| Revenue growth | 30.2% YoY in INR; 17.7% in USD for Q2. |
|---|---|
| Margins | EBITDA margin improved to 20.1% from 17.3% YoY. |
| Order book | Strong AI-led wins; ACV growing on trailing 12-month basis. |
| Demand visibility | Trailing 12-month ACV bookings at $82.9 million. |
| Management confidence | High, citing record EBITDA and strong AI-led deal pipeline. |
Growth
Q2 Revenue grew 30.2% YoY to ₹601.7 Cr; Adjusted PAT rose 35.4% YoY to ₹62.9 Cr.
Outlook
Targets sustainable 18-19% adjusted EBITDA; focus on transitioning pipeline to revenue via AI-led transformation projects.
Risks
Forex volatility and rupee appreciation are headwinds; geopolitical issues in Middle East affect Novigo's regional performance.
Last quarter's promises, checked
Delivered
- Guided 17%+ margins → delivered 20.1% (= BEAT)
- Guided 19% margin floor (ex-forex) → delivered 19% (= BEAT)
- Promised AI studio launch → delivered EXIQO launch (= BEAT)
Partly delivered
- Guided Novigo revenue $21-22M → delivered Q1 degrowth (= PARTIAL)
Investor Presentation filed with BSE, NSE: RSYSTEMS. Summary written with AI assistance from the document.
R Systems International Ltd: key numbers
- Share price
- ₹261.85
- Market cap
- ₹3,103 Cr
- Revenue (annual)
- ₹1,958 Cr
- Net profit (annual)
- ₹186.2 Cr
- P/E (TTM)
- 14.0×Sector 23.6×
- 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 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
R Systems International Other Announcement
R Systems International Ltd has submitted its quarterly shareholding pattern for the quarter ended September 30, 2026, as required under SEBI regulations.