Newspaper Publication for the quarter ended 30 September 2026

8th November 2026 The National Stock Exchange of India BSE Limited Limited General Manager-DSC Manager-Listing Phiroze Jeejeebhoy Towers Exchange Plaza, Dalal Street, Fort, Bandra Kurla Complex, Bandra (East) Mumbai – 400 001 Mumbai – 400 051 Tel No.: 022-2272 2039 Tel No.: 022-2659 8237/38 Scrip Code: 539436 Symbol: COFFEEDAY Dear Sir/Madam, Sub: Newspaper Advertisement- Unaudited Financial Results for the quarter ended September 30, 2026. In terms of Regulation 47 to the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 ('Listing Regulations'), as amended from time to time, please find enclosed herewith the newspaper advertisement for the Un-audited Financial Results of the Company for the Quarter ended 30 September 2026, published on 8th November 2026 in the following newspapers: a) Business Line b) Prajavani. Kindly take the same on record. Thanking you, For Coffee Day Enterprises Limited Sadananda Poojary Company Secretary & Compliance Officer Mem No.: F5223 Regd. Office: No.165, R.V. Road,(Near Minerva Circle), Bangalore- 560004 CIN : L55101KA2008PLC046866, email: investors@coffeedaygroup.com, website: www.coffeeday.com, GSTIN:29AADCC3995L1Z0, Phone: 080-67212345 MUMBAI Your Money businessline. portfolio 9 SUNDAY-NOVEMBER8-2026 Not your garden-variety correction FACT OF THE MATTER. The crash on November 5, 2026, is notable given the intensity of the correction amid rising friction to the AI theme of capital, lack of profitability turns. This is notwithstand- Nishanth Gopalakrishnan and questions on viability, NOVEMBER 5 ing the hit to consumption bl. research bureau regulatory concerns) to the FACTS due to the wealth effect, if the AI theme. Hence, it is im- market crash deepens. Nasdaq-100’s worst The AI trade is in a meltdown portant to stay cautious and (cid:129) Besides, political resist- day since Covid after Democrats swept the not treat it like other buy- ance towards data centres US mid-term elections, over the-dip episodes of the past (cid:129)SOXX ETF’s second and regulatory scrutiny on AI concerns that there could be six years. Last week’s AI worst day in history could intensify in the coming more regulatory scrutiny of crash is not your garden-vari- CBOE VIX’s third days. Several newly-elected (cid:129) AI and slowdown in the data ety correction. highest spike representatives have called centre build-out. These have for moratoriums on data only added on to the risks SEMIsTAKE IT ON THE centre construction. Meta that were already exisiting CHIN Platforms President Dina but the market refused to ac- Speaking of individual markets. The year also saw Powell McCormick com- knowledge so far — such as stocks, semiconductor earlier how such debt issu- mented that it is ‘going to be rising cost of capital, absence names were the most im- ances are crowding out sav- harder’ to build data centres of revenue potential that jus- pacted. Shares of Sandisk, ings, that led to sovereign following the mid-term elec- tifies the trillions of dollars Micron and Western Digital yields climbing towards 5.4 tion, as reported by the Wall of capex, and cash flows of lost 17-22 per cent on per cent. Street Journal. According to hyperscalers draining due to November 5, topping the Here’s another interesting Reuters, Representatives the capex. The mid-term res- table. In Sandisk’s case, the data from last week’s crash. Lori Trahan of Massachu- ults have now provided the stock had gained 10x to its Typically, when equity mar- setts, Zoe Lofgren of Califor- trigger for the market to ac- 52-week high of $2,354 in kets crash, there is a flight to nia and Abdul El-Sayed of knowledge the risks. June from $237 on Decem- safety towards treasuries and Michigan have plans to push In what some experts are ber 31, 2025. It has now been treasury yields tend to fall. legislation requiring inde- now calling as the AI bubble reduced to $835. A 10x gain For instance, in early March pendent experts to assess bursting, the tech-laden Nas- and a subsequent 66-per cent 2020, when Nasdaq-100 fell whether AI models meet daq-100 plummeted 6.4 per wipeout: all in a span of about 12.2 per cent in a single day, safety standards. cent on November 5, its 10 months! And bear in the 10-year yield fell 24 bps worst single-day returns mind, this is not a small- or on the same day or 25 per FEELING JITTERS since a 12.2-per cent fall dur- mid-cap stock. It is a large- cent from previous day close, ALREADY e 6 ing the early days of Covid in cap stock with a market-cap as investors took refuge in That said, market’s nervous- e 6 1 1 March 2020. Its market-cap of $119 billion! bonds. On November 5, the ness is beginning to show up. 1 1 2 2 decline of $2.2 trillion on Other prominent ones yield fell just a mere 5 bps or Anthropic is expected to 2 2 3 Thursday is its worst ever. such as Nvidia, SK hynix, 1 per cent from November go public in mid-November. 3 Since its 52-week high on Oc- TSMC and Samsung Elec- 4’s close. According to a Bloombergre- tober 6, the index has given tronics also feature in the In case of neo clouds such port, potential investors in up gains of over $5.2 trillion. list. Most of them are down a as CoreWeave and even Or- its IPO are now looking at Wall Street’s fear gauge, brutal 40-70 per cent from acle for that matter, it is not giving Anthropic a valuation the CBOE Volatility Index or their 52-week highs. only their shares that have of $1.1 trillion. Do note that VIX, jumped 70 per cent on The iShares Semicon- got trounced but also their this is a company that was November 5 — the third ductor ETF (SOXX) fell 12.1 bonds. Take a look at the seeking a valuation of $2 tril- highest in history, after the per cent on November 5 — graphic. The yield spreads of lion only last month. Its peer ‘Volmageddon’ episode of its second worst day in his- their bonds over comparable OpenAI is also in the same February 2018 and the 74-per tory after a 15-per cent de- Treasury yields have expan- boat. Per Reuters, the com- cent jump on December 18, cline during the early days of ded over time, showing the pany has raised $11 billion in 2024, when the market was Covid. Semiconductor/ chip perscalers got away with ted to be strong, the fact that market’s growing concerns its latest funding round last caught off guard by a hawkish stocks have also given up smaller losses, neo cloud multiples have derated indic- on their credit worthiness. week, at a valuation of $1.25 Fed FOMC meeting. Vol- most of their relative outper- stocks have been decimated. ates that the market is get- Further, the US economy trillion — down from the mageddon was when the VIX formance over software They are down at least two- ting sceptical of the earnings is now more dependent on $1.5 trillion it initially climbed 116 per cent on Feb- stocks. Look at the graphic thirds since their 52-week estimates being met. AI-related capex. In Q1, Q2 sought. ruary 5, 2018, when concen- that shows the ratio chart of high. Here’s something inter- and Q3 of 2026, real GDP The tide is definitely shift- trated short volatility trades SOXX ETF to IGV ETF. esting to ponder. On grew 2.5 per cent, 2.2 per ing as far as the AI trade is (will make money if market SOXX is proxy for semicon- BIZARRE LOW Monday, Marvell Techno- cent and 3.4 per cent respect- concerned. How far and how volatility stays low or falls) ductor stocks, IGV is for soft- VALUATION logy, a $150-billion chip before market began specu- demic crash, for instance ively. The contribution by fast that shift unfolds will be set off a negative feedback ware stocks. A ratio of 100 What’s bizarre is that these design company announced lating the deal. Enterprise (between 0.6 per cent and 0.7 private sector investment in one of the key battles mar- loop. As VIX rose, traders represents chip stocks out- semiconductor stocks have its acquisition of Lumentum value of Marvell, too, is down per cent). Ultra-low interest information processing kets could grapple wi [Showing first 8,000 characters — download PDF for full document]