R Systems International Ltd
R Systems International Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
2026 is expected to be a year of embedding AI into productive use cases, leading to larger and more productive AI projects. CY 2026 margin outlook: Expected to remain flat or slightly improve if currency remains stable (Nitesh Bansal, Page 17).
From R Systems International Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- 2026 is expected to be a year of embedding AI into productive use cases, leading to larger and more productive AI projects.
- Growth driven by Novigo acquisition, accelerating agentic AI implementations especially beyond tech companies into enterprises.
- Increasing AI-led revenues, currently trending around 27-30% of total revenue, expected to grow further.
- Private equity portfolio companies form nearly 20% of revenue with continuous addition of new PortCo wins.
- Trailing 12-month Annual Contract Value (ACV) bookings are strong (~$74-$76 million), indicating good pipeline and potential organic growth.
- Focus on modernization, tech debt reduction, and accelerating engineering velocity as key growth vectors.
- Expansion in Middle East and Africa markets post-Novigo acquisition.
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Profitability & Margins
See what R Systems International Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- In CY 2025, organic capex was INR 44 crores, which nearly doubled compared to INR 20-22 crores in the previous two years.
- The increased capex in 2025 was driven by growth-related activities such as adding people, setting up an experience center, and acquiring new facilities in Pune and Chennai.
- Future capex will depend on the company's growth trajectory; if growth continues, expansionary capex may persist.
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Top-ranked in IT - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- R Systems reports a trailing 12-month Annual Contract Value (ACV) booking average of around $74 million to $76.5 million, representing net new or existing new bookings excluding renewals.
- Q4 LTM ACV is roughly 34% of CY 2025 revenue, indicating strong order inflow relative to revenue.
- Renewals are not captured in ACV as ongoing business; the company focuses on new wins for ACV metrics.
- The company tracks bookings consistently and is improving systems to track these metrics reliably.
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R Systems International Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹575 Cr, net profit ₹65 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What R Systems International Ltd's management said in earlier quarters
- Q2 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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- Brightcom Group Ltd (Q3 FY26)
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Frequently Asked Questions
What were R Systems International Ltd Q3 FY26 results?
2026 is expected to be a year of embedding AI into productive use cases, leading to larger and more productive AI projects. CY 2026 margin outlook: Expected to remain flat or slightly improve if currency remains stable (Nitesh Bansal, Page 17).
What is R Systems International Ltd share price analysis?
R Systems International Ltd currently shows a neutral. The stock trades at a P/E of 13.6 with a market cap of ₹2,865 Cr. Investors should review the full earnings analysis for detailed insights.
Is R Systems International Ltd planning capital expenditure?
In CY 2025, organic capex was INR 44 crores, which nearly doubled compared to INR 20-22 crores in the previous two years.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.