| Revenue growth | 25% YoY growth in Q4; full-year revenue grew 20%. |
|---|---|
| Margins | PAT margins at 1.4%; under pressure from high interest and FX. |
| Order book | Large deals pipeline at ₹2,500cr for the full year. |
| Demand visibility | Strong in India and Africa; soft in Middle East due to conflict. |
| Management confidence | Balanced, though defensive regarding Turkey and Middle East war impacts. |
Growth
Revenue grew 25% YoY in Q4, largely driven by 50% growth in India across all segments.
Outlook
Conserving capital for organic growth and M&A in cloud/security services; maintaining 18%+ ROCE targets.
Risks
Middle East war disruption, high interest rates (40-45%) in Turkey, and significant receivables provisioning in Saudi.
Earnings Call filed with BSE, NSE: REDINGTON. Summary written with AI assistance from the document.
Redington Ltd: key numbers
- Share price
- ₹407.25
- Market cap
- ₹31,838 Cr
- Revenue (annual)
- ₹1,19,162 Cr
- Net profit (annual)
- ₹1,490 Cr
- P/E (TTM)
- 18.7×Sector 41.4×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 61.96%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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- Key figure
- Net profit ₹453.5 Cr · +94.6% YoY
Redington Earnings Call Transcript: Key Takeaways
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- Call
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Redington Earnings Call: Key Takeaways
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- Call
- Guides 127% growth