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July 22, 2026 BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra-Kurla Complex, Dalal Street, Bandra (East), Mumbai - 400 001 Mumbai - 400 051 Scrip Code: 532790 Symbol: TANLA Sub: Letter to Shareholders for quarter ended June 30, 2026. Dear Sir/ Madam, With reference to the subject cited, we are enclosing herewith Letter to Shareholders for quarter ended June 30, 2026. Request you to take the same on record and oblige. Thanking you Yours faithfully, For Tanla Platforms Limited Seshanuradha Chava General Counsel and Company Secretary ACS-15519 Shareholders’ Letter and Results Q1 FY27 | 22 JULY 2026 Table of Contents Financial Performance 03 Message from Chairman 04 Management Discussion Q&A 07 Quarterly Disclosures 09 Policies 16 Deep-Dive Charts 20 Financial Performance Q1 FY27 Revenue Gross Profit EBITDA 12,264 Mn 3,262 Mn 2,012 Mn 4.1% QoQ & 17.8% YoY 2.6% QoQ & 25.1% YoY 4.9% QoQ & 22.7% YoY PAT EPS Cash and Cash equivalents 1,422 Mn 10.77 Per Share 11,970 Mn 5.8% QoQ & 20.1% YoY 5.8% QoQ & 22.1% YoY Post dividend payout of 796 Mn Digital Platforms Revenue Gross Profit EBITDA 1,031 Mn 1,015 Mn 811 Mn 0.2% QoQ & 12.2% YoY 0.2% QoQ & 12.2% YoY 78.6% Margin Enterprise Communications Revenue Gross Profit EBITDA 11,233 Mn 2,247 Mn 1,201 Mn 4.5% QoQ & 18.4% YoY 3.8% QoQ & 32.0% YoY 10.7% Margin Significant Events • London Business School published a case study on Tanla’s Wisely.ai deployment with Indosat, documenting how the AI-native platform protects over 100 Mn users in Indonesia from spam and scam communications • Received Special Recognition at the IIT Madras Social Impact Awards 2026 for the Cyberabad Traffic Pulse initiative, building on our recognition at the Global CSR and ESG Awards in 2025 Q1 FY27 is a strong start to the year. Revenue grew 17.8% YoY, with gross profit and EBITDA growing even faster, reflecting an improving quality of growth. Our objective isn’t revenue growth at any cost. It’s profitable growth that consistently converts into cash. - Uday Reddy, Founder Chairman & CEO Shareholder Report Q1 FY27 3 Message from the Chairman “Dear Shareholders, Three aspects of this performance are particularly important. Q1 FY27 marks a strong start to the year, with growth across all our key financial metrics. More importantly, First, gross profit and EBITDA grew faster than revenue the quarter gives us a clear view of what is working and year-on-year. This reflects an improvement in the where we need to improve. quality of growth, supported by higher wallet share among existing customers. Revenue grew 17.8% year-on-year and 4.1% sequentially. Gross profit grew 25.1% year-on-year and Second, EBITDA and PAT also grew faster than revenue 2.6% sequentially. EBITDA increased 22.7% year-on-year sequentially, reflecting continued operating discipline. and 4.9% sequentially, while PAT grew 20.1% year-on- As we grow, we must ensure that a greater proportion year and 5.8% sequentially. We generated free cash of incremental gross profit flows through to earnings. flow of 1,259 Mn crore during the quarter. Third, the business converted its performance into strong free cash flow. Ultimately, growth must translate into cash. This gives us the ability to fund our priorities while maintaining financial strength. However, we must examine the numbers with equal honesty. Sequentially, gross profit grew slower than revenue. Improving revenue mix and gross- margin conversion therefore remains an important management priority. We will not pursue volume for its own sake. The revenue we add must improve customer relevance, margins and cash generation. Our focus during the quarter was on deepening relationships with existing customers, increasing wallet share and maintaining execution discipline. The performance reflects the underlying resilience of the business. We remain focused on the measures that determine the quality of growth—revenue mix, gross margins, operating leverage, working-capital discipline and cash conversion. These will continue to guide our decisions as we work to create sustainable long-term value. Our priorities for Q2 are specific: sustain revenue momentum, improve gross-margin quality, convert customer opportunities into billed revenue, maintain discipline on costs, and strengthen collections and cash conversion. Q1 gives us a strong start and positive momentum. Our responsibility now is to build on this performance through the rest of the year. Thank you for your continued trust.” Uday Reddy Founder Chairman & CEO Shareholder Report Q1 FY27 4 Tanishq Case Study Driving Store Visits with Hyper-Targeted Click-to-WhatsApp Ads Jewellery Retail | India | CTWA Performance Marketing & Hyperlocal Store Activation About the Client Client: Tanishq (Tata Group) The Opportunity For its Festival of Diamonds campaign, the marketing team at Industry Jewellery Retail Tanishq wanted to drive footfall to its stores. They needed to reach India — 240+ cities, the right audience, nudge them to locate and visit the nearest Geography 410+ stores store, and directly attribute sales to campaign efforts — all while starting with a contained pilot before scaling. Festival of Diamonds — Campaign up to 20% off Specific objectives included: Karix (a Tanla • Reach the right target audience to generate awareness of the Partner Company) + Meta diamond jewellery offer • Attribute store footfalls and purchases directly to campaign spend (ROAS measurement) CTWA Ads via Meta + Solution • Start small with a hyperlocal pilot across 4 cities before rolling out WhatsApp Chatbot nationally Solution Offered Tanishq and Karix deployed a tightly integrated CTWA campaign combining Meta’s advertising platform for precise audience targeting with a WhatsApp chatbot for seamless, in-thread store discovery. The solution bridged the gap between digital advertising and physical store visits — turning a Meta ad click into a mapped route to the nearest Tanishq showroom. Hyper-Targeted Meta WhatsApp Chatbot — CTWA Ads - Festival of In-Thread Store Discovery Diamonds Experience Tanishq partnered with Karix and Meta to run Users who clicked the ad were instantly connected Click-to-WhatsApp (CTWA) ads on Meta’s to the Tanishq Jewellery WhatsApp chatbot. The platform. The ad creative highlighted the flagship chatbot delivered a seamless, three-step in-thread offer — up to 20% off on diamond jewellery — experience: it reiterated the offer with a sense of along with other key value propositions. Meta’s urgency (offer expiry), prompted users to select their superior audience targeting capabilities ensured city, and then shared the nearest store locations ads reached high-intent, geographically alongside Google Maps links — all within a single relevant users in 4 pilot cities. WhatsApp conversation. Hyperlocal Pilot Before Direct Attribution of Store National Scale Footfall & Sales Rather than launching nationally from day one, By using CTWA as the entry point, every store visit and Tanishq ran a disciplined pilot across 4 cities. purchase could be directly traced back to a specific This allowed the team to validate the CTWA + campaign interaction. This solved one of Tanishq’s WhatsApp chatbot model, measure attributable core challenges — attributing offline sales to digital store visits and purchases against ad spend, advertising — delivering a clear ROAS measurement and build the data case for broader rollout — that justified continued investment and scale-up of a deliberate, performance-led approach to the pilot. channel adoption. Shareholder Report Q1 FY27 5 Impact Metrics ~9,000 >14× Unique Leads ROAS generated in 4 Return on Ad Spend hyperlocal cities via store sales Impact The Festival of Diamonds CTWA pilot delivered exceptional ad was guided — without leaving WhatsApp — to the exact commercial results — generating 4.1 crore in revenue from store nearest to them, with the offer reiterated at precisely a contained 4-city pilot, with a greate [Showing first 8,000 characters — download PDF for full document]