ACEVECTOR Q2 CONCALL: MANAGEMENT EXPECTS SNAPDEAL GROWTH OF AROUND 30%, UNICOMMERCE TARGETS 15–20%+ GROWTH & EBITDA LOSS NARROWS OVER 50% QOQ

• MANAGEMENT EXPECTS SNAPDEAL BUSINESS GROWTH IN THE 30% RANGE GOING FORWARD, SUPPORTED BY STRONG VALUE-FASHION DEMAND & HIGHER CUSTOMER ENGAGEMENT • UNICOMMERCE MANAGEMENT TARGETS 15%+ GROWTH IN UNIWARE & 20%+ GROWTH IN SHIPWAY FROM Q4 FY27 ONWARD • MANAGEMENT EXPECTS UNICOMMERCE PROFITABILITY TO IMPROVE DURING H2 FY27 AS INCREMENTAL INVESTMENTS MODERATE • Q2 CONSOLIDATED REVENUE UP 17% YOY TO ₹151.2 CR, COMPARED WITH ₹129.3 CR LAST YEAR • Q2 ADJUSTED EBITDA LOSS NARROWED OVER 50% QOQ TO ₹8.6 CR FROM ₹18.3 CR, BUT WIDENED FROM ₹2.2 CR LOSS YOY • H1 CONSOLIDATED REVENUE UP 17% YOY TO ₹285.5 CR, WHILE UNICOMMERCE H1 REVENUE INCREASED 15% TO ₹110.4 CR • SNAPDEAL FASHION NMV GREW 31% YOY DURING H1 FY27, WITH FASHION CONTRIBUTION INCREASING TO OVER 68% FROM 57% LAST YEAR • SNAPDEAL'S OVERALL NMV GREW 10% YOY, WHILE DELIVERED UNITS INCREASED 16% & APP DELIVERED UNITS GREW 23% • SNAPDEAL REPORTED 60% YOY GROWTH IN DELIVERED UNITS DURING THE FIRST 15 DAYS OF OCTOBER, SUPPORTED BY FESTIVE-SEASON DEMAND • ANNUAL TRANSACTING CUSTOMERS CROSSED 1.3 CR, UP 12% YOY, WHILE PURCHASE FREQUENCY INCREASED 11% TO 4.1 ORDERS ANNUALLY • REPEAT PURCHASES CONTRIBUTE NEARLY 80% OF SNAPDEAL VOLUMES, WITH MANAGEMENT INDICATING A CUSTOMER ACQUISITION PAYBACK PERIOD OF 12–18 MONTHS • SNAPDEAL OPERATES AN ASSET-LIGHT, ZERO-INVENTORY MARKETPLACE MODEL, WITH APPROXIMATELY 10% CONTRIBUTION MARGIN ON NMV & ₹40 CONTRIBUTION PER ORDER • AI-POWERED PRODUCT DISCOVERY INFLUENCES OVER 81% OF SNAPDEAL ORDERS, WHILE AI-BASED SELLER ONBOARDING HAS REDUCED PROCESSING TIME BY APPROXIMATELY 90% • ACTIVE FASHION LISTINGS SURGED 91% YOY TO APPROXIMATELY 95 LAKH, WHILE UNICOMMERCE SERVES OVER 8,500 CLIENTS ACROSS INDIA & SIX INTERNATIONAL MARKETS • MANAGEMENT REMAINS POSITIVE ON SNAPDEAL FASHION GROWTH & UNICOMMERCE OPERATING LEVERAGE, BUT CONTINUED CONSOLIDATED EBITDA LOSSES, CUSTOMER ACQUISITION COSTS & PROFITABILITY EXECUTION REMAIN KEY RISKS

ACEVECTOR LIMITED

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