Investor presentation on SSG transformation and growth targets

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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₹249.40

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AI summary

Redington held an investor presentation on its Software, Services and Growth (SSG) vertical, themed From Software Distribution to Intelligent Orchestration. SSG net revenue rose to $2.2 Bn in FY25, with 23% 3-year CAGR. Targets include $5 Bn gross revenue by FY29 at 28% CAGR, 72% ARR by FY30 (vs 63.5% in FY26), and 80%+ renewals by FY28. AWS partnership renewed for 5 years. Margins targeted at 5.5-6% GM.

Likely market impact

Strong multi-year growth roadmap with rising recurring revenue and margin expansion targets; positive for long-term thesis