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Investor Presentation Rentomojo Limited Q2 & H1 FY27 Disclaimer This presentation (“Presentation”) has been prepared by Rentomojo Limited (the “Company”) solely for informational purposes and is intended to provide general information concerning the Company, its business, operations and financial performance. This Presentation does not constitute, and should not be construed as, an offer, invitation, solicitation or recommendation to purchase, subscribe for, sell or otherwise deal in any securities of the Company, nor shall it form the basis of, or be relied upon in connection with, any investment decision or contractual commitment. The information contained in this Presentation has been compiled from sources believed by the Company to be reliable, including its Red Herring Prospectus, publicly available disclosures, internal records and industry reports referred to therein. While reasonable care has been exercised in preparing this Presentation, no representation or warranty, express or implied, is made by the Company or any of its directors, officers, employees or representatives as to the accuracy, completeness, fairness or reliability of the information contained herein. To the fullest extent permitted by applicable law, none of the foregoing persons shall accept any liability arising from the use of, or reliance upon, this Presentation or its contents. Certain statements contained in this Presentation may constitute forward-looking statements, including statements relating to the Company's business strategy, growth prospects, operational performance, market opportunities and future expectations. Such statements are subject to known and unknown risks, uncertainties and assumptions, including, without limitation, changes in market conditions, competition, demand for rental products, product occupancy and utilisation rates, financing costs, economic conditions and regulatory developments. Actual results, performance or achievements may differ materially from those expressed or implied in such statements. The Company undertakes no obligation to update or revise any forward-looking statements, except as required under applicable law. This Presentation is confidential to the extent not publicly disclosed and may not be copied, reproduced, modified, redistributed or disseminated, in whole or in part, without the prior written consent of the Company, except as permitted under applicable law. Any submission or filing of this Presentation with a regulatory authority or stock exchange shall not, by itself, be construed as an endorsement, verification or approval of its contents by such authority or exchange. In the event of any inconsistency between the information contained in this Presentation and the Company's disclosures or filings made with the stock exchanges, the Securities and Exchange Board of India or any other statutory or regulatory authority, the relevant statutory or regulatory disclosures and filings shall prevail. Key Highlights Revenue from Operations Normalised EBITDA Normalised PAT ₹1,421 mn ₹588 mn ₹240 mn ▲ +52.8% YoY ▲ +12.5% QoQ ▲ +52.7% YoY ▲ +12.6% QoQ ▲ +52.2% YoY ▲ +9.4% QoQ Items Ordered Normalised ROE (annualised) Purchase Displaced 3,81,347 24.57% ₹4,469 mn ▲ +45.0% YoY ▲ +15.9% QoQ ▼ −396 bps YoY ▼ −427 bps QoQ ▲ +60.5% YoY ▲ +8.0% QoQ Note: NormalisedROE is annualised and adjusted for non-recurring and exceptional items and deferred tax. The decline is due to larger equity base post ₹1,414 million net fresh issue in Q2 FY27. NormalisedROE would be 30.0% without giving effect to the ₹1,414 million net proceeds. Management Commentary Our Q2 FY27 results reflect the strength of our underlying business. Items ordered grew 45.0% year-on-year, revenue grew 52.8% to ₹1,421 million, normalised EBITDA grew 52.7% to ₹588 million, and normalised PAT grew 52.2% to ₹240 million. Growth was broad-based, with live subscribers up 42.5%, live items up 44.0%, and average occupancy improving to 85.9%. Normalised EBITDA margin remained healthy at about 41% for H1 FY27, while normalised PAT margin stood at ~17%. Geetansh Bamania Our earnings continue to convert into cash, with H1 operating cash flow of ₹1,100 million, representing 110% of EBITDA. Following the IPO, net worth stood at ₹4,662 million and net debt reduced to ₹1,306 million as of September 2026. Normalised ROCE stood at 25.3%, reflecting our Founder, Chairperson, focus on capital efficiency. Managing Director and Chief Executive Officer We remain focused on scaling Rentomojo through subscriber growth, better asset utilisation and technology, while maintaining strong profitability, cash generation and returns on capital. Initial Public Offering Equity shares listed on the NSE and the BSE on 17 September 2026 | Amounts in ₹ million unless stated otherwise Listing date Total issue size 17 Sep 2026 ₹12,556 mn NSE and BSE 3,10,80,011 shares transacted Fresh issue Issue price ₹1,500 mn ₹404 Offer for sale ₹11,056 mn Price band ₹384 – ₹404 Listing price (NSE) Market capitalisation ₹482.45 ₹42,463 mn ▲ +19.4% over the issue price ₹4,246 crore, at the issue price Overall QIB NII Retail Employee Share price (9 Nov 2026) Market capitalisation (9 Nov 2026) 72.89× 177.29× 67.93× 15.62× 21.03× ₹591.45 ₹62,165 mn ▲+46.4% ▲+46.4% NSE closing figures for 9 November 2026 (market capitalisation ₹6,217 crore). Growth is measured against the ₹404 issue price. Utilisation of IPO Proceeds Net proceeds of the fresh issue, as per the Monitoring Agency Report for the quarter ended 30 September 2026 | Amounts in ₹ million Objects of the issue As per the Prospectus Utilised up to 30 Sep 2026 Unutilised at 30 Sep 2026 Repayment or prepayment, in full or in part, of certain outstanding 700.00 700.00 – borrowings and accrued interest thereon availed by the Company Payment of lease rental and licence fee for the Company's warehouses 425.00 80.98 344.02 and experience stores General corporate purposes 288.72 119.02 169.70 Total 1,413.72 900.00 513.72 Repayment of borrowings Lease rentals and licence fees 100.0% 19.1% Fully utilised in the quarter of listing Warehouses and experience stores General corporate purposes Overall deployment 41.2% 63.7% Of the amount earmarked Of the net proceeds, within the quarter Quarterly Review For the Quarter Ended 30th September 2026 Financial Highlights Key Highlights Revenue from EBIT 23.3% 14.1% 23.2% 1,421 Operations 1,263 • Revenue from operations grew at a healthy rate of 52.8% YoY and 12.5% QoQ ₹ in million ₹ in million supported by growth in live items and items ▲ +52.8% YoY ▲ +52.5% YoY ordered ▲ +12.5% QoQ ▲ +86.3% QoQ • Total income grew at a rate of 53.1% YoY and 13.1% QoQ; Other income was ₹16.8 mn against ₹9.2 mn. Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 • EBITDA grew at 53.7% YoY and 44.8% QoQ. Excluding one-time items, normalised EBITDA grew 52.7% YoY and 12.6% QoQ. • EBIT grew at 52.5% YoY and 86.3% QoQ; Excluding one-time items, normalised EBIT EBITDA PAT 51.7% 6.2% 12.6% 41.0% 32.2% 41.2% grew 50.7% YoY and 12.6% QoQ. ₹ in million 592 ₹ in million • PAT fell 62.6% YoY and rose 132.1% QoQ. 0.65 Excluding one-time items, normalised PAT 500 409 0.6 ▲ +53.7% YoY 385 ▼ −62.6% YoY grew a healthy 52.2% YoY and 9.4% QoQ. 0.55 ▲ +44.8% QoQ 300 0.45 ▲ +132.1% QoQ 182 • No cash tax was paid during the quarter. 200 0.35 78 0.25 0 0.2 Margin Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Note: All financials are on a consolidated basis for the period under review EBITDA = PAT plus tax expense, finance costs, and depreciation and amortisation expense. EBIT = EBITDA - depreciation and amortisation expense. PAT= PAT after exceptional items. Margins are calculated on Total Income Financial Highlights 41.0% 41.1% 40.9% Normalised EBITDA 588 Normalised ROE 3 500 385 28.5% 28.8% ₹ in million 24.6% 300 % of Average shareholders' equity ▲ +52.7% YoY ▲ +12.6% QoQ ▼ −396 bps YoY ▼ −427 bps QoQ Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 23.3% 23.0% 22.9% Normalised EBIT 330 Normalis [Showing first 8,000 characters — download PDF for full document]