RattanIndia Enterprises Limited

rs,

May 29, 2023 BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001 Scrip Code- 534597 Bandra (East), Mumbai-400 051 RTNINDIA

Rs. 4,138

roducts offered by RattanIndia Enterprises. 2 Key Highlights … • • Total income of REL in FY23: Rs. 4,138 Cr (Q4FY23: Rs. 1,109 Cr) Revenue generation in all businesses showing healthy growth o Cocoblu:

Rs. 1,109

tanIndia Enterprises. 2 Key Highlights … • • Total income of REL in FY23: Rs. 4,138 Cr (Q4FY23: Rs. 1,109 Cr) Revenue generation in all businesses showing healthy growth o Cocoblu: ✓ Achieved FY23 revenu

Rs. 47

in all businesses showing healthy growth o Cocoblu: ✓ Achieved FY23 revenue of 4079 Cr and PAT of Rs. 47 Cr, Q4 Revenue of Rs. 1056 Cr ✓ Over 2 cr orders fulfilled in Q4 ✓ 880+ active vendors in FY 23 ✓ 30

Rs. 1056

healthy growth o Cocoblu: ✓ Achieved FY23 revenue of 4079 Cr and PAT of Rs. 47 Cr, Q4 Revenue of Rs. 1056 Cr ✓ Over 2 cr orders fulfilled in Q4 ✓ 880+ active vendors in FY 23 ✓ 30+ lakhs unique items offere

99%

880+ active vendors in FY 23 ✓ 30+ lakhs unique items offered ✓ 19,000+ PIN codes serviced which is 99% of total serviceable PINs ✓ Achieved 4.5 star review ratings on Amazon marketplace with a total of

100%

pparel, shoes and handbags on Amazon.com to service US, Canada, Mexico. o Revolt: ✓ REL acquired 100% stake in Jan 2023 ✓ Revamp of Revolt supply chain and increased factory capacity to 2X ✓ Sharpened

2X

L acquired 100% stake in Jan 2023 ✓ Revamp of Revolt supply chain and increased factory capacity to 2X ✓ Sharpened focus on customer centricity by improving services & spares ✓ Expanding dealerships pan

Rs. 300

red with multiple insurance companies in the country ✓ Disbursed 7,300+ loans in FY23 with value of Rs. 300+ Cr ✓ Number of Credit Cards issued in FY23: 3,700+ ✓ More than 1.7 mn visitors on the portal Cons

Rs. 255

7 mn visitors on the portal Consolidated FY23 loss in REL is driven by unrealized notional loss of Rs. 255 Cr (Q4 Rs 106.40 Crore) on investment in RattanIndia Power Limited (RPL) o Shareholding in RPL is h

Rs 106.40 Crore

n the portal Consolidated FY23 loss in REL is driven by unrealized notional loss of Rs. 255 Cr (Q4 Rs 106.40 Crore) on investment in RattanIndia Power Limited (RPL) o Shareholding in RPL is held as an investment i

Rs. 2.95

investment in RPL is valued at the closing market price (price of RPL share as on 31st Mar 2023 was Rs. 2.95 against Rs. 3.95 as on 31st Dec 2022); resulting in an unrealized loss of Rs. 106.40 cr o Daily flu

“⚫ Indian EV market, valued at $3 billion in 2022, is expected to grow to $114 billion by 2029, at a CAGR of 67% India tracking tremendous scale up in electric two-wheeler sales during this decade”

Note

2

Source

2

Advisory board entrusted with

1

Market size

1

Growth of

1

Credit Demand Growth

1

Current products available

1

Next phase of products

1

Note

1. 2. https://www.ibef.org/industry/banking-presentation https://www.ibef.org/news/india-likely-to-have-900-million-active-internet-users-by-2025-report 4 Our philosophy on business ⚫ New Age businesses ⚫ ESG compliant ⚫ Direct to consumer engagement ⚫ Staying away from debt-heavy businesses ⚫ Low capex ⚫ Clean tech focus ⚫ Rapid scalability ⚫ Aiming to be amongst the leaders REL is a family of strategic growth platforms 5 Our business interests RattanIndia Enterprises Invested in the future E-commerce 100% subsidiary Electric Vehicles 100% shareholding Drones 100% subsidiary Fintech 100% subsidiary 1 Matternet2 Residual equity holding - RattanIndia Power 19.81% shareholding

Note

1. 2. NeoSky holds 60% stake in TAS Strategic investment approved by Shareholders 6 Our governance 50% of Board is independent Statutorily audited by Walker Chandiok & Co LLP (GT) Governance committees headed by Independent Directors Audit, Nomination and Renumeration, Corporate Social Responsibility (CSR) Stakeholders’ Relationship Robust regulatory compliance Guided by qualified and competent Advisory Board 7 Advisory Board of eminent professionals Mr. Arun Duggal Chairman of ICRA (A Subsidiary of Moody's USA) and ex-Chief Executive Officer of Bank of America – India ) Mr. Yashish Dahiya Co-founder and Group CEO of Policybazaar Mr. Ranu Vohra Co-founder and Executive Vice Chairman, Avendus Capital Mr. Jan Preiss Co-founder and CEO of Oxford Latinitas, UK Mrs. Anjali Rattan Nashier Co-founder & Business Chairperson, RattanIndia Enterprises Mr. Rajiv Rattan Co-founder & Chairman, RattanIndia Group

Advisory board entrusted with

⚫ Building investment strategy ⚫ Reviewing investment proposals ⚫ Monitoring performance of investee companies and subsidiaries ⚫ Assisting the management with external relationships 8 Businesses of the future Smarter take on opportunities 9 9 E-commerce 10 Universe of possibilities – REL’s e-commerce platform Partnering vendors in their growth Digital co- branding Seller on Amazon.in Other online marketplaces Private Labels Licensing foreign brands Capitalizing on full potential of e-commerce universe through multi-faceted foray 11 Partners for success Partners for success 12 In FY23 we scaled up massively … For all walks of life Untangled entertainment Books never go out of style Shipped 1.5 cr shoes Shipped 1.5 cr wireless accessories 13 Shipped 2.1 cr books In FY23 we scaled up massively … Apparently apparels are always a hit Work. Work. Work. Music on everyone’s mind Shipped 3.03 cr apparels Shipped 89 lacs office stationery Shipped 9.5 lacs musical instruments 14 Opportunity of a

Source

Report by Deloitte on Electric Vehicle and Mobility -POV Auto Car Pro Your Story 26 The e-mobility value chain revenue pool is estimated to reach up to $100 billion in FY30 EV revenue pools along e-mobility value chain (2030, $B) 10-13 7-9 7-11 40-51 6-8 1-2 5-6 Total ~$100B 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Battery EV auto components software and telematics Other Components (chassis, motors, plastic parts etc…) % Share 3W: 4 2CV: 2 2W: 33 4W: 41 Auto OEM, sales and service Charging Mobility Battery Swapping 27 Policy tailwinds ⚫ 2023 expected to be a defining year for the Indian electric vehicle industry, with policy shifts and increased investment driving growth ⚫ Faster Adoption and Manufacturing of Electric Vehicles (FAME) programme (provides financial incentives to EV manufacturers and buyers) and the National Electric Mobility Mission Plan aim to achieve 30% electric mobility by 2030 ⚫ In the Union Budget 2023, import duty has been reduced to nil in respect of import of

Growth of

11.1%* 2021-22 RETAIL MARKET SEGMENTS Home Loans Agri Loans Personal Loans Business Loans Auto Loan Gold Loan Credit Cards Two-wheeler Loans Consumer Durable Loans Others Total % 30% 9% 9% 7% 6% 5% 2% 1% 0.4% 30% 100% INR in Lakh Cr. 25 8 8 6 5 5 2 1 0.3 25 85 Retail lending in FY22 stood at Rs. 85 Lakh Cr., representing 48.9% of the overall market size of INR 174 Lakh Cr

Credit Demand Growth

40%2 2021-22 Increasing frequency of consumers checking their credit scores 3x 2x Growth in number of consumers checking their credit scores in 2020 vs 2018 Growth in number of times a consumer checks their credit scores in 2020 vs 2018 Digital penetration in India 1.40bn 845 mn 236 mn Population of India Population of India on Digital Population of India on Digital 25-54 yr. 78.5Mn 78.5 mn Population of India on Digital 25-54 yr. who have explored Digital Retail Lending Products online India uniquely poised to realize democratization in Financial Services Source: Statista& DV360 51 Opportunity is ripe for digital first models 2W loans (in INR Cr.) 23% 49,688 40,306 Personal Loan (in INR Cr.) Credit Card Issuances (in Lakhs) 5,24,224 243% 2,15,602 47% 160 109 FY18 FY22 FY18 FY22 FY18 FY22 Home loans (in INR Cr.) 34% 7,35,842 5,48,899 Business loans (in INR Cr.) 1,73,104 10% 1,57,000 FY18 FY22 FY21 FY22 Continued traction in traditional segments of lending to underline growth for Wefin