Investor Presentation

amag1 November 05, 2026 BRSeE: A LMimAiGteI/dS E/2026-27/80 National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, SDcarlaipl SCtoredeet ,– F 5o4rt4, 679 SByamndbroal K –u ArlMa ACoGmI plex, Bandra (E), Mumbai – 400001, Maharashtra Mumbai – 400051, Maharashtra DSuebarje Scitr:/ IMnavdeasmto,r Presentation. Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith the Investor Presentation on highlights of the financial results of the Company for the quarter and half year ended September 30, 2026. The Investor Presentation is also being hosted on the Company’s website at https://www.amagi.com/investors/quarterly-financials. We request you to please take the same on record. Thanking you. Amagi Media Labs Limited For and on behalf of Sridhar Muthukrishnan Company Secretary and Compliance Officer Membership No.: F9606 Encl: As above 11Am agi Media Labs Limited (formerly known as “Amagi Media Labs Private Limited”) CIN: L73100KA2008PLC045144 Registered office: Raj Alkaa Park, Sy. No. 29/3 & 32/2, 4 Floor, Kalena Agrahara Village, Begur Hobli, Bengaluru – 560076, Karnataka P E W : +91 80 4663 4444 | : info@amagi.com | : www.amagi.com Q2 & H1 FY27 Earnings Presentation Quarter and half-year ended 30 September 2026 Amagi Media Labs Limited Earnings Call: 6 November 2026, 10:00 AM IST ir@amagi.com EXECUTIVE SUMMARY Executive Summary - - - - 01 GROWTH 02 PROFITABILITY 03 CUSTOMERS 04 FLYWHEEL ₹476 ₹89 503 1.0M Cr Cr hours ▲ +27% Y/Y ▲ +114% Y/Y ▲ +22 Y/Y ▲ +43% Y/Y Record quarterly revenue Adj. EBITDA Active customers Content processed +33% ex. base1 18.7% margin (+7.6 ppts Y/Y) 10,787 Channel deliveries 16.0 Bn ad impressions +21% CC ex. base1 30× PAT, Y/Y 125%+ TTM NRR 477 distributors IDC MARKETSCAPE 2026 Named a Leader Worldwide AI-Driven Business Cycle in the Media Industry ¹ Ex-base excludes the Q2 FY26 revenue-recognition timing benefit (~600 bps), disclosed in our Q3 FY26 results and reiterated in Q1 FY27. IDC MarketScape, AI-Driven Business Cycle in the Media Industry 2026. amagi 2 MARKET OPPORTUNITY amag1 Simplifies the Complexity of Media Operations For Content Providers For Distributors Prepar~ Distrib~ Monetization [o Content Edit Broadcast/ . Language Cable TV ,,1111111, Tracks Subtitles LIVE Streaming/ Ingest & ~ □ OTT Apps Sort c:J)) Audio Vertical Drama Apps Linear ~ Scheduling Data l'.ill'.l Descriptio 6£1 Social Media i::...::, ~ Images Video on Demand m,\Ifa, Gaming Encode & Transcode Vertical short form @ Content Targeting @ Audience Targeting For Advertisers amagi 3 MARKET OPPORTUNITY Large Market Opportunity -----------------------------~ CLOUD STREAMING MONETIZATION & - - - - AI MODERNIZATION UNIFICATION MARKETPLACE AI could expand the $6.2B $3.7B $7.0B addressable opportunity Broadcast content Video workflows across Ad-related operations Potential to nearly 2x preparation, live the streaming ecosystem and monetization production and cloud TAM over time* operations *Directional management estimate, under calibration; not a forecast. TAM today: ~$17B Source: 1Lattice Report; data as of CY2024. Total TAM $16.9B across the three categories. amagi 4 MARKET OPPORTUNITY Tailwinds Getting Stronger - - - CLOUD MODERNIZATION STREAMING UNIFICATION MONETIZATION & MARKETPLACE 10.2% 49.6% 42.5% of linear channels worldwide on cloud of US TV viewing time on streaming of US CTV ad share in total TV ad spend playout ▲ +4.5 pts Y/Y ▲ +3.2 pts Y/Y ▲ +4.3 pts Y/Y Sources: 1. Caretta Research, Q2 2026 · 2. Nielsen, The Gauge, US, Aug 2026 · 3. eMarketer, US, 2026 forecast amagi 5 CUSTOMER AND EVENTS Q2 Proof Points: Winning Across the Platform Broadcast and streaming unifying on one platform (Cloud Modernization + Streaming Unification) The local news network of one of the largest US cable operators moved live newsroom playout in two markets to Amagi CLOUDPORT and is now scaling to 60 regional feeds across 30+ markets. A leading Middle East entertainment network chose Amagi CLOUDPORT to replace its on-premises playout across 15 channels, bringing scheduling, graphics and automation into the cloud. KT Studio Genie, part of South Korea’s KT Group, expanded beyond end-to-end FAST channel support to launch vertical-video channels, bringing mobile-first content to the TV screen, a new format we see taking shape. Monetization extending across the workflow (Monetization & Marketplace) Scripps, a US broadcast group with 60+ local stations reaching about 25% of US TV households, expanded its use of Amagi THUNDERSTORM and ADS PLUS to deliver and monetize in-content ad formats within the Tablo streaming app. NDTV, an India-based news broadcaster with six channels reaching 65 countries, chose Amagi AdFlow Orchestrator to reshape long linear ad breaks for FAST and CTV, unlocking more monetization without changing its feeds or workflow. AI moving from pilots to production (Amagi INTELLIGENCE) A leading US broadcast group went live with Amagi NEWSPULSE to summarize news for its national newsroom Customer names disclosed with consent; other customers anonymized per disclosure agreements. Wins as reported for Q2 FY27. Company scale from public filings and company reports. amagi 6 CUSTOMER AND EVENTS LA PLAY 2026 and Industry Recognition FLAGSHIP EVENT · LOS ANGELES · 29 SEP 2026 700+ 41% 4 attendees at our flagship customer event of attendees were senior leaders AI products launched this quarter STUDIO · FANPULSE · Localization · Agentic NOC INDUSTRY RECOGNITION IDC MarketScape Best of Show, IBC 2026 Best Use of Agentic AI in Media LEADER Named a Leader ~ AWARDS ~ eoee 2026 TVTech · NEWSPULSE CSI Awards 2026 · NEWSPULSE IDC MarketScape 2026 Sources: TVTech Best of Show at IBC 2026 · CSI Awards 2026 · IDC MarketScape, Worldwide AI-Driven Business Cycle in the Media Industry 2026 (Doc #US54113826) · Amagi press release, 9 Sep 2026 (IBC launches). Event figures from our records; photos from LA PLAY, Los Angeles. amagi 7 BIG BETS Key themes we are betting on Preparation. .J/1. Monetization. .. <<< Managed Services run by Agents >>> $2 to $4 Cost spent on people for Efficiencies (_ Age_ntic_ Med_ia Op_s ) (_ Sma_ rt Sc_ hed~ u ler) Network Operations Center every $1 spent on tech² <<< AI-driven Content Transformation to Vertical Video, Social Media and Other Destinations >>> 54%¹ Audience of US video ad Expansion ( Amagi STUDIO ) (..__ _ NE_ WSPU_ LSE _) (..__ _ FA_ NPU_ LSE _) spend is on Social Media <<< Marketplace to drive Distribution Reach and Ad Monetization >>> Revenue 400+ brands Maximization (..__ _ Amag_ i CO_ NNEC_ T ) (_ _ AD_ SPLU_ S _) 470+ platforms advertisers Sources: 1. eMarketer, US, 2026 forecast · 2. Amagi internal estimate amagi 8 BIG BETS · AGENTIC OPERATIONS Execution moves to agents. Judgment stays with people. TODAY · people operate the software TOMORROW · the software operates itself ON AIR - - - - - - JUDGMENT decide, approve, stays decide, approve, LAYER handle exceptions handle exceptions moves EXECUTION LAYER people watching screens, 24×7, in shifts agents acting on the platform's own telemetry RIGHT TO WIN PROOF 10,787 channel deliveries · telemetry already ours · ops know-how in-house Agentic NOC live on Amagi Intella · design partner: a top-10 customer Illustrative. Icon counts do not represent actual staffing ratios. amagi 9 We said a suite. We shipped four. WE SAID WE LAUNCHED HOW EACH IS SCALING Private •beta La•unche d P•aying S•caling “…a battery of amagi STUDIO .., Fanpulse ✓ ✓ ✓ ✓ NEWSPULSE products coming - - Q3 FY26 Q4 FY26 Q4 FY26 Q2 FY27 out from our AI • • , ... , stable.” Live production in the cloud. Live sport to social ✓ ✓ I \ I One show, every screen. in under 60 seconds. Amagi STUDIO Q1 FY27 Q2 FY27 ✓ ✓ I \ I - \ FANPULSE \ _., I I ., Q1 FY27 earnings call Q1 FY27 Q2 FY27 14 August 2026 Integrated amagi intella Aa , ., Localization ✓ ✓ I \ I - \ - - Integrated \ _., I I ., I Localization Q1 FY27 Q2 FY27 [Showing first 8,000 characters — download PDF for full document]