General Updates

Investor Presentation Rentomojo Limited October 2026 Disclaimer This presentation has been prepared by Rentomojo Limited (the "Company") for information purposes only. It does not constitute an offer, recommendation or invitation to buy or subscribe for any securities and should not be relied upon in connection with any contract or investment decision. The information is based on sources the Company considers reliable, including its Red Herring Prospectus and the industry data cited in it. No representation or warranty, express or implied, is made as to its accuracy, completeness or fairness, and the Company accepts no liability for any reliance placed on it. Certain statements are forward-looking and involve risks and uncertainties, including competition, demand for rental products, occupancy rate, financing costs, economic conditions and regulatory changes. Actual results may differ materially, and the Company undertakes no obligation to update these statements. This Presentation may not be copied, reproduced or distributed, in whole or in part, without the Company’s prior written consent. Submission to any regulator or stock exchange does not imply review or approval, and the Company’s formal filings prevail in case of any inconsistency. Quarterly Overview For the Quarter Ended 30th June 2026 Key Highlights Revenue from Operations Normalised EBITDA Normalised PAT ₹1,263 mn ₹523 mn ₹219 mn ▲ +51.1% YoY ▲ +15.3% QoQ ▲ +50.2% YoY ▲ +13.9% QoQ ▲ +71.8% YoY ▲ +11.2% QoQ Items Ordered Normalised ROE (annualised) Purchase Displaced 3,29,159 28.85% ₹4136.84 mn ▲ +45.8% YoY ▲ +27.6% QoQ ▲ +198 bps YoY ▲ +122 bps QoQ ▲ +51.6% YoY ▲ +34.2% QoQ Management Commentary Our first quarterly results as a listed company mark an important milestone for Rentomojo and reflect the strength of our underlying business. We began FY27 with strong momentum, with items ordered by subscribers growing 45.8% year-on-year and Revenue from Operations increasing 51.1%, while maintaining a normalised EBITDA margin of approximately 41%. What gives us particular confidence is the quality of this growth - strong repeat behaviour, high organic demand and healthy internal cash generation. The IPO has further strengthened our net worth and enhanced our capacity to fund future growth, giving us greater balance sheet flexibility as we scale. Geetansh Bamania Importantly, our earnings translate strongly into cash flows, with EBITDA-to-CFO conversion of 1.05x in FY26. We generated ₹1,729 million of cash flow from operations during the year, which Chairperson, Managing fully funded our growth capex, while delivering revenue growth of over 40%. Director, and Chief Executive Officer Our ambition is to build Rentomojo into a scaled, technology-led platform for flexible living, while remaining disciplined on profitability and capital efficiency. The IPO is an important milestone in that journey, but it is only the beginning. Quarterly Review For the Quarter Ended 30th June 2026 Financial Highlights Key Highlights Revenue from EBIT 22.9% 25.5% 14.1% Operations 1,263 289 • Revenue from operations grew at a healthy 1,095 ₹ in million ₹ in million rate of 51.1% YoY and 15.3% QoQ 836 supported by growth in live items and items ▲ +51.1% YoY ▼ −7.8% YoY 179 ordered ▲ +15.3% QoQ ▼ −38.1% QoQ • Total income grew at a rate of 49.8% YoY and 12.1% QoQ, other income has remained stable. Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 • EBITDA grew at 17.5% YoY and –16.2% QoQ. However, excluding the one time impacts of fire and other income, normalised EBITDA grew at a healthy 50.2% YoY and 13.9% QoQ EBITDA PAT 15.0% 14.8% 6.2% 41.0% 43.1% 32.2% • EBIT grew at –7.8% YoY and –38.1% QoQ. 488 0.65 However, excluding the one time impacts of ₹ in million ₹ in million 168 500 0.6 409 fire loss and other income, normalised EBIT 0.55 ▲ +17.5% YoY 400 348 ▼ −38.6% YoY 128 grew at a healthy 50.8% YoY and 12.7% 300 0.45 QoQ ▼ −16.2% QoQ ▼ −53.3% QoQ 78 0.35 • PAT grew at –38.6% YoY and –53.3% QoQ. 100 However, excluding the one time impacts of 0.25 fire loss, other income, and the impact of 0 0.2 Margin Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 DTA which was not in Q1FY26, normalised PAT grew at a healthy 71.8% YoY and 11.2% QoQ Note: All financials are on a consolidated basis for the period under review EBITDA = PAT plus tax expense, finance costs, and depreciation and amortisation expense. EBIT = EBITDA - depreciation and amortisation expense. PAT= PAT after exceptional items. Margins are calculated on Total Income Financial Highlights 40.5% 41.1% Normalised EBITDA Normalised ROE 4 28.8% 348 27.6% 26.9% ₹ in million 300 % of shareholders' equity ▲ +50.2% YoY ▲ +13.9% QoQ 100 ▲ +198 bps YoY ▲ +122 bps QoQ Q1FY26 Q4FY261 Q1FY272 Q1FY26 Q4FY26 Q1FY27 22.9% 22.9% 23.0% Normalised EBIT Normalised ROCE 5 26.4% 26.8% 26.6% ₹ in million % of capital employed ▲ +50.8% YoY ▲ +12.7% QoQ Stable QoQ Q1FY26 Q4FY261 Q1FY27 2 Q1FY26 Q4FY26 Q1FY27 15.0% 17.4% 17.3% Cost of Debt Key Highlights Normalised PAT • Normalised profits grew 50–72% YoY: EBITDA 219 9.58% Weighted average, 197 ₹523mn, EBIT ₹293mn, PAT ₹219mn. Q1 FY27 128 • ROE rose 198 bps YoY to 28.8%; normalised ₹ in million ROCE reached 26.6%. 8.95% ▲ +71.8% YoY ▲ +11.2% QoQ Latest debt raised • Normalised ROCE is ~17.0 pts above the 9.58% weighted average cost of debt. Q1FY26 Q4FY261 2 3 Q1FY272 3 1 Adjusted for non-recurring income. Margin 2. Adjusted for exceptional item. 3 Adjusted for deferred tax income/expense. 4 Annualised, adjusted for non-recurring, exceptional items and deferred tax income/expense. 5 Annualised; adjusted for exceptional items. Normalisation Bridge Q4FY26 EBITDA bridge Exceptional: one-time fire loss EBIT bridge Exceptional: one-time fire loss PAT bridge Exceptional: one-time fire loss Non-recurring income: past liability write-off Non-recurring income: past liability write-off Deferred tax ₹ in million; reported to normalised ₹ in million; reported to normalised ₹ in million; reported to normalised Non-recurring income: past liability write-off 488.2 – −29.3 289.1 – −29.3 +58.7 – −29.3 458.9 259.8 197.3 167.9 EBITDA Exceptional Non-recurring Normalised EBIT Exceptional Non-recurring Normalised PAT Deferred tax Exceptional Non-recurring Normalised Q1FY27 EBITDA bridge Exceptional: one-time fire loss EBIT bridge Exceptional: one-time fire loss PAT bridge Exceptional: one-time fire loss Non-recurring income: past liability write-off Non-recurring income: past liability write-off Deferred tax ₹ in million; reported to normalised ₹ in million; reported to normalised ₹ in million; reported to normalised Non-recurring income: past liability write-off +113.7 – 521.9 +113.7 – 291.9 +113.7 – 219.3 408.2 178.3 +27.3 78.4 EBITDA Exceptional Non-recurring Normalised EBIT Exceptional Non-recurring Normalised PAT Deferred tax Exceptional Non-recurring Normalised Operational Highlights Gross Items Ordered Items per User 2.8 2.8 329,159 257,956 Count Ratio 225,705 ▲ +45.8% YoY ▲ +27.6% QoQ ▲ +6.0% YoY Stable QoQ Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Live Items Average Occupancy 922,631 86.2% 851,184 85.7% Rate 1 83.3% Count 654,428 % average ▲ +41.0% YoY ▲ +8.4% QoQ ▲ +234 bps YoY Stable QoQ Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Live Subscribers 283,058 Occupancy Rate 253,825 86.8% (Period End) 207,711 84.8% 84.5% Count % at close ▲ +36.3% YoY ▲ +11.5% QoQ ▲ +199 bps YoY StaSbtaleb lQeoQ Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Avg Revenue per Item Purchase Displaced 1,663 4,137 1,557 1,555 ₹ per item ₹ in million 3,084 2,729 ▲ +6.8% YoY ▲ +6.9% QoQ ▲ +51.6% YoY ▲ +34.2% QoQ Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Note: 1 Calculated as Average Items Deployed with Subscribers for the year/period divided by Average Live Items for the year/period. Growth Strategy — Three Levers, Led by Omnichannel Three growth levers Why omnichannel matters Awareness is still nascent 1 Omnichannel retail Online search volume for furniture and appliance rental is 15% of [Showing first 8,000 characters — download PDF for full document]