Dreamfolks Services Limited · NSE:DREAMFOLKS
Dreamfolks Services — Q3 FY2026 Earnings Presentation
29 slides from Dreamfolks Services's earnings presentation, Feb 9, 2026
Slide 1: Cover letter to stock exchanges
Dreamfolks Services Limited DreamF ·~,lks 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 February 09, 2026 To, To, The Secretary, Listing Department The Listing Manag
Slide 2: Q3 & 9M FY26 Investor Presentation
DreamF lks DreamFolks Services Limited -,-- ...__ • Q 3 & 9 M F Y 2 6 | I n v e s t o r P r e s e:I \~n t a t i o n ~ • • • . ) February 2026
Slide 3: Contents
Global travel and lifestyle experiences company Contents 1. Q3 & 9M FY 26 | Pe r f orm ance Highlights 2. The Way For ward 3. Key Strengths 4. Annexures
Slide 4: Q3 & 9M FY26 Performance Highlights
DreamF lks Q3 & 9M FY26 Performance Highlights 1
Slide 5: Leadership Message
Leadership Message "As DreamFolks completes 13 years of operations, Q3 FY26 stands out as a transformative milestone in our journey toward building an integrated global travel and lifestyle platform. During the quarter, we executed two strategic acquisitions that fundamentally strengthen our competi
Slide 6: 9M FY26 Performance Highlights
9M FY26 Performance Highlights Revenue * Gross Profit & Margin Adjusted EBITDA & PAT & Margin Net Worth*** Margin** 9MFY26 Rs. 6,079 Mn Rs. 804 Mn Rs. 384 Mn Rs. 246 Mn Rs. 3,262 Mn ↑ 14.5% Y-o-Y Margin 13.2% Margin 6.3% Margin 4.1% 9MFY25 Rs. 9,777 Mn Rs. 1,150 Mn Rs. 769 Mn Rs. 501 Mn Rs. 2,848 Mn
Slide 7: 9MFY26 Key Figures
9MFY26 Key Figures Revenue from Operations Gross Profit (Rs. Mn) (Rs. Mn) 8,539 9,777 6,079 1,017 1,150 804 9MFY24 9MFY25 9MFY26 9MFY24 9MFY25 9MFY26 Net Worth* Cash & Cash Equivalent (Rs. Mn) (Rs. Mn) 2,169 2,848 3,262 471 1,338 1,295 9MFY24 9MFY25 9MFY26 9MFY24 9MFY25 9MFY26 *As on 31st December o
Slide 8: The Way Forward
Global travel and lifestyle experiences company The Way Forward 2
Slide 9: Global Airport Industry Outlook
Global Airport Industry Outlook ♦ Global Airport Lounges* Rising Premium Travel Demand* Market forecasted to grow at 14.1% CAGR Lounge usage has increased by 52% in from 2026-35, fueled by frequent travelers last 5 years seeking premium amenities Global Passenger Traffic** Leading Growth Market* Tot
Slide 10: DreamFolks acquires Easy To Travel (ETT)
DreamFolks acquires Easy To Travel (ETT) “To elevate traveler comfort by integrating premium travel experiences into digital distribution channels” 100+ countries 500+ airports 1200+ locations Aggregators ......•······••••••••••••••···· ...... ·• Travel Agencies ..·• ~ •·.. ~ \ .. Suppliers ..! . Ai
Slide 11: Potential Synergies & Growth Opportunities from ETT acquisition
Potential Synergies & Growth Opportunities from ETT acquisition Unlocking New Avenues Client New services addition Client for the global audience Diversification Uptake International clients via Extensive global presence ETT’s global outreach fuels faster adoption by clients 03 02 04 Geographical Im
Slide 12: Railways Industry Outlook
Railways Industry Outlook Growth in Railway Railway Stations Passengers* Modernization^ Railways facilitated travel for Under Amrit Bharat Scheme, nearly 7.15 bn passengers in 1300+ railway stations to be FY25, driven by a rising base in 01 03 redeveloped, executive lounges Tier 2 & Tier 3 cities pl
Slide 13: DreamFolks acquires Ten11 Hospitality
DreamFolks acquires Ten11 Hospitality “To place hospitality at the heart of India’s travel, creating welcoming TE:\T ELEVE HOSPITALITY spaces where millions of passengers feel valued, cared for, and inspired at every stop.” MUMBAI CENTRAL - INEJ DIGITAL VADODARA JUNCTION - INEJ CHENNAI CENTRAL - INE
Slide 14: Potential Synergies & Growth Opportunities with Ten11
Potential Synergies & Growth Opportunities with Ten11 Vertical Integration into Hospitality Geographic Expansion DreamFolks’ gets entry into the hospitality and Currently, only 14 Railway Lounges in India. Huge lounge operations business potential to expand presence in Tier 1, Tier 2 and Railway jun
Slide 15: DreamFolks Club 2.0 launched
Dreamfolks enters B2C Launched Launched DreamFolks DreamFolks Club 2.0 Club 2.0 A membership that defines access. You can choose the package that suits your lifestyle and open doors to curated privileges across travel, lifestyle and leisure. DreamF lks C/t1t Customer Name Black Orange White Page 14
Slide 16: Increasing Wallet Share across services with Clients
Increasing Wallet Share across services with Clients Identifying cross-selling opportunities within our diversified set of services Travel Services DreamF• lks Lifestyle Services .i. 1-~ Global Airport Lounges Social Clubs i Railway Lounges Golf Games & Lessons Ill Airport Transfer Cafe At Malls L6t
Slide 17: Q3 FY26 Business Updates
Q3 FY26 Business Updates Went live with major clients for Global Lounge program made live 01 lifestyle services, new client across forex & credit cards of 03 integrations in pipeline diverse clients Q3 FY26 Business Partnered with leading app- Added 100+ global Updates 04 02 based taxi for airport a
Slide 18: Expanding Footprints in New Geographies
Expanding Footprints in New Geographies Presence across 100+ countries and 1500+ Global Airport 3000+ touchpoints touchpoints • Global Lounge quarterly 3300+ Social Clubs transactions have grown 200% YoY Have covered major 950+ Golf courses outside India locations across Asia Pacific Fastrack at 50+
Slide 19: Diversifying Client Base to reduce Customer Concentration (1/2)
Diversifying Client Base to reduce Customer Concentration (1/2) Card Network Card Issuers Enterprises 5 20+ 50+ DreamF lks Client Ecosystem Page 18 Not an exhaustive List of clients
Slide 20: Diversifying Client Base to reduce Customer Concentration (2/2)
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 existin
Slide 21: Key Strengths
Global travel and lifestyle experiences company Key Strengths 3
Slide 22: Robust Business Model backed by State-of-the-art Technology Platform
Robust Business Model backed by State-of-the-art Technology Platform Robust Business Model State-of-the-art Technology Platform Clients (Card Issuers/ Card Network Providers/ Airlines/ OTAs/ Enterprises) ~ tie-up with DreamFolks ~- …to enable their end-Consumers access services via In-house propriet
Slide 23: Experienced & Able Leadership Team
Experienced & Able Leadership Team Liberatha Peter Kallat Mukesh Yadav Dinesh Nagpal Balaji Srinivasan Sandeep Sonawane Shekhar Sood Promoter, Chairperson and Promoter & Non-Executive Promoter & Non-Executive Chief Technology Officer & Chief Business Officer Chief Financial Officer Managing Director
Slide 24: Strong Industry Tailwinds
Strong Industry Tailwinds 1 1 Credit Cards in Circulation (As at end of Quarter) Average Spend Per Credit Card (Count in Mn, YoY growth in %) (Rs. Thousand, YoY Growth in %) 7.1% 6.9% 7.2% 10.4% 7.9% 9.2% 1.8% (0.7%) 5.9% 7.9% - - 108.1 109.8 111.2 113.4 115.8 52.1 50.5 50.2 53.6 53.0 Q3FY25 Q4FY25
Slide 25: Annexures
Global travel and lifestyle experiences company DreamF lks Annexures 4
Slide 26: Profit & Loss Statement Q3 FY26
Profit & Loss Statement Q3 FY26 Quarter ended Year-ended Particulars (Rs. Mn) 31/12/2025 31/12/2024 31/03/2025 31/03/2024 Revenue from operations 534.5 3,400.7 12,918.8 11,350.1 Other income 56.6 19.5 85.6 33.3 Total income 591.1 3,420.2 13,004.4 11,383.4 Cost of Services 488.3 3,018.1 11,417.8 9,98
Slide 27: Journey to being the Leading Travel & Lifestyle Experiences Enabler
Journey to being the Leading Travel & Lifestyle Experiences Enabler DreamFolks’ Membership card unveiled as part of the [!] 2023 2024-25 Global lounge program with Expanded our Global footprint by a prominent Card Issuer 2019 Launched Self check-in entering the Malaysia Market 2018 1- -=I (iJ
Slide 28: Awards and Accolades
Awards and Accolades Impactful Excellence Most Best in Premium Customer Best User CEO of CEO of The Innovative Banking Travel & Experience Iconic Experience India- Year Emerging Card Service Lifestyle Solution of Brands of Solution Trailblazer 2025 Technology Provider of Solutions the Year India 202
Slide 29: Safe Harbour
“ Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by DreamFolks Services Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for
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