Investor Presentation

October 30, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, Dalal Street, G Block, Bandra - Kurla Complex, Mumbai 400 001 Bandra (East), Mumbai 400 051 Scrip Code: 545004 Trading Symbol: JPL Dear Sirs, Sub: Disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Presentation on the Unaudited Financial Results The presentation on the Unaudited Financial Results (Consolidated and Standalone) for the quarter and half year ended September 30, 2026, to be made today, at the analyst meet, is attached and also available on the website of the Company at https://www.jio.com/about/investor-relations/financials/financials-results/ This is for information and records. Thanking you Yours faithfully, For Jio Platforms Limited Venkataraman Ramachandran Compliance Officer Encl.: as above Q2 and H1 FY27 Results Presentation 30 Oct 2026 Forward Looking Statement This presentation contains forward-looking statements which may be identified by their use of words like "plans," "expects," "will," "anticipates," "believes," "intends," "projects," "estimates" or other words of similar meaning. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, product development, market position, expenditures, and financial results, are forward-looking statements. Forward-looking statements are based on certain assumptions and expectations of future events. The companies referred to in this presentation cannot guarantee that these assumptions and expectations are accurate or will be realized. The actual results, performance or achievements, could thus differ materially from those projected in any such forward-looking statements. The company assumes no responsibility to publicly amend, modify or revise any forward-looking statements, on the basis of any subsequent developments, information or events, or otherwise. Q2 FY27: Performance Update Total Customer Base 5G Customer Base Total Broadband Homes Monthly Data Consumption per Customer 542.4 Mn 300 Mn 30 Mn 44.2 GB / Month Net Adds 36 Mn YoY Net Adds 66 Mn YoY Net Adds 7.3 Mn YoY ~14% YoY Connectivity ARPU Revenue from Operations Reported EBITDA EBITDA Less Capex ₹ 218.8/month ₹ 40,475 Cr ₹ 21,879 Cr ₹ 15,449 Cr in Q2 3.5% YoY 11.4% YoY 16.6% YoY | 54.1% Margin 52.5% YoY Jio’s Virtuous Performance Cycle GROW Grow our mobility, home and business customer base with high-speed connectivity and digital services 96 DEEPEN Increase customer value through deeper digital engagement and stronger retention 223 Translate growth into profit and cash through operating leverage, cost efficiency, and disciplined capital CONVERT allocation 232 BUILD Develop new services, and new markets through innovation, digital offerings, and partnerships India Opportunity and Jio’s Right to Win Mobility Home Broadband Digital Economy Customers (Mn) Customers (Mn) US$ Tn Broadband (4G+5G) Others % HH 100%+ % of 197 ~20% ~46% vs ~14% ~22% 146 68% Mobile broadband 88% Penetration GVA 60 penetration 100%+ (% of Population) 61% ~1.4 1,367 +340 1,266 209 150 1,339 1,002 64 (98%) 253 (79%) FY26 FY31P FY26 FY31P FY26 FY31P Jio commands over ~51% CMS in Jio’s proprietary UBR technology Jio is the digital gateway to serve Wireless Broadband market* and over enables rapid deployment - 2x higher net domestic and global markets 232 60% CMS in 5G subscribers adds than nearest competitor in the 127 trailing 3 months Source: TRAI Sep’26 / Mar’26 /Jun’26, Analysys Mason, MoSPI, MeitY; *Wireless Broadband excluding FWA (Sub6+UBR) and M2M broadband Massive Customer Growth: 542 Mn Customers; 300 Mn Now on 5G 5G Subscribers at ~300 Mn, world's largest 5G operator Total Customer Base (Mn) 5G Customer Base (Mn) outside China and higher than the combined 5G base of top 2 146 US operators 60 Net Adds: QoQ +9 Mn | YoY +36 Mn Net Adds: QoQ +15 Mn | YoY +66 Mn Broadband market share 1.5x 542.4 96 the second player 533.3 Jio continued strong active 506.4 300.0 285.0 mobility net adds vs negligible 242 active subscriber additions by 234.4 nearest competitor & 2x of Industry Q2FY27 118 Q2 FY26 Q1 FY27 Q2 FY27 Differentiated “True 5G” services Q2 FY26 Q1 FY27 Q2 FY27 leading to adoption with +15 Mn customers adds to the 5G base of Q2 Source: Competition insights are from TRAI, Sep’26 AirFiber Driving Home Broadband Market Share Fixed broadband customers ~30Mn Jio Home base ~30 Mn subscribers; 197 AirFiber (including UBR) as Growth 146 JioAirFiber customers (Mn) 60 Engine reaches ~15.1 Mn 9.6 11.5 12.9 14.0 15.1 subscribers 30.0 Jio net adds 2x higher than nearest 28.6 competitor in the past 3 months 27.1 242 25.3 Jio continues to be the world’s largest FWA provider 22.7 166 Jio is the only operator with UBR solution with point to multi point Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 access Source: Competition insights are from TRAI Sep’26 Multiple Flywheels Creating Strong Network Effect More 197 Customers Better Distribution Capabilities 60 Deeper Engagement 96 Future Ready Personalized Insights Ecosystem Scale Better Technology Better Data Distribution Products and Monetization Services Flywheel Flywheel Flywheel Higher investment in Network & Technology Greater Customer 158 Insights More Partnerships Gateway to Digital India: Co-creating Market with Partners Productivity Entertainment Artificial Intelligence Financial Services AI-Pro Deep Customer Understanding – Jio’s secret sauce to building the digital gateway Superior 5G SA Network Enables Engagement Beyond Connectivity Jio’s offerings leads to Data Consumption per superior customer Customer (GB / month) engagement Mobility Digital Services 44.2 43.7 38.7 5G SA network – Faster Entertainment – streaming, speed, wider coverage and music and live sports low latency Q2 FY26 Q1 FY27 Q2 FY27 Education/ Productivity - Higher usage and access to Gemini Pro / stickiness as customers Canva Pro tools, learning move to 5G content for students 1.3x higher Monthly data consumption per customer than nearest competitor in the past 3 months* Superior Network Value Beyond Experience Connectivity Source: *Competition Quarterly result for QEJun’26 STB Gateway to Many Touchpoints across One Home Entertainment Play Work Jio TV+ JioGames JioPC Largest Cloud Gaming Cloud Desktop on Integrate Content Platform Subscription, No Across OTT Platforms for Pro-Level Gaming Hardware to Buy and TV Channels 5 Hours+ AffordableGaming Affordable and Secure Modern TV Experience ExperienceforEvery Computing for Every Home Daily Avg STB Indian Duration per customer Enterprise: Beyond Connectivity: One Partner for Every Business Relationship Quantum Safe SD-WAN / Unified Threat Security Security Network Firewall Management Operation Center SaaS Video AI/ML Based 96 Platforms Communication IoT 209 Solutions Analytics Analytics 223 Cloud Enterprise Hybrid Multi Cloud Compute Cloud Cloud Interconnect Mobility Fixed 232 Connectivity Private 5G 126 Broadband Broadband Operating and Financial KPIs (1 of 2) Q2 Q1 Q2 H1 H1 KPI / unit FY27 FY27 FY26 FY27 FY26 Operating KPIs Total Customer Base (Mn) 542.4 533.3 506.4 542.4 506.4 Net Customer Addition (Mn) 9.1 8.9 8.3 18.0 18.2 ARPU (For exit quarter) (₹ / month) 218.8 215.6 211.4 218.8 211.4 Data Traffic (billion GB) 71.3 69.4 58.4 140.74 113.1 Monthly Data per Customer (For exit quarter) (GB / month) 44.2 43.7 38.7 44.2 38.7 Monthly Churn (For exit quarter) (%) 1.6% 1.6% 1.9% 1.6% 1.9% Financial KPIs Revenue of the Company JPL SA (₹ Cr) 4,881 4,747 3,941 9,628 7,620 Revenue from Operations JPL Consol (₹ Cr) 40,475 39,173 36,332 79,648 71,364 EBITDA (₹ Cr) 21,879 20,865 18,757 42,744 36,892 EBITDA Margin (%) 54.1% 53.3% 51.6% 53.7% 51.7% Operating and Financial KPIs (2 of 2) KPI / unit Q2 FY27 Q1 FY27 Q2 FY26 H1 FY27 H1 FY26 EBIT (₹ Cr) 14,268 13,407 12,082 27,675 23,738 EBIT M [Showing first 8,000 characters — download PDF for full document]