Letter to Shareholders for the quarter & half year ended September 30, 2026

October 27, 2026 BSE Limited National Stock Exchange of India Limited 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 and half year ended September 30, 2026 Dear Sir/ Ma’am, With reference to the subject cited, we are enclosing herewith Letter to Shareholders for quarter and half year ended September 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 Protecting every digital citizen! Shareholders’ Letter and Results Q2 FY27 Table of Contents Financial Performance 03 Message from Chairman 04 Management Discussion Q&A 09 Quarterly Disclosures 11 Policies 18 Deep-Dive Charts 22 Financial Performance Q2 FY27 Revenue Gross Profit EBITDA 13,517 Mn 3,531 Mn 2,143 Mn 10.2% QoQ and 25.3% YoY 8.2% QoQ and 23.1% YoY 6.6% QoQ and 20.8% YoY PAT EPS Cash and Cash equivalents1 1,464 Mn 11.09 Per Share 14,474 Mn 3.0% QoQ and 17.1% YoY 3.0% QoQ and 17.7% YoY Digital Platforms Revenue Gross Profit EBITDA 1,047 Mn 1,033 Mn 820 Mn 1.6% QoQ and 6.4% YoY 1.7% QoQ and 6.5% YoY 78.6% Margin Enterprise Communications Revenue Gross Profit EBITDA 12,470 Mn 2,498 Mn 1,323 Mn 11.0% QoQ and 27.2% YoY 11.2% QoQ and 31.6% YoY 10.7% Margin Significant Events • ValueFirst Overseas Acquisition: Tanla completed the acquisition of ValueFirst’s overseas business, strengthening its international presence. • Panel Discussion at London Business School: Tanla and London Business School hosted a panel discussion on Trust in an AI-driven Digital Economy, bringing together leaders from industry, regulation and academia. • Fast Company: Tanla ranked #8 on Fast Company’s Best Workplaces for Innovators 2026 list, recognising its culture of innovation. • BIG Sustainability Awards 2026: Tanla received the Sustainability Leadership Award, recognising its commitment to responsible and sustainable business practices. • Global Fintech Fest 2026: Karix showcased its AI-powered customer engagement solutions, highlighting the role of AI and trust in transforming enterprise communications. We delivered another strong quarter with double-digit growth across all key financial metrics. Our Enterprise Business grew 27.2% YoY, reflecting the strength of our customer relationships and competitive position. With over 14,400 Mn in cash and a debt- free balance sheet, we are well positioned to pursue our growth ambitions while maintaining financial discipline. - Uday Reddy, Founder Chairman & CEO 1. Cash balance includes liquid funds which are held as investments and fixed deposits having a maturity period of greater than twelve months Shareholder Report Q2 FY27 3 MESSAGE FROM THE CHAIRMAN “Dear Shareholders, As we enter the festive season, I wish you and your families a very Happy Diwali. Tanla delivered another strong quarter, extending the growth momentum we have sustained over the past six quarters. Our performance reflects the strength of our business, deeper customer relationships and consistent execution. Revenue grew 25.3% YoY and 10.2% QoQ, gross profit increased 23.1% YoY and 8.2% QoQ, and EBITDA grew 20.8% YoY and 6.6% QoQ. Our revenue retention of 119% reflects continued expansion within our existing customer relationships. Our financial position remains strong. We generated 2,316 Mn in free cash flow during the quarter and closed with 14,474 Mn in cash and zero debt. The Board has declared an interim dividend of 6 per share. Enterprise Business - Sustaining Market-Leading Growth Our Enterprise Business delivered 27.2% YoY revenue growth, continuing to outpace the Indian enterprise communications industry. This performance reflects our strong competitive position, deep customer relationships and ability to capture opportunities across communication channels. Our scale, telecom partnerships and execution capabilities continue to differentiate us in the market. We are particularly encouraged by the momentum among our large enterprise customers. Our 500 Mn-plus customer cohort grew 11% QoQ, reflecting the growing depth of our customer relationships. WhatsApp continues to be a significant growth driver, with strong enterprise adoption of conversational communication. During the quarter, we completed the acquisition of ValueFirst’s international operations, expanding our presence in the Middle East and Southeast Asia. The acquired business contributed 285 Mn in revenue from two months of consolidation. Our priority is to integrate these operations effectively, deepen customer relationships and build a stronger, more profitable international business. Shareholder Report Q2 FY27 4 While revenue and gross profit growth remain Looking Ahead strong, improving operating leverage continues to be a priority. EBITDA growth was also impacted As we enter the second half of FY27, I am by the consolidation of ValueFirst’s international encouraged by the momentum in our Enterprise operations, which currently operate at lower Business, our strengthening competitive position profitability levels. and the long-term opportunities emerging from AI and intelligent communications. Platform Business - Progress and Priorities Our priorities are clear sustain growth ahead of Our Platform Business grew 6.4% YoY, below our the market, expand margins, accelerate platform expectations. The prolonged delay in the regulatory commercialisation and maintain strong cash implementation of India’s consent framework has generation. With six quarters of sustained growth, affected the anticipated commercial rollout and a debt-free balance sheet and strong customer growth of our Consent platform. We have continued relationships, we have a solid foundation for the investing in the platform and remain positioned to next phase of Tanla’s growth. respond as the regulatory framework progresses. Thank you for your continued trust and support.” Meanwhile, Wisely.ai continues to demonstrate the impact of AI-powered intelligence through its deployment at Indosat in Indonesia. The platform has helped protect millions of consumers from spam and scams, demonstrating its effectiveness at scale. Uday Reddy This initiative has also attracted academic interest, Founder Chairman & CEO including a case study at London Business School, with participation from members of our leadership and Board. Our focus remains on accelerating platform adoption, strengthening commercial execution and translating technology investments into sustainable revenue and gross profit growth. AI and the Future of Communications The global communications industry is entering an important phase of transformation. AI is changing how enterprises engage with customers, automate interactions and deliver personalised experiences. We believe the next phase of industry growth will increasingly be shaped by intelligence, identity, security and trusted customer engagement, alongside traditional communications infrastructure. For Tanla, this evolution presents a meaningful opportunity. Our established enterprise relationships, telecom partnerships and experience in large-scale communications technology provide a strong foundation to participate in this transformation. Our ambition is to create differentiated solutions that deliver measurable customer value and contribute to sustainable, profitable growth. Shareholder Report Q2 FY27 5 Case Study Protecting Bank Customers from Scams at National Scale How Tanla’s Wisely.ai stopped smishing (SMS phishing) at the source for a leading private-sector bank From Telecom to Banking: Wisely.ai Scales Scam Protection After protecting over 100 million users in Indonesia, Tanla’s Wisely.ai has protected 21 million customers of one of India’s top-5 private-sector banks, blocking 91 million scam messages in FY26. Introduction A leading private-sector bank, among India’s top-5 [Showing first 8,000 characters — download PDF for full document]