Q2 2026 Redington Ltd Earnings Call Transcript

Nov 5, 2025 / 03:30 AM GMT

Release Date Price: ₹289.95 (+15.86%)

Transcript

Key Points

Positve

Redington Ltd (BOM:532805) reported its best quarter in terms of revenue, achieving nearly 29,118 crores with a quarterly profit of 388 crores.
Revenues grew by 17%, with EBITDA and PAT growing faster than revenues, indicating strong profitability.
The Software Solutions Group (SSG) reported a 48% growth, contributing to 16% of the top-line, showing accelerated growth in this area.
The company has been awarded as the number one IT distributor in India for the third consecutive year by War India.
Redington Ltd (BOM:532805) is investing in AI capabilities and digital platforms, such as Cloud Quox, to enhance analytics, automation, and marketplace offerings.

Negative

The subsidiary Arena continues to face economic challenges in Turkey, with a reported loss of 37 crores attributable to Redington Ltd (BOM:532805).
Interest costs have increased significantly, with a 37% rise year-on-year, impacting overall profitability.
The PC refresh cycle and AI PC penetration have not met expectations overseas, with growth primarily seen in India.
The company is facing challenges in the commoditized hardware market, which could lead to lower margins.
Working capital intensity remains a concern, particularly in the SSG segment, which is around the company average.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

REDI.NS - Redington Ltd
Q2 2026 Redington Ltd Earnings Call
Nov 06, 2025 / 03:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Reddington Limited Q2 and H1 FY26 earnings conference call.

This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risk and uncertainties that are difficult to predict.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that

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