Investor Presentation

AI summary - Q1FY27 B2C Gross Order Value (GOV) INR 18,926 Cr, +28% YoY; Adj EBITDA margin improved by 2.1pp YoY - Food Delivery segment grew GOV 17% YoY with Adj EBITDA margin rising to 3.1% - Instamart GOV up 40% YoY, nearing contribution margin breakeven; path to EBITDA positive at 2.5x scale - Out-of-Home Consumption GOV +133% YoY, Adj EBITDA margin positive at 0.6% - FY31 target: INR 10,000 Cr Adj EBITDA with ~4% margin on INR 2.5L Cr GOV - Focus on innovation, AI-driven personalization, and operational excellence to drive growth and margin expansion - Domestic ownership crossed 50% in July 2026; Board approved 49.5% foreign shareholding cap - Strong balance sheet with INR 14.4K Cr cash and debt-free status