R Systems International Limited has informed the Exchange about Investor Presentation
RSYSTEMS · price
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R Systems International filed its investor presentation for the Q2 CY 2025 results call held on August 14, 2025. Q2 revenue came in at ₹4,620M (US$ 54M), up 6.9% YoY in INR but down 4.2% in US$ terms, with 4.4% sequential growth. Adjusted EBITDA rose 11.7% YoY to ₹797M, with margins expanding to 17.3% from 16.5% a year ago. Adjusted net profit surged 53.4% YoY to ₹464M (helped by a one-time gain from sale of Noida land/building), and adjusted EPS rose to ₹3.9 from ₹2.6. For H1 CY 2025, revenue grew 6.6% to ₹9,045M, while adj. EBITDA jumped 19.2% to ₹1,566M with margin expansion of nearly 180 bps. The company highlighted key wins across healthcare, automotive, financial services, and skincare, alongside growing traction in Agentic AI and GenAI deployments, and scaling of its Mexico delivery operations to 5 clients.
Strong Q2 print with margin expansion and robust profit growth (boosted by a non-recurring asset sale gain) is positive for sentiment, but the negative US$ revenue growth (-4.2% YoY) suggests underlying dollar-denominated demand softness. Investors should watch for sustained margin improvement and AI deal conversion beyond the one-time gain.