Slide 1: Submission of Investor's Presentation cover letter to exchanges
Date:30th Aug 2025 To To The Manager, The Corporate Relations Department, Listing Department, BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra-Kurla Complex, Dalal Street, Fort, Bandra (E), Mumbai – 400 051. Mumbai – 400 001. . Dear Sir/Madam,
Slide 2: Investor Presentation: Dual Engines of Growth – AdTech & Defence AI
INVESTOR PRESENTATION Dual Engines of Growth – AdTech & Defence AI BUILDING VALUE SINCE 1998 August 2025
Slide 3: Global Opportunity: Digital Marketing
Global Opportunity: Digital Marketing 2025 Market 2030 Projection: Drivers: AI/ML, CTV & Size: $650 Billion $1.1 Trillion Video, eCommerce, (CAGR 12%) Privacy-First Future
Slide 4: Global Opportunity: Defence AI
Global Opportunity: 2023 Market Size: $10 Billion Defence AI 2030 Projection: $25–30 Billion (CAGR: 20–22%) Segments: UAVs, Swarm Drones, Battlefield Intelligence, Cybersecurity India’s Defence Budget 2025: $75 Billion+ (Top 3 globally) Inspired by Atmanirbhar Bharat
Slide 5: Brightcom Legacy & Growth Story
Brightcom Founded in 1998 with a vision to build scalable Legacy & internet/technology business. Growth Story Early success with USAGreetings, an online greetings platform laid the foundation for global expansion. Later launched Ybrant Digital — to offer end- to-end digital marketing solutions. By m
Slide 6: Growth: 2006 to 2012
Growth: 2006 to 2012 Executed 10+ major acquisitions including OMS (Israel), DreamAd (Argentina), AdDynamix (US), MediosOne (LATAM), Max Interactive (Australia) funded via $100 million fund raise through PE firms. These acquisitions added new geographies, clients, and capabilities, propelling Bright
Slide 7: Growth: 2012-2025
Growth: 2012-2025 From there, expanded product stack with SSP, DSP, DMP, programmatic RTB, fraud detection, mobile & video platforms. Today, offices in 25+ countries, operations integrated across US, LATAM, Israel, EU, APAC with deep global partnerships with agencies, advertisers and publishers. Sur
Slide 8: Shareholder Depth
Shareholder Depth 6,50,000+ Shareholders → One of the most widely held in digital India Retail + Global Institutional funds Recognized for strong retail shareholder engagement, with bodies like BGSHA. Demonstrates liquidity, visibility, governance responsibility
Slide 9: Global Presence & Clients
Global Presence & Clients Offices in 25+ countries Working with large Agencies: Ogilvy, Havas, (US, Israel, EU, LATAM, businesses in over 50 Zenith, Mediacom APAC) countries: Publishers: Google, Meta, Amazon, Visa, Samsung, YouTube, TikTok, Taboola Coca-Cola, Microsoft
Slide 10: Financial Momentum
Financial Momentum Q1 FY26 (Jun 2025) Annual Revenue (₹ Cr) Revenue: ₹1,456 Cr (+23% YoY) FY25: 5,147 FY24: 4,662 PAT: ₹210.9 Cr (+32.6% YoY) FY23: 7,397 FY22: 5,020 TTM EPS: ₹3.77 (+7.7% QoQ)
Slide 11: Business Strengths
Business Strengths Fortune 500 Full AdTech stack: SSP + DSP + DMP + RTB AI-driven optimisation (Web, Mobile, Video, CTV) client trust 5B+ impressions/day scale Strengthened governance & cost dependence
Slide 12: Brightcom Defence: Why Now
Brightcom Defence: Why Now Global Shift Toward AI-Driven India’s push for Atmanirbhar Defence Bharat Brightcom’s Tech DNA → from Global Defence AI market to smart market place decisions grow from $10B (2023) → to Aerospace Intelligence $25–30B (2030)
Slide 13: Brightcom Defence: Focus Areas
Brightcom Defence: Focus Areas Swarm Drones AI Battlefield Intelligence Real-time Aerial Cybersecurity Mission Simulations Dual-use civil/military applications
Slide 14: Leadership Bench Strength
Leadership Bench Strength Brightcom’s leadership combines vision, global strategy, governance, compliance, innovation and execution: Suresh Reddy (CMD): Visionary Founder, Organic Growth, M&A Architect Raghunath Allamsetty (ED): Brad Cohen (CSO): Global Strategist Execution Excellence & Governance &
Slide 15: Management Team
Management Team Suresh Kumar Reddy (CMD & CEO) Founder of Brightcom Group (1998) and architect of the company’s rise into a global AdTech powerhouse. 25+ years of experience in online marketing, advertising, and technology-driven businesses. Successfully consummated and integrated 10+ global acquisi
Slide 16: Management Team
Management Team Raghunath Allamsetty – Executive Director (ED) Brad Cohen - Chief Strategy Officer (CSO) Executive Director, Brightcom Group (since 2024); ensures 23+ years at Brightcom, leading M&A, strategy, and corporate governance & operational stability. development. Founder of Ivana Foods Pvt
Slide 17: Management Team
Management Team Gal Peleg – General Manager, OMS Kallol Sen – Head of International Divisions (100% Subsidiary of Brightcom Group) Leader with 25+ years across Internet, Gaming, Education, and CPA with 15+ years’ experience in financial management & global Media & Entertainment. operations. Founder
Slide 18: Management Team
Management Team Shreedhar Reddy – General Manager, Operations Vidyashankar Ramakrishnan – Chief of Staff to CMD Seasoned senior technology leader with over two decades at Proactive & dynamic professional with 22+ years’ experience Brightcom. bridging technical, business, and managerial domains. One
Slide 19: Board of Directors
Board of Directors Suresh Reddy – Chairman & Managing Director Mr. Pleo Ganesan – Independent Director Civil & Structural Engineer; infra execution leader across Railways & MES projects Raghunath Allamsetty – Executive Director Mr. Ali Akber Bakir Bhoy Mamuwala – Independent Director Mr. P.V. Subba
Slide 20: Board Committees
Board Committees Audit Committee Chaired by Mr P V Subba Rao Chaired by Mr Pleo Ganesan NRC Committe Stakeholders Committee Chaired by Mr P V Subba Rao CSR Committee Chaired by Mr Pleo Ganesan Warrants & Share Allotment Chaired by Mr Raghunath Allamsetty Risk Committee Chaired by Mr P V Subba Rao Co
Slide 21: Why Brightcom Now
Why Brightcom Now Dual engines: AdTech + Defence AI 25-year track record of scaling & acquisitions Depth of leadership & governance Advantage of timing with respect to value
Slide 22: Market Validation & Recognition
Market Validation & Recognition Strong Pixalate Seller Trust rankings: #6 China | #10 Spain | #14 Ireland & Japan | #15 France | #17 Switzerland Databeat Report: OMS #1 Scaling SSP (2025): 1,169 new direct publisher connections in a month Hurun 500: Biggest Value Gainer (2021) Global partnerships wi
Slide 23: Strategic Roadmap
Strategic Roadmap AdTech Growth: EMEA Markets & Privacy-first Advertising stack Defence AI: Collaborate with Defence PSUs & Global OEMs Financial Discipline: Sustain double-digit top-line growth with margin improvements Governance: Stakeholder engagement via transparent reporting & disclosures Visio
Slide 24: Closing Message
Closing Message Brightcom has navigated 25 years of digital evolution. Today, it stands at the intersection of AdTech scale + Defence AI innovation.
Slide 25: Foundation is strong. Momentum is real.
Foundation is strong. Momentum is real. The future is bigger than just advertising.
Slide 26: Thank you!
Thank you!