R Systems International Limited (RSYSTEMS) Q2 FY27 Financial Results: PAT ₹1,387 Cr & Revenue ₹11,765 Cr(2 announcements)

· NSE 🔴 High Importance ✨ Positive
By StockFin Research Team AI-Assisted Analysis Source: BSE/NSE Filings
1 Financial Results 🔴 High Importance ✨ Positive 📄 PDF

Investor Takeaways

  • Revenue reached ₹11,765 crores, reflecting 30.1% YoY growth
  • Adjusted net profit increased to ₹1,387 crores, up 54.4% YoY
  • Adjusted EBITDA rose to ₹2,364 crores, up 51.0% YoY
  • Cash and bank balances increased to ₹3,351 crores from ₹2,726 crores as of June 30, 2026
  • ⚠️ No specific risks identified in this filing
  • Overall Tone: Positive based on the numbers only.

    Key Financial Highlights

    MetricValueYoY Change
    Revenue₹11,765 Cr30.1%
    Net Profit₹1,387 Cr54.4%
    EBITDA₹2,364 Cr51.0%
    EPSNot available
    OPMNot available

    What Changed

    R Systems International Limited reported strong financial performance for H1 2026, with revenue growing 30.1% YoY to ₹11,765 crores and adjusted net profit rising 54.4% YoY to ₹1,387 crores. Adjusted EBITDA increased by 51.0% YoY to ₹2,364 crores, indicating improved operational efficiency. The company’s cash and bank balances grew to ₹3,351 crores as of June 30, 2026, up from ₹2,726 crores, reflecting robust cash generation. The growth was driven by AI-led transformations across telecom, insurance, and financial services sectors, supported by new GCC partnerships. The company emphasized its AI-first GCC model and platform-led delivery approach, which contributed to margin expansion and strengthened financial positioning. These results suggest sustained momentum in revenue growth through AI adoption in mid-market enterprises.

    Peer Comparison

    CompanyP/EROEROCEMarket Cap (₹ Cr)
    R Systems International Limited24.61Not availableNot available3,233.5
    Tata Consultancy Services Limited17.1750.36%67.57%8,19,135.01
    Infosys Limited16.5529.19%40.82%4,53,824.26
    HCL Technologies Limited18.6423.63%31.85%3,07,349.71

    R Systems is trading at a higher P/E multiple compared to TCS, Infosys, and HCL Technologies, suggesting market expectations of higher future growth. However, peer companies demonstrate stronger ROE and ROCE metrics, indicating more efficient capital utilization.

    Risks & Concerns

  • No specific risks identified in this filing
  • Quarterly Trend

    QuarterRevenue (₹ Cr)Net Profit (₹ Cr)OPM%
    Q3FY25448.963915.72
    Q2FY25444.0939.8115.37
    Q1FY25432.0424.8814.19
    Q4FY24416.6427.4912.8

    The quarterly trend shows sequential revenue growth from ₹416.64 Cr in Q4FY24 to ₹448.96 Cr in Q3FY25, with profitability improving over the same period. However, the H1 2026 figures (₹11,765 Cr revenue) are significantly higher than the quarterly figures provided, indicating that the H1 2026 results consolidate multiple quarters of performance or reflect a different reporting scope. The annualized growth rate derived from the quarterly data does not align with the 30.1% YoY growth reported for H1 2026, suggesting the quarterly figures may represent a different business segment or time frame not directly comparable to the H1 2026 results. The provided quarterly data appears to reflect smaller-scale operations, while the H1 2026 results represent consolidated or full-year equivalent performance.

    2 Financial Results 🔴 High Importance Neutral 📄 PDF
    📢 Key Event
    R Systems submits investor presentation for Q2 and H1 FY2026 results
    🔄 What Changed
    Adj. EBITDA margin expanded to 20.1% in Q2 FY2026 from 17.3% in Q2 FY2025; Adjusted Net Profit margin rose to 10.5% from 10.1%; Adjusted EPS grew 35.3% YoY
    💡 Investor Takeaway
    The company delivered strong YoY growth in revenue, EBITDA, and net profit with improved margins, signaling operational efficiency and successful execution of its AI and modernization strategy.

    R Systems reported Q2 FY2026 revenue of ₹6,017 million, up 30.2% YoY, with Adjusted EBITDA at ₹1,207 million, up 51.4% YoY, and Adjusted Net Profit at ₹629 million, up 35.4% YoY. Adjusted EBITDA margin expanded to 20.1% from 17.3% in Q2 FY2025, driven by margin improvement and stable operating leverage. Adjusted EPS rose 35.3% YoY to [amount not verified]H1 FY2026 revenue reached ₹11,765 million, up 30.1% YoY, with Adjusted EBITDA at ₹2,364 million, up 51.0% YoY, and Adjusted Net Profit at ₹1,387 million, up 54.4% YoY. Adjusted EBITDA margin improved to 20.1% from 17.3% in H1 FY2025. The company highlighted strong client wins in telecom, insurance, and financial services, and maintained a focus on AI-driven modernization and legacy transformation. Forward guidance was not provided in the filing.

    About R Systems International Limited (RSYSTEMS)

    Information Technology · IT - Services · Listed on NSE

    Market Cap: ₹3,233.5 Cr P/E: 24.6

    View full RSYSTEMS stock details →

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    Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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