Nazara Technologies Limited informs the Exchange regarding Investor Presentation.

August 03, 2026 Listing Compliance Department Listing Compliance Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Plot No. C/1. G Block, Dalal Street, Bandra -Kurla Complex, Bandra (East), Mumbai - 400 001. Mumbai- 400051. Scrip Code: 543280 Scrip Symbol: NAZARA Dear Sir/Madam, Subject: Intimation of Investor Presentation for the Quarter ended June 30, 2026 Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 as amended, please find enclosed herewith the Investor Presentation for the quarter ended June 30, 2026. This is for your information and records. Thanking you, Yours faithfully, For Nazara Technologies Limited Arun Bhandari Company Secretary and Compliance Officer Encl. As above Q1FY27 Results Building a Global Gaming Operating Platform Nazara: A Step-Change in Scale and Operating Capability Q1FY27 marks a significant step forward in Nazara’s evolution into a global gaming operating platform. Our shared capabilities across user acquisition, data, product and growth are translating into stronger performance across the gaming portfolio, while the proposed acquisition of 100% of Bluetile and BestPlay materially expands the Group’s scale and operating capabilities. Consolidated revenue was INR 429 crore and EBITDA was INR 46 crore. Reported PAT was a loss of INR 82 crore, largely attributable to share of loss from associates (INR 62 crore) and impairment loss (INR 22 crore). Excluding the impact of NODWIN’s deconsolidation, comparable revenue grew approximately 9% YoY. Gaming revenue increased 14% YoY to INR 275 crore, with an EBITDA margin of 19.5%, and all gaming businesses remained EBITDA-positive. Kiddopia revenue grew 19% YoY as user acquisition was scaled behind improving unit economics. Fusebox revenue increased 12% YoY to INR 82 crore, while Animal Jam revenue grew 11% YoY. The Board - on the recommendation of its Investment Committee - has approved an amendment to the previously announced transaction structure to acquire 100% of Bluetile and BestPlay for fixed all-cash consideration of USD 303 million. The businesses reported INR 518 crore of revenue and INR 55 crore of EBITDA in Q1FY27 and, subject to closing, are expected to be consolidated from Q2FY27. The Board has also approved the appointment of Raymond A. Stauffer as Chief Executive Officer, effective 1 September 2026, subject to relevant regulatory approvals. Raymond brings a founder’s mindset and a proven record of AI-enabled development, operating discipline and capital-efficient growth. As Founder and Managing Director, I will continue to shape Nazara’s long-term strategy, portfolio direction and key relationships, working closely with Raymond and the Board. Nazara enters its next phase with greater scale, stronger leadership and significantly deeper operating capability. Nitish Mittersain MD and CEO 100% Acquisition of Bluetile and BestPlay Accelerated Revised Structure (As Completed) Original Structure (As Announced) • 100% to be acquired at closing for fixed all-cash consideration of USD 303 million • Approximately 50% at closing for USD 100.3 million • USD 89 million payable at first close; balance USD 214 million • Earn-outs of up to USD 98.2 million payable in agreed tranches by 1 April 2027 • Put/call over the remaining approximately 50% at 6.6x trailing CY • Full economics accrue to Nazara shareholders from day one EBITDA • Single-owner governance and immediate integration from closing • Shared ownership and phased integration • Maxime Loppin appointed CEO of Bluetileand BestPlay Why We Amended the Transaction • Eliminated future valuation uncertainty • Full economics from day one • Immediate operating integration • Simplified governance • Greater strategic flexibility Certainty of ownership. Certainty of price. Simplicity of governance Q2FY27 Onwards: Scale Up through Bluetile and BestPlay Consolidation Q1FY27 Revenues (INR Crore) Q1FY27 EBITDA (INR Crore) Bluetile Bluetile and and BestPlay: BestPlay: 518 55 Illustrative Illustrative Consol. 1: Consol.1: 947 101 Nazara: Nazara: 429 46 The consolidation materially increases scale; gaming represents approximately 84% of illustrative consolidated revenue 1. Illustrative arithmetic aggregation of Q1FY27 reported figures; not a forecast or pro forma financial statement. Bluetileand BestPlaywill be consolidated from Q2FY27 Strengthening Leadership for Nazara’s Next Phase of Global Scale Raymond A. Stauffer Appointed Chief Executive Officer, Effective 1 September 20261; Nitish MittersainContinues as Founder and Managing Director Nitish Mittersain Raymond A. Stauffer Founder and Managing Director Chief Executive Officer • Founded Nazara in 1999 and led its evolution into a scaled global • Founder and former CEO of Bluetile and BestPlay. gaming platform. • Built the business to INR 254 crore of EBITDA in CY25 with a 65- • Continues to shape long-term strategy, portfolio direction and key person team. stakeholder relationships. • Leads day-to-day Nazara Group operations, integration, portfolio • Works closely with Raymond and the Board on Nazara’s long-term performance and shared operating capabilities, effective 1September direction and entrepreneurial culture. 2026. “Having led the Company through two distinct phases of its evolution and seen it grow from an entrepreneurial gaming company into a significantly “Nazara has built a strong portfolio of global gaming IPs and larger and increasingly global gaming platform, I believe this is the right entrepreneurial businesses. My focus will be to strengthen execution time to strengthen its leadership structure with a dedicated CEO who across product, AI, user acquisition and monetisation, while preserving brings deep international operating experience to lead day-to-day entrepreneurial ownership within each business.” execution across the Group.” 1. Subject to relevant regulatory approvals 2. Prior to September 1 2026, Raymond A. Stauffer serves as CEO-Designate -Nazara Technologies, and Nitish Mittersainserves as MD and CEO -Nazara Technologies Independent Investment Committee Oversight of Bluetile and BestPlay and Future Capital Allocation The amended Bluetile and BestPlay transaction structure was evaluated under the supervision of the newly constituted Investment Committee and approved by the Board Muraarie Rajan Mithun Padam Sacheti Vivek Chopra Independent Director Non-Executive Director Non-Executive Director 35+ years across corporate strategy, Founder of CaratLane, with deep experience 19+ years across investments, consulting, investment banking, M&A, capital raising and in entrepreneurship, consumer brands, digital corporate strategy and operating leadership, investor relations. Senior roles at McKinsey, commerce and building scaled omnichannel including senior roles at Phab, Havmor Ice Credit Suisse, J.P. Morgan, Piramal businesses Cream and Accenture Strategy Enterprises and JSW Group • Supervised the evaluation of the amended Bluetile and BestPlay transaction structure, including consideration, funding, governance and strategic rationale. • Reviewed the transaction against expected returns, downside risks, funding capacity and long-term shareholder value. Committee • Will oversee the consideration payments, material integration-related capital deployment and performance against the approved Oversight investment case. • Will review and recommend all material future acquisitions, follow-on investments, divestments and other capital-allocation proposals. • The Board retains final approval in accordance with the Company's governance framework. Independent review. Disciplined capital allocation. Board accountability Q1FY27: Gaming IPs-Led Growth and Profitability Strategic Developments: Gaming-Led P&L: Business Updates: Accelerated the 100% acquisition of Gaming contributed INR 54 Cr of Fusebox revenue grew 12% YoY to Blueti [Showing first 8,000 characters — download PDF for full document]