Investor Presentation

Dreamfolks Services Limited Unit No. 301-307, Tower B, Good Earth Trade Tower, Sector-62, Gurgaon-122001, Haryana, India | Tel: 0124-4037306 www.dreamfolks.com | info@dreamfolks.com CIN: L51909DL2008PLC177181 August 13, 2026 To, To, The Secretary, Listing Department The Listing Manager, Listing Department BSE Limited National Stock Exchange of India Limited P. J. Towers, Exchange Plaza, 5th Floor, Plot No. C-1, Dalal Street Block G, Bandra Kurla Complex, Mumbai – 400001 Bandra (E), Mumbai- 400051 Scrip Code: 543591 Symbol: DREAMFOLKS Subject: Investor Presentation on Unaudited Financial Results for the quarter ended June 30, 2026 Dear Sir(s)/Madam(s), Pursuant to SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and in continuation to our letter dated August 13, 2026 intimating the outcome of the Board Meeting held today, Investor Presentation for the Investors' call scheduled for today i.e. August 13, 2026 at 17:00 Hours (IST) on the Unaudited Financial Results for the quarter ended June 30, 2026 is attached herewith. This Presentation will also be available on the website of the Company ats www.dreamfolks.com. You are hereby requested to take the above intimation on record. Thanking You! Yours Faithfully For Dreamfolks Services Limited Harshit Gupta Company Secretary and Compliance Officer Encl: as above Regd. Office: 26, DDA Flats, Shivalik Road, Panchsheel Park, South Delhi, New Delhi-110017 DreamF -lks DreamFolks Services Limited -,-- Q 1 F Y 2 7 | I n v e s t o r P r e s e n t a t i o n August 2026 Global travel and lifestyle experiences company Contents Q1 F Y 2 7 | Pe r f orm a nce Highlights T he Wa y F or wa rd Ke y Stre ngths A nne xure s DreamF lks Q1 FY27 Performance 1 Highlights Leadership Message “As we begin FY27, I would like to briefly reflect on the transformation undertaken during FY26. The structural reset in the domestic airport lounge ecosystem impacted our near-term performance but also accelerated our evolution from a traditional lounge aggregator into a broader Travel and Lifestyle Benefits Technology platform. In line with our transformation, we are seeing a clear shift in the way banks and enterprises design customer value propositions — from single, standardised benefits toward personalised combinations of experiences based on customer segments and spending behaviour, exemplified by the launch of a boarding-pass-based travel benefits program for one of India's largest banks. This reinforces DreamFolks' positioning not merely as a service provider, but as a Benefits Technology platform enabling clients to design, distribute and manage differentiated propositions across travel and lifestyle categories. During the quarter, we went live with major programs across Global Lounges, Global Meet & Assist, Airport Transfers and premium members-only clubs. Our global network has expanded to 1,100+ airport lounges, while our railway and golf ecosystems continue to scale. Importantly, non-airport lounge services contributed approximately 33% of our topline, demonstrating that diversification is increasingly reflected in our business. DF Club Membership is seeing encouraging initial traction, with steady quarter-on-quarter growth in memberships sold. While still in its early stages, it has the potential to become a meaningful direct-to-consumer and lifestyle engagement channel for DreamFolks. Financial performance for the quarter reflects the ongoing cost of global expansion: DreamFolks reported revenue of INR 39.0 crores, with Gross Profit at negative INR 0.9 crores and Adjusted EBITDA at negative INR 16.4 crores, impacted by minimum guarantee payments supporting global lounge business scale-up, these investments expected to be recovered as transaction volumes build. Despite near-term pressure, the balance sheet remains strong, with INR 193.3 crores in cash equivalents and a net worth of INR 300.4 crores, giving the company flexibility to continue executing its growth strategy. Ms. Liberatha Kallat Going forward, our priorities remain clear: scale our global network, expand railway lounges through Ten11 Hospitality, and redefine Chairperson and credit card benefits in India beyond the legacy domestic lounge proposition. We believe the foundations laid during FY26 are creating a Managing Director more diversified, resilient and scalable DreamFolks.” Page 4 Quarter-on-Quarter Performance Highlights Cash & Cash Revenue * Gross Profit Adjusted EBITDA** PAT Net Worth*** Equivalent Q1 FY27 Rs. 390 Mn Rs. (9) Mn Rs. (164) Mn Rs. (138) Mn Rs. 3,004 Mn Rs. 1,933 Mn Impact from upfront minimum guarantee commitments for global lounge expansion; recovery Q4 FY26 expected as volumes scale in coming quarters. Rs. 526 Mn Rs. (62) Mn Rs. (144) Mn Rs. (130) Mn Rs. 3,138 Mn Rs. 1,490 Mn * Revenue from Operations **Adjusted for non-cash ESOP expense ***As on 30th June of respective years (exc. NCI) Consolidated Financials Page 5 Q1 Year-on-Year Performance Highlights Cash & Cash Revenue * Gross Profit Adjusted EBITDA** PAT Net Worth*** Equivalent Q1 FY27 Rs. 390 Mn Rs. (9) Mn Rs. (164) Mn Rs. (138) Mn Rs. 3,004 Mn Rs. 1,933 Mn Impact from upfront minimum guarantee commitments for global lounge expansion; recovery expected as volumes scale Q1 FY26 in coming quarters. Rs. 3,489 Mn Rs. 466 Mn Rs. 305 Mn Rs. 213 Mn Rs. 3,227 Mn Rs. 480 Mn * Revenue from Operations **Adjusted for non-cash ESOP expense ***As on 30th June of respective years (exc. NCI) Consolidated Financials Page 6 Global travel and lifestyle experiences company The Way Forward 2 Increasing Wallet Share across services with Clients Identifying cross-selling opportunities within our diversified set of services DreamF• lks Travel Services Lifestyle Services Global Airport Lounges Private Clubs Membership Railway Lounges Golf Games & Lessons Airport Transfer Coffee Meet & Assist Room Upgrade & Buffet at Premium Hotels Highway Dining Spa, Beauty & Wellness Flight Cancellation Healthcare Travel sim & Other services O ·····························I Offering 20+ premium travel & lifestyle services with solutions tailored as per diverse client requirements .-,•:::. ·::::::: :::::::: ::: ::::: .. :: . }, .................... ·J Strengthening our core lounge offering through organic and inorganic strategic initiatives ............................. c;i ....' ........ ················, Non-airport lounge business now contribute ~33% to our topline, diversifying our revenue streams Page 8 Q1 FY27 Business Updates 70+ global airport lounges added during / ' Offering Airport Ride at 40+ Indian 01 03 the quarter; total now crossing 1100+. Airports and 890+ global airports Program made live for new clients. Q1 FY27 Business Updates Private club membership program DreamFolks Club Membership 02 04 made live for new enterprise client sign-ups saw healthy growth Expanding Footprints in New Geographies Presence across 1100+ Global Airport Lounge 100+ countries and & related touchpoints 6000+ touchpoints Multiple clients onboarded 3500+ Social Clubs in SEA region Have covered major 860+ Golf courses outside India locations across Asia Pacific Fastrack at 50+ touchpoints and Middle East, actively expanding into more regions Page 10 Diversifying Client Base to reduce Customer Concentration (1/2) Card Networks Banks / Card Issuers Enterprises 5 20+ 50+ Client Ecosystem Page 11 Not an exhaustive List of clients Diversifying Client Base to reduce Customer Concentration (2/2) Balanced Business Mix Consistent Client Growth Focused Team for Enterprise Clients Increasing non-banking enterprise Various clients & programs added in last DreamFolks is building a dedicated team focused on share, diversifying existing client one year, reflecting robust and steady serving enterprise clients, ensuring agile execution, base onboarding momentum each quarter personalized support, and stronger relationship management Diversified Client Network Scalable Distribution Strategic Brand Wins Each new clie [Showing first 8,000 characters — download PDF for full document]