May 27, 2021

The National Stock Exchange of India Ltd., Exchange Plaza, Bandra-Kurla Complex, Bandra (E), Mumbai-400 051.

Dear Sir/Madam,

Sub: Presentation to Investor/Analyst Meet

This is further to our announcement dated May 21, 2021 on the Investor/Analyst call scheduled today.

Pursuant to Regulation 30(2) and 46(2)(o) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith a copy of Investor Presentation that will be shared with the Analysts/Investors.

The same will be uploaded on our website www.redingtongroup.com

We request you to kindly take the above information on record.

Thanking you,

Very Truly Yours,

Muthukumarsa Digitally signed by Muthukumarsamy my Muthukrishnan Date: 2021.05.27 17:18:58 Muthukrishnan +05'30'

M. Muthukumarasamy Company Secretary

Cc: BSE Limited Floor 25, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001

==> picture [720 x 117] intentionally omitted <==

REDINGTON (INDIA) LIMITED

Q4FY21 Earnings Presentation Mar 2021

==> picture [720 x 116] intentionally omitted <==

Disclaimer

This presentation contains “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Redington India Limited’s future business developments and economic performance.

While these forward looking statements indicate our assessment and future expectations concerning the development of our business, a number of risks, uncertainties and other unknown factors could cause actual developments and results to differ materially from our expectations.

These factors include, but are not limited to, general market, macro-economic, governmental and regulatory trends, movements in currency exchange and interest rates, competitive pressures, technological developments, changes in the financial conditions of third parties dealing with us, legislative developments, and other key factors that could affect our business and financial performance.

Redington India Limited undertakes no obligation to periodically revise any forward looking statements to reflect future / likely events or circumstances.

==> picture [720 x 45] intentionally omitted <==

----- Start of picture text -----

2
----- End of picture text -----

Financial Highlights

==> picture [670 x 224] intentionally omitted <==

----- Start of picture text -----

Highest ever Highest ever Highest ever
REVENUES EBITDA PAT Rs.8,454 mn^
Rs.5,70,416 mn Rs.14,390 mn Rs.7,564 mn
Lowest ever Highest ever Highest ever
WC DAYS ROCE# FCF
14 days 36.5% Rs.33,600 mn
----- End of picture text -----

ROCE is calculated net of cash and on average capital employed Note: PAT Growth adjusted for one-off tax provision of Rs.97.4 crs in Q4FY21 ^Excluding one-off VSV tax provision of Rs.890mn (Mainly Gift of shares case)

Financial Highlights

Q4FY21 –
Global – Revenue grew by 23% , EBITDA grew by 77% , PAT grew by 154%
India – Revenue grew by 45% , EBITDA grew by 142% , PAT grew by 935%
Overseas – Revenue grew by 10% , EBITDA grew by 51% and PAT grew by 70%
FY21 –
Global – Revenue grew by 11% , EBITDA grew by 34% , PAT grew by 47%, Adjusted PAT grew by 64%
India – Revenue grew by 22% , EBITDA grew by 34% , PAT grew by 77% and Adjusted PAT grew by 141%
Overseas – Revenue grew by 4% , EBITDA grew by 35% and PAT grew by 36%
Key Metrics - Global
WC days for Q4FY21 is 12 days and FY21 is 14 days
Strong positive FCF generation of Rs. 5,989mn for Q4FY21 and Rs.33,600mn for FY21
For the quarter, ROCE is 70.8% and ROE is 25.7%
Gross Debt to Equity is at 0.08x and there is Net Cash and Bank balance of Rs.30,480mn
Stock price breached $1bn in Market capitalization (52w high: Rs 202.9)
On account of superior performance, the company has declared 60% of global profits as dividend (including 20% Special dividend)

Note: For FY21, PAT adjusted for one-off VSV tax provision of Rs 890mn (Mainly Gift of shares case) Note: PAT Growth adjusted for one-off tax provision of Rs.97.4 crs in Q4FY21

Financial Highlights

INDIA BUSINESS

During the quarter,

India Distribution – Revenue grew by 46% , EBITDA grew by 71% , PAT grew by 135%
Strong growth across IT Consumer, IT Enterprise & Mobility segment
WC days stood at 15 days in Q4FY21 as against 33 days in Q4FY21
Generated positive FCF of Rs.1,024mn for the quarter
Strong ROCE and ROE performance with ROCE at 56.3% and ROE at 34.2%

ProConnect India (PCS)

Commit

“We are confident that we will be able to correct it, consolidate it and once again put this company back on the growth mode by the end of the year” – Q4FY20 Call

Delivery

Covid impact

Particulars	Q1	Q2	Q3	Q4	FY21
Revenues	80	112	137	129	458
Revenue growth	-30%	-6%	32%	36%	6%
EBITDA Margin	5.9%	12.5%	9.9%	11.5%	10.3%

– HC verdict Gift of shares

Latest Update: Department has accepted our application for settlement under the Vivas Se Vishwas Scheme, 2020 and payments have been made accordingly

Financial Highlights

OVERSEAS BUSINESS

During the quarter,
Earnings growth was faster than revenue growth
- Impact to revenue growth in SSA on account of shift of few biz (at vendor end) to India
WC days stood at 10 days in Q4FY21 as against 29 days in Q4FY20
Strong FCF generation at Rs. 4,965 mn
Strong ROCE and ROE performance with ROCE at 85.4% and ROE at 22.1%

Turkey Update

During the quarter, Arena biz had degrown revenues by 5%; PAT degrew sharply on account of tax rate impact (Tax rate at 94%)
Arena Market Cap breached $200mn

==> picture [720 x 45] intentionally omitted <==

----- Start of picture text -----

6
----- End of picture text -----

==> picture [359 x 195] intentionally omitted <==

Q4FY18 Highlights Q4FY21 Highlights

Connecting The Dots Transformation from ‘Product’ to ‘Utility of Product’

Q4FY21 Redington Global Performance

==> picture [700 x 355] intentionally omitted <==

----- Start of picture text -----

₹ in million
REVENUE EBITDA PAT
23% 77% 154%
1,55,303
4,515
1,26,773 3,025
2,544
1,192
Q4FY20 Q4FY21 Q4FY20 Q4FY21 Q4FY20 Q4FY21
----- End of picture text -----

==> picture [720 x 45] intentionally omitted <==

----- Start of picture text -----

8
----- End of picture text -----

₹ in million

Q4FY21 Performance by Market

==> picture [718 x 399] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA PAT
45% 142% 935%
64,267
1,197
1,779
44,238
734
116
Q4FY20 Q4FY21 Q4FY20 Q4FY21 Q4FY20 Q4FY21
10% 51% 70%
2,736
91,036 1,828
82,535
1,810
1,076
Q4FY20 Q4FY21 Q4FY20 Q4FY21 Q4FY20 Q4FY21
9
INDIA
OVERSEAS
----- End of picture text -----

Q4FY21 Contribution by Market

₹ in million

==> picture [704 x 292] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA PAT
59% 61% 60%
65% 71%
90%
41% 39% 40%
35%
29%
10%
Q4FY20 Q4FY21 Q4FY20 Q4FY21 Q4FY20 Q4FY21
INDIA OVERSEAS INDIA OVERSEAS INDIA OVERSEAS
----- End of picture text -----

==> picture [720 x 45] intentionally omitted <==

----- Start of picture text -----

10
----- End of picture text -----

₹ in million

Q4FY21 India Performance

==> picture [684 x 351] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA PAT
46% 71% 135%
62,979
1,128
1,631
42,997 956 481
Q4FY20 Q4FY21 Q4FY20 Q4FY21 Q4FY20 Q4FY21
4% -ve to +ve -ve to +ve
148
1,241 1,288
69
Q4FY20 Q4FY21 Q4FY20 Q4FY21
Q4FY20 Q4FY21 -222
-365
DISTRIBUTION
SERVICES#
----- End of picture text -----

#Services contains Ensure India figures in Q4FY20 (Divested in Jul’21)

₹ in million

Q4FY21 Overseas Performance

==> picture [13 x 44] intentionally omitted <==

----- Start of picture text -----

META
----- End of picture text -----

==> picture [13 x 29] intentionally omitted <==

----- Start of picture text -----

SSA
----- End of picture text -----

==> picture [657 x 348] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA PAT
15% 65% 85%
86,232
74,822 2,487 1,642
1,505 889
Q4FY20 Q4FY21 Q4FY20 Q4FY21 Q4FY20 Q4FY21
38% 18% 1%
7,713 305
249
4,804 187 186
Q4FY20 Q4FY21 Q4FY20 Q4FY21 Q4FY20 Q4FY21
----- End of picture text -----

Note: Overseas performance in c/c terms – Revenue 10%; EBITDA 49% ; PAT 67%

Q4FY21 Revenue Performance by Verticals

INDIA OVERSEAS GLOBAL

==> picture [434 x 273] intentionally omitted <==

----- Start of picture text -----

3% 2% 1% 1%
24% 27%
34%
41%
73% 71%
65%
58%
Q4FY20 Q4FY21 Q4FY20 Q4FY21
IT Mobility Services IT Mobility Services
----- End of picture text -----

==> picture [206 x 270] intentionally omitted <==

----- Start of picture text -----

1% 1%
31%
36%
68%
63%
Q4FY20 Q4FY21
IT Mobility Services
----- End of picture text -----

Note: Upon re-grouping, only smartphones are shown under Mobility Note: Services represents ProConnect only

13 13

Q4FY21 Working Capital Days

==> picture [673 x 344] intentionally omitted <==

----- Start of picture text -----

INDIA OVERSEAS GLOBAL
18
18
19
33
30
29
4
2 0
15
11 12 12 12
10
Q4FY20 Q3FY21 Q4FY21 Q4FY20 Q3FY21 Q4FY21 Q4FY20 Q3FY21 Q4FY21
----- End of picture text -----

14 14

₹ in million

Q4FY21 Free Cash Flow Statement

Particulars	Q4FY20	Q3FY21	Q4FY21
Profit Before Taxation	1,659	3,716	3,848
Non-cash items	721	573	522
Outflow of Finance Cost	469	173	220
Changes in Working Capital	12,385	(1,431)	2,803
Direct Tax Paid	(502)	(437)	(1,265)
Net Cash Flow from Operations	14,732	2,594	6,128
Capex	(448)	(99)	(124)
Dividend	(1,157)	-	-
Outflow of Finance Cost	(453)	(160)	(15)
Free Cashflow	12,674	2,335	5,989

Q4FY21 Top 5 Vendors

REVENUE

==> picture [513 x 256] intentionally omitted <==

----- Start of picture text -----

32%
39% OTHERS
SAMSUNG
5%
LENOVO
5% 6%
6% 9%
DELL EMC
10%
12% HP Inc
14%
APPLE
36%
26%
Q4FY20 Q4FY21
----- End of picture text -----

Q4FY21 ProConnect India

PCS registered growth across all metrics with revenue growth of 36% YoY
PCS registered EBITDA margin of 11% for the quarter

==> picture [159 x 85] intentionally omitted <==

==> picture [676 x 204] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA PAT
36% -ve to +ve -ve to +ve
1,288 69
148
Q4FY20 Q4FY21
947
Q4FY20 Q4FY21
Q4FY20 Q4FY21
-254
-373
₹ in million ₹ in million ₹ in million
----- End of picture text -----

Above figures include Mission Critical Services

17 17

==> picture [359 x 195] intentionally omitted <==

9MFY18 HighlightsQ3FY18 Highlights FY21 Performance

Connecting The Dots Transformation from ‘Product’ to ‘Utility of Product’

FY21 Redington Global Performance

==> picture [697 x 351] intentionally omitted <==

----- Start of picture text -----

₹ in million
REVENUE EBITDA PAT
11% 34% 47%
64%
5,70,416
5,15,138 14,390
7,564
10,714
5,152
FY20 FY21 FY20 FY21 FY20 FY21
----- End of picture text -----*

*Growth excluding one-off VSV tax provision of Rs.890mn (Mainly Gift of shares case)

19 19

FY21 Performance by Market

₹ in million

==> picture [13 x 79] intentionally omitted <==

----- Start of picture text -----

OVERSEAS
----- End of picture text -----

==> picture [674 x 355] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA PAT
22% 34% 77%
141%
2,28,832
5,594
1,88,196
4,183 2,457
1,389
FY20 FY21 FY20 FY21 FY20 FY21
4% 35% 36%
3,26,942 3,41,584 8,796
5,107
6,531
3,763
FY20 FY21 FY20 FY21 FY20 FY21
----- End of picture text -----*

*Growth excluding one-off VSV tax provision of Rs.890mn (Mainly Gift of shares case)

FY21 Contribution by Market

₹ in million

==> picture [718 x 292] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA PAT
63% 60% 61% 61% 68%
73%
40%
37% 40% 39% 39% 32%
27%
FY20 FY21 FY20 FY21 FY20 FY21
INDIA OVERSEAS INDIA OVERSEAS INDIA OVERSEAS
----- End of picture text -----*

*Contribution excluding one-off VSV tax provision of Rs.890mn (Mainly Gift of shares case)

FY21 India Performance

₹ in million

==> picture [678 x 357] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA PAT
22% 26% 21% 68%
2,23,924 5,046 2,325
1,917
1,82,817 4,012
FY20 FY21 FY20 FY21 FY20 FY21
9% 221% -ve to +ve
5,379
4,908 548 132
171 FY20 FY21
FY20 FY21 FY20 FY21 -528
----- End of picture text -----*

*Growth excluding one-off VSV tax provision of Rs.890mn (Mainly Gift of shares case)

₹ in million

FY21 Overseas Performance

==> picture [13 x 44] intentionally omitted <==

----- Start of picture text -----

META
----- End of picture text -----

==> picture [13 x 29] intentionally omitted <==

----- Start of picture text -----

SSA
----- End of picture text -----

==> picture [657 x 343] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA PAT
7% 39% 40%
3,15,734
2,95,090 8,026
4,558
5,778
3,246
FY20 FY21 FY20 FY21 FY20 FY21
19% 2% 6%
31,852
25,850
753 770
517 549
FY20 FY21 FY20 FY21 FY20 FY21
----- End of picture text -----

Note: Overseas performance in c/c terms – Revenue (0.2%); EBITDA 29% ; PAT 30%

FY21 Revenue Performance by Verticals

INDIA OVERSEAS GLOBAL

==> picture [434 x 273] intentionally omitted <==

----- Start of picture text -----

3% 2% 1% 1%
26% 30%
35% 38%
71% 68%
64% 61%
FY20 FY21 FY20 FY21
IT Mobility Services IT Mobility Services
----- End of picture text -----

==> picture [206 x 270] intentionally omitted <==

----- Start of picture text -----

1% 1%
32% 35%
67% 64%
FY20 FY21
IT Mobility Services
----- End of picture text -----

Note: Services represents ProConnect only Note: Upon re-grouping, only smartphones are shown under Mobility

24 24

FY21 Working Capital Days

==> picture [673 x 344] intentionally omitted <==

----- Start of picture text -----

INDIA OVERSEAS GLOBAL
14 18 17
31 31
30
1
2 0
17
16
14 14 14
12
FY20 9MFY21 FY21 FY20 9MFY21 FY21 FY20 9MFY21 FY21
----- End of picture text -----

25 25

₹ in million

FY21 Free Cash Flow Statement

Particulars	FY20	9MFY21	FY21
Profit Before Taxation	6,922	7,433	11,281
Non-cash items	2,613	1,463	1,986
Outflow of Finance Cost	1,954	768	988
Changes in Working Capital	5,756	20,535	23,338
Direct Tax Paid	(1,845)	(1,369)	(2,634)
Net Cash Flow from Operations	15,400	28,831	34,959
Capex	(838)	(356)	(480)
Dividend	(3,028)	-	-
Outflow of Finance Cost	(1,862)	(864)	(879)
Free Cashflow	9,672	27,611	33,600

₹ in million

FY21 Balance Sheet

Particulars	31-MAR-20	31-MAR-21
Source:
Networth	43,089	49,337
Net Debt	1,603	(30,480)
Minority Interest	3,813	3,730
Total	48,505	22,587
Application:
Fixed Assets	4,773	4,182
Goodwill	183	183
Right to Use Assets	2,303	1,771
Net Assets	41,246	16,451
Total	48,505	22,587

FY21 Top 5 Vendors

REVENUE

==> picture [524 x 254] intentionally omitted <==

----- Start of picture text -----

38% 37% OTHERS
SAMSUNG
5% LENOVO
6%
6%
6% DELL EMC
8%
8%
HP Inc
11%
13%
APPLE
33%
29%
FY20 FY21
----- End of picture text -----

28 28

Shareholding Pattern

==> picture [684 x 273] intentionally omitted <==

----- Start of picture text -----

Others Others
11.1% 11.7%
Mutual Funds Mutual Funds
12.2% 10.8%
Synnex Mauritius
Limited Synnex Mauritius
Limited
24.2%
24.2%
Affirma
Affirma Capital
Capital 15.8%
15.8%
Foreign Foreign
Institutional Institutional
Investors & FPIs Investors & FPIs
36.7% 37.5%
----- End of picture text -----

==> picture [116 x 60] intentionally omitted <==

----- Start of picture text -----

Foreign
Institutional
Investors & FPIs
36.7%
Dec-2020
----- End of picture text -----

==> picture [62 x 12] intentionally omitted <==

----- Start of picture text -----

Mar-2021
----- End of picture text -----

29 29

==> picture [318 x 86] intentionally omitted <==

Investor Contacts

M. Muthukumarasamy Compliance Officer Redington (India) Limited

Redington House, Centre Point, Plot No. 11 (SP), Thiru. Vi. Ka. Industrial Estate, Guindy, Chennai 600 032

https://www.redingtongroup.com

Sowmiya M Senior Manager – Investor Relations Connecting The [email protected]

==> picture [259 x 274] intentionally omitted <==

Transformation from ‘Product’ to ‘Utility of Product’

CIN - L52599TN1961PLC028758

==> picture [230 x 417] intentionally omitted <==

==> picture [228 x 83] intentionally omitted <==

Corporate Presentation

Mar 2021

==> picture [720 x 37] intentionally omitted <==

==> picture [45 x 51] intentionally omitted <==

An ‘Emerging Markets Multinational’ with a multi-faceted approach of

==> picture [40 x 48] intentionally omitted <==

==> picture [129 x 40] intentionally omitted <==

DISTRIBUTION

SERVICES

==> picture [66 x 66] intentionally omitted <==

No.1 Technology distributor in MEA and No.2 in India

==> picture [150 x 216] intentionally omitted <==

==> picture [64 x 63] intentionally omitted <==

Distribution of IT Consumer, IT Enterprise, & Mobility products

==> picture [66 x 66] intentionally omitted <==

Expanding the reach & coverage for over 235+ brands through 33,950+ partners

==> picture [49 x 53] intentionally omitted <==

Third Party Logistics Services through ProConnect

==> picture [56 x 56] intentionally omitted <==

Support Services through Ensure

==> picture [66 x 66] intentionally omitted <==

An Emerging Markets player with incountry presence

==> picture [66 x 66] intentionally omitted <==

$7.7bn+ company with strong double digit 14 year CAGR (Revenue, EBITDA & PAT)

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

2
----- End of picture text -----

Our Mission and Values

==> picture [129 x 40] intentionally omitted <==

“Our mission is to offer a robust technology-powered platform to enable a seamless flow of products and services”

==> picture [131 x 111] intentionally omitted <==

==> picture [118 x 104] intentionally omitted <==

==> picture [113 x 101] intentionally omitted <==

==> picture [204 x 138] intentionally omitted <==

==> picture [362 x 11] intentionally omitted <==

----- Start of picture text -----

ADAPTABILITY COLLABORATION KNOW-HOW
----- End of picture text -----

==> picture [194 x 126] intentionally omitted <==

==> picture [120 x 101] intentionally omitted <==

==> picture [210 x 12] intentionally omitted <==

----- Start of picture text -----

TRUST TRANSPARENCY
----- End of picture text -----

==> picture [219 x 12] intentionally omitted <==

----- Start of picture text -----

OBJECTIVITY SIMPLICITY
----- End of picture text -----

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

3
----- End of picture text -----

Our Transformation

==> picture [129 x 40] intentionally omitted <==

From a “Broadline Distributor” to a “Value Added Distributor” to a “Services & Solutions Company”

==> picture [172 x 111] intentionally omitted <==

==> picture [161 x 111] intentionally omitted <==

==> picture [412 x 198] intentionally omitted <==

----- Start of picture text -----

IT CONSUMER IT CONSUMER + IT ENTERPRISE
+ MOBILITY
----- End of picture text -----

==> picture [165 x 113] intentionally omitted <==

==> picture [180 x 198] intentionally omitted <==

----- Start of picture text -----

IT + MOBILITY + LOGISTICS
----- End of picture text -----

1993-2002 : The Emergence

2003-2011 : The Proliferation

2012-2021 : The Expansion

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

4
----- End of picture text -----

Our Presence

==> picture [129 x 40] intentionally omitted <==

TURKEY 1 market

INDIA 1 market

SSA 5 markets

==> picture [371 x 285] intentionally omitted <==

Enviable “In country” presence in 37 markets No.1 or No.2 position across all markets “High potential” markets Presence across product categories Portfolio of Marquee brands

MIDDLE EAST 8 markets

AFRICA 22 markets

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

5
----- End of picture text -----

Our Expansion

==> picture [129 x 40] intentionally omitted <==

==> picture [629 x 238] intentionally omitted <==

----- Start of picture text -----

CHANNEL SALES
BRANDS EMPLOYEES MARKETS WAREHOUSES
PARTNERS OFFICES
Present
235+ 33,950+ 3,908 37 70+ 205+
1993
1 25 5 1 3 1
----- End of picture text -----

*Figures does not contain the details of Ensure India which has been divested in Jul’20

Our Board Of Directors

==> picture [129 x 40] intentionally omitted <==

Independent Directors

CHAIRMAN

Prof. Ramachandran

Professor, Corporate Policy & Strategy IIM, Bengaluru

==> picture [83 x 89] intentionally omitted <==

V. S. Hariharan

Ex. Vice President, Hewlett-Packard, Singapore

==> picture [83 x 89] intentionally omitted <==

Keith WF Bradley Ex.President, Ingram Micro, North America

==> picture [83 x 88] intentionally omitted <==

B Ramaratnam

Professional Director

==> picture [79 x 87] intentionally omitted <==

Anita P Belani

Sr Business & Human Capital Leader

Executive Directors

Non-Executive Directors

VICE CHAIRMAN

Raj Shankar Vice Chairman

==> picture [84 x 91] intentionally omitted <==

==> picture [81 x 90] intentionally omitted <==

S V Krishnan Rajiv Srivastava Whole time Director Additional Director

==> picture [83 x 89] intentionally omitted <==

Tu, Shu-Chyuan General Manager Business Development Synnex Tech, Taiwan

==> picture [83 x 87] intentionally omitted <==

Chen, Yi-Ju Senior Manager – Finance Planning & Mgmt Synnex Tech, Taiwan

==> picture [80 x 88] intentionally omitted <==

Udai Dhawan Founding Partner & Head of India, Affirma Capital

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

7
----- End of picture text -----

Our Experienced Executive Team

==> picture [129 x 40] intentionally omitted <==

==> picture [69 x 63] intentionally omitted <==

Raj Shankar Vice Chairman & Managing Director

==> picture [67 x 63] intentionally omitted <==

Rajiv Srivastava Joint Managing Director

==> picture [67 x 62] intentionally omitted <==

==> picture [69 x 61] intentionally omitted <==

P S Neogi

S V Krishnan

Chief of Staff Whole Time Director & CFO

==> picture [68 x 61] intentionally omitted <==

==> picture [69 x 60] intentionally omitted <==

Ramesh Natarajan J K Senapati, CEO, India COO, India Distribution Distribution

==> picture [67 x 64] intentionally omitted <==

==> picture [72 x 64] intentionally omitted <==

==> picture [67 x 63] intentionally omitted <==

==> picture [70 x 61] intentionally omitted <==

Gautam Hukku, R Venkatesh E H Kasturi Rangan Dilip Sharma President, Apple President, Enterprise MD, ProConnect COO, ProConnect & Mobility Group Business Group Logistics, India Logistics, India

==> picture [69 x 61] intentionally omitted <==

==> picture [68 x 59] intentionally omitted <==

Sriram Ganeshan Aloysius Director & Chief Fernandes Financial Officer, President, MEA IT Volume, Africa

==> picture [69 x 63] intentionally omitted <==

==> picture [61 x 62] intentionally omitted <==

==> picture [64 x 61] intentionally omitted <==

Jeetendra Berry,

Rawad Ayash,

Jim Mathew

President, President, President, IT Volume, Mobility, Mobility, Middle East Middle East Africa

==> picture [65 x 61] intentionally omitted <==

==> picture [65 x 62] intentionally omitted <==

==> picture [64 x 64] intentionally omitted <==

Sayantan Dev

S Chidambaram

Sayantan Dev S Chidambaram Serkan Celik, President, Exec. Vice President, CEO, Arena, IT Value ProConnect Logistics, Turkey Distribution MEA

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

8
----- End of picture text -----

Our Shareholders

==> picture [129 x 40] intentionally omitted <==

==> picture [266 x 259] intentionally omitted <==

----- Start of picture text -----

Others,
11.7%
Synnex
Mauritius
Mutual Ltd, 24.2%
Funds, 10.8%
Affirma
Foreign
Capital, 15.8%
Institutional
Investors &
FPIs, 37.5%
----- End of picture text -----

==> picture [57 x 23] intentionally omitted <==

==> picture [55 x 20] intentionally omitted <==

==> picture [49 x 13] intentionally omitted <==

==> picture [54 x 17] intentionally omitted <==

==> picture [47 x 26] intentionally omitted <==

==> picture [46 x 25] intentionally omitted <==

==> picture [57 x 27] intentionally omitted <==

==> picture [60 x 22] intentionally omitted <==

HDFC Mutual Fund Fidelity Management & Research (FMR) ICICIPru Life Insurance

Fidelity International

Franklin Templeton Investments Acacia Partners (Ruane Cunniff & Goldfarb) Massachusetts Institute Of Technology Investment Management Company The Vanguard Group

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

9
----- End of picture text -----

==> picture [230 x 416] intentionally omitted <==

==> picture [228 x 83] intentionally omitted <==

Business Overview

==> picture [720 x 37] intentionally omitted <==

==> picture [129 x 40] intentionally omitted <==

Distribution Business

==> picture [720 x 37] intentionally omitted <==

Distribution Business Model

==> picture [129 x 40] intentionally omitted <==

CHANNEL PARTNERS

==> picture [720 x 379] intentionally omitted <==

----- Start of picture text -----

SUB DISTRIBUTORS
RETAILERS
RESELLERS
BRANDS DISTRIBUTOR CUSTOMERS
E-COMMERCE PLAYERS
SYSTEM INTEGRATORS
VALUE ADDED RESELLERS
Market Knowledge & Access One stop shop
Demand Generation Inventory Management
Partner Recruitment & Enablement Bulk breaking
BRANDS CHANNEL
PARTNERS
Credit financing
Sales & Marketing Expertise
Logistics
Supply Fulfilment
Order consolidation
Pre & Post Sales Consulting
Technical Support & Training
Nimble on Variable Cost
5
12
Retailers include Retailers, Large Format Retailers (LFR), Multi Brand Retail, Brand Stores
----- End of picture text -----

Distribution Business

==> picture [129 x 40] intentionally omitted <==

==> picture [699 x 333] intentionally omitted <==

----- Start of picture text -----

BUSINESS INDIA MIDDLE EAST AFRICA TURKEY SINGAPORE SOUTH ASIA
DISTRIBUTION
IT CONSUMER IT ENTERPRISE MOBILITY
PCs Networking Software Cloud
Laptops Printers
Smartphones
Print Digital Print
Supplies Solutions
Licensing &
Servers & Storage Security
Subscription
Consumer
Lifestyle
products
----- End of picture text -----*

*LinkPlus, Turkey is now Redington Turkey Technology, w.e.f. Jan 1’2021

==> picture [129 x 40] intentionally omitted <==

IT Consumer Business

==> picture [701 x 141] intentionally omitted <==

==> picture [393 x 226] intentionally omitted <==

----- Start of picture text -----

IT CONSUMER’S
PRODUCT CATEGORIES
CONTRIBUTION TO
PCs
Laptops Printers REVENUES
37%
Print Digital Print INDIA
Supplies Solutions
42%
Consumer
Lifestyle OVERSEAS
products
----- End of picture text -----*

BRANDS#

==> picture [33 x 38] intentionally omitted <==

==> picture [72 x 23] intentionally omitted <==

==> picture [76 x 23] intentionally omitted <==

==> picture [52 x 22] intentionally omitted <==

==> picture [52 x 35] intentionally omitted <==

==> picture [62 x 52] intentionally omitted <==

==> picture [57 x 29] intentionally omitted <==

==> picture [49 x 37] intentionally omitted <==

==> picture [58 x 23] intentionally omitted <==

==> picture [56 x 51] intentionally omitted <==

==> picture [79 x 20] intentionally omitted <==

==> picture [89 x 22] intentionally omitted <==

==> picture [62 x 41] intentionally omitted <==

==> picture [69 x 23] intentionally omitted <==

==> picture [66 x 20] intentionally omitted <==

==> picture [62 x 33] intentionally omitted <==

*Figures as on FY21 #Illustrative List

==> picture [129 x 40] intentionally omitted <==

IT Enterprise Business

==> picture [690 x 134] intentionally omitted <==

==> picture [693 x 220] intentionally omitted <==

----- Start of picture text -----

PRODUCT CATEGORIES IT ENTERPRISE’S BRANDS#
CONTRIBUTION
Networking Software Cloud
TO REVENUES
INDIA
Licensing &
Servers & Storage Security Subscription 31%
OVERSEAS
OVERSEAS
19%
----- End of picture text -----*

*Figures as on FY21 #Illustrative List

Redington Cloud Business

==> picture [129 x 40] intentionally omitted <==

Our business

Our Major Competencies

Unified Digital Cloud Platform Distribution Element Services Investments in Element Manpower Redington Down-selling of Redington team Managed Cloud products provides Managed Cloud Services, focussing Solutions on SME/Mid Market clientele Redington

Redington Cloud Academy

==> picture [73 x 16] intentionally omitted <==

Enabling channel partners to auto provision, consume, view consumption reports, subscription management and monthly billing of Cloud services

Team Strength : 80

Cloud Solution Architects, Cloud Consultants, Cloud Engineers, Advanced Pre-sales, Field Sales, Digital Marketing

End to end solutions including 24*7 support services, cloud monitoring, cloud management, reactive & proactive services

Offering partner training and enablement services to help partners improve their value chain

Registered 6000+ 2500+ Customers 350+ Partners 21

Cloud 100+ Enterprise Migrations workloads

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

16
----- End of picture text -----

==> picture [129 x 40] intentionally omitted <==

Redington Cloud Managed Solutions (RCMS)

==> picture [158 x 123] intentionally omitted <==

----- Start of picture text -----

Assess
Solution
Provision
----- End of picture text -----

FEATURES OF REDINGTON CLOUD MANAGED SOLUTIONS

==> picture [720 x 325] intentionally omitted <==

----- Start of picture text -----

Provision Assessment workshop
Redington and Partner works with Customer IT team to do assessment
workshop and validate customer readiness for cloud
Migrate
Architect
Cloud Findings from application/Infra details via assessment, cloud solution is
Service Secure proposed to customers considering security and optimized cost
Provider
Migrate
Step-by-Step processes of Migration in order of criticality and testing
Manage
outcomes on Cloud
247
Support Manage
Continuous processes with proactive monitoring to ensure the infra is
Monitor ALWAYS managed & optimized with respect to utilization and new needs
Optimize
17
----- End of picture text -----*

Mobility Business

==> picture [129 x 40] intentionally omitted <==

==> picture [693 x 193] intentionally omitted <==

==> picture [697 x 151] intentionally omitted <==

----- Start of picture text -----

PRODUCTS MOBILITY CONTRIBUTION TO REVENUES BRANDS#
Smartphones 30% 38%
INDIA OVERSEAS
----- End of picture text -----*

*Figures as on FY21 #Illustrative List

==> picture [129 x 40] intentionally omitted <==

Services Business

==> picture [720 x 37] intentionally omitted <==

Services Business

==> picture [129 x 40] intentionally omitted <==

==> picture [425 x 112] intentionally omitted <==

----- Start of picture text -----

INDIA MIDDLE EAST AFRICA
Logistics
Support Divested
Services in Jul’20
----- End of picture text -----

==> picture [115 x 43] intentionally omitted <==

SERVICES CONTRIBUTION TO REVENUES*

Subsidiaries of Redington India Limited
Third Party Logistics player offering  Warehousing;
Transportation;
Value added services

==> picture [356 x 115] intentionally omitted <==

----- Start of picture text -----

2% 1%
INDIA OVERSEAS19%
----- End of picture text -----

*Figures as on FY21

ProConnect India

==> picture [44 x 33] intentionally omitted <==

Wholly Owned Subsidiary of Redington

==> picture [50 x 40] intentionally omitted <==

Integrated Third Party Logistics partner

==> picture [44 x 42] intentionally omitted <==

PAN India presence

==> picture [34 x 36] intentionally omitted <==

145+ Warehouses

==> picture [30 x 31] intentionally omitted <==

6.5 mn Sq.ft. in operation

==> picture [41 x 36] intentionally omitted <==

161+ Customers across 12+ Industries

==> picture [41 x 43] intentionally omitted <==

20,315+ Pincodes

Revenue Contribution from Services*

==> picture [196 x 79] intentionally omitted <==

----- Start of picture text -----

5%
Warehousing
28%
Transportation
67%
Others
FY21 figures
----- End of picture text -----

==> picture [233 x 240] intentionally omitted <==

----- Start of picture text -----

Revenue Contribution from Industries
FMCD
IT
26% 25%
E-commerce
9% Apparels
16%
9% Telecom & Infra
15%
FY21 figures Others
Revenue Mix: Captive vs External
Redington Outside Biz
29%
49% 87% 85%
65% 84%
79%
71% 51% 16% 13% 15%
35%
21%
FY15 FY16 FY17 FY18 FY19 FY20 FY21
----- End of picture text -----

==> picture [144 x 76] intentionally omitted <==

==> picture [92 x 64] intentionally omitted <==

==> picture [93 x 70] intentionally omitted <==

==> picture [93 x 69] intentionally omitted <==

==> picture [93 x 64] intentionally omitted <==

*Some portion of Value Added Services (VAS) has been regrouped under Warehousing

==> picture [230 x 414] intentionally omitted <==

==> picture [228 x 83] intentionally omitted <==

Risk Management

==> picture [720 x 37] intentionally omitted <==

De-risking Strategy By Diversification

==> picture [129 x 40] intentionally omitted <==

==> picture [720 x 380] intentionally omitted <==

----- Start of picture text -----

Our rich product portfolio consists of diversified
Brands and diversified product categories under the
same brand
Turkey
SSA Presence in multiple markets ensures diversification of
risk as well as ensuring Kaizen’s continuous
MEA improvement
Our strong and seamless partnerships and dynamic
business model ensure that we stay relevant in the
everchanging technological environment
India
Foraying into new lines of businesses , leading to
incremental growth as well as diversification of risk
Existing Incremental New
1 Brand 235+ Brands
PRODUCTS
23
37 Markets
New
Adjacent
MARKETS
Existing
1 Market
----- End of picture text -----

Inherent Risks & Mitigation Measures

==> picture [129 x 40] intentionally omitted <==

==> picture [677 x 360] intentionally omitted <==

----- Start of picture text -----

Invoices in foreign currency;
CHANNEL PARTNER 1
Currency risk
VENDOR DISTRIBUTOR CHANNEL PARTNER 2 CUSTOMERS
CHANNEL PARTNER 3
Purchases products; Sells products on Credit;
Inventory risk Receivables risk
Risk Measures Effect of Mitigated Risk
Inventory Risk • Stock Rotation Inventory provisioning at
• Price protection 0.04% of Revenue
• Marketing Support since 10 years
• Prudent Provisioning
Receivables Risk • Collection of post dated Cheques AR Provisioning at
• Performance linked pay-out only on collection 0.10% of Revenue Ensuring risk
• Strict internal parameters for overdues and bad debts since 10 years adjusted
Currency Risk • Hedging all exposures Consistent business returns
• India – ~84% of purchases in rupee dominated performance despite
invoices, forward cover for the rest with premium fluctuating currencies
becoming a part of COGS
• MEA – Currencies pegged in USD and USD
denominated transactions. Effective forward controls
and local currency borrowings
----- End of picture text -----

Ensuring risk adjusted returns

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

24
----- End of picture text -----

==> picture [230 x 414] intentionally omitted <==

==> picture [228 x 83] intentionally omitted <==

Financial Performance

==> picture [720 x 37] intentionally omitted <==

==> picture [129 x 40] intentionally omitted <==

Performance track record

==> picture [720 x 37] intentionally omitted <==

Performance Since Listing

==> picture [129 x 40] intentionally omitted <==

Achieved Rs.500 bn milestone mark in Revenues

==> picture [458 x 301] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA
CAGR 14% CAGR 15%
5,15,138 5,70,416 14,390
4,65,994
4,16,417 10,714
3,97,362
9,619
3,44,198
3,07,361 8,176 8,662 8,555
7,619
2,72,441 6,842 7,196
2,34,462 6,334
2,07,799
4,717
1,63,734
3,657
1,19,186 1,31,622 3,296
86,672 1,03,699 1,985 2,590
FY 07 FY 08 FY 09 FY 10 FY 11 FY 12 FY 13 FY14^ FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY21 FY 07 FY 08 FY 09 FY 10 FY 11 FY 12 FY 13 FY14^ FY15 FY16 FY17 FY18 FY19 FY20 FY21
----- End of picture text -----

==> picture [219 x 294] intentionally omitted <==

----- Start of picture text -----

PAT
₹ in million
CAGR 15%
7,564
5,078 5,152
4,816
4,642
4,235
3,865
3,366
3,231
2,927
2,260
1,843
1,597
1,361
1,017
FY 07 FY 08 FY 09 FY 10 FY 11 FY 12 FY 13 FY14^ FY15 FY16 FY17 FY18 FY19 FY 20 FY21
----- End of picture text -----

*Post acquisition of Easyaccess Financial Services in FY 08 and Arena in FY 11. ^ Post sale of Easyaccess Financial Services

Performance Snapshot

==> picture [129 x 40] intentionally omitted <==

==> picture [637 x 357] intentionally omitted <==

----- Start of picture text -----

Revenue 5,70,416 EBITDA 14,390 PAT 7,564
FY16 FY17 FY18 FY19 FY20 FY21 FY16 FY17 FY18 FY19 FY20 FY21 FY16 FY17 FY18 FY19 FY20 FY21
WC days ROE 16.4% ROCE 36.5%
14
FY16 FY17 FY18 FY19 FY20 FY21 FY16 FY17 FY18 FY19 FY20 FY21
FY16 FY17 FY18 FY19 FY20 FY21
Provisions Cash Flow from Operations Free Cash Flow
33,600
0.08% 34,959
FY 16 FY 17 FY 18 FY 19 FY 20 FY 21
-0.07%
Provision for AR-% of Sales FY16 FY17 FY18 FY19 FY20 FY21 FY16 FY17 FY18 FY19 FY20 FY21
Inventory charge-% of Sales
----- End of picture text -----

ROCE is calculated net of cash and on average capital employed

Annual performance track record

==> picture [129 x 40] intentionally omitted <==


Particulars	FY21	FY20	FY19	FY18	FY17	FY16

Total Revenue	5,70,416	5,15,138	4,65,994	4,16,417	3,97,362	3,44,198
*Growth YoY*	*10.7%*	*10.5%*	*11.9%*	*5.8%*	*15.4%*	*12.0%*
EBITDA	14,390	1,0714	9619	8,555	8,662	8,176
*Growth YoY*	*34.3%*	*10.4%*	*12.4%*	*-1.2%*	*5.9%*	*7.3%*
PAT 6	7,564 4.1%^	5,152	5,078	4,816	4,642	4,235
*Growth YoY*	*46.8%*	*1.5%*	*5.4%*	*3.7%*	*9.6%*	*9.6%*
Networth	49,337	43,089	39,060	35,306	31,479	29,494
Capital Employed*	22,587	48,505	53,118	54,759	49,741	57,353
EBITDA Margins 1	2.5% .3%^	2.1%	2.1%	2.1%	2.2%	2.4%
PAT Margins	1.3%	1.0%	1.1%	1.2%	1.2%	1.2%
ROCE# 1	36.5% 8.4%^	19.3%	16.9%	16.1%	15.4%	15.4%
ROE	16.4%	12.6%	13.7%	14.5%	15.3%	15.6%
EPS (₹)	19.4	13.2	12.8	12.0	11.6	10.6
Book Value per share (₹)	126.3	110.3	99.8	87.7	78.2	73.2

*Closing Capital Employed; #ROCE is calculated net of cash and on average capital employed

^Excluding one-off VSV tax provision of Rs.890mn (Mainly Gift of shares case)

ROCE vs Cost of Debt Capital

==> picture [140 x 57] intentionally omitted <==

Consistent Focus on Capital efficiency

INDIA Return on Rupee capital

OVERSEAS Return on Dollar Capital

Value Creation 27.5%

Value Creation 33.2%

==> picture [684 x 222] intentionally omitted <==

----- Start of picture text -----

39.2%
40.0% 40.0%
33.0%
35.0% 35.0%
30.0% 30.0%
19.8%
25.0% 25.0%
15.8% 18.1%
20.0% 15.5% 15.5% 20.0% 14.5%
15.0% 15.0%
10.0% 6.6% 7.4% 6.9% 5.5% 10.0% 4.9% 5.5% 5.4% 6.0%
5.0% 5.0%
0.0% 0.0%
FY18 FY19 FY20 FY21 FY18 FY19 FY20 FY21
ROCE Cost of Debt Capital ROCE Cost of Debt Capital
----- End of picture text -----

*ROCE is calculated net of cash and on average capital employed

Quarterly performance track record

==> picture [129 x 40] intentionally omitted <==

Particulars	Q4FY21	Q3FY21	Q2FY21	Q1FY21	Q4FY20


Total Revenue	1,55,303	1,70,032	1,37,861	1,07,220	1,26,773
*Growth QoQ*	*-8.7%*	*23.3%*	*28.6%*	*-15.4%*	*-14.3%*
EBITDA	4,515	4,465	3,110	2,301	2,545
*Growth QoQ*	*1.1%*	*39.4%*	*35.1%*	*-9.5%*	*-17.7%*
PAT	3,025	1,893	1,758	888	1,192
*Growth QoQ*	*59.8%*	*7.7%*	*98.0%*	*-25.5%*	*-23.5%*
Networth	49,337	46,432	44,873	43,904	43,089
Capital Employed*	22,587	25,323	25,688	26,138	48,505
EBITDA Margins	2.9%	2.6%	2.2%	2.1%	2.0%
PAT Margins	1.9%	1.1%	1.3%	0.8%	0.9%
ROCE#	70.8%	64.1%	42.6%	20.6%	16.3%
ROE	25.7%	16.5%	15.8%	8.2%	11.4%
EPS (₹)	7.8	4.9	4.5	2.3	3.1
Book Value per share (₹)	126.3	118.9	114.9	112.4	110.3

*Closing Capital Employed; #ROCE is calculated net of cash and on average capital employed

Top 5 Vendors

==> picture [129 x 40] intentionally omitted <==

==> picture [671 x 271] intentionally omitted <==

----- Start of picture text -----

41% 39% 38% 37%
46%
51%
4% 6% 6% 5%
6%
4% 4% 5% 6%
5% 7% 8% 8% 8% 8%
8% 6% 11%
4% 16% 15% 13%
15%
17%
33%
27% 27% 29%
22%
15%
FY 16 FY 17 FY 18 FY 19 FY 20 FY 21
APPLE HP Inc DELL EMC LENOVO SAMSUNG OTHERS
----- End of picture text -----

Note: Effect of Dell EMC merger is shown partly in FY17 figures and fully in FY18 figures

Value Creation for our Shareholders

==> picture [129 x 40] intentionally omitted <==

==> picture [689 x 286] intentionally omitted <==

----- Start of picture text -----

EPS BOOK VALUE/SHARE DIVIDEND PAYOUT
In ₹ In ₹
Avg DPO @ ~27%
CAGR 14% CAGR 16%
of profits earned
FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY
07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21
126
19.4 110
60%
100
88
12.8 13.2 79
9.7 10.6 11.6 12.0 58 67 37% 32%
5.7 7.4 8.1 8.4 32 33 40 49 19% 20% 20% 21% 19% 20% 20% 20% 25%
4.1 4.7 26 27
3.1 3.5 16 19 11%
5% 5%
----- End of picture text -----

Note: Special dividend declared in FY21, in recognition of superior performance Note: Special dividend declared in FY17, to commemorate 10 years of listing

==> picture [129 x 40] intentionally omitted <==

Current year performance

==> picture [720 x 37] intentionally omitted <==

FY21 Performance Snapshot

==> picture [450 x 217] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA
11% 34%
FY21: Rs.5,70,416 mn FY21: Rs.14,390 mn
FY20: Rs.5,15,138 mn FY20: Rs.10,714 mn
WC DAYS ROE 18.4%^
14 days 16.4%
FY20: 31 days FY20: 12.6%
----- End of picture text -----

AR PROVISION 0.08% FY20: 0.12%

INVENTORY CHARGE -0.07% FY20: 0.06%

==> picture [129 x 40] intentionally omitted <==

==> picture [203 x 112] intentionally omitted <==

----- Start of picture text -----

64%^
PAT
47%
FY21: Rs.7,564 mn
FY20: Rs.5,152 mn
----- End of picture text -----

==> picture [173 x 219] intentionally omitted <==

----- Start of picture text -----

ROCE#
36.5%
FY20: 19.3%
FREE CASH FLOW
Rs.33,600 mn
FY20: Rs.9,671 mn
----- End of picture text -----

ROCE is calculated net of cash and on average capital employed ^Excluding one-off VSV tax provision of Rs.890mn (Mainly Gift of shares case)

Performance By Market

==> picture [129 x 40] intentionally omitted <==

==> picture [720 x 320] intentionally omitted <==

----- Start of picture text -----

₹ in million
REVENUE EBITDA PAT
64%
5,70,416
5,15,138 11% 34% 14,390 47%
7,564
10,714
4% 3,41,584 35% 8,796 5,152 36%
3,26,942
5,107
6,531
3,763
141%
22% 34% 77%
2,28,832 5,594
1,88,196
4,183 2,457
1,389
FY20 FY21 FY20 FY21 FY20 FY21
India Overseas India Overseas India Overseas
----- End of picture text -----

*Growth excluding one-off VSV tax provision of Rs.890mn (Mainly Gift of shares case)

India Performance

==> picture [129 x 40] intentionally omitted <==

==> picture [720 x 319] intentionally omitted <==

----- Start of picture text -----

₹ in million
REVENUE EBITDA PAT
141%
2,28,832
22% 34% 77%
1,88,196
5,594
4,183 1,389 68% 2,457
2,23,924
1,82,817 22% 26% 5,046 21% 2,325
4,012 1,917
132
5,379 9% 4,908 171 221% (528) -ve to +ve
548
FY20 FY21 FY20 FY21 FY20 FY21
Services Distribution Services Distribution Services Distribution
----- End of picture text -----

*Growth excluding one-off VSV tax provision of Rs.890mn (Mainly Gift of shares case) Note: Services represents ProConnect & Ensure (Only 4 months figures in FY21) Note: Services in FY21 includes capital profits of Rs.4.4 crs on sale of Ensure India

Overseas Performance

==> picture [129 x 40] intentionally omitted <==

₹ in million

==> picture [720 x 300] intentionally omitted <==

----- Start of picture text -----

REVENUE EBITDA PAT
4% 3,41,584 35% 8,796 36%
3,26,942
5,107
6,531
7% 39% 3,763 40%
8,026
2,95,090 3,15,734
5,778 4,558
3,246
19% 2% 6%
31,852 25,850
753 770 517 549
FY20 FY21 FY20 FY21 FY20 FY21
SSA META SSA META SSA META
----- End of picture text -----

Note: Overseas performance in c/c terms – Revenue (0.2%); EBITDA 29% ; PAT 30%

Performance By Vertical

==> picture [129 x 40] intentionally omitted <==

==> picture [671 x 291] intentionally omitted <==

----- Start of picture text -----

INDIA OVERSEAS GLOBAL
3% 2% 1% 1% 1% 1%
26% 30% 35% 38% 32% 35%
71% 68% 64% 61% 67% 64%
FY20 FY21 FY20 FY21 FY20 FY21
IT Mobility Services IT Mobility Services IT Mobility Services
----- End of picture text -----

Note: Services represents ProConnect only

==> picture [717 x 409] intentionally omitted <==

----- Start of picture text -----

Redington Vis-à-vis Global Peers
Net Debt to Equity 1 2 4 3
5 yr Avg ROE 1 4 2 3
5 yr Avg ROCE 1 3 4 2
2
5 yr Avg WC days 3 4 1
5 yr PAT CAGR 4 1 2 3
5 yr Gross Profit CAGR 2 3 4 1
5 yr Rev CAGR 1 3 4 2
Redington Global Comp 1 Global Comp 2 Global Comp 3
----- End of picture text -----

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

40
----- End of picture text -----

==> picture [230 x 416] intentionally omitted <==

==> picture [228 x 83] intentionally omitted <==

Our Opportunities

==> picture [720 x 37] intentionally omitted <==

India: Govt spending opportunities

==> picture [140 x 57] intentionally omitted <==

==> picture [344 x 343] intentionally omitted <==

India to attain a trillion dollar of economic value of digital economy by 2025

India’s digital economy could contribute 18–23% of overall economic activity by 2025, with more than half the potential coming from scaling up new and emerging digital ecosystems

Source: MEITY-McKinsey report

India Opportunities

==> picture [140 x 57] intentionally omitted <==

Covid 19 impact - CIOs to invest more in Security, Collaboration, Mobility & Cloud
5G to comprise 18% mobile subscriptions in India by 2025
Enterprise networking market is expected to post a CAGR of 5% between 2019 and 2024
India public cloud market to reach Rs 63,000 crs by 2025
India’s overall software market is estimated to grow at a CAGR of 8% between 2019-2024
India Managed Security Services Market is expected to grow at a CAGR of 22% until 2024
Indian cybersecurity services industry to hit $14 billion by 2025
Digitalisation of SMBs could add as much as $216 billion to India's GDP by 2024
SMBs can account for 30% of India’s public cloud market
Both executives (69%) and employees (55%) acknowledge the need for further investment in digital transformation as the top priority for organizations seeking to leverage any pandemic-induced cost savings
India’s digital transformation market is expected to reach $710 billion by 2024

Source: Gartner, IDC, Global market Insights, PwC, Nasscom, BCG, CIO India, Qurate, McKinsey, Wakefield Research, Cisco India SMB Digital Maturity Study 2020, Ericsson Report

META Opportunities

==> picture [140 x 57] intentionally omitted <==

Government ICT spending in MEA to reach $15 billion by 2023
Total smartphone connections in MENA will exceed 500 million by 2025

==> picture [65 x 64] intentionally omitted <==

AI-based spending in META region will increase at a CAGR of 19% by 2023

==> picture [82 x 44] intentionally omitted <==

IoT revenue to more than double in Middle East and Africa by 2023

==> picture [62 x 43] intentionally omitted <==

  - _**Cybersecurity market**_ in MEA region is expected to register a _**CAGR of 14%**_ during 2020-2025

to a
14% during 2020-2025
Artificial
Intelligence • Investments in digital transformation and innovation will account for 30% of all IT spending in the META region by 2024, up from 18% in 2018
Public cloud spending in META region will top $7 billion in 2024
Tech trends influencing Middle East ranges from 5G and 4G adoption, upheaval in finance, to shifts in retail and AI

Source: Gartner, IDC, Research & Markets

New Dates in Oct 2021

Redington Foundation

==> picture [129 x 40] intentionally omitted <==

Foundation for CSR @ Redington (Redington Foundation), a trust formed by Redington (India) Limited to implement various CSR activities towards the betterment of the society

==> picture [685 x 276] intentionally omitted <==

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

45
----- End of picture text -----

CONTACT US

==> picture [129 x 40] intentionally omitted <==

Compliance Officer M. Muthukumarasamy Redington (India) Limited Redington House, Centre Point, Plot No. 11 (SP), Thiru. Vi. Ka. Industrial Estate, Guindy, Chennai 600 032 https://www.redingtongroup.com

CIN - L52599TN1961PLC028758

Investor Contact

Sowmiya M Senior Manager – Investor Relations [email protected]

IR Materials https://redingtongroup.com/india/financials-and-reports/

==> picture [720 x 37] intentionally omitted <==

----- Start of picture text -----

46
----- End of picture text -----

==> picture [129 x 40] intentionally omitted <==

THANK YOU

==> picture [720 x 37] intentionally omitted <==

AI assistant

Redington Limited — Investor Presentation 2021

62504_rns_2021-05-27_1b604f3e-bab9-4924-934d-b58bd3444b0c.pdf

Sub: Presentation to Investor/Analyst Meet

REDINGTON (INDIA) LIMITED

Q4FY21 Earnings Presentation Mar 2021

Disclaimer

Financial Highlights

ROCE is calculated net of cash and on average capital employed Note: PAT Growth adjusted for one-off tax provision of Rs.97.4 crs in Q4FY21 ^Excluding one-off VSV tax provision of Rs.890mn (Mainly Gift of shares case)

Financial Highlights

Financial Highlights

INDIA BUSINESS

During the quarter,

ProConnect India (PCS)

Commit

Delivery

Covid impact

– HC verdict Gift of shares

Financial Highlights

OVERSEAS BUSINESS

Turkey Update

Q4FY21 Redington Global Performance

Q4FY21 Performance by Market

Q4FY21 Contribution by Market

₹ in million

Q4FY21 India Performance

Q4FY21 Overseas Performance

Q4FY21 Revenue Performance by Verticals

INDIA OVERSEAS GLOBAL

Q4FY21 Working Capital Days

Q4FY21 Free Cash Flow Statement

Q4FY21 Top 5 Vendors

REVENUE

Q4FY21 ProConnect India

9MFY18 HighlightsQ3FY18 Highlights FY21 Performance

FY21 Redington Global Performance

FY21 Performance by Market

₹ in million

FY21 Contribution by Market

₹ in million

FY21 India Performance

₹ in million

FY21 Overseas Performance

FY21 Revenue Performance by Verticals

INDIA OVERSEAS GLOBAL

FY21 Working Capital Days

FY21 Free Cash Flow Statement

FY21 Balance Sheet

FY21 Top 5 Vendors

REVENUE

Shareholding Pattern

Investor Contacts

Corporate Presentation

DISTRIBUTION

Our Mission and Values

Our Transformation

2012-2021 : The Expansion

Our Presence

Our Expansion

Our Board Of Directors

Independent Directors

CHAIRMAN

Executive Directors

Non-Executive Directors

VICE CHAIRMAN

Our Experienced Executive Team

P S Neogi

S V Krishnan

Jeetendra Berry,

Jim Mathew

Sayantan Dev

S Chidambaram

Our Shareholders

Business Overview

Distribution Business

Distribution Business Model

CHANNEL PARTNERS

Distribution Business

IT Consumer Business

BRANDS#

Redington Limited Investor Presentation 2021