R Systems International reported a record quarterly revenue of ₹601.7 crore ($63.6 million) for the quarter ended June 30, 2026, marking a 30.2% year-on-year growth. The company’s adjusted EBITDA rose sharply by 51.4% to ₹120.7 crore, while adjusted net profit increased by 35.4% to ₹62.9 crore. These results reflect strong demand for AI-led transformation services and favorable currency movements, reinforcing the firm’s position in the global IT services sector.

The submission of the earnings call transcript was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The call, held on August 5, 2026, featured Managing Director and CEO Nitesh Bansal and CFO Nand Sardana, who detailed operational performance and strategic initiatives. The filing was signed by Piyush Jain, Company Secretary & Compliance Officer, on August 11, 2026.

Financial Performance Highlights

Revenue growth was driven by volume expansion, rupee depreciation, and contributions from the Novigo acquisition. Gross margins improved to 39.2% from 36% in the previous quarter, aided by higher billable days and better utilization rates, which stood at 81%. SG&A expenses rose to ₹115.3 crore from ₹91.4 crore due to increased sales and marketing investments, including the launch of the EXIQO AI studio brand.

For the first half (H1) of FY26, total revenue reached ₹1,176.5 crore, up 30.1% year-on-year. H1 adjusted EBITDA was ₹236.4 crore at a margin of 20.1%, compared to 17.3% in the prior year period. Adjusted net profit for H1 stood at ₹138.7 crore, a 54.4% increase.

Operational Updates and Deal Wins

The company highlighted several significant wins in telecommunications, financial services, insurance, and ad tech sectors, all leveraging AI methodologies. Americas contributed 71.5% of total revenues, up from 69.3%, while APAC declined slightly to 15.3%. Client concentration remained low, with the top client contributing 6% and top 10 clients accounting for 24.4% of revenue. Trailing 12-month ACV bookings were recorded at $82.9 million, consistent with the previous quarter.

What the Numbers Show

The divergence between adjusted net profit growth (35.4%) and statutory net profit decline is notable. Statutory net profit fell 17.1% quarter-on-quarter to ₹55.6 crore, primarily due to a ₹9 crore realized loss on forward contract settlements and the absence of a one-time ₹18 crore currency hedging benefit recognized in Q1. This indicates that core operational profitability remains robust, with volatility in other income driven by hedge accounting adjustments rather than operational underperformance. The sustained improvement in gross margins despite higher SG&A spend suggests effective operating leverage from AI-driven productivity gains.

R Systems International Limited has announced its participation in scheduled analyst and institutional investor meetings on August 13 and 14, 2026. The engagements will take place physically in Mumbai, providing market participants with an opportunity to interact with the company’s management team. The schedule is part of broader industry conferences, specifically the Equirus Annual India Conference and Emkay Confluence 2026.

The company notified the National Stock Exchange of India Limited and BSE Limited on August 07, 2026, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This disclosure ensures transparency regarding upcoming management interactions with financial intermediaries.

Meeting Schedule

The interactions are structured as both one-on-one and group sessions. The detailed schedule is outlined below:

The company noted that the schedule remains subject to change due to exigencies. Investors are advised to monitor official communications for any updates.

Compliance and Disclosure

R Systems International emphasized that no Unpublished Price Sensitive Information (UPSI) will be shared during these investor interactions. This assurance aligns with regulatory requirements designed to prevent information asymmetry in the market. The intimation was signed by Piyush Jain, Company Secretary and Compliance Officer of R Systems International Limited.

The meetings offer analysts a platform to discuss the company’s operational performance and strategic outlook within the confines of publicly available information. Such events are standard practice for listed entities to maintain engagement with their shareholder base and the broader investment community.