Slide 1: Investor Presentation FY 2025-26
INVESTOR PRESENTATION FY 2025 -26 BSE:532368 | NSE:BCG
Slide 2: Disclaimer
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 securitie
Slide 3: About Brightcom Group
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,
Slide 4: History
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 d
Slide 5: The Core Engine
THE CORE Featured in the Fortune India 500 rankings. 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 focu
Slide 6: FY2025-26 Delivered Strong Financial Progress
FY2025-26 Delivered Strong Financial Progress ₹6,928.06 Cr Revenue from ₹4.77 9.19% 13.53% Operations EPS ROE ROCE ₹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 earnings pe
Slide 7: Growth Accompanied by Better Capital Efficiency
Growth Accompanied by Better Capital Efficiency Metric Metric FY2023-24 FY2024-25 FY2025-26 Change Revenue Metric ₹4,662.24 Cr ₹5,146.67 Cr ₹6,928.06 Cr +34.6% PAT Metric ₹687.52 Cr ₹710.04 Cr ₹962.33 Cr +35.5% Brightcom delivered simultaneous EPS Metric ₹3.41 ₹3.52 ₹4.77 Improved improvement in sca
Slide 8: The 3-Year Financial Trajectory
The 3-Year Financial Trajectory FY 2023-24 (The FY 2024-25 (The FY 2025-26 Baseline) Restructure) (The Breakout) ₹6,288.06 Cr (+34.6% YoY) ₹5,146.67 Cr ₹4,662.24 Cr ₹962.33 Cr ₹687.52 Cr ₹710.04 Cr (+35.5% YoY) Revenue PAT Revenue PAT Revenue PAT EBITDA: ₹1,239.30 Cr EPS: ₹3.52 EPS: ₹4.77 EPS: ₹3.41
Slide 9: The Equity Story
The Equity Story Traction Structure Upside Structural Operational Expanding Earnings Growth Architecture Valuation Multiples Transitioning from a Implementation of a Embedding long-duration scale-only narrative to structurally clearer four- strategic optionality high-quality division operating model
Slide 10: One Group. Four Growth Engines. Infinite Possibilities.
04 The new four-division model One Group. Four Growth strengthens strategic clarity, accountability, and scalability. Engines. Infinite Possibilities. 03 02 AdTech & Digital Marketing Brightcom Defence Driving data-led advertising, audience Advancing AI-powered defence monetization, programmatic med
Slide 11: Core AdTech Remains the Strategic Earnings Engine
Core AdTech Remains the Strategic Earnings Engine Official positioning: a publisher-side 01 01 Global footprint includes the US, Latin platform serving publishers and America, Middle East, and Asia Pacific advertisers. Capabilities across programmatic, video, 02 Active engagement across North 02 Bri
Slide 12: Emerging as Proof of Platform Relevance
Emerging as Proof of Platform Relevance Identified by Jounce Media as a “needle-moving leader” in supply access growth. Rolled out next-generation 100% Fill Technology to improve publisher monetization. Azerion initiative scaled publisher assets from ~11 domains to 100+ within six months. Brightcom
Slide 13: Global Industry Engagement
Global Industry Engagement Pocket Gamer Connects / ATS / Programmatic Pioneers (London) DMEXCO (Cologne) CES (Las ad:tech Vegas) (Tokyo) Digiday Publishing Summit / POSSIBLE (Miami) Cannes Lions (France) Executive-level partner meetings to explore new market opportunities in AI-enabled advertising t
Slide 14: Core AdTech
Core AdTech A publisher-side platform serving a highly engaged global ecosystem. A publisher-side platform serving a highly engaged global ecosystem Programmatic Connected TV Advertising (CTV) & Video Mobile & Gaming Advertising In-App Strategic Focus: Expanding publisher relationships, improving mo
Slide 15: AdTech Ecosystem / Marketplace
AdTech Ecosystem / Marketplace Commercial engagement actively scaled across North America, Europe, APAC, Latin America, and the Middle East. 2026 adtech trend sources highlight traction in AI-driven 01 Programmatic Advertising 05 Gaming Advertising programmatic advertising. CTV / OTT remains a major
Slide 16: Ecosystem Expansion Multiplier
Ecosystem Expansion Multiplier HUMAN Security Ecosystem protection via fraud 100+ Domains within six months, 11 Domains prevention, traffic quality assurance, maintaining monetization efficiency. and brand safety. Dailymotion Continued strategic collaboration in premium video advertising Azerion Par
Slide 17: New Growth Optionality Beyond AdTech
New Growth Optionality Beyond AdTech FY2025-26 marked the formal launch of Brightcom Defence. MaestroOS was introduced for defence partners. Milestones Focus Future Brightcom Defence and Incorporation of Brightcom Focus areas include UAV Growth platforms in AI, Defence Private Limited, intelligence
Slide 18: The Evolution of Brightcom: Y-o-Y Maturation
The Evolution of Brightcom: Y-o-Y Maturation 01 02 03 04 Dimension FY24-25 (Prior State) FY25-26 (Current State) Read-Through Operating Structure Legacy structure Four distinct divisions (AdTech, Sharper accountability and Services, Defence, NextGen) scalability. AdTech Platform Core legacy stack Se
Slide 19: Brightcom Defence: Strategic Launch
Brightcom Defence: Strategic Launch Incorporation of Brightcom Defence Private Limited Establishment of Operational Structure and Technical Team Launch of Digital Platforms and Initial Partnership Discussions
Slide 20: Brightcom Defence – Strategic Business Update
Brightcom Defence – Strategic Business Update The Company and its partners are currently Active engagement with partners, engaged across approximately six major technology providers, and government- defence and security initiatives spanning the focused opportunities across multiple Middle East, Lati
Slide 21: MaestroOS
MaestroOS Massive data ingestion from UAV platforms and environmental simulation Real-time threat feeds. analysis powered by Autonomous decision- Al and advanced support presented to select computing. strategic partners. Strengthened leadership team through specific appointments across finance, oper
Slide 22: Brightcom Defence | Strategic Partnerships
Brightcom Defence | Strategic Partnerships Project DYNAMO (USA) – Deployment of defence-grade command, coordination, and resilience technologies for humanitarian and CQT Weapon Systems (USA) disaster-response missions. – Joint development of AI- enabled defence Expanding engagement with global defen
Slide 23: Our Monetization Stack
Our Monetization Stack 100% Fill Technology Identified by Improved publisher monetization, Jounce Media as a needle- increased fill rates, and consistent moving leader in supply revenue performance access growth. Optimization Initiative 02 04 Direct sales Expanded Open RTB Amazon TAM Infrastructure
Slide 24: Regulatory and Legal Proceedings
Regulatory and Legal Proceedings REGULATORY & PRESENT POSITION LEGAL MATTERS COMPLIANCE (JUNE 2026) Proceedings before the SAT and the The Company has made further submissions in The Company is actively engaged in pursuing Telangana High Court. early 2026 to the Regulator based on financial an exped
Slide 25: The Unified Blueprint
The Unified Blueprint The underlying capabilities required to process billions of programmatic ad requests in milliseconds are the exact same capabilities required for real-time threat analytics and autonomous decision-support. High-Frequency Real-Time Advanced Transaction Intelligence Computing & A
Slide 26: Board of Directors
Board of Directors Suresh Reddy Raghunath P.V. Subba Rao Deepika Daliya P. Leo Ganesan Ali Akber Bakir Shrikant Gehlot Allamsetty Bhoy Mamuwala Chairman & Independent Independent Independent Independent Managing Executive Director Director Director Independent Director Director Director 30+ yrs Fina
Slide 27: Board Committees
Board Committees Committees mostly chaired by Independent Directors with appropriate domain expertise. 01 02 03 05 06 07 04 Audit NRC Stakeholders Warrants & Risk PCR Committee Committe CSR Committee Share Committee Committee Committee Allotment Chaired by Mr Chaired by Mr Chaired by Mr Chaired by M
Slide 28: Management Team
Management Team M. Suresh Kumar Reddy Raghunath Allamsetty Chairman & Managing Director Executive Director (ED) (CMD & CEO) Founder of Brightcom Group (1998) Executive Director, Brightcom Group (since 2024); ensures governance & 28+ years of experience in online marketing, advertising, and technolog
Slide 29: Management Team
Management Team Kallol Sen Brad Cohen Head of International Divisions Chief Strategy Officer (CSO) Leader with 25+ years across Internet, Gaming, Education, and Media & 23+ years at Brightcom, leading M&A, strategy, and corporate development. Entertainment. Founder of Ingress Ventures (venture build
Slide 30: Management Team
Management Team M. Shreedhar Reddy Gal Peleg General Manager, Operations General Manager, OMS (100% Subsidiary of Brightcom Group) Seasoned senior technology leader with over two decades at Brightcom. One of the earliest employees (since 1998), he has witnessed and shaped the CPA with 15+ years’ exp
Slide 31: Topline growth
Topline growth Financial delivery: strong revenue and PAT growth Execution proof points: Brightcom Programmatic traction, partnerships, and global engagement Better return profile: ROE and ROCE improved Strategic optionality: Defence and NextGen add upside beyond the core business Structural clarity
Slide 32: Funds that participated in Brightcom over the years
Funds that participated in Brightcom over the years NAME NAME UNIVERSALINVESTMENT-GESELLSCHAFT MH ON BEHALF OF UI-FONDS BAV RBI AKTIEN LGOF GLOBAL OPPORTUNITIES LIMITED KOTAK MAHINDRA TRUSTSHIP SERVICES LIMITED NAVIGATOR EMERGING MARKET FUND SPOR S&P EMERGING MARKETS SMALL CAP ETF CALYPSO GLOBAL INV
Slide 33: Funds that participated in Brightcom over the years
Funds that participated in Brightcom over the years WhatsApp 14:58 Thu 18 Jun 64 % NAME NAME STICHING DEPOSITARY A&P EMERGING MARKETS EQUITY POOL ETERNA PROPERTIES AND INVESTMENTS PRIVATE LIMITED THE REGENTS OF THE UNIVERSITY OF CALIFORNIA - STATE STREET GLOBAL ADVISORS COTHALL MAURITIUS INVESTMENT
Slide 34: Closing Thought
CLOSING THOUGHT For over 28 years, Brightcom Group has built, adapted, and grown through successive waves of technological change, creating a global business anchored in innovation, execution, and long-term customer relationships. Today, the Company stands on a foundation of global scale, deep indus
Slide 35: LY), brightcom
LY), brightcom “GA group Leading the Connecting dots Digital _ Revolutior na INNOVATE EXECUTE | GROW | ‘CREATE VALUE —
Slide 36: Fre ee
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