Redington 2026 Shareholders Shareholding date: 30 September 2026 Note: Others Includes Indian Public, Clearing members, NRIs, Central Govt/ State Govt/ President of India Synnex Technology International Corporation 24.12% FPIs 39.31% Mutual Funds 12.28% Insurance Companies 0.83% Others 23.46%
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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 Ajay Rotti Jayathirtha Independent Director
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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 CEO, Software Solution Group 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 “OneRedington” 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 28% MEA 19% INDIA 27% MEA 28% INDIA 12% MEA 10% INDIA 21% MEA 19% Building a diverse IaaS and SaaS 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 Investing on outcome-based customer approach to enhance hybrid cloud utilization Building AI Experience Centers and Specialized Teams to enable the ecosystem with Industry best practices Scaling up the Cybersecurity Services (Professional & Managed) Establishing partnerships for responsible disposal and e-recycling 2026 Global IT spend growth 10.8% $6 Tn India 10.6% $176 Bn MEA 8.9% $253 Bn Software INDIA 18% MEA 13% Software contribution in ICT Distribution Industry grew steadily. Re-aligning org & ops model for Software led business growth. GROWTH CAGR% 2026-29 Ambition to grow software segment in Redington to 20% Source: Grand View Research, Mordor, IMARC Group, MarketsandMarkets, Gartner, Information Security, Verdantix Sustainability
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| 18 Copyright © Redington 2025 BusinessModel Trends What it meansfor Redington Subscription Model Product to Services Ecosystem Orchestration Owning the connective tissue CircularEconomy Circulate Products and Material AI based Biz Models AI-as-a-Service • 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 • Aggregate ISVs, hyperscaler services, and channel partners into a unified procurement, provisioning, billing and support layer • Embedded finance and data orchestration • 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 • Outcome-based AI Reselling that lets you charge per task / per resolved ticket / per qualified lead • Vertical AI solution stacks that bundles AI apps, infra, services into pre- packaged solutions for specific verticals – “Redington AI for BFSI” • Service Delivery Automation through AI is reducing number of Sis and disrupting the ecosystem. Redington plays a role by providing a readymade set of scripts to aid automation that complement SIs Biz Model Trends 18 Copyright © Redington 2026 | Software Distribution through Marketplaces Distribution Evolution • Redington creates a marketplace to integrate with local ISVs and provides direct integration with hyperscalers
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ESG Key Highlights Environment Social Governance01 02 03 100 MW SolarCapacitycreated in India 30 MT E-waste successfully diverted from landfills through responsible collection and recycling efforts 3% Renewableenergy mix GlobalEmployee EngagementScore 81% 25% Womenrepresentationon Board 38% ProConnect was awarded ISO 45001 certification 100% Oversightof ESG risksand implementation plan throughESG Committee Ranked 61st Among 200 Most Sustainable Companies in the Business World IMSC Universe Our ESG Credentials 31st Rank 19 Copyright © Redington 2026 | 25.08% Womenrepresentationin workforce ISO 45001 Independent Directors on the Board ISO 27001 Redington, ProConnect and Redington Gulf FZE achieved ISO 27001:2022 certification ISO 27701 Redington India achieved ISO 27701 certification ESG Cleantech Summit Recognized with the “Great Indian ESG Digital Transformation Leader Award LEED Certification LEED Platinum certification for the Corporate Office and LEED Gold certification for the Gurgaon facility. ISO 14001 ProConnect was awarded ISO 14001 certification Lenovo 360 Circle Received the Outstanding Partner Excellence Award - AP Redington elevated to Lenovo Learn to LEAD Partner Value Chain ESG Assessment ESG screening of 66% of the non-trade vendors FY 2025-26 marks a significant milestone in Redington’s sustainability journey with the successful publication of its Business Responsibility & Sustainability Report (BRSR) supported by “independent Reasonable Assurance”, reinforcing the credibility, accuracy and transparency of ESG disclosures. Approach towards ESG
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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, AI Learning Centers Educate to Empower Digital inclusion through education programmes, School Infrastrucute upgrade-WASH facilities & Scholarship 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 criticalneeds 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 99,562 119,347 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 FY 26 199 259 330 366 472 633 684 720 762 818 866 856 962 1,071 1,439 1,879 2,261 2,141 2,257 2,414 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 FY 26 102 136 160 184 226 293 323 337 387 424 464 482 508 515 758 1,280 1,393 1,219 1,340 1,565 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# FY 26^ FY26 Revenue $13.5 Bn ^ Excluding Arena investment impairment impact
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9.7 16.4 17.8 15.6 17.1 20.0 FY 21 FY 22 FY 23 FY 24 FY 25* FY 26^ 63 55 88 95 107 131 FY 21 FY 22 FY 23 FY 24 FY 25* FY 26^ 36.5% 66.0% 36.9% 22.5% 21.1% 19.7% FY 21 FY 22 FY 23 FY 24 FY 25 FY 26 16.5% 24.1% 22.2% 17.0% 16.9% 16.8% FY 21 FY 22 FY 23 FY 24 FY 25* FY 26^ 60% 40% 40% 40% 39% 30% FY 21 FY 22 FY 23 FY 24 FY 25 FY 26 EPS CAGR 16% Book Value/Share CAGR 16% Shareholder Payout ~42% of profit earned ROCEROE * Excluding profits from divestment of step-down subsidiary, Paynet Shareholder Value Creation 22 Copyright © Redington 2026 | ^ Excluding Arena investment impairment impact
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| 23 Copyright © Redington 2026 Revenue 48% ₹43,002 Cr. ₹29,118 Cr. Q2 FY27 Q2 FY26 EBITDA 41% ₹894 Cr. ₹632 Cr. Q2 FY27 Q2 FY26 PAT ₹581 Cr. ₹388 Cr. Q2 FY27 Q2 FY26 50% Debt - Equity ROE ROCE 0.55x 0.26x Q2 FY27 Q2 FY26 21.6% 17.2% Q2 FY27 Q2 FY26 22.7% 20.8% Q2 FY27 Q2 FY26 Q2FY27 Global Performance Snapshot Excluding Arena Performance Revenue 54% ₹41,731 Cr. ₹27,112 Cr. Q2 FY27 Q2 FY26 EBITDA 58% ₹1,003 Cr. ₹637 Cr. Q2 FY27 Q2 FY26 PAT ₹657 Cr. ₹425 Cr. Q2 FY27 Q2 FY26 55% Debt - Equity ROE ROCE 0.45x 0.17x Q2 FY27 Q2 FY26 24.4% 18.7% Q2 FY27 Q2 FY26 28.0% 24.4% Q2 FY27 Q2 FY26
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| 24 Copyright © Redington 2026 Who attended 372 External Delegates 292 Organizations 18 Countries 25 Partner Stories Global Next Event
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| Awards 25 Copyright © Redington 2026 | Awards
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Thank You | 26 Copyright © Redington 2026 |