sub: presentation to investor/analyst meet

Registered & Corporate Office

: Redington {India} Limited R 2 d | n g t O Nn Redington House, Centre Point,

Plot. No.11 (SP), Thiru.Vi.Ka Industrial Estate,

SEAMLESS PARTNERSHIPS Guindy, Chennai- 600032. Tamil Nadu, INDIA Tel: +91 44 4224 3353 Fax : +91 44 2225 3799

CIN : L52599TN1961PLC028758 www.redingtongroup.com

November 9, 2021

The National Stock Exchange of India Ltd.,

Exchange Plaza,

Bandra-Kurla Complex,

Bandra (E), Mumbai-400 051.

Dear Sir/Madam,

Sub: Presentation to Investor/Analyst Meet

This is further to our announcement dated November 2, 2021 on the Analyst/Investors conference call on the unaudited financial results for the quarter and half year ended September 30, 2021 scheduled today.

Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith a copy of Investor Presentations that will be shared with the Analysts/Investors.

Pursuant to Regulation 46 of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, the same will also be uploaded on the website of the Company at www.redingtongroup.com

We request you to kindly take the above infarmation on record.

Thanking you,

Very Truly Yours,

M. Muthikumarasamy

Company \ecretary

Cc: BSE Limited

Floor 25, Phiroze Jeejeebhoy Towers,

Dalal Street, Mumbai — 400 001

All Correspondence to Registered & Corporate office only

REDINGTON (INDIA) LIMITEDQ2FY22 Earnings Presentation

Sep 2021

Disclaimer

This presentation contains “forward looking statements” including, but without limitation, statements relating to

the implementation of strategic initiatives, and other statements relating to Redington India Limited’s future

business developments and economic performance.

While these forward looking statements indicate our assessment and future expectations concerning the

development of our business, a number of risks, uncertainties and other unknown factors could cause actual

developments and results to differ materially from our expectations.

These factors include, but are not limited to, general market, macro-economic, governmental and regulatory trends,

movements in currency exchange and interest rates, competitive pressures, technological developments, changes in

the financial conditions of third parties dealing with us, legislative developments, and other key factors that could

affect our business and financial performance.

Redington India Limited undertakes no obligation to periodically revise any forward looking statements to reflect

future / likely events or circumstances.

2

Financial Highlights

3

• Q2FY22 – On a Global basis, Revenue grew by 11% while EBITDA grew by 47% and PAT grew by 73%

• India – Revenue grew by 30%, EBITDA grew by 65% and PAT grew by 85%

• Overseas – Revenue degrew by 0.4%, EBITDA grew by 36% and PAT grew by 65%

• H1FY22 – On a Global basis, Revenue grew by 17% while EBITDA grew by 52% and PAT grew by 105%

• India – Revenue grew by 41%, EBITDA degrew by 76% and PAT grew by 154%

• Overseas – Revenue grew by 5%, EBITDA grew by 38% and PAT grew by 81%

• Key Metrics

• Strong positive FCF generation of Rs. 10,583mn for Q2FY22 and Rs.7,415mn for H1FY22

• On a Global basis, WC days for Q2FY22 is 7 days and H1FY22 is 8 days

• On a Global basis, for the quarter, ROCE is 74.6% and ROE is 23.8%

• Gross Debt to Equity is at 0.07x and Net Debt to Equity is at (0.69x)

3


4

INDIA BUSINESS

• During the quarter,

• India Distribution – Revenue grew by 30%, EBITDA grew by 82% and PAT grew by 107%

• IT segment grew by 33% YoY led by growth in IT Consumer segment while Mobility segment grew by 21%

Yoy

• WC days stood at 3 days in Q2FY22 as against 14 days in Q2FY21

• Strong FCF generation at Rs. 9,852mn

• ROCE is strong at 71.5%

ProConnect India (PCS)

• PCS grew revenues by 16% YoY but degrew PAT by 13% YoY on the back of RCS merger impact in the base

quarter (excluding the same, PAT would have grown by 36% YoY)

• PCS registered EBITDA margin of 11% for the quarter

4


5

OVERSEAS BUSINESS

• During the quarter,

• Overseas revenues degrew by 0.4% YoY but grew strong double digit at EBITDA and PAT level

• SSA revenues impacted by degrowth in SSA on account of shift of few biz (at vendor end) to India

• IT segment in META grew by 10% YoY

• Arena revenues impacted by degrowth in Mobility biz in Turkey

• WC days stood at 11 days in Q2FY22 as against 14 days in Q2FY21

• Strong FCF generation at Rs. 731 mn

• ROCE is strong at 77.0%

Turkey Update

• During the quarter, Arena degrew revenues at 17% YoY but grew EBITDA by 19% YoY and PAT by 85% YoY,

driven by opex savings and favourable tax rate of 8%

5

Connecting The Dots

Transformation from ‘Product’ to ‘Utility of Product’

6

Q4FY18 HighlightsQ2FY22 Highlights

Q2FY22 Redington Global Performance

1,778

3,072

Q2FY21 Q2FY22

REVENUE EBITDA PAT

1,37,861

1,53,133

Q2FY21 Q2FY22

11% 47% 73%

3,110

4,575

Q2FY21 Q2FY22

7

₹ in mn

Q2FY22 Performance by Market ₹ in mn

30% 65%

65%

REVENUE EBITDA PAT

IND

IAO

VER

SEA

S

85%

36%-0.4%

1,931 2,635

Q2FY21 Q2FY22

1,074

1,766

Q2FY21 Q2FY22

52,755 68,357

Q2FY21 Q2FY22

8

1,179

1,940

Q2FY21 Q2FY22

704

1,306

Q2FY21 Q2FY22

85,106 84,776

Q2FY21 Q2FY22

Q2FY22 Contribution by Market

REVENUE EBITDA

38% 45%

62% 55%

Q2FY21 Q2FY22

INDIA OVERSEAS

38% 42%

62% 58%

Q2FY21 Q2FY22

INDIA OVERSEAS

40% 43%

60% 57%

Q2FY21 Q2FY22

INDIA OVERSEAS

PAT

9

Q2FY22 India Performance

10

30% 82%

REVENUE EBITDA PAT

DIS

TRIB

UTI

ON

SER

VIC

ES

107%

4% 27% 53%

#Services excluding Ensure (divested in Q1FY21)

₹ in mn

51,500

67,059

Q2FY21 Q2FY22

988

1,801

Q2FY21 Q2FY22

1,255 1,299

Q2FY21 Q2FY22

-1%# -13%#16%#

609

1,261

Q2FY21 Q2FY22

191 139

Q2FY21 Q2FY22

95 45

Q2FY21 Q2FY22

Q2FY22 Overseas Performance

11

2% 41%

REVENUE EBITDA PAT

MET

ASS

A

10%

Note: Overseas performance in c/c terms – Revenue 0.3%; EBITDA 38% ; PAT 66%

75%

23% 12%

₹ in mn

77,727 79,117

Q2FY21 Q2FY22

1,748

2,471

Q2FY21 Q2FY22

946

1,654

Q2FY21 Q2FY22

7,379 5,659

Q2FY21 Q2FY22

183 164

Q2FY21 Q2FY22

128 113

Q2FY21 Q2FY22

Q2FY22 Revenue Performance by Verticals

12

INDIA OVERSEAS

77% 79%

21% 19%

2% 2%

Q2FY21 Q2FY22

IT Mobility Services

GLOBAL

Note: Upon re-grouping, only smartphones are shown under Mobility

63% 67%

36% 32%

1% 1%

Q2FY21 Q2FY22


68% 72%

31% 27%

1% 1%

Q2FY21 Q2FY22


12Note: Services includes Ensure India figures in Q2FY21

14

18

7

Q2FY21 Q1FY22 Q2FY22

Q2FY22 Working Capital Days

13

INDIA OVERSEAS GLOBAL

13

14 17

11


3

14

21

3


18

11

6

7

11

Q2FY22 Free Cash Flow Statement

14

Particulars Q2FY21 Q1FY22 Q2FY22

Profit Before Taxation 2,412 3,014 3,908

Non-cash items 465 511 372

Outflow of Finance Cost 171 183 217

Changes in Working Capital (224) (5,901) 12,563

Direct Tax Paid (645) (667) (857)

Net Cash Flow from Operations 2,179 (2,861) 16,203

Capex (118) (90) (916)

Dividend - (74) (4,531)

Outflow of Finance Cost (241) (143) (173)

Free Cashflow 1,820 (3,167) 10,583

14

₹ in mn

Q2FY22 Top 5 Vendors

15

REVENUE

26% 29%

11%14%

8%9%7%8%5%

6%

43%34%

Q2FY21 Q2FY22

OTHERS

SAMSUNG

LENOVO

DELL EMC

HP Inc

APPLE

15

Q2FY22 ProConnect India

16

16% 1%

REVENUE EBITDA PAT

• PCS registered growth across all metrics with revenue growth of 16% YoY

• PCS registered EBITDA margin of 11% for the quarter

Above figures include Mission Critical Services

16

₹ in mn ₹ in mn ₹ in mn

140 139

Q2FY21 Q2FY22

51 45

Q2FY21 Q2FY22

13%

1,119

1,299

Q2FY21 Q2FY22

Connecting The Dots


17

9MFY18 Highlights

17

Q3FY18 HighlightsH1FY22 Performance

H1FY22 Redington Global Performance

18

₹ in million

2,648

5,439

H1FY21 H1FY22

REVENUE EBITDA PAT

17% 52% 105%

5,411

8,217

H1FY21 H1FY22

2,45,080

2,87,873

H1FY21 H1FY22

18

H1FY22 Performance by Market ₹ in mn

19

41% 76%

81%

REVENUE EBITDA PAT

IND

IAO

VER

SEA

S

154%

38%

87,269 1,22,708

H1FY21 H1FY22

1,961

3,457

H1FY21 H1FY22

898

2,277

H1FY21 H1FY22

1,57,811 1,65,165

H1FY21 H1FY22

5%

3,450 4,760

H1FY21 H1FY22

1,750 3,162

H1FY21 H1FY22

H1FY22 Contribution by Market

REVENUE EBITDA

36% 43%

64% 57%

H1FY21 H1FY22

INDIA OVERSEAS

36% 42%

64% 58%

H1FY21 H1FY22

INDIA OVERSEAS

34% 42%

66% 58%

H1FY21 H1FY22

INDIA OVERSEAS

PAT

20

H1FY22 India Performance

21

42% 90%

72%

REVENUE EBITDA PAT

DIS

TRIB

UTI

ON

SER

VIC

ES

157%

6% 9%

#Services excluding Ensure (divested in Q1FY21)

₹ in mn

-ve to +ve

85,019 1,20,313

H1FY21 H1FY22

1,696

3,217

H1FY21 H1FY22

861

2,213

H1FY21 H1FY22

2,250 2,395

H1FY21 H1FY22

37 64

H1FY21 H1FY22

28%#25%#

265 240

H1FY21 H1FY22

H1FY22 Overseas Performance

22

8% 44%

REVENUE EBITDA PAT

MET

ASS

A

14%

Note: Overseas performance in c/c terms – Revenue 6%; EBITDA 40% ; PAT 83%

95%

31% 16%

₹ in mn

1,43,165 1,54,986

H1FY21 H1FY22

3,118 4,476

H1FY21 H1FY22

1,518

2,966

H1FY21 H1FY22

14,646

10,179

H1FY21 H1FY22

332 284

H1FY21 H1FY22

232 196

H1FY21 H1FY22

H1FY22 Revenue Performance by Verticals

23

INDIA OVERSEAS

76% 80%

21% 18%

3% 2%

H1FY21 H1FY22


GLOBAL

Note: Upon re-grouping, only smartphones are shown under Mobility

64% 66%

35% 33%

1% 1%

H1FY21 H1FY22


68% 72%

31% 27%

1% 1%

H1FY21 H1FY22


23Note: Services includes Ensure India figures in Q2FY21

15 18

8

H1FY21 Q1FY22 H1FY22

H1FY22 Working Capital Days

24

INDIA OVERSEAS GLOBAL

24

15 17

11


4

16

21

3


18

13

6

7

10

H1FY22 Free Cash Flow Statement

25

Particulars H1FY21 Q1FY22 H1FY22

Profit Before Taxation 3,717 3,014 6,921

Non-cash items 891 511 883

Outflow of Finance Cost 595 183 400

Changes in Working Capital 21,834 (5,901) 6,662

Direct Tax Paid (932) (667) (1,524)

Net Cash Flow from Operations 26,105 (2,861) 13,342

Capex (257) (90) (1,006)

Dividend - (74) (4,605)

Outflow of Finance Cost (704) (143) (316)

Free Cashflow 25,144 (3,167) 7,415

25

₹ in mn

26

₹ in million H1FY22 Balance Sheet

26

Particulars 30-SEP-20 30-SEP-21

Source:

Networth 44,904 50,616

Net Debt (22,912) (37,612)

Minority Interest 3,727 3,774

Total 25,719 16,778

Application:

Fixed Assets 4,610 4,752

Goodwill 183 183

Right to Use Assets 1,856 1,841

Net Assets 19,070 10,002

Total 25,719 16,778

H1FY22 Top 5 Vendors

27

REVENUE

26% 28%

12% 13%8%

9%7%

7%5%5%

42% 38%

H1FY21 H1FY22

OTHERS

SAMSUNG

LENOVO

DELL EMC

HP Inc

APPLE

27

Shareholding Pattern

2828

Jun-2021

Others12.5%

Synnex Mauritius Limited24.2%

Foreign Institutional

Investors & FPIs36.9%

Affirma Capital15.2%

Mutual Funds11.2%

Sep-2021

Others15.8%

Synnex Mauritius Limited24.1%

Foreign Institutional

Investors & FPIs35.0%

Affirma Capital14.2%

Mutual Funds10.9%

Connecting The Dots


29

Investor Contacts

M. Muthukumarasamy

Compliance Officer

Redington (India) Limited

SPL Guindy House, 95 Mount Road,

Guindy, Chennai 600 032

https://www.redingtongroup.com

Sowmiya M

Senior Manager – Investor Relations

[email protected]

CIN - L52599TN1961PLC028758

https://www.redingtongroup.com/

https://www.redingtonindia.com/

Sep 2021

Corporate Presentation

2

This presentation contains “forward looking statements” including, but without limitation, statements relating to

the implementation of strategic initiatives, and other statements relating to Redington India Limited’s future

business developments and economic performance.

While these forward looking statements indicate our assessment and future expectations concerning the

development of our business, a number of risks, uncertainties and other unknown factors could cause actual

developments and results to differ materially from our expectations.

These factors include, but are not limited to, general market, macro-economic, governmental and regulatory trends,

movements in currency exchange and interest rates, competitive pressures, technological developments, changes in

the financial conditions of third parties dealing with us, legislative developments, and other key factors that could

affect our business and financial performance.

Redington India Limited undertakes no obligation to periodically revise any forward looking statements to reflect

future / likely events or circumstances.

Disclaimer

MSCI DISCLAIMER STATEMENTTHE USE BY REDINGTON (INDIA) LTD OF ANY MSCI ESG RESEARCH LLC OR ITS AFFILIATES (“MSCI”) DATA, AND THE USE OF MSCI LOGOS, TRADEMARKS, SERVICE MARKS OR INDEX NAMESHEREIN, DO NOT CONSTITUTE A SPONSORSHIP, ENDORSEMENT, RECOMMENDATION, OR PROMOTION OF REDINGTON (INDIA) LIMITED BY MSCI. MSCI SERVICES AND DATA ARE THEPROPERTY OF MSCI OR ITS INFORMATION PROVIDERS, AND ARE PROVIDED ‘AS-IS’ AND WITHOUT WARRANTY. MSCI NAMES AND LOGOS ARE TRADEMARKS OR SERVICE MARKS OF MSCI.

• An Emerging Markets Multinational with presence across 37 markets

• Distributor → Entire gamut of IT products, Smartphones, Non-tech products, etc

• Service & Solutions → Enterprise professional services, Cloud Managed Services, Logistics Services, Support Services, 3D Printing services

We are a Services & Solutions company

• Over 245+ brands associations and servicing 35,900+channel partners

• 4,099+ Redingtonians creating a culture of inclusion, creativity, and innovation

We have expansive network and strong relationships

• SEBI status - Listed entity with no promoter

• Independent Director as the Chairman since listing

• Executive Leadership team with minimum of 15+ yrs of experience

• In July 2021, Redington (India) Ltd received a rating of BBB rating in the MSCI ESG Ratings assessment*

We are a professionally run and board governed company

• $7.7bn+ company with strong double digit 14 year CAGR

• Average ROE range of ~16-18% and ROCE of ~18-20%

We have demonstrated consistent financial performance

About Redington

3*MSCI Disclaimer in Slide 2

Networking

Solutions ranging from basic switching or routing to software-defined networking

Server & Storage

In-house certified experts who help channel partners build the optimal data strategy for their customers

Software

Software solutions spanning across business productivity software to software used for specific business verticals

Security

One-stop solution for channel partner looking for enterprise security solutions

Licensing & Subscription

Enabling Licensing & Subscription services for Autodesk, Microsoft, etc

Cloud Resell & Managed Services

Clould Management Platform enabled, S.M.A.R.T. Cloud Adoption Framework

Our Business

PCs, Laptops, Tablets

A leading distributor of consumer & commercial PCs, desktops, laptops, iPads and MacBooks

Smartphones

Distributors of wide assortment of smartphones

Printers & Print Supplies

Rich experience in distributing printers & related consumables and accessories

Support Services

Post Sales warranty services, Infrastructure Managed Services through subsidiary, Ensure

Logistics Services

3PL services through Wholly Owned Subsidiary, ProConnect, offering Warehousing, Transportation & VAS

Printing Services

Digital printing services (HP Indigo) and 3D printing services

4

Our Presence

Enviable “In country” presence in

37 markets

No.1 or No.2 position across all markets

“High potential” markets

Presence across product categories

Portfolio of Marquee brands

MIDDLE EAST8 markets

INDIA1 market

AFRICA22 markets

TURKEY1 market

SSA5 markets

5

Enviable Partnerships with over 245+ brands11

6

Our Brands & Channel Partners

❑ Sub Distributors❑ Retailers❑ Large Format

Retailers❑ Multi Brand

Retailers❑ Branded Stores❑ Resellers❑ Corporate

Resellers❑ Value Added

Resellers❑ System Integrators❑ Independent

Software Vendors (ISVs)

❑ E-Commerce Players

CHANNEL PARTNERS

Our Board Of DirectorsIndependent Directors

Executive Directors

Prof. RamachandranProfessor, Corporate

Policy & StrategyIIM, Bengaluru

Keith WF BradleyEx.President,

Ingram Micro, North America

V. S. HariharanEx. Vice President,Hewlett-Packard,

Singapore

Raj ShankarVice Chairman

S V KrishnanWhole time Director

Non-Executive Directors

Chen, Yi-JuVice Director, Finance

Planning & MgmtSynnex Tech, Taiwan

Tu, Shu-ChyuanVP, Group Business

Strategy & DevelopmentSynnex Tech, Taiwan

B RamaratnamProfessional

Director

CHAIRMAN

Anita P BelaniSr Business & Human

Capital Leader

Rajiv SrivastavaAdditional Director

VICE CHAIRMAN

7

Our Experienced Executive Team

Raj ShankarVice Chairman & Managing Director

Serkan Celik, CEO, Arena,

Turkey

Jim MathewPresident,Telecom,

Africa

Ramesh NatarajanCEO, India

Distribution

J K Senapati,COO, India

Distribution

Gautam Hukku,President, Apple & Mobility Group

R VenkateshPresident, Enterprise

Business Group

Dilip SharmaCOO, ProConnect

Logistics, India

P S NeogiChief of Staff

Sriram GaneshanDirector & Chief Financial Officer,

MEA

S V KrishnanWhole Time

Director & CFO

S ChidambaramExec. Vice President,ProConnect Logistics,

MEA

Jeetendra Berry,President,IT Volume, Middle East

Rawad Ayash,President,Telecom,

Middle East

Sayantan DevPresident,IT Value

Distribution

Aloysius FernandesPresident,

IT Volume, Africa

E H Kasturi RanganMD, ProConnect Logistics, India

Rajiv SrivastavaJoint Managing Director

8

Our Shareholders

HDFC Mutual Fund

Fidelity Management & Research (FMR)

ICICIPru Life Insurance

Massachusetts Institute Of Technology Investment Management Company

Franklin Templeton Investments

The Vanguard Group

Ruane, Cunniff & GoldFarb

TATA Mutual Fund

33

Synnex

Mauritius

Ltd, 24.1%

Affirma

Capital, 14.2%Foreign

Institutional

Investors &

FPIs, 35.0%

Mutual

Funds, 10.9%

Others,

15.8%

9

Our Strategy

Technology Trends in the future

11

Ranking of the

technology trends

in the future by

Respondents

Note: GTDC commissioned Vation Ventures who surveyed and interviewed key constituents from distributors and their OEM vendor partners. The majority of studyparticipants – nearly 69% – possess greater than a decade of experience working with technology distributors. Those new to distribution also represented a sizable 10% of the respondents, and approximately 21% indicated between 5-10 yrs of distribution-related experience

Key Tech trends and Redington possibility

In 2022 : Global ICT spend growth at 5.5%, India $98Bn @ 6% and MENA $177Bn @ 4%.

12Source: Gartner, Ernst & Young, OliverWyman, Datatechvibe, ZDNet, BusinessWire, Mordor Intelligence, GlobalNewsWire, Redington

Technology Trends

Tech Growth CAGR % (2021-26)

What does it mean for

Redington

Hybrid Cloud 5G Cyber Security Digital economy Emerging Tech

• Adopt Emerging Tech for internal Automation

• Product distribution opportunities

• Solutions & Services offerings

• Tech Refresh projects to suit 5G environment

• Telecom, media & entertainment. Healthcare focus

• Increased device demand

• High growth in Security products & solutions

• Opportunity to scale Managed Security Services Practice (MSSP)

• Digital platform and Digital Payment Solutions

• Assess leverage of Turkey product Paynet for quick roll out

IND: 25.0%META: 17.2%

IND: 26.0%META: 15.3%

IND: 20.0%META: 7.9%

IND: 20.2%META: 25.0%

META: 10.4 M Subs (2021 Est.)

• Capability creation – competency and digital - required for high growth

• Focus on alliances, partnerships, ISV’s and service delivery

Biz model trends and Redington opportunity

Business Model Trends

What does it mean for

Redington

Products to Services Physical to Online Emerging Tech M&A, Product, Geo Hybrid work Model

• Strengthen presence in high growth markets

• Biz diversification

• Automation products and solutions for a changed workstyle and lifestyle

• Build capability to transition to XaaS

• Create subscription portfolio

• Develop a strong end-to-end Digital Business Model

• Exploit Marketplace opportunity

• Innovate, invest on new/future tech

• Organic and/or inorganic

Source: Economic Times, World Economic Forum, McKinsey, Redington

Consumption models

Omni-Channel Investment Diversification Work Location

13

Changing Distribution needs & our preparedness

Respondents

ranked the need

for the following

distribution go-to-

market services in

the future

✓✓ ✓

✓✓ ✓ ✓

✓ ✓ ✓✓ ✓

✓

✓Redington’s preparedness

14

Note: GTDC commissioned Vation Ventures who surveyed and interviewed key constituents from distributors and their OEM vendor partners. The majority of studyparticipants – nearly 69% – possess greater than a decade of experience working with technology distributors. Those new to distribution also represented a sizable 10% of the respondents, and approximately 21% indicated between 5-10 yrs of distribution-related experience

Our Strategy

• Continue being a key player in the existing tech practices

Addressing the technology needs of the Emerging Markets

• From brick & mortar to omni channel play

• From products to services play

• Moving towards XaaS revolution

• Consistent & continuous value addition to brands & channel partners

Business model re-invention

• Cloud, 5G, Automation, Analytics, IoT, Artificial Intelligence, Augmented Reality/Virtual Reality, Cyber Security, Digital economy, etc

Focus on high tech areas

15

Our growth vectors & objectives

16

GROWTH VECTORS KEY OBJECTIVES

Strengthening our Services & Solutions capabilities

Being No.1 distributor across products, brands & markets

Making Redington a digital organization

Being a Great Place to Work

Emerging as an ESG Leader

Financial Performance

REVENUE EBITDA PAT

*Post acquisition of Easyaccess Financial Services in FY 08 and Arena in FY 11. ^ Post sale of Easyaccess Financial Services

₹ in mn

86

,67

2

1,0

3,6

99

1,1

9,1

86

1,3

1,6

22

1,6

3,7

34

2,0

7,7

99

2,3

4,4

62

2,7

2,4

41

3,0

7,3

61

3,4

4,1

98

3,9

7,3

62

4,1

6,4

17

4,6

5,9

94

5,1

5,1

38

5,7

0,4

16

FY

07

FY

08

*

FY

09

FY

10

FY

11

*

FY

12

FY

13

FY

14

^

FY

15

FY

16

FY

17

FY

18

FY

19

FY

20

FY

21

1,9

85

2

,59

0

3,2

96

3

,65

7

4,7

17

6

,33

4

6,8

42

7

,19

6

7,6

19

8

,17

6

8,6

62

8,5

55

9

,61

9

10

,71

4

14

,39

0

FY

07

FY

08

*

FY

09

FY

10

FY

11

*

FY

12

FY

13

FY

14

^

FY

15

FY

16

FY

17

FY

18

FY

19

FY

20

FY

21

1,0

17

1,3

61

1,5

97

1,8

43

2,2

60

2,9

27

3,2

31

3,3

66

3,8

65

4,2

35

4,6

42

4,8

16

5,0

78

5,1

52

7,5

83

FY

07

FY

08

*

FY

09

FY

10

FY

11

*

FY

12

FY

13

FY

14

^

FY

15

FY

16

FY

17

FY

18

FY

19

FY 2

0

FY

21

CAGR 15%CAGR 15%CAGR 14%

Performance Since Listing

Surpassed Rs.500 bn milestone mark in Revenues

18

₹ in mn₹ in mn

FY21 PAT has been restated to provide RCS merger effect

14

FY16 FY17 FY18 FY19 FY20 FY21

WC days

14,390


EBITDA

16.5%


ROE

7,583


PAT

36.5%


ROCE

34,959


Cash Flow from Operations

Performance Snapshot

33,600


Free Cash Flow

#ROCE is calculated net of cash and on average capital employed; FY21 PAT has been restated to provide RCS merger effect

5,70,416


Revenue

19

₹ in mn₹ in mn₹ in mn

₹ in mn ₹ in mn0.08%

-0.07%

FY 16 FY 17 FY 18 FY 19 FY 20 FY 21

Provisions

Provision for AR-% of SalesInventory charge-% of Sales

20

%

37

%

20

%

*53

%

32

%

60

%

FY 16 FY 17 FY 18 FY 19* FY 20 FY 21

67

79

88

10

0 11

0 1

26

FY 16 FY 17 FY 18 FY 19 FY 20 FY 21

10

.6

11

.6

12

.0

12

.8

13

.2

19

.5

FY 16 FY 17 FY 18 FY 19 FY 20 FY 21

EPS BOOK VALUE/SHARE PAYOUT TO SHAREHOLDERS*

In ₹ In ₹

*Includes both dividend & buybackNote: Bonus issue of 1:1 declared in FY22, in recognition of superior performance Note: Special dividend declared in FY21, in recognition of superior performance Note: Special dividend declared in FY17, to commemorate 10 years of listingNote: FY21 EPS has been restated to provide RCS merger effect

Value Creation for our Shareholders

CAGR 13% CAGR 13%Avg Payout @ ~39%

of profits earned

20

BONUS ISSUE 1:1

H1FY22 Performance Snapshot

#ROCE is calculated net of cash and on average capital employed

REVENUE EBITDA PAT

WC DAYS ROE ROCE#

INVENTORY CHARGE FREE CASH FLOW

17% 52% 105%H1FY22: Rs.2,87,873 mnH1FY21: Rs.2,45,080 mn

8 daysH1FY21: 15 days

H1FY22: Rs.8,217 mnH1FY21: Rs.5,411 mn

H1FY22: Rs.5,439 mnH1FY21: Rs.2,648 mn

21.8%H1FY21: 12.1%

76.7%H1FY21: 25.2%

0.18%

AR PROVISION

0.08%H1FY21: (0.08)% H1FY21: 0.04%

Rs.7,415 mnH1FY21: Rs.25,144 mn

21

22

Compliance OfficerM. MuthukumarasamyRedington (India) LimitedRedington House, Centre Point, Plot No. 11 (SP), Thiru. Vi. Ka. Industrial Estate, Guindy, Chennai 600 032https://www.redingtongroup.com

CIN - L52599TN1961PLC028758

Investor Contact

Sowmiya MSenior Manager – Investor [email protected]

IR Materials - https://redingtongroup.com/india/financials-and-reports/

CONTACT US

https://www.redingtongroup.com/

mailto:[email protected]

https://redingtongroup.com/india/financials-and-reports/

THANK YOU

23

sub: presentation to investor/analyst meet

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