Investor Presentation

REF: SWIGGY/SE/2026-27/44 August 06, 2026 To To The Deputy Manager The Manager Department of Corporate Services National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot No. C/1, G Block PJ Towers, Dalal Street Bandra-Kurla Complex, Bandra (E), Mumbai 400001 Mumbai 400051 Scrip Code: 544285 Symbol: SWIGGY Dear Sir/ Madam, Sub: Intimation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Investors Presentation for the Swiggy Limited - Capital Markets Day This is in continuation to our letter to the Stock Exchanges dated June 16, 2026, regarding the Intimation of Swiggy Limited - Capital Markets Day. Pursuant to Regulation 30 of the Securities and Exchange Board of India (“SEBI”) (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“the Listing Regulations”) please find enclosed herewith the presentation for the Capital Markets Day. This disclosure will also be hosted on the website of the Company at https://www.swiggy.com/corporate/ This is for your information and records. Thanking you, Yours faithfully, For Swiggy Limited Cauveri Sriram Company Secretary & Compliance Officer SWIGGY LIMITED CIN: L74110KA2013PLC096530 | www.swiggy.com | support@swiggy.in | T: 080-68422422 Registered & Corporate Office: Sumadhura Capitol Towers, 3rd- 6th Floor – Tower 1, Sy. No. 14 & 158, Pattanduru Agrahara, K R Puram Hobli, Bengaluru East Taluk, Bengaluru, Karnataka – 560066 Capital Markets Day 6th August 2026 Corporte Overview “Elevate quality of life for urban consumers by offering unparalleled convenience” Our Mission Our leadership team Sriharsha Majety Phani Kishan Addepalli Rahul Bothra Madhusudhan Rao Managing Director & Group Chief Growth Officer Chief Financial Officer Subbarao Chief Technology Officer Rohit Kapoor Nandita Sinha Girish Menon CEO–Food Marketplace CEO-Instamart Chief Human Resources Officer CMD 2026 Journey since IPO: GOV up 56% while delivering Adj EBITDA margin improvement Q1FY27 Numbers B2C GOV Avg MTU Adj EBITDA INR 18,926 Cr 27.5 Mn -3.4% GOV 28% YoY 27% YoY 2.1pp YoY 56% Since IPO1 55% Since IPO1 0.6 pp Since IPO1 CMD 2026 Source: Company financials 1 Q127 vs Q3Fy25. Our aspiration: Build a 10,000 Cr. Adj. EBITDA business by FY 31 2.5-3X MTU 30%+ GOV CAGR INR 10,000 Cr Driven by engaged Driven by higher MTU Adj EBITDA user base through and greater ~4% of GOV relevant offerings frequencies CMD 2026 Source: Company estimates. Our path forward 02 Innovate and expand • Increase wallet share • Broaden proposition to engage new users 01 Fortify the core • Drive operationalexcellence across businesses • Accelerate margin delivery CMD 2026 A strong year for all 3 core businesses Food Delivery business grew topline by 17% and meaningfully expanded its margin profile Gross Order value (INR Cr) +17% 9,490 Realizing platform economics 8,086 Bigger, happier delivery fleet Preferred partner for restaurants Q1FY26 Q1FY27 Adj EBITDA 2.4% 3.1% (% GOV) CMD 2026 Source: Company financials. Instamart became only the 2nd player to demonstrate CM breakeven AND grew GOV by 40% Gross Order Value (INR Cr) +40% 7,907 5,655 Q1FY26 Q1FY27 From essentials to discretionary, Contribution -4.6% -0.2% better and fast (% GOV) CMD 2026 Source: Company financials. Breakout year for OOH business led by Dineout – high growth and full year of profitability Gross Order value (INR Cr) +45% 1,529 Rapid MTU growth with efficient marketing spends 1,056 Growing supply, 20k new restaurants added in a year Q1FY26 Q1FY27 Adj EBITDA 0.5% 0.9% (% GOV) CMD 2026 | Source: Company financials. Innovating to expand our proposition In the last decade we have built “Urban consumers will seek and our pay for convenience; customer businesses experience needs to be owned end around one to end to deliver this promise” unifying insight Delivering on this promise brought in 150 mn+ users; their full potential still remains untapped Estimated wallet share on platform1 • 3-6x discretionary spends vs avg Core users • Drive 40-50% platform GOV, 15-20% Core users deeply value convenience • High AOVs, highly profitable • Large share of value seeking Infrequent consumers users • Occasional / infrequent • Smaller AOVs on average CMD 2026 | 1Source: Company estimate. Developing innovative offerings for both segments is key for long term success– and we are on that path Opportunity 1 • Raise bar on convenience and experience Cor Ce ou rs ee r us sers • Gain larger wallet share Opportunity 2 • Bring affordable offerings Infrequent users • Drive frequency and retention CMD 2026 | Taking our biggest bet in last 2 years with Toing Low Prices Instamart delivered something very No!ce to your homes last year ! Multi –year effort Rated for superior quality and taste by independent parties1 Great products + Accessible pricing Not just a brand, but a platform play CMD 2026 | 1Bernstein report We will amplify it with our new proposition "Switch" Strategic Brand partnerships Exclusive SKU (and/or) exclusive pricing • Non Food categories • Width and depth in Food categories Powering assortment led Own Brands differentiation SKUs unique to Instamart • No!ceFMCG Food categories • Nectr–FnVSKUs CMD 2026 Innovation rarely follows a straight line and requires taking the right calls at the right time Scale as is Evolve Exit 2ndlargest business for No!ce’s inception Exited due to low Swiggy now scalability This is our Super Power!! CMD 2026 Execution Innovation Our Greatness Arc Our moment is now! Presence in three strong 150M+ acquired user base Our Superpower: business in large TAM ready to Swiggy more Innovation + Execution markets CMD 2026 Food Delivery “Over the last two years, we have Our Story so far strengthened operations and unlocked sizeable economies of scale” Food Delivery: Quick Snapshot Q1FY27 (vs Q1 FY25) GOV Average MTU Adj EBITDA Adj EBITDA run rate INR 9,490 Cr 19 Mn 3.1% INR 292 Cr 18% p.a. 17% p.a. 2.2 pp gain 5x lift Unlocking meaningful economies of scale CMD 2026 Source: Company financials. Strong operations engine driving growth Delivery Operations Restaurant Consumer Growth Partnerships Superior performance with Empowering partners and Accelerated MTU growth right cost structure expanding scale and industry first innovations CMD 2026 We are setting industry standards in delivery operations • First to market with priority delivery [Express / Bolt] with double digit share of deliveries Further Faster improvements Deliveries expected through investments in • Higher earnings • Double digit reduction per driver Stronger inseverely delayed advanced Delivery Ops orders • Doubled Net 03 02 planning and Promoter Score • Best in classSLAs and allocation models Happier Better gear compliance Driver Partners reliability CMD 2026 Doubled our rider NPS with market first, rider focused products pixelated Partner Club Three-waychat “Dost” a new AutonomousAI Tiered, gamified (Consumer, Rider, mascot for all rider voice onboarding exclusive benefits Swiggy) touchpoints CMD 2026 Earning trust and preference with restaurant partners Investments in partner enablement Case study: Impact of growth programs Programs to help restaurants growth Leading Biryani Player Hyperboost(GMV tied spends), Growth in South India multiplier (Discount & Ads optimization at same total spend) Onboarded on Hyperboost 1.5X number of restaurant partners in 24 months Doubled managed account coverage in • ~18% GMV growth- • ~30% growth p.a. for last 3 years similar to platform last ~3 years • Zero ads spend • 4-5% GMV ads 03 Faster onboarding, 24x7 support spend Revamped partner app CMD 2026 Introduced more ways to Swiggy food from home Quick snack on the go - Affordable for all - Healthier options - Chef Collections - Bolt 99 Store EatRight Gourmet CMD 2026