BRIGHTCOM GROUP LIMITED — Investor Presentation 2020

Jun 5, 2020

Hel: +91 (40) 67449910 EEAX +91 (22) 66459677

June 05, 2020.

The BSE Limited P. J. Towers, 25th Floor, Dalal Street, MUMBAI – 400001. Scrip Code: 532368 DIN: 0014051574

The National Stock Exchange of India Ltd. Exchange Plaza, Bandra Kurla Complex, Bandra (E), Mumbai-400051. Symbol: BCG

Dear Madam/Sir,

Sub: Investor Presentation on its M&A track record.

With reference to the subject cited above, we are enclosing herewith a copy of presentation of the Company's M&A track record.

The same is also being made available on the website of the Company at www.brightcomgroup.com.

This is for your information only.

Thanking you.

Yours faithfully,

for BRIGHTCOM GROUP LIMITED

ShoAa

M. SURESH KUMAR REDDY CHAIRMAN & MANAGING DIRECTOR

brightcom group limited (Formerly Lycos Internet Limited)

FLOOR: 5, FAIRFIELD BY MARRIOTT, ROAD NO: 2, NANAKRAMGUDA, GACHIBOWLI, HYDERABAD - 500032, TELANGANA,INDIA. EMAIL: IR@BRIGHTCOMGROUP.COM =WEB:WWW.BRIGHTCOMGROUP.COM CIN: L64203761999PLC030996

M&A TRACK RECORD

INORGANIC GROWTH (2006 TO 2010)

• AS YBRANT TECHNOLOGIES, THECOMPANY PROVIDED BACK-END TECH AND PLATFORMS FOR THE AD-NETWORKS OF THE TIME TILL 2006
• THE TRANSITION TO A COMPREHENSIVE DIGITAL MARKETING SOLUTION HAPPENED FROM 2006 TO 2010
• WE ADOPTED AN INORGANIC GROWTH STRATEGY BY ACQUIRING 10 COMPANIES IN THE FRONT END OF DIGITAL MARKETING
• THE STRATEGY WAS TO BUY COMPANIES ACROSS SPECIALITIES OF DISPLAY, EMAIL, SEARCH AND SOCIAL MARKETING
• THE IDEA WAS ALSO TO DEVELOP GLOBAL FOOT PRINT ACROSS GEOGRAPHIES THAT WERE ACTIVE.
• WE MOVED FROM SUB-$10 MILLION BACKEND COMPANY IN 2006 TO A $100 MILLION END-TO-END DIGITAL MARKETING GROUP BY 2010
• A TEN FOLD INCREASE USING DELIBERATE ACQUISITIONS FUNDED BY STAGGERED FUND RAISES FROM PE FIRMS

KEY ACQUISITIONS (DIGITAL SECTOR)

ACQUISITIONDATE	2007
ACQUISITION	$10
AMOUNT	MILLION
REVENUE	$8
ACQUIRED	MILLION
EBITDA	$1.25
ACQUIRED	MILLION
PURCHASEMULTIPLE	8

ADVERTISINGCHANNEL	DISPLAY
LOCATION	LOSANGELES,CA
INTERNATIONALPRESENCE	US
PAYMENTTERMS	2PART
STATUS	COMPLETED

AdDynamix offered online advertising solutions to clients such as Ameritrade, AT&T, Disney, Fox Television, ING, Macy's, Office Max, Orbitz, SBC, Sony Motion Pictures, Verizon, Ford Motor Media and WebMD. They mainly specialized in Display Advertising in US markets.

ACQUISITIONDATE	2007
ACQUISITIONAMOUNT	BOUNDBYNON-DISCLOSURE
REVENUEACQUIRED	$2.2MILLION
EBITDAACQUIRED	$1MILLION
PURCHASEMULTIPLE	-

ADVERTISINGCHANNEL	EMAIL
LOCATION	BELGRADE,SERBIA
INTERNATIONALPRESENCE	US
PAYMENTTERMS	2PART
STATUS	COMPLETED

VoloMP was a high-performance email marketing platform with rich feature set, ease of use and improved deliverability. This high end email marketing platform provided better reach and offered ROI to clients in the US markets.

ACQUISITIONDATE	2007
ACQUISITION	$4.5
AMOUNT	MILLION
REVENUE	$6
ACQUIRED	MILLION
EBITDA	$1
ACQUIRED	MILLION
PURCHASEMULTIPLE	4.5

ADVERTISINGCHANNEL	SEARCH/DISPLAY
LOCATION	VAIL,CO,US
INTERNATIONALPRESENCE	SOUTHAMERICA,US
PAYMENTTERMS	2PART
STATUS	COMPLETED

MediosOne ad network provided graphical and contextual banners and targets users locally by using advanced geo-targeting technology to reach users in their native language. MediosOne's network included advertisers from many Fortune 500 companies as well as dozens of the Alexa top one thousand ranked sites. The company had publishers in most regions of the world covering over 35 content channels. They operated in South America and the US.

ACQUISITION	EARLY
DATE	2008
ACQUISITION	$16
AMOUNT	MILLION
REVENUE	$20
ACQUIRED	MILLION
EBITDA	$3.2
ACQUIRED	MILLION
PURCHASEMULTIPLE	5

Oridian was a leading online advertising company with over 9 billion monthly impressions, a worldwide inventory and access to millions of users in various continents, Oridian enabled Advertisers to implement effective branding as well as direct response campaigns, and Publishers to monetize traffic emanating from all over the world. It was a privately-owned top-10 network with access to over 80 million monthly users worldwide; offices in North America, France, Israel, Argentina, Germany and the UK, and representatives in Australia, Scandinavia, Italy, Belgium and The Netherlands.

ACQUISITION	LATE
DATE	2008
ACQUISITIONAMOUNT	NON-DISCLOSURE
REVENUE	$5
ACQUIRED	MILLION
EBITDA	$1.2
ACQUIRED	MILLION
PURCHASEMULTIPLE	-

ADVERTISINGCHANNEL	DISPLAY,CONTEXTUAL
LOCATION	AUSTRALIA
INTERNATIONALPRESENCE	AUSTRALIA,SINGAPORE,HONGKONG
PAYMENTTERMS	2PART
STATUS	COMPLETED

Max Interactive Pty Ltd. specialized in banner-based web advertising, Mobile and eMail marketing with advertisers such as Vodafone, Telstra, HP, Nokia, Nissan, Citibank, American Express, Visa, Rabo Bank, Land Rover, Qantas, Jack Daniels, Newscorp, Adobe, Qantas, Virgin and Nestlé. Max's publishers included Webjet, RewardsCentral, 3 Mobile, About Seniors, MobileActive, Ski.com.au , Yakedi and Ybrant's Oridian to name a few. Max Interactive was an independent Interactive Sales and Marketing Network established in Australia October 2001.

ACQUISITIONDATE	2008
ACQUISITIONAMOUNT	$8.5MILLION
REVENUEACQUIRED	$7MILLION
EBITDAACQUIRED	$1.2MILLION
PURCHASEMULTIPLE	6

ADVERTISINGCHANNEL	SOCIALMEDIA,DISPLAY
LOCATION	BUENOSAIRES,ARGENTINA
INTERNATIONALPRESENCE	LATINAMERICA
PAYMENTTERMS	2PART
STATUS	COMPLETED

Dream ad group had a strong regional presence in Latin America - Argentina, Chile, Uruguay and Mexico. Argentina is $ 2.5 billion advertising market with $70 million online spend. Dream ad was founded in 2003 and established in Buenos Aires, with offices in Chile, Uruguay and Mexico. dream ad counts with two Business units which were both devoted to the exclusive representation of Microsoft properties in the South Cone region of South America.

ACQUISITIONDATE	2010
ACQUISITION	$36
AMOUNT	MILLION
REVENUE	$30
ACQUIRED	MILLION
EBITDA	$6
ACQUIRED	MILLION
PURCHASEMULTIPLE	6

ADVERTISINGCHANNEL	SEARCH/PUBLISHER
LOCATION	BOSTON,US
INTERNATIONALPRESENCE	GLOBAL
PAYMENTTERMS	2PART
STATUS	UNDERSETTLEMENT

Lycos was founded in 1995, based on Internet search technology developed as part of a research project at the Carnegie Mellon University, and listed on the US technology market index Nasdaq in 1996.

Its contemporaries such as Infoseek, Excite, WebCrawler and AltaVista have lost out to competition from more powerful search engines like Yahoo and Google. The latter is now synonymous with Net search.

In 2000, at the height of the so-called dot-com boom in the US, Lycos was acquired by Spain's Terra Networks for $12.5 billion. Four years later, it was bought by South Korean firm Daum Communications for $94.5 million.

CAPITAL RAISED

Series A

DATE	MID2007
NAME	SANSARCAPITAL
AMOUNTRAISED	$20MILLION
PERCENTAGEACQUIRED	17%FULLYDILUTED
INVESTORLOCATION	NEWYORK,US

PRE-MONEY	$125
VALUATION	MILLION
INSTITUTION	PRIVATE
TYPE	EQUITY
INVESTMENTTYPE	EQUITY
EXITDATE	2014-2017
USE	ADDYNAMIX,
OF	MEDIOSONE
PROCEEDS	&VOLOMP

Series B

DATE	DEC2007
NAME	PASSPORTCAPITAL,EIGHTCAPITAL&VENUSCAPITAL
AMOUNTRAISED	$10MILLION
PERCENTAGEACQUIRED	5.71%FULLYDILUTED
INVESTORLOCATION	CALIFORNIA,US

PRE-MONEYVALUATION	$175MILLION
INSTITUTIONTYPE	PRIVATEEQUITY
INVESTMENTTYPE	EQUITY
EXITDATE	2013-2016
USEOFPROCEEDS	ORIDIAN

Series C

DATE	LATE2008
NAME	ASIAPACIFICCAPITAL
AMOUNTRAISED	$22MILLION
PERCENTAGEACQUIRED	8.8%FULLYDILUTED
INVESTORLOCATION	HONGKONG

PRE-MONEYVALUATION	$250MILLION
INSTITUTIONTYPE	PRIVATEEQUITY
INVESTMENTTYPE	EQUITY
EXITDATE	2018-2019
USEOFPROCEEDS	MAXINTERACTIVE,DREAMADGROUP

DATE	2010
NAME	OAKINVESTMENTS
AMOUNTRAISED	$20MILLION
PERCENTAGEACQUIRED	7%
INVESTORLOCATION	GREENWICH,US

PRE-MONEYVALUATION	$300MILLION
INSTITUTIONTYPE	PRIVATEEQUITY/VC
INVESTMENTTYPE	EQUITY
EXITDATE	LINEDUPBUYERS
USEOFPROCEEDS	SECONDARYSALE,ORIDIAN

DATE	2010
NAME	ICICIBANK
AMOUNTRAISED	$10MILLION
PERCENTAGEACQUIRED	NA
INVESTORLOCATION	NEWYORK,US

PRE-MONEYVALUATION	NA
INSTITUTIONTYPE	BANK
INVESTMENTTYPE	DEBT
EXITDATE	PAIDOFFINFULL
USEOFPROCEEDS	OTHERACQUISITIONS

DATE	2010
NAME	BATTERYMARCHCAPITAL
AMOUNTRAISED	$10MILLION
PERCENTAGEACQUIRED	3.33%
INVESTORLOCATION	BOSTON,US

PRE-MONEYVALUATION	$300MILLION
INSTITUTIONTYPE	PUBLICFUND
INVESTMENTTYPE	EQUITY
EXITDATE	2013-2016
USEOFPROCEEDS	LYCOS

DATE	2010
NAME	ASIAPACIFICCAPITAL
AMOUNTRAISED	$10MILLION
PERCENTAGEACQUIRED	3.33%
INVESTORLOCATION	HONGKONG

PRE-MONEYVALUATION	$300MILLION
INSTITUTIONTYPE	PRIVATEEQUITY
INVESTMENTTYPE	EQUITY
EXITDATE	2018-2019
USEOFPROCEEDS	OTHERACQUISITIONS