Silicon Rental Solutions Limited submitted an investor presentation to BSE Limited on December 12, 2025, in compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The presentation was prepared for the Phillip Capital Bharat Conclave 2026 - Emerging Leaders Conference scheduled for December 12, 2025, at 5:00 PM IST.

Company Overview and Financial Performance

Founded in 1993 as an IT equipment sales and service business, Silicon Rental Solutions Limited has evolved into one of India's earliest IT rental specialists. The company has demonstrated strong financial growth with a remarkable 62% revenue compound annual growth rate (CAGR).

The company successfully raised ₹21.20 crores through its public offering when it listed on SME BSE in October 2022. Additionally, Silicon Rental Solutions raised ₹25.50 crores in January 2025 through preferential equity issuance to fund capital expenditure and working capital requirements.

Comprehensive Product and Service Portfolio

Silicon Rental Solutions offers end-to-end rental solutions spanning traditional IT hardware to emerging technologies. The company's product range includes:

• Computing Solutions: Desktops (Mac, Core i7/i5/i3 models), laptops including latest MacBooks, and high-performance workstations
• Infrastructure: Servers (Rack Mount, Tower, Blade), networking equipment, and data center solutions
• Emerging Technologies: Robotics, 3D printing, AI-ready infrastructure, and IoT devices
• Specialized Equipment: Cameras, projectors, electric vehicles, and multimedia solutions

Strategic Market Position and Growth Strategy

The presentation outlined Silicon Rental Solutions' defensible market position built on 30 years of operational expertise and strong enterprise relationships. The company's growth flywheel focuses on four key areas:

The company operates through offices in Mumbai (registered), Pune, New Delhi, and Kolkata, serving clients across 250+ locations nationwide. Silicon Rental Solutions has established partnerships with leading OEMs and maintains ISO 9001:2015 certification, reinforcing its commitment to quality service delivery.

Financial Statements and Performance Metrics

The presentation included detailed financial statements showing consistent growth trajectory. For H1 FY26, the company reported revenue from operations of ₹61.60 crores compared to ₹54.80 crores in H1 FY25. The EBITDA margin for H1 FY26 stood at 32.80%, while profit after tax margin was 7.40%.

The company's balance sheet reflects strong asset base with total assets of ₹118.00 crores as of H1 FY26, supported by equity capital and reserves of ₹104.60 crores. Cash and cash equivalents increased to ₹32.30 crores in H1 FY26 from ₹29.00 crores in FY25.

Market Opportunity and ESG Initiatives

Silicon Rental Solutions operates in India's enterprise technology market, which represents a significant opportunity with ₹90,000 crores in annual enterprise IT hardware spend and only ₹100 crores in organized rental penetration currently. The company emphasizes environmental responsibility through equipment lifecycle management, reducing electronic waste, and supporting educational institutions through CSR initiatives including computer donations to underserved schools.

Silicon Rental Solutions Limited (SRSL) has announced its unaudited financial results for the half-year ended September 30, 2025, showcasing robust growth and prudent fund management. The company, which specializes in rental solutions, has demonstrated significant progress in its operations and financial stability.

Financial Highlights

SRSL reported impressive financial figures for the half-year:

These results indicate a strong performance in the company's core business activities.

Fund Utilization Update

The company has provided a transparent update on the utilization of funds raised through recent equity issuances:

1. Preferential Equity Issue: Rs 25.47 crores
2. Convertible Warrants: Rs 3.05 crores (issued in January 2025)

SRSL confirmed that there has been no deviation in the utilization of these funds. The allocation of funds is as follows:

The company has efficiently deployed a significant portion of the raised funds, with Rs 19.32 crores already utilized for various purposes as outlined in their fund-raising objectives.

Audit Committee Review

The Audit Committee has reviewed the Statement of Deviation or Variation and found no deviations in the utilization of funds raised through the preferential issue of equity shares and convertible warrants.

Management Commentary

While specific management quotes are not available, the financial results and fund utilization report suggest that Silicon Rental Solutions is executing its growth strategy effectively. The allocation of funds towards capital investment and long-term working capital indicates the company's focus on expanding its operational capabilities and ensuring financial stability.

Outlook

With a substantial portion of the raised funds already deployed and a strong half-year performance, Silicon Rental Solutions Limited appears well-positioned for continued growth. The company's transparent reporting on fund utilization also reflects positively on its corporate governance practices.

Investors and stakeholders will likely keep a close watch on how the remaining unutilized funds (approximately Rs 6.15 crores) will be deployed in the coming months to further drive the company's expansion and operational efficiency.

As Silicon Rental Solutions continues to navigate the dynamic rental solutions market, its financial prudence and strategic fund allocation may play crucial roles in sustaining its growth trajectory.