ALFA Finder| Revenue growth | 29.9% YoY revenue growth; acquisition-led and organic AI deals. |
|---|---|
| Margins | EBITDA margin at 20.1% aided by forex tailwinds. |
| Order book | TTM ACV wins grew to $82.5 million. |
| Demand visibility | Strong demand for AI-led modernization and legacy stack migration. |
| Management confidence | High confidence in AI transition and new sales leadership under Farookh. |
Growth
Revenue grew 29.9% YoY and 3.5% QoQ; Adjusted EBITDA margin stood at 20.1% helped by rupee depreciation.
Outlook
Strong deal momentum with $82.5M TTM ACV wins; AI-enabled services now contribute 29% of revenue.
Risks
Utilisation dipped to 80.5% due to AI bench building; Middle East crisis impacted Novigo's contribution.
Last quarter's promises, checked
Delivered
- Guided +17% margin range → delivered 20.1% (= BEAT)
- Commitment to AI-First pivot → launched EXIQO AI Studio (= BEAT)
- Targeting sales leadership → onboarded Farooq Ahmad as CRO (= BEAT)
Partly delivered
- Targeted high utilization → dipped to 80.5% due to AI bench building (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: RSYSTEMS. Summary written with AI assistance from the document.
R Systems International Ltd: key numbers
- Share price
- ₹253.40
- Market cap
- ₹3,003 Cr
- Revenue (annual)
- ₹1,958 Cr
- Net profit (annual)
- ₹186.2 Cr
- P/E (TTM)
- 13.6×Sector 23.7×
- Promoter holding
- 51.84%-0.01% QoQ
- FII holding
- 3.92%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from R Systems International Ltd
All →R Systems International Annual General Meeting
R Systems seeks shareholder approval via postal ballot for MD & CEO Nitesh Bansal's remuneration from January 2027 to May 2028. E-voting closes December 12, 2026.
- Execution
- January 1, 2027 to May 29, 2028
R Systems International Employee Stock Options
R Systems International approved the grant of 241,000 Restricted Stock Units to employees under its MIP 2023 on November 03, 2026. This is an employee share-based scheme grant with no cash value stated.
R Systems International Q2 FY27 Results: Net Profit ₹64.2 Cr, Up 81.9% YoY
R Systems International approved unaudited quarterly and nine-month results to September 2026. Consolidated quarterly profit for the period rose to Rs.641.83 million, up from Rs.353.41 million a year earlier.
- Key figure
- Net profit ₹64.2 Cr · +81.9% YoY
R Systems International Earnings Call Transcript: Key Takeaways
R Systems delivered record quarterly revenue, crossing ₹600 Cr with strong 30.2% YoY growth. Management is aggressively pivoting toward an AI-first strategy to drive future margins.
R Systems International Board Meeting Date
R Systems International will hold a board meeting on 3 November 2026 to consider quarterly and nine-month results to September 2026. The trading window remains closed until 48 hours after the results are declared.
R Systems International Management Change
R Systems appointed Vikas Basra as Senior Management Personnel, Chief AI Officer, effective 26 October 2026. He brings over 24 years of technology and AI leadership experience.
- Execution
- Full time employment, effective from 26 October 2026