Slide 1: Brightcom Group Q2 FY26 Investor Presentation
Q2 FY26 INVESTOR PRESENTATION Brightcom Group Dual Engines of Growth – AdTech & Defence AI BUILDING VALUE SINCE 1998
Slide 2: Global Opportunity: Digital Marketing
Global Opportunity: Digital Marketing 2030 Projection: ~$1.1T (CAGR ~12%) 2025 Market Size: ~$650B Drivers: AI/ML, CTV & Video, eCommerce, Privacy-first future
Slide 3: Global Opportunity: Defence AI
Global Opportunity: Defence AI 2023 Market Size: ~$10B 2030 Projection: ~$25–30B (CAGR ~20–22%) We Make The Best Service Segments: UAVs, swarm India’s Defence Budget Atmanirbhar Bharat push drones, battlefield 2025: ~$75B+ drives domestic intelligence, cybersecurity opportunities
Slide 4: Brightcom Legacy & Growth Story
Brightcom Legacy & Growth Story Founded in 1998 → Global AdTech footprint. Recognised in Fortune India 500, MSCI, S&P BSE 500 10+ acquisitions (Oridian, Grew from ~$10M backend 2021: “Biggest Value Gainer” in DreamAd, MediosOne, revenue (2006) → $100M Burgundy Private Hurun 500 AdDynamix, Max Intera
Slide 5: Shareholder Depth
Shareholder Depth 6,00,000+ shareholders globally Shareholder 01 02 03 Retail + institutional + Strong liquidity, visibility 600,000+ Shareholders global funds
Slide 6: Clarity through Four Divisions
Clarity through Four Divisions 01 Digital Advertising 02 Software & Services 03 Brightcom Defence 04 Next-Gen Tech
Slide 7: Benefits of having the Divisions
Benefits of having the Divisions Dedicated leadership focus Helps in revenue & people tracking Greater transparency for investors & regulators
Slide 8: Global Presence & Partners
Global Presence & Partners CLIENTS: Advertise for some of the largest brands in the world. Such as Amazon, Visa, Samsung, Coca-Cola, Microsoft AGENCIES: Over 250 Ad Agency Offices/Partners in relationships worldwide. Ogilvy, Havas, 30+ countries (US, Zenith, Mediacom to name some. Israel, EU, LATAM,
Slide 9: Financial Momentum (Q2 FY26)
Financial Momentum Quarterly Consolidated First Strategy Revenue: ₹1,644 Cr Business (Q2 FY26) Half-Year Revenue: ₹3,099 Cr Second Strategy Business Presentations are tools that can be used as lectures, speeches. 01 Quarterly PAT: ₹233 Cr 03 TTM PAT: ₹808.57 Cr 02 Half-Year PAT: ₹443.9 Cr 04 TTM EPS
Slide 10: Annual Revenue
Annual Revenue : FY22: Rs. 5,020 Crores FY23: Rs. 7,397 Crores FY24: Rs. 4,662 Crores FY25: Rs. 5,147 Crores
Slide 11: Business Strengths
Business Strengths Fortune 500 Client trust Full AdTech stack: SSP + DSP + DMP + RTB AI-driven optimisation (web, mobile, video, CTV) 5B+ impressions/day scale Improving Governance & Cost Efficiency
Slide 12: Brightcom Defence: Focus Areas
Brightcom Defence: Focus Areas Swarm drone management AI battlefield intelligence Real-time aerial cybersecurity Mission simulations Dual-use civil/military applications
Slide 13: Seasonality: Market Overview
Seasonality: Market Overview December is traditionally highest revenue month; Jan & July month are the slowest Agencies have fiscal year-end in June/Dec → ramp up ad spends December surge also due to shopping season Q4 (Jan-Mar): Slow start, picks up around Super Bowl & Valentine’s Day Q1 (Apr-Jun):
Slide 14: Seasonality: Market Overview
Seasonality: Market Overview Q2 (Jul-Sep): Summer slump, picks up Aug-Sep (Back to School) Q3 (Oct-Dec): Peak ad spend due to shopping season Key Dates (US Market): Thanksgiving: 23 Nov | Black Friday: 24 Nov | Cyber Monday: 27 Nov Super Saturday: 23 Dec | Christmas Eve: 24 Dec | Christmas Day: 25 D
Slide 15: Strategic Priorities for FY26–27
Strategic Priorities for FY26–27 Prototype development & Operational execution demonstration for Brightcom across AdTech & Defence Defence Technology platform Global partner engagement enhancement & AI-driven (AdTech & Defence) products
Slide 16: Strategic Priorities for FY26–27
Strategic Priorities for FY26–27 Vertical-wise mission & vision Governance & compliance articulation strengthening Headcount growth: FY27 global Valuation mismatch corrective plan actions to continue
Slide 17: Management Team
Management Team M Suresh Kumar Reddy CMD & CEO Founder of Brightcom Group and Ybrant Technologies (1998) 25+ years scaling global AdTech businesses Integrated 10+ acquisitions expanding footprint across LATAM, Europe, APAC, US
Slide 18: Management Team: Cont’d
Management Team: Cont’d Brad Cohen – Chief Strategy Officer Global strategist, M&A and corporate development, serial entrepreneur Raghunath Allamsetty – Executive Director Governance anchor, operational oversight, cross-border coordination
Slide 19: Management Team: Cont’d
Management Team: Cont’d Kallol Sen – Head International Business AI, emerging tech, global expansion strategy Gal Peleg – GM OMS Finance & operations discipline, scaling SSP globally
Slide 20: Management Team: Cont’d
Management Team: Cont’d Vidyashankar Ramakrishnan – Chief of Staff to CMD Ensures CMD’s vision translates into measurable results Shreedhar Reddy – GM Tech & Operations Technology backbone, early Brightcom employee, Architect of core platforms
Slide 21: Leadership Bench Strength
Leadership Bench Strength Combines vision, global strategy, governance, Global strategy & innovation: compliance, innovation, Gal Peleg execution Key leaders: Suresh Reddy, Operational execution & multi- Brad Cohen, Raghunath domain expertise: Vidyashankar Allamsetty, Kallol Sen Ramakrishnan Technol
Slide 22: Board of Directors
Board of Directors • Suresh Reddy – Chairman & Managing Director • Raghunath Allamsetty – Executive Director • P.V. Subba Rao – Independent Director (Audit & Stakeholders Chair) • Deepika Daliya – Independent Director (Finance & Compliance) • P. Leo Ganesan – Independent Director (NRC & CSR Chair) •
Slide 23: Board Committees
Board Committees Audit Committee – P.V. Subba Rao NRC – P. Leo Ganesan Stakeholders – P.V. Subba Rao • CSR – P. Leo Ganesan Warrants & Share Allotment – Raghunath Allamsetty Risk (SEBI LODR) – P.V. Subba Rao
Slide 24: Business Update: AdTech Global Engagements
Business Update: AdTech Global Engagements AdTech Tokyo, Cross-Team Collaboration Argentina, NYC Partner Meetings. Participation in Digiday Miami, DMEXCO Cologne, ATS London. Strengthened global partnerships & visibility.
Slide 25: Brightcom Defence Update
Brightcom Defence Update Incorporated as wholly-owned subsidiary: Brightcom Defence Pvt Ltd. Website live: brightcomdefence.ai redirected domain brightcomdefence.com Team expansion, technical documentation, brand development, prototype preparations.
Slide 26: Why Invest in Brightcom Now
Why Invest in Brightcom Now FY26 Trending Strong, Positioned to capture 25+ years of scaling & Dual engines: AdTech to meet or beat FY23 India & acquisitions + Defence AI Record Revenues Global market trends Strong Results For H1 FY26
Slide 27: Closing Message
Closing Message Brightcom navigated At the intersection of 25+ years of digital AdTech scale + evolution Defence AI innovation Foundation strong Momentum real Future bigger than just advertising
Slide 28: Brightcom Group
A brightcom group