R Systems International Limited submitted an investor presentation to the National Stock Exchange of India Limited and BSE Limited in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The submission follows the company's intimation dated July 28, 2026, regarding an Investors/Analysts call scheduled for August 05, 2026, at 10:00 AM IST.

Financial Performance Q2 2026

  • Revenue: INR 6,017 million (US$ 63.6 million), representing 30.2% year-over-year (YoY) growth
  • Adjusted EBITDA: INR 1,207 million (US$ 12.8 million) with a margin of 20.1%, showing 51.4% YoY growth
  • Adjusted Net Profit: INR 629 million (US$ 6.6 million) with a margin of 10.5%, representing 35.4% YoY growth
  • Adjusted Basic EPS: INR 5.3, showing 35.3% YoY growth
  • Quarter-over-quarter (QoQ) revenue growth of 4.7% from INR 5,748 million in Q1 2026
  • QoQ adjusted EBITDA growth of 4.4% from INR 1,157 million in Q1 2026
  • QoQ adjusted net profit decreased by 17.1% from INR 758 million in Q1 2026

Financial Performance H1 2026 (Six Months Ended June 30, 2026)

  • Revenue: INR 11,765 million (US$ 126.4 million), representing 30.1% YoY growth
  • Adjusted EBITDA: INR 2,364 million (US$ 25.4 million) with a margin of 20.1%, showing 51.0% YoY growth
  • Adjusted Net Profit: INR 1,387 million (US$ 14.9 million) with a margin of 11.8%, representing 54.4% YoY growth
  • Adjusted Basic EPS: INR 11.7, showing 54.3% YoY growth

Operational and Accounting Notes

  • Adjusted EBITDA excludes RSUs expenses and non-recurring costs
  • Adjusted Net Profit and Adjusted Basic EPS exclude RSUs expense and non-recurring items net of tax
  • The company adopted cash flow hedge accounting under Ind AS 109 effective January 1, 2026, resulting in changes in fair value of designated hedging instruments being recognized in Other Comprehensive Income (OCI)
  • This accounting change resulted in higher other income for Q1 2026 by ₹180.47 million
  • Non-recurring expenses for Q2 2026 and Q1 2026 consisted of severance payments
  • Q2 2025 included profit on sale of land, building and certain other assets at the company's NOIDA office

Key Business Wins Q2 2026

The company secured five significant client engagements:

1. A leading global telecommunications and media company for advanced analytics, data science, and intelligence solutions

2. Establishment of a Global Capability Center (GCC) for a leading U.S. small business lender focusing on AI Product Engineering, Software Engineering, and Digital Operations Services

3. Partnership with a leading global insurance and financial services provider for AI-powered quality engineering in their High Net Worth Reimagine initiative

4. Selection by a leading global financial services and market access provider for a Microsoft Dynamics 365 Retail transformation initiative

5. Partnership with a leading U.S.-based AdTech company for modernization of its core advertising platform using AI-powered software engineering

Recognition and Market Positioning

  • R Systems was recognized as a Horizon 2 GCC Accelerator in HFS' Horizons: GCC Services, 2026 Report
  • Validation of the company's AI-first GCC model and platform-led delivery approach
  • The company's portfolio of proprietary accelerators were recognized as key differentiators

Forward-Looking Trends

The presentation identified several trends shaping 2026:

  • Organizations are focusing on the cost of running AI and turning to expert product engineering providers
  • Legacy Modernization continues to represent a large total addressable market across legacy code bases, data estates, and reporting landscapes
  • Enterprises are seeing Engineering Velocity as a key differentiator for achieving ROI from AI Initiatives
  • Traction in Agentic Business Operations continues

Disclaimer

The presentation contains forward-looking statements that involve risks and uncertainties, with the company undertaking no obligation to update or revise such statements.