Investor Presentation

INVESTOR PRESENTATION FY 2025 -26 B S E : 5 3 2 3 6 8 | N S E : B C G Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Brightcom Group Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost overruns on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking statements made from time to time by or on behalf of the Company. About Brightcom Group Brightcom Group is a global technology-driven digital media company operating at the intersection of advertising, data, and intelligent monetization. Over the past two decades, the Group has built a diversified international footprint spanning advertisers, agencies, publishers, and technology partners across multiple markets. Through its integrated AdTech ecosystem, Programmatic and Platforms, Brightcom delivers scalable digital advertising solutions powered by data, automation, and performance-driven execution. With a legacy of strategic acquisitions, global expansion, and operational resilience, the Group continues to focus on innovation, technology, and sustainable value creation for shareholders. Today, Brightcom stands on a foundation built over 28 years—combining global scale, technological expertise, and strategic vision to pursue its next phase of growth. History 1998 Early 2000s Mid 2000s 2008-2014 FROM GREETINGS TO A GLOBAL FORCE The digital dawn - USA Early 2000s - The The Platforms Era Ybrant Digital Growth. Greetings was launched. Evolution Phase. Tech-first approach: Brightcom has Built AdTech Platforms to $100 Mn funding. transitioned from a digital greetings Greeting smiles. The digital Expanded into content & deliver, track and report firm into a technology-driven connections began. communication. Ad Campaigns across the Aggressive global globe. expansion though Traffic and users scaled. advertising ecosystem, leveraging Core Ad-tech foundations strategic M&A. programmatic platforms, AI/ML got built. targeting, and data-driven solutions. Global footprint with local strength: With a presence across North America, Mid 2010s Recent Years 2025 Today Latin America, Europe, APAC, and beyond, Brightcom combines global scale with local market expertise to serve brands and publishers everywhere. Brightcom Group. Resilience Phase. Launch of the Stronger & Steady. Brightcom Defence Unified global ad-tech Governance & division. Global operations. Built for the future: Continual identity. transparency focus. investment in cutting-edge tech, from Building for long-term Programmatic & Al Structural strengthening. growth. advanced ad platforms to defence and platforms. next-gen capabilities, reflects a vision Together with AI. that goes well beyond where the company began. Featured in the Fortune India 500 rankings. THE CORE ENGINE Record Financial Validation. A 34.6% YoY surge in revenue, driven by next-generation monetization technology and programmatic THE STRUCTURAL PIVOT advertising scale. Evolution & Expansion. A transition from a singular digital marketing focus into a diversified, four-pillar technology conglomerate, marked by the formal launch of Brightcom Defence. FY2025-26 Delivered Strong Financial Progress ₹6,928.06 Cr Revenue from ₹4.77 9.19% 13.53% Operations ROCE EPS ROE ₹962.33 Cr Revenue grew 34.6% year on year from ₹5,146.67 crore to ₹6,928.06 PAT crore. PAT grew 35.5% year on year from ₹710.04 crore to ₹962.33 crore. Revenue, profit, and Q4 FY2025-26 exit run-rate remained solid: revenue ₹1,596.64 earnings per share all crore, PAT ₹207.83 crore, EPS ₹1.03. moved materially higher in FY2025-26. Growth Accompanied by Better Capital Efficiency MMeettrriicc FY2023-24 FY2024-25 FY2025-26 Change RMeveetrnicue ₹4,662.24 Cr ₹5,146.67 Cr ₹6,928.06 Cr +34.6% PMAeTtric ₹687.52 Cr ₹710.04 Cr ₹962.33 Cr +35.5% Brightcom delivered EMPSetric ₹3.41 ₹3.52 ₹4.77 Improved simultaneous improvement in scale, earnings, and return RMOeEtric 8.83% 8.172% 9.19% Improved ratios. RMOeCtEric 12.3% 11.66% 13.53% Improved The 3-Year Financial Trajectory FY 2025-26 FY 2023-24 (The FY 2024-25 (The (The Breakout) Baseline) Restructure) ₹6,288.06 Cr (+34.6% YoY) ₹5,146.67 Cr ₹4,662.24 Cr ₹962.33 Cr (+35.5% YoY) ₹687.52 Cr ₹710.04 Cr Revenue PAT Revenue PAT Revenue PAT EBITDA: ₹1,239.30 Cr EPS: ₹3.52 EPS: ₹4.77 EPS: ₹3.41 ROE: 8.172% ROE: 9.19% ROE: 8.83% ROCE: 11.66% ROCE: 13.53% ROCE: 12.3% Insight: Revenue and PAT stepped up materially in FY26, accompanied by a simultaneous expansion in return metrics (ROE & ROCE) —validating the higher quality of earnings. The Equity Story Traction Structure Upside Structural Expanding Operational Earnings Growth Valuation Multiples Architecture Transitioning from a Implementation of a Embedding long-duration scale-only narrative to structurally clearer four- strategic optionality high-quality through Brightcom division operating model, profitability. Showcasing Defence (MaestroOS) and driving accountability and ~35% YoY growth across NextGen Businesses (AI & scaling the core Advanced Computing). top and bottom lines with AdTech/Programmatic expanding return ratios. engine. One Group. Four Growth The new four-division model strengthens strategic clarity, Engines. Infinite Possibilities. accountability, and scalability. AdTech & Digital Marketing Brightcom Defence Driving data-led advertising, audience Advancing AI-powered defence monetization, programmatic media, technologies, autonomous systems, and performance marketing at global aerial intelligence, and next- scale. generation security solutions. Software Services Next-Gen Tech Delivering technology solutions, digital Exploring emerging opportunities transformation, and scalable software across Artificial Intelligence, capabilities across global markets. automation, intelligent platforms, and future-focused digital innovation. Core AdTech Remains the Strategic Earnings Engine Official positioning: a publisher-side Global footprint includes the US, Latin 01 01 platform serving publishers and America, Middle East, and Asia Pacific advertisers. Active engagement across North Capabilities across programmatic, video, 02 America, [Showing first 8,000 characters — download PDF for full document]