R Systems International reports strong Q4CY25 results with 23.6% revenue growth
R Systems International reported robust Q4CY25 financial results with revenue of ₹555.1 crores, representing 23.6% year-over-year growth, and adjusted EBITDA of ₹101.7 crores with 18.3% margin. The company achieved full year CY2025 revenue of ₹1,958.2 crores and demonstrated strong AI market positioning with 30% of revenue from AI-led offerings.
*this image is generated using AI for illustrative purposes only.
R Systems International Limited has delivered robust financial performance for Q4CY25, reporting significant growth across key metrics during its earnings conference call held on February 11, 2026. The company, which follows a calendar year as its financial year, demonstrated strong momentum in both quarterly and annual results.
Strong Q4CY25 Performance
The company reported impressive quarterly results with substantial year-over-year growth across all key financial metrics:
| Metric: | Q4CY25 | Q4CY24 | Growth (%) |
|---|---|---|---|
| Revenue: | ₹555.1 crores ($62.5 million) | ₹449 crores ($53.2 million) | +23.6% |
| Adjusted EBITDA: | ₹101.7 crores ($11.5 million) | ₹80.1 crores | +27.0% |
| EBITDA Margin: | 18.3% | 17.8% | +49 bps |
| Adjusted Net Profit: | ₹60.4 crores ($6.8 million) | ₹47.4 crores | +27.4% |
| Adjusted Basic EPS: | ₹5.1 per share | ₹4.0 per share | +27.3% |
The quarter also showed strong sequential growth with revenue increasing 11.3% quarter-over-quarter and adjusted EBITDA growing 20.5% from the previous quarter.
Full Year CY2025 Results
The annual performance reflected sustained growth momentum with the company crossing the milestone of ₹100 crores in quarterly EBITDA:
| Parameter: | CY2025 | CY2024 | Growth (%) |
|---|---|---|---|
| Total Revenue: | ₹1,958.2 crores ($224.8 million) | ₹1,741.7 crores ($208.2 million) | +12.4% |
| Adjusted EBITDA: | ₹342.7 crores ($39.3 million) | ₹291 crores ($34.8 million) | +17.8% |
| EBITDA Margin: | 17.5% | 16.7% | +79 bps |
| Net Profit: | ₹193.6 crores ($22.2 million) | ₹155.4 crores ($18.6 million) | +24.6% |
| Basic EPS: | ₹16.4 per share | ₹13.1 per share | +24.5% |
AI-Driven Growth and Market Positioning
Managing Director and CEO Nitesh Bansal highlighted the company's strong positioning in the AI market, with approximately 30% of revenue now coming from AI-led offerings. The company's OptimaAI platform is being used across 40% of work delivery, with 80% of employees utilizing the platform internally.
The company reported trailing 12-month Annual Contract Value (ACV) bookings of $76.5 million, excluding renewals, indicating strong business momentum. Key client wins during the quarter included projects with a global SaaS platform for AI-powered transformation, a children's entertainment company for B2B e-commerce modernization, and a Saudi mining company for next-generation data platform implementation.
Financial Health and Strategic Developments
R Systems maintained strong financial health with cash and bank balances of ₹272.6 crores and equity attributable to shareholders of ₹791.6 crores. The company's average DSO remained stable at 56 days for billed receivables.
The Novigo acquisition, completed in mid-November 2025, is expected to contribute 90-100 basis points improvement to overall EBITDA margins. The company achieved competence status with AWS across all six competencies and maintained Solution Partner status with Microsoft across five competence areas.
Market Outlook and AI Transformation
Looking ahead to 2026, the company expects the market to shift from AI experimentation to productive implementations. Bansal noted that while 2025 was the year of AI experimentation, 2026 will focus on embedding AI into productive use cases, creating opportunities for larger-sized AI projects and enterprise implementations through the newly acquired Novigo capabilities.
Historical Stock Returns for R Systems International
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -0.50% | -11.77% | -27.68% | -42.85% | -25.45% | +121.98% |
16
