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RSYSTEMS · price
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R Systems International delivered strong Q1 CY 2026 results with revenue of INR 5,748M ($62.8M), up 29.9% YoY and 3.5% QoQ. Adjusted EBITDA surged to INR 1,157M with a margin of 20.1%, expanding 276 basis points YoY — a notable margin improvement driven by operational efficiencies. Adjusted Net Profit jumped 74.8% YoY to INR 758M, with EPS at INR 6.4. TTM ACV bookings (excluding renewals) grew to $82.4M from $57.4M a year ago, indicating strong pipeline conversion. Key wins included cloud migration, application modernization for financial services, and a consumer loyalty program for life sciences. The company rebranded to RSI with an AI-First focus and launched EXIQO as its AI studio brand. Management highlighted that 43% of mid-market organizations are leapfrogging to agentic AI models, presenting a large TAM opportunity.
R Systems posted robust growth with significant margin expansion, signaling strong execution and operational leverage. The growing ACV pipeline and multiple enterprise wins support continued momentum, while the AI-first brand refresh positions RSI well in a high-growth market segment.