R Systems International Ltd (NSE:RSYSTEMS)

Q1 2026 R Systems International Ltd Earnings Call Transcript

May 6, 2026 / 04:30 AM GMT

Release Date Price: ₹302.75 (+4.96%)

Transcript

Key Points

Positve

R Systems International Ltd (BOM:532735) reported a significant year-over-year revenue growth of 29.9% for Q1 2026.
The company achieved a robust year-over-year growth in adjusted EBITDA of 50.6%, reaching 20.1% of revenue.
Adjusted net profit saw a substantial increase of 74.8% year-over-year, indicating strong profitability.
The company has successfully launched its AI studio, Execo, and has been recognized with the AIConic award for the best use of AI in manufacturing.
R Systems International Ltd (BOM:532735) continues to expand its market presence with significant deal wins, including partnerships with leading global technology and life sciences companies.

Negative

There was a deliberate decrease in utilization rates due to investments in AI, which brought utilization down to about 80.5%.
The gross margin decreased to 36% from 38.9% in the previous quarter, impacted by reduced utilization and fewer working days.
The company experienced a slight decline in revenue contribution from its top clients, with the top three clients' contribution dropping from 13.2% to 11.5%.
There was a small amount of quarter-over-quarter revenue decline due to adjustments in accounting practices and seasonal factors.
The company faces potential competition from new entrants in the AI services market, such as those backed by major private equity firms.

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

RSYS.NS - R Systems International Ltd
Q1 2026 R Systems International Ltd Earnings Call
May 07, 2026 / 04:30AM 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 the R Systems Q1 FY26 Earnings Conference Call.

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

Should you need assistance during this conference call, please signal an operator by pressing then 0 on a touchstone hold.

Please note that this conference has been recorded.

I now hand the conference over to Mr. Kumar.

Thank you and over to you, sir.

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Unidentified_2 [2]
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