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R Systems Declares ₹8/Share Interim Dividend (800%), Appoints Gurprit Singh as CS
R Systems International declared a Second Interim Dividend for 2026 of ₹8 per equity share of face value Re. 1 (800%). The Record Date has been fixed as October 01, 2026, with the payout scheduled on or before October 24, 2026. Relative to the current share price of ₹235.6, this single interim dividend represents an immediate yield of approximately 3.4%. Concurrently, the company appointed Mr. Gurprit Singh as Company Secretary and Compliance Officer effective September 25, 2026.
Confidence: HIGH
What changedR Systems approved a ₹8/share interim dividend and appointed Gurprit Singh as the new CS & Compliance Officer.
Why it mattersDemonstrates healthy shareholder capital returns (3.4% single-dividend yield on a ₹235.6 share price) supported by strong annualized profitability (TTM PAT of ₹193 Cr).
Interim Dividend per share: Rs. 8/-Dividend percentage: 800%Record Date: October 01, 2026Dividend yield on current price: ~3.4%
📅 Short termStock may witness trading interest leading up to the October 01, 2026 record date due to the sizable cash payout.
📈 Long termLimited structural change; underscores ongoing cash generation and capital return discipline under Blackstone backing.
Key Highlights
Second Interim Dividend declared at ₹8 per equity share of face value Re. 1 (800%)
Record date for dividend entitlement fixed as Thursday, October 01, 2026
Dividend payment date scheduled on or before October 24, 2026
Appointment of Mr. Gurprit Singh as Company Secretary & Compliance Officer w.e.f. September 25, 2026
Dividend declared at 0.0001% on Re. 1 face value OCRPS
👀 What to Watch
Track the ex-dividend date preceding the October 01, 2026 record date for dividend eligibility, and monitor subsequent cash outflows against the company's net profit and balance sheet cash.
R Systems Declares Second Interim Dividend of ₹8 Per Share (800%), Sets Record Date as Oct 1, 2026
R Systems International has declared a second interim dividend of ₹8 per equity share of face value ₹1 each (800%) for the year 2026. The record date to determine shareholder eligibility is fixed as October 1, 2026, with the payout scheduled on or before October 24, 2026. Relative to the current share price of ₹235.6, this interim dividend represents a yield of approximately 3.4%. Additionally, the company appointed Mr. Gurprit Singh as Company Secretary and Compliance Officer effective September 25, 2026.
Confidence: HIGH
What changedR Systems approved an ₹8 per share second interim dividend and appointed a new Company Secretary & Compliance Officer.
Why it mattersThe dividend delivers an immediate cash return of ~3.4% on the current share price (₹235.6), continuing cash distributions supported by trailing 12-month net profit of ₹193 Cr.
Interim Dividend per share: Rs. 8Dividend percentage: 800%Record Date: October 01, 2026Payment deadline: October 24, 2026Dividend Yield on CMP: ~3.4%
📅 Short termThe stock will react to the attractive interim payout ahead of the October 1, 2026 record date, after which it will adjust for the ₹8 payout.
📈 Long termLimited; reflects routine capital return policy backed by healthy cash flows and low leverage (D/E 0.56).
Key Highlights
Declared Second Interim Dividend of ₹8 per equity share of face value ₹1 (800%)
Record date set for Thursday, October 1, 2026
Payment to be completed on or before October 24, 2026
Appointed Gurprit Singh as Company Secretary and Compliance Officer w.e.f. September 25, 2026
Declared a dividend of 0.0001% per Re. 1/- face value on Optionally Convertible Redeemable Preference Shares
👀 What to Watch
Track the ex-dividend date around September 30 or October 1, 2026, for dividend entitlement, followed by payment disbursement by October 24, 2026.
Rs 601.7 Cr Q2 Revenue: R Systems Reports 30.2% YoY Growth and 20.1% EBITDA Margin
R Systems reported a strong Q2 2026 with revenue reaching Rs 601.7 Cr, a 30.2% YoY increase, driven by volume growth and the Novigo acquisition. Adjusted EBITDA margins expanded significantly to 20.1% from 17.3% YoY, aided by rupee depreciation and improved utilization (80.5-81%). The company secured five key AI-focused deals across telecom, finance, and ad tech sectors, maintaining a trailing 12-month ACV of $82.9 million. While net profit grew 35.4% YoY, it saw a sequential decline due to a one-time currency hedging benefit of Rs 18 Cr realized in Q1.
Confidence: HIGH
What changedThe company crossed the Rs 600 Cr quarterly revenue milestone and achieved a 20%+ EBITDA margin, a significant step up from its historical 14-16% range.
Why it mattersIt demonstrates successful integration of acquisitions like Novigo and the ability to command higher margins through AI-led service offerings and improved operational efficiency.
Q2 Revenue: Rs 601.7 CrYoY Revenue Growth: 30.2%Adjusted EBITDA Margin: 20.1%TTM ACV Bookings: $82.9 millionH1 Revenue vs TTM Revenue: 56.2%Utilization: 81%
📅 Short termPositive sentiment is expected as the company shows strong margin expansion and robust deal wins in the AI space.
📈 Long termStructural shift towards AI-led engineering and higher utilization could lead to a valuation re-rating if 20% margins are maintained consistently.
⚠ Risk flags
- High geographic concentration (71.5% from Americas)
- Potential impact of US economic slowdown on discretionary IT spend
Key Highlights
Revenue grew 30.2% YoY to Rs 601.7 Cr ($63.6M) for the quarter ended June 30, 2026
Adjusted EBITDA margin improved by 281 basis points YoY to reach 20.1%
Trailing 12-month (TTM) ACV bookings stood at $82.9 million as of Q2 2026
Utilization rates improved to the 80.5% - 81% range, reflecting better asset sweating
H1 2026 revenue reached Rs 1,176.5 Cr, representing a 30.1% increase over H1 2025
👀 What to Watch
Monitor the sustainability of the 20%+ EBITDA margins and the conversion of the $82.9M ACV pipeline into realized revenue in upcoming quarters.
30.2% Revenue Growth in Q2 2026; Adj. EBITDA Margins Expand to 20.1%
R Systems reported a strong Q2 2026 with revenue reaching ₹601.7 cr, a 30.2% YoY increase. Adjusted EBITDA grew significantly by 51.4% YoY to ₹120.7 cr, driven by margin expansion to 20.1% from 17.3% in the previous year. The company's TTM ACV bookings reached $82.9 million, indicating a healthy pipeline. However, Q2 Adjusted Net Profit saw a sequential decline of 17.1% to ₹62.9 cr, primarily due to a high base in Q1 which included ₹18.05 cr in hedge accounting gains.
Confidence: HIGH
What changedThe company has successfully scaled its margins to the 20% level while maintaining 30%+ YoY revenue growth, supported by a Blackstone-led 'Buy and Build' strategy.
Why it mattersThe margin expansion brings R Systems closer to large-cap IT peer profitability levels, while the strong ACV bookings suggest continued growth momentum despite global macroeconomic uncertainties.
Q2 Revenue: ₹601.7 crYoY Revenue Growth: 30.2%Adj. EBITDA Margin: 20.1%TTM ACV Bookings: $82.9 MAmericas Revenue Share: 71.5%Q2 Revenue vs TTM Revenue: 28.7%
📅 Short termThe stock may react positively to the strong YoY growth and margin expansion, though the sequential dip in net profit due to accounting adjustments may temper immediate gains.
📈 Long termThe structural shift towards AI-led GCC models and proprietary accelerators, combined with Blackstone's backing, positions the company for steady mid-tier IT growth.
⚠ Risk flags
- High geographic concentration (71.5% revenue from Americas)
- Potential impact of US economic slowdown on discretionary IT spending
- Intense competition for AI and Cloud talent
Key Highlights
Revenue for Q2 2026 stood at ₹601.7 cr, representing 30.2% YoY growth and 4.7% QoQ growth.
Adjusted EBITDA margins expanded by 281 bps YoY to reach 20.1%, a significant improvement from 17.3% in Q2 2025.
TTM ACV bookings (excluding renewals) increased to $82.9 million, up from $74.0 million in the same period last year.
Utilization rate remained robust at 82.6% for Q2 2026, compared to 82.5% in the previous quarter.
The Americas region remains the dominant revenue contributor at 71.5%, up from 69.3% in Q1 2026.
👀 What to Watch
Monitor the sustainability of the 20% EBITDA margin level in upcoming quarters and the execution of the $82.9M ACV pipeline. Investors should also track the integration progress of recent acquisitions like Novigo and their impact on cross-selling to the 90% repeat customer base.
30% Revenue Growth for RSYSTEMS in Q2 2026; Adjusted EBITDA Margins Expand to 20.1%
R Systems reported a strong Q2 2026 with revenue reaching ₹601.7 cr, a 30.2% YoY increase. Adjusted EBITDA margins saw a significant expansion to 20.1% from 17.3% in the previous year, driven by improved utilization and AI-led delivery platforms. While reported net profit for the quarter (₹55.6 cr) appears lower than Q2 2025 (₹75.9 cr), the prior year included a one-time gain of ₹43.6 cr from asset sales; on an adjusted basis, net profit grew 35.4% YoY. The company continues to leverage its Blackstone-backed 'Buy and Build' strategy with five key deal wins in the BFSI, AdTech, and Telecom sectors.
Confidence: HIGH
What changedThe company has successfully expanded its operating margins by 280 basis points YoY while maintaining a 30% top-line growth rate, shifting its profile toward higher-margin AI-led engineering.
Why it mattersThe margin expansion is critical as R Systems historically operated at lower margins (14-16%) than large-cap peers; reaching 20% suggests improved pricing power and better utilization of its 'OptimaAI' platform.
Q2 Revenue: ₹601.7 crQ2 Revenue vs TTM Revenue: 28.8%Adjusted EBITDA Margin: 20.1%H1 Revenue Growth (US$ terms): 20.3%Net Cash Balance: ₹335.1 cr
📅 Short termThe stock may see positive momentum due to the strong margin beat and robust revenue growth that exceeds the TTM average.
📈 Long termStructural focus on AI-native services and Global Capability Centers (GCCs) could lead to a valuation re-rating if the company maintains 20%+ margins and continues its inorganic growth strategy.
⚠ Risk flags
- High geographic concentration with 71.5% of revenue from the Americas
- Intense competition for AI and Cloud talent impacting employee costs
Key Highlights
Revenue from operations grew 30.2% YoY to ₹601.7 cr for the quarter ended June 30, 2026.
Adjusted EBITDA margin improved to 20.1% compared to 17.3% in the same quarter last year.
H1 2026 Adjusted Net Profit grew 54.4% YoY to ₹138.7 cr, reflecting strong operational leverage.
Total headcount increased to 5,270 employees, up from 4,561 in June 2025, to support AI-native service demand.
Cash and bank balances improved to ₹335.1 cr as of June 30, 2026, up from ₹272.6 cr in December 2025.
👀 What to Watch
Investors should monitor the sustainability of the 20% EBITDA margin level in upcoming quarters and the execution of the five new key deal wins. The transition of AI projects from experimentation to production-grade adoption remains the primary growth driver to watch.
₹601.7 Cr Revenue in Q2 2026, Up 30% YoY; PAT Impacted by High Base Effect
R Systems reported a strong 30.2% YoY revenue growth to ₹601.70 cr for the quarter ended June 30, 2026. However, consolidated PAT declined 26.7% YoY to ₹55.57 cr, primarily because the base quarter (June 2025) included a one-time gain of ₹43.6 cr from a land sale. Sequentially, revenue grew 4.7% from March 2026, while PAT fell 15% from ₹65.41 cr. The company also confirmed the completion of the Velotio and Scaleworx amalgamation effective May 1, 2026, and appointed three new Independent Directors.
Confidence: HIGH
What changedThe company reported its Q2 2026 financial results, finalized the legal merger of two subsidiaries, and restructured its board with four new director appointments.
Why it mattersThe 30% YoY revenue growth validates the Blackstone-led 'Buy and Build' strategy, though the bottom line is currently under pressure from high employee costs and the absence of one-time gains seen in the previous year.
Revenue (Q2 2026): ₹601.70 crRevenue Growth (YoY): 30.2%Consolidated PAT (Q2 2026): ₹55.57 crEmployee Expense Ratio: 60.8%One-time gain in base year: ₹43.6 cr
📅 Short termThe stock may see neutral to slightly cautious movement as the market digests the PAT decline, despite the strong top-line growth being driven by acquisitions.
📈 Long termThe structural shift towards AI and Cloud through acquisitions is scaling the business, but long-term value depends on improving OPM from the current 14-16% range toward industry standards.
⚠ Risk flags
- High employee cost concentration (60.8% of revenue)
- Margin pressure from acquisition integration
- High geographical concentration in North America
Key Highlights
Revenue from operations increased 30.2% YoY to ₹601.70 cr from ₹462.02 cr.
Consolidated PAT stood at ₹55.57 cr, down from ₹75.85 cr in the year-ago quarter due to a ₹43.6 cr one-time gain in 2025.
Employee benefit expenses rose to ₹366.16 cr, accounting for 60.8% of total revenue.
Amalgamation of Velotio and Scaleworx became effective from May 1, 2026, with an appointed date of April 1, 2024.
Board approved the appointment of three Independent Directors for 5-year terms starting June 29, 2026.
👀 What to Watch
Investors should monitor the operating margins in upcoming quarters to see if the integration of Velotio and Scaleworx yields synergies, as employee costs remain high at 60% of revenue.
R Systems Appoints Shailesh Kekre as Chairman Amid Major Board Reconstitution
R Systems International Limited has announced a significant leadership transition, appointing Mr. Shailesh Sharad Kekre as the new Chairman effective June 29, 2026. This move follows the completion of tenures for three independent directors, including the outgoing Chairperson Mrs. Ruchica Gupta, and the resignation of one non-executive director. The company has inducted four new directors to the board, bringing in fresh expertise in technology, human resources, and global finance. All major board committees, including Audit and Risk Management, have been reconstituted to align with the new leadership structure.
Key Highlights
Mr. Shailesh Sharad Kekre appointed as Chairman and Independent Director effective June 29, 2026.
Three Independent Directors to exit on June 28, 2026, after completing two consecutive 5-year terms.
Induction of four new directors: Mr. Kekre, Ms. Sangeeta Singh, Mr. Srikanth Balachandran (Independent), and Mr. Pranav Damani (Non-Executive).
Complete reconstitution of six board committees, including Audit, Risk Management, and NRC committees.
Mr. Srikanth Balachandran, with 40 years of global finance experience, to chair the Audit Committee.
👀 What to Watch
Investors should monitor the strategic direction under the new Chairman, Mr. Shailesh Kekre, given his 25+ years of experience in technology and digital transformation. The transition appears to be a planned governance refresh, but the scale of the board overhaul warrants attention to future growth initiatives.
R Systems Overhauls Board: Appoints 4 New Directors, Shailesh Kekre Named Chairperson
R Systems International has announced a major leadership transition effective June 29, 2026, following the completion of tenures for three Independent Directors, including the Chairperson. The board has appointed four new directors: three Independent Directors (Shailesh Kekre, Sangeeta Singh, and Srikanth Balachandran) and one Non-Executive Director (Pranav Damani). Mr. Shailesh Kekre will take over as the new Chairperson of the Board. Additionally, the company has fully reconstituted six key board committees, including the Audit and Risk Management committees, to reflect the new leadership structure.
Key Highlights
Completion of 10-year tenure for 3 Independent Directors including Chairperson Ruchica Gupta on June 28, 2026
Resignation of Non-Executive Director Mukesh Mehta effective June 28, 2026, due to personal commitments
Appointment of 3 new Independent Directors for a 5-year term and 1 Non-Executive Director starting June 29, 2026
Mr. Shailesh Sharad Kekre, a seasoned management consultant, appointed as the new Chairperson of the Board
Full reconstitution of 6 board committees including Audit, Stakeholders Relationship, and Risk Management
👀 What to Watch
Investors should monitor the transition to ensure strategic continuity under the new board leadership. The appointment of experienced professionals in technology and finance is a positive sign for future governance.
R Systems Announces Major Board Overhaul; Appoints Shailesh Kekre as New Chairperson
R Systems International has announced a significant restructuring of its Board of Directors effective June 29, 2026. Three Independent Directors, including Chairperson Ruchica Gupta, are completing their 10-year tenures, while Non-Executive Director Mukesh Mehta has resigned. The company has appointed four new directors, including Shailesh Kekre as the new Chairperson, and three other seasoned professionals to fill Independent and Non-Executive roles. All six major board committees, including Audit and Risk Management, have been reconstituted to reflect these changes.
Key Highlights
Three Independent Directors (Ruchica Gupta, Kapil Dhameja, Aditya Wadhwa) to exit on June 28, 2026, after completing two 5-year terms.
Mr. Mukesh Mehta resigned as Non-Executive Director effective June 28, 2026, citing pre-occupation and professional commitments.
Mr. Shailesh Kekre appointed as the new Chairperson and Independent Director for a 5-year term starting June 29, 2026.
Three other new directors (Sangeeta Singh, Srikanth Balachandran, Pranav Damani) appointed to the board to maintain governance standards.
Complete reconstitution of Audit, NRC, Risk Management, CSR, Stakeholders, and Management committees effective June 29, 2026.
👀 What to Watch
Investors should monitor the transition as the board undergoes a significant refresh; the appointment of a new Chairperson and several new independent directors may lead to shifts in strategic oversight.
R Systems Overhauls Board: Appoints 4 New Directors and New Chairperson
R Systems International has announced a major restructuring of its Board of Directors effective June 29, 2026. Three Independent Directors, including the Chairperson, are completing their tenures, while one Non-Executive Director has resigned due to personal commitments. To fill these vacancies, the company has appointed four new directors, including Mr. Shailesh Sharad Kekre as the new Chairperson. This transition includes a complete reconstitution of all key board committees, including Audit and Risk Management.
Key Highlights
Three Independent Directors (Mrs. Ruchica Gupta, Mr. Kapil Dhameja, and Mr. Aditya Wadhwa) to exit on June 28, 2026, after completing their terms.
Mr. Shailesh Sharad Kekre appointed as the new Chairperson of the Board effective June 29, 2026.
Appointment of three new Independent Directors for 5-year terms and one new Non-Executive Director.
Complete reconstitution of six board committees including Audit, Stakeholders Relationship, and Risk Management.
👀 What to Watch
Investors should monitor the new board's strategic direction, though the transition appears to be a planned succession rather than a sign of internal distress. No immediate action is required as the company has maintained compliance with governance standards.
R Systems Announces Major Board Overhaul; Shailesh Kekre Appointed New Chairperson
R Systems International is undergoing a significant board restructuring effective June 29, 2026, as three Independent Directors, including Chairperson Ruchica Gupta, complete their tenures. The company has appointed Mr. Shailesh Kekre as the new Chairperson along with three other new directors to ensure leadership continuity. This transition includes the reconstitution of six major board committees, including Audit and Risk Management. The appointments of seasoned professionals like Srikanth Balachandran suggest a focus on maintaining strong governance and financial oversight.
Key Highlights
Chairperson Ruchica Gupta and two Independent Directors to exit on June 28, 2026, upon completion of their 10-year tenures.
Mr. Shailesh Sharad Kekre appointed as the new Chairperson and Independent Director for a 5-year term starting June 29, 2026.
A total of 4 new board appointments were made, including three Independent Directors and one Non-Executive Director.
Complete reconstitution of 6 board committees including Audit, NRC, and Risk Management to be effective from June 29, 2026.
👀 What to Watch
Investors should monitor the transition for any shifts in corporate strategy or governance standards under the new leadership. While the exits are due to term completions, the scale of the reshuffle warrants a close watch on upcoming quarterly commentaries.
R Systems Overhauls Board: Appoints New Chairperson and 4 New Directors
R Systems International has announced a major board restructuring effective June 29, 2026, following the completion of tenures for 3 independent directors, including Chairperson Ruchica Gupta. The board has appointed Shailesh Sharad Kekre as the new Chairperson and added 3 other directors to maintain governance standards. Additionally, 1 Non-Executive Director, Mukesh Mehta, has resigned due to personal commitments. This overhaul includes the reconstitution of 6 key board committees to align with the new board composition.
Key Highlights
3 Independent Directors (including the Chairperson) exit on June 28, 2026, after completing their 10-year tenures
Mr. Shailesh Sharad Kekre appointed as the new Chairperson of the Board effective June 29, 2026
4 new directors appointed (3 Independent, 1 Non-Executive) for terms of up to 5 years
6 board committees, including Audit and Risk Management, have been fully reconstituted effective June 29, 2026
👀 What to Watch
Monitor the new leadership's impact on corporate governance and strategic execution. No immediate portfolio changes are suggested as the transition appears to be a planned regulatory compliance move.
R Systems 32nd AGM: Shareholders Confirm ₹6.00 Interim Dividend and Adopt FY25 Financials
R Systems International Limited concluded its 32nd Annual General Meeting on June 25, 2026, where shareholders reviewed the audited financial statements for the year ended December 31, 2025. A significant item was the confirmation of an interim dividend of ₹6.00 per equity share that was declared and paid during the fiscal year. The meeting also addressed the re-appointment of Mr. Animesh Agrawal as a director. The company reported that the statutory auditors provided an unmodified opinion on the financial statements, indicating healthy reporting standards.
Key Highlights
32nd Annual General Meeting held on June 25, 2026, via Video Conferencing.
Confirmation of an interim dividend of ₹6.00 per equity share for the financial year ended December 31, 2025.
Adoption of audited standalone and consolidated financial statements with an unmodified auditor's opinion.
Proposed re-appointment of Mr. Animesh Agrawal as a Director retiring by rotation.
Final voting results to be declared and submitted to stock exchanges within two working days.
👀 What to Watch
No immediate action is required as the dividend has already been paid; however, investors should verify the final voting results once published to ensure broad shareholder consensus on management decisions.
R Systems Submits FY25 BRSR; NCLT Approves Velotio and Scaleworx Amalgamation
R Systems International has submitted its Business Responsibility and Sustainability Report for FY 2025, reporting a standalone turnover of INR 11,008.05 million and a net worth of INR 6,897.86 million. A key development is the NCLT approval on April 16, 2026, for the merger of Velotio Technologies and Scaleworx Technologies into the company. Following this, the board approved the allotment of 5.16 million preference shares, bringing the total equity share count to 118.49 million. The company remains heavily export-dependent, with 95.11% of its revenue generated from international markets.
Key Highlights
NCLT approved the amalgamation of Velotio Technologies and Scaleworx Technologies on April 16, 2026
Standalone turnover for FY 2025 reached INR 11,008.05 million with 95.11% coming from exports
Board approved allotment of 5,160,833 optionally convertible redeemable preference shares for the merger
Voluntary employee attrition rate increased to 20.34% in CY 2025 from 15.15% in CY 2024
Total paid-up equity capital stands at 118,486,475 shares as of the report date
👀 What to Watch
Investors should view the finalized merger of Velotio and Scaleworx as a positive step for inorganic growth, though they should monitor the rising attrition rate which reached 20.34%.
R Systems Submits FY2025 Annual Report; 32nd AGM Scheduled for June 25, 2026
R Systems International Limited has submitted its Annual Report for the financial year ended December 31, 2025, and scheduled its 32nd AGM for June 25, 2026. The report highlights a strategic shift from AI experimentation to production-grade deployments, achieving significant operational efficiencies such as a 75% reduction in effort for healthcare exam authoring. Financial statements for the year received an unmodified audit opinion, and the company reported high system availability of 99.999% for key modernized platforms. Management emphasizes that AI-led delivery is now outpacing traditional engineering approaches in their portfolio.
Key Highlights
32nd Annual General Meeting scheduled for June 25, 2026, via Video Conferencing.
AI-driven healthcare platform reduced exam authoring effort by 75% and achieved 4x faster delivery in code migration.
LegalTech modernization project resulted in 65% lower maintenance costs and 80% faster client onboarding.
Reporting modernization delivered $300,000 in annual licensing cost savings for a SaaS payments client.
Unmodified audit opinion issued for both Standalone and Consolidated Financial Results for FY 2025.
👀 What to Watch
Investors should review the Management Discussion and Analysis section of the report to evaluate the scalability of the EXIQO AI platform. Monitor the AGM for updates on capital allocation and the sustainability of AI-driven margin improvements.
R Systems Q1 FY26: Revenue Jumps 30% YoY to ₹574.8 Cr; Net Profit Surges 75%
R Systems International reported a strong Q1 FY26 with revenue growing 29.9% YoY to INR 574.8 crore and adjusted net profit surging 74.8% to INR 75.8 crore. The company achieved a record EBITDA margin of 20.1%, aided by currency tailwinds and operational efficiencies despite a deliberate dip in utilization to 80.5% for AI investments. Deal momentum remains robust with trailing 12-month ACV wins reaching $82.5 million. The launch of the 'EXIQO' AI studio and a refreshed brand identity signal a strategic pivot toward becoming an AI-first organization.
Key Highlights
Revenue grew 29.9% YoY to INR 574.8 crore ($62.8 million) with consistent quarterly growth.
Adjusted EBITDA rose 50.6% YoY to INR 115.7 crore, reaching a 20.1% margin.
Net profit increased by 74.8% YoY to INR 75.8 crore, with EPS rising to INR 6.4.
TTM ACV wins improved to $82.5 million, up from $76.5 million in the previous quarter.
Launched 'EXIQO' AI studio and onboarded Farooq Ahmad as Chief Revenue Officer to drive growth.
👀 What to Watch
Investors should view the strong margin expansion and AI-focused deal wins as positive indicators of future scalability. Monitor the sustainability of margins as currency benefits stabilize and AI investments mature.
R Systems Q1 CY26: Adj. Net Profit Surges 74.8% YoY to INR 758M; EBITDA Margins Hit 20.1%
R Systems International delivered a robust performance in Q1 CY 2026, with revenue growing 29.9% YoY to INR 5,748M. Profitability saw a significant boost as Adjusted EBITDA margins expanded by 276 bps YoY to reach 20.1%, driven by operational efficiencies and high utilization at 82.3%. The company's deal momentum remains strong with Trailing Twelve Month (TTM) ACV bookings reaching $82.4M, a substantial increase from $57.4M in the prior year. Strategic focus on 'AI-First' engineering and the appointment of a new CRO for North America signal a push for higher-value digital transformation projects.
Key Highlights
Revenue grew 29.9% YoY to INR 5,748M ($62.8M) with a 3.5% QoQ increase.
Adjusted EBITDA surged 50.6% YoY to INR 1,157M, with margins improving significantly to 20.1%.
Adjusted Net Profit jumped 74.8% YoY to INR 758M, resulting in an Adjusted EPS of INR 6.4.
TTM ACV bookings (excluding renewals) reached $82.4M, up from $57.4M in Q1 2025.
Utilization stood at 82.3%, exceeding the company's desired level of 80.0%.
👀 What to Watch
Investors should monitor the sustainability of the 20% EBITDA margin and the execution of the new 'AI-First' strategy under the newly appointed CRO. The strong growth in ACV bookings suggests a healthy revenue pipeline for the coming quarters.
R Systems Q1 PAT Surges 70% YoY to ₹654M; Finalizes Velotio Merger Share Allotment
R Systems International reported a robust performance for the quarter ended March 31, 2026, with consolidated revenue reaching ₹5,747.68 million, a 30% increase year-on-year. Net profit (PAT) jumped significantly to ₹654.14 million from ₹385.93 million in the same period last year, driven by strong operational margins. The company also completed a major milestone in its inorganic growth strategy by allotting 5.16 million OCRPS to shareholders of Velotio Technologies following NCLT approval for the merger. Additionally, the board appointed Piyush Jain as the new Company Secretary and Compliance Officer.
Key Highlights
Consolidated Revenue from operations grew 29.9% YoY to ₹5,747.68 million.
Net Profit (PAT) increased by 69.5% YoY to ₹654.14 million for the quarter.
Basic Earnings Per Share (EPS) rose to ₹5.52 from ₹3.08 in the previous quarter.
Allotted 5,160,833 Optionally Convertible Redeemable Preference Shares (OCRPS) valued at ₹2,407 million as part of the Velotio Technologies merger.
Maintained a stable Debt-Equity ratio of 0.40 and an Interest Service Coverage Ratio of 8.24.
👀 What to Watch
The strong earnings growth and the formalization of the Velotio acquisition are significant positives for the stock. Investors should monitor the integration of the new entities and the potential dilution impact when the OCRPS are eventually converted.
R Systems Q1 Net Profit Jumps 69.5% YoY to ₹654M; Allots 5.16M OCRPS for Velotio Merger
R Systems International reported a robust performance for the quarter ended March 31, 2026, with consolidated revenue growing 30% YoY to ₹5,747.68 million. Net profit surged by 69.5% YoY to ₹654.14 million, significantly outperforming the ₹385.93 million recorded in the same quarter last year. The company also progressed its inorganic growth strategy by allotting 5.16 million OCRPS valued at ₹2,407 million to Velotio Technologies' shareholders following an NCLT-approved merger. Management also saw a transition with Piyush Jain appointed as the new Company Secretary and Compliance Officer.
Key Highlights
Consolidated Revenue from Operations rose 29.9% YoY to ₹5,747.68 million from ₹4,424.65 million.
Net Profit for the quarter increased to ₹654.14 million, up from ₹385.93 million in Q1 2025.
Basic Earnings Per Share (EPS) improved to ₹5.52 from ₹3.26 in the corresponding previous quarter.
Allotted 5,160,833 Optionally Convertible Redeemable Preference Shares (OCRPS) valued at ₹2,407 million as part of the Velotio merger.
The merger with Velotio Technologies and Scaleworx Technologies became effective on May 1, 2026.
👀 What to Watch
Investors should take note of the strong double-digit growth in both revenue and profitability, which suggests high operational efficiency. The successful integration of Velotio and Scaleworx is a key monitorable that could further enhance the company's digital engineering capabilities.
R Systems Q1 Net Profit Jumps 69% YoY to ₹654M; Completes Velotio Amalgamation
R Systems International reported a robust Q1 2026 with consolidated revenue growing 29.9% YoY to ₹5,747.68 million. Net profit surged 69.5% YoY to ₹654.14 million, driven by strong operational performance and improved margins. The company also announced the successful completion of the Velotio Technologies and Scaleworx Technologies amalgamation, issuing 5.16 million preference shares valued at ₹2,407 million. Management transition was also confirmed with Piyush Jain appointed as the new Company Secretary and Compliance Officer.
Key Highlights
Consolidated revenue from operations rose to ₹5,747.68 million in Q1 2026 from ₹4,424.65 million in Q1 2025.
Net profit increased significantly to ₹654.14 million compared to ₹385.93 million in the year-ago period.
Allotted 5,160,833 optionally convertible redeemable preference shares (OCRPS) valued at ₹2,407 million for the Velotio acquisition.
Basic EPS for the quarter stood at ₹5.52, up from ₹3.26 in the corresponding quarter of the previous year.
Maintained a healthy balance sheet with a debt-equity ratio of 0.40 and a net worth of ₹10,371.56 million.
👀 What to Watch
Investors should take note of the strong double-digit growth in both top-line and bottom-line figures. The successful integration of Velotio Technologies is a key milestone that could provide further inorganic growth synergies in the coming quarters.
