Investor Presentation
REDINGTON · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Redington reported its highest-ever quarterly revenue of ₹33,269 crore in Q4FY26, up 25% YoY, and highest-ever PAT (excluding Arena) of ₹489 crore, up 17% YoY. The company took an exceptional impairment charge of ₹152.3 crore on its Arena subsidiary in Turkey due to challenging economic conditions. Excluding Arena, global revenue grew 32% YoY with EBITDA up 7% and PAT up 17%. SISA (India, Singapore, South Asia) delivered exceptional growth with 48% revenue growth and 42% PAT growth. ROW (Rest of World) excluding Arena saw 12% revenue growth but EBITDA de-grew 17% due to margin pressure. The company cited the West Asia conflict starting February 2026 as temporarily impacting March performance. ProConnect Global crossed the ₹1,000 crore revenue milestone in FY26.
The strong quarterly results show robust business momentum, though the Arena impairment is a one-time charge that will affect reported profits. The margin pressure in ROW and the geopolitical uncertainty in West Asia are concerns for investors. Working capital improvement (30 days, down 4 days YoY) and low debt (0.25x Debt-to-Equity) indicate a healthy balance sheet.