Tracxn Technologies Ltd. · NSE:TRACXN
Tracxn Technologies — Q4 FY26 Earnings Presentation
56 slides from Tracxn Technologies's earnings presentation
Slide 1: Private Market Intelligence Platform - Q4 FY26 Investor Presentation
Private Market Intelligence Platform Q4 FY26 Investor Presentation Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.
Slide 2: Disclaimer
Disclaimer By attending this presentation including the commentary by the Company management This Presentation may contain, words or phrases that are forward-looking statements that and the transcript of the same, together (“Presentation”) and/or accepting a copy of it, involve risks and uncertainti
Slide 3: Tracxn Overview
Tracxn Overview Tracxn is a Data & Software platform for global Private Markets We work with Venture Capital Firms, Private Equity Firms, Investment Banks - as well as M&A & Innovation teams of large Corporates Global Platform, customers spanning 50+ countries 3
Slide 4: Q4 & FY26 Financial Performance
Q4 & FY26 Financial Performance 4
Slide 5: Financial Performance Summary
Financial Performance Summary REVENUE PROFITABILITY REVENUE BY SEGMENT OTHERS Revenue From Operations EBITDA India Customer Accounts (#) Q4FY26: 20.5 Cr. -3% YoY Q4FY26: -4.1 Cr. -3.3 Cr. YoY FY26: 38.2 Cr. FY26: 2,289 F FY26: 84.0 Cr. -0.6% YoY FY26: -6.6 Cr. -7.4 Cr. YoY +4.7 Cr. YoY +19% YoY Tota
Slide 6: FY26: Revenue & Profitability
FY26: Revenue & Profitability Revenue from Operations Total Income (in INR Cr.) (in INR Cr.) Historical Annual Historical Annual 0.3% 0.6% 19% 18% CAGR CAGR EBITDA PAT (in INR Cr.) (in INR Cr.) Adj. EBITDA: -3.5 Cr. Adj. PAT: 2.5 Cr. Excluding non-cash Excluding non-cash items - ESOP exp. ESOP exp.
Slide 7: Incremental Revenue going into Bottomline
Incremental Revenue going into Bottomline (in INR Cr.) Historical Annual: FY26 FY 21 FY 22 FY 23 FY 24 FY 25 Revenue from operations 84.0 43.8 63.5 78.1 82.8 84.5 Incremental Revenue from Operations (Δ) (0.5) +6.4 +19.7 +14.7 +4.7 +1.7 EBITDA (6.6) (17.1) (1.9) 2.6 4.6 0.8 Incremental EBITDA (Δ) (7.
Slide 8: FY26: Expense Breakup
FY26: Expense Breakup Total Expense Total Expense - Breakup (for FY26) (in INR Cr.) (in INR Cr.) % of Total FY26 Expense Historical Annual Employee Benefit Expenses 79.7 Cr. 87.8% Salaries, Wages & Bonus 74.6 Cr. 82.2% 8% Employee Stock Option Expense 3.1 Cr. 3.4% 8% CAGR Other Employee Benefit Expe
Slide 9: FY26: Continued Volume Growth
FY26: Continued Volume Growth Customer Accounts (#) Users (#) Historical Annual Historical Annual 23% 19% 21% CAGR 23% CAGR Number of accounts and users continue to increase 9 Note: As on end of each reporting period
Slide 10: FY26: FCF and Cash & Cash Equiv.
FY26: FCF and Cash & Cash Equiv. FCF (Free Cash Flow)1 Cash & Cash Equivalents1,2 (in INR Cr.) (in INR Cr.) Historical Annual Historical Annual Buyback done in H1FY26 17.4 Cr. Note: (1) Excluding tax amounts received from employees against ESOP exercise as on the respective end of period 10 (2) Cash
Slide 11: FY26: Accounts by Customer Type
FY26: Accounts by Customer Type Investment Industry 46% Corporates 49% (includes Corporate Innovation teams, Corporate (includes VC funds, PE funds, Investment Development / M&A teams, Strategy and Sales Banks, CVCs, Accelerators & Incubators, teams, Consulting firms, Startups, etc.) Family Offices,
Slide 12: Diverse Customer Base
Diverse Customer Base Customer segments & departments that we work with, within the key customer types Private Corp Dev / Corporate Equity M&A Teams Innovation Venture Investment Government Companies Capital Banking Agencies Family Digital Corporate Offices Transformation Strategy Accelerator Corpor
Slide 13: Global Customer Base
Global Customer Base 55% International revenue in FY26 Customers span over 50+ countries* Top 5 countries by #customer accounts India, USA, UK, Singapore, Germany International Revenue 55% Indian Revenue 13 *As on end of period
Slide 14: Private Markets - Quick snapshot (1/2)
Private Markets - Quick snapshot (1/2) Global Tech Funding India Tech Funding GLOBAL TECH FUNDING: Global funding is showing signs of recovery, though deal volumes remain subdued. Global Unicorns Created (#) India Unicorns Created (#) LATE-STAGE FUNDING: (proxy # new unicorn rounds) Late-stage fundi
Slide 15: Private Markets - Quick snapshot (2/2)
Private Markets - Quick snapshot (2/2) Strong rebound in global M&A deal value and IB fees Global M&A GLOBAL M&A: (in USD Tn.) 2026 YTD continues to show strong momentum. Current run-rate indicates 2026 could become the second-highest year after the 2021 peak. M&A advisory fees (in USD Bn.) IB M&A A
Slide 16: Key highlights
Key highlights From Q4FY26 and FY26 11. India & International growth Accelerating India growth; international rebound expected from Q1 2. Scaling Sales & Marketing teams Continued investments in sales capacity and expansion 3. Vertical BU Growth Strong momentum across Investment Banking, Corporate S
Slide 17: India Geo - Continues to Grow
1 India Geo - Continues to Grow India Geo - Growth (2Y) India Geo - Q4FY26 YoY India Geo - Q4FY26 QoQ Revenue Growth Q4FY26 Annualised 22% 16% CAGR 49% Revenue from India 15% Rev. from India (YoY) # Customer Accounts Growth 48% CAGR 33% India geo continues to #Account (YoY) grow, with growth acceler
Slide 18: India Geo - Significant Recent Data Investments
1 India Geo - Significant Recent Data Investments Significant investments in expanding datasets & offerings BU Specific Launches Key Highlights Banks and Financial Institutions Legal Entity report : Detailed risk ● Private company financials coverage grew by >10X in FY26, indicators & 20+ financial
Slide 19: International BU
1 International BU Data investments ongoing, likely to improve Revenue split by India and International (in INR Cr.) FY25 FY26 YoY % India Revenue 33.5 38.2 14% International Revenue 51.0 45.8 -10% Total Revenue 84.5 84.0 -0.6% Accelerated growth in India driven by the launch of vertical teams and,
Slide 20: Select Recent Growth Initiatives
1 Select Recent Growth Initiatives International BU - Investing in Data Augmentation & Sales scale-up Major push to expand data coverage across international geos UK: Private company financials expanded to 4.6M+ entities (~14x YoY increase). Company coverage increased ~4x, while loans & charges data
Slide 21: Key highlights
Key highlights From Q4FY26 and FY26 11. India & International growth Accelerating India growth; international rebound expected from Q1 22. Scaling Sales & Marketing teams Continued investments in sales capacity and expansion 3. Vertical BU Growth Strong momentum across Investment Banking, Corporate
Slide 22: Investing in Growth: Scaling GTM Teams
2 Investing in Growth: Scaling GTM Teams GTM team size and share of total headcount have increased Ending Headcount (#) Sales & Marketing as % of Total headcount 23% 29% FY25 FY26 - We are investing in growth by scaling our sales & marketing (GTM) teams. - Sales & marketing teams now account for ~30
Slide 23: Investing in Growth: Scaling GTM Teams
2 Investing in Growth: Scaling GTM Teams Plan to nearly double the closing sales capacity # Closing sales team 34 60 members As on Dec 2025 Planned (by Dec 2026) With our vertical sales playbook gaining traction, we are scaling our sales organization and plan to nearly double our closing sales team
Slide 24: Key highlights
Key highlights From Q4FY26 and FY26 11. India & International growth Accelerating India growth; international rebound expected from Q1 22. Scaling Sales & Marketing teams Continued investments in sales capacity and expansion 3 Vertical BU Growth Strong momentum across Investment Banking, Corporate S
Slide 25: Specialised BU Teams - accelerated growth continues
3 Specialised BU Teams - accelerated growth continues Investment Banks (IB) Corporate Sales ● Data & Offering enrichment: Expanding key ● Specialized team for corporate sales users — lead gen, datasets - private co. financials (became market analysis, comps, and BD mandates across best-in-class in I
Slide 26: Specialised BU Teams - accelerated growth continues
3 Specialised BU Teams - accelerated growth continues Universities Startups Accelerators & Incubators ● Focusing on customers across ● Specialized team with cumulative private incubators, government experience of over 20 years in selling to ● We continue to see high volume of inbound leads from star
Slide 27: Specialised Teams
3 Specialised Teams More verticals expected to mature over time and we expect to increase market share in these respective segments List of vertical sales units launched Startups Universities Investment Banks Accelerator & Venture Capital Sales Incubators Funds Mergers & Debt Events Acquisition 27 N
Slide 28: Key highlights
Key highlights From Q4FY26 and FY26 11. India & International growth Accelerating India growth; international rebound expected from Q1 22. Scaling Sales & Marketing teams Continued investments in sales capacity and expansion 3 Vertical BU Growth Strong momentum across Investment Banking, Corporate S
Slide 29: Introducing AI-Native Access to Tracxn Data
4 Introducing AI-Native Access to Tracxn Data Launched Tracxn MCP for Claude* Upcoming: AI-Assistant on Tracxn Platform Paid users can now access reliable, real-time company Launching an AI-chat based assistant on the intelligence from Tracxn's proprietary database directly platform for data queryin
Slide 30: Key highlights
Key highlights From Q4FY26 and FY26 11. India & International growth Accelerating India growth; international rebound expected from Q1 22. Scaling Sales & Marketing teams Continued investments in sales capacity and expansion 3 Vertical BU Growth Strong momentum across Investment Banking, Corporate S
Slide 31: Data Expansion: Increased Regulatory datasets
5 Data Expansion: Increased Regulatory datasets 9X growth in Company Financials - now covering over 6 million companies across 20+ countries # Financials Covered by Year Major countries by coverage ~9X ● Germany ● Ireland ● New Zealand ● Japan ● Sweden ● Croatia ● India ● Thailand ● Latvia ● United
Slide 32: Data Expansion: Increased Regulatory datasets
5 Data Expansion: Increased Regulatory datasets Over 10X growth in Company Captables in ~2 years - now covering over 770K+ companies across 15+ countries # Companies with Captables Major countries by coverage ~11X ● United States ● Ireland ● New Zealand ● Germany ● Sweden ● Estonia ● India ● Singapo
Slide 33: Data Expansion: Increased Regulatory datasets
6 5 Data Expansion: Increased Regulatory datasets Launched Legal Entities Database Currently covering ~66M legal entities across key geographies # Legal Entities (in millions) Major countries by coverage ● United States ● Canada ● Germany ● Brazil 66M ● Japan ● Australia ● India ● Belgium ● United K
Slide 34: Key highlights
Key highlights From Q4FY26 and FY26 11. India & International growth Accelerating India growth; international rebound expected from Q1 22. Scaling Sales & Marketing teams Continued investments in sales capacity and expansion 3 Vertical BU Growth Strong momentum across Investment Banking, Corporate S
Slide 35: Scaling Organic Search Traffic and Tracxn Lite
6 Scaling Organic Search Traffic and Tracxn Lite A PLG flywheel: 26.2M organic visits & 285K Tracxn Lite signups in FY26, creating a high volume leads pipeline 26M 285K Organic Traffic in FY26. Tracxn Lite sign-ups 3X in 3 years till date. Organic Search Traffic1 #Tracxn Lite Signups2 ~3X Scaling or
Slide 36: Press Mentions
6 Press Mentions Increased coverage 4000+ 37% across International media Press Mentions in FY26 Increase in YoY coverage eg. Report coverage eg. Partnerships eg. Regular Columns in newspapers eg. Others 36
Slide 37: Key Growth Areas (FY27) - Summary
Key Growth Areas (FY27) - Summary 1. India geo — investing in continued and accelerated growth ● Cemented our lead in private market data; now best-in-class in private market financial coverage as well. ● Increasing market share in newer segments like Corporate Sales and Banks & Financial Institutio
Slide 38: FY26: Other KPIs
FY26: Other KPIs Entities Profiled, on platform (in millions) Historical Annual 72% 35% The coverage of companies CAGR added on the platform have increased by 72% on YoY basis. Increased coverage in US,UK and Germany region 38 Note: Entities Profiled are as on end of period
Slide 39: FY26: Other KPIs
FY26: Other KPIs Contract Price Deferred Revenue (in INR Cr.) (in INR Cr.) Historical Annual Historical Annual 13% 3% 15% 6% CAGR 18% 4% CAGR 39 Note: Contract Price and Deferred Revenue include proforma bills wherein invoice is to be raised after payment is received
Slide 40: Business Overview
OOOO EEE @Tracxn Business Overview 40
Slide 41: Our Journey
Our Journey Listed on 50+ Current Countries - Launched AI Ratan N Tata 2023-2025 based querying for customers and - Launched and Scaled aggressively using 2021-22 vertical-focused AI for accelerating business units - Became a publicly data production Sachin Bansal Binny Bansal NRJN Family Trust 2020
Slide 42: Significant cost advantages from India-based operations
Significant cost advantages from India-based operations Significant cost advantage due to Europe make-in-India. Especially: Asia N.America • Data-production & technology Middle East platform is built from India India • Global sales happens from Africa India (sales & support teams work across all tim
Slide 43: Experienced Promoters & Board of Directors
Experienced Promoters & Board of Directors Neha Singh Abhishek Goyal Brij Bhushan Chairperson and Managing Vice Chairman and Independent Director Director Executive Director ▪ B.Tech. & M.Tech. from IIT Bombay ▪ B.Tech. from IIT Kanpur ▪ B.Tech. from Maharshi Dayanand & MBA from Stanford Graduate Un
Slide 44: Supported by Senior Management Team; Backed by Marquee Investors
Supported by Senior Management Team Backed by Marquee Investors Prashant Chandra Amit Agarwal Neeraj Chopra Bhaskar Sharma Chief Financial Officer Chief Operating Officer Chief Technology Officer Chief Product Officer ▪ B.Tech. from IIT Kanpur & MBA ▪ B.Tech. from MNNIT-Allahabad & ▪ MS from Univers
Slide 45: Large & Growing Market $40B+
Large & Growing Market Multiple large companies have been created in the financial data markets $40B+ Cumulative Revenue of Financial Market Data Companies for 2025* 45 Note: (*) Revenue of key public market data companies has been calculated based on the publicly available sources and internal esti
Slide 46: Robust Technology Platform
Robust Technology Platform Wide range of business and workflow tools – Scalable backend framework – based on open Inbuilt CRM tool, custom dashboard builder, tools for source technologies sourcing, tracking companies, portfolio tracking, API Automated – based on web crawling and data support, browse
Slide 47: Large & Growing Market
Large & Growing Market Private Market AUM Growth1 Public Market Capitalization2 (in USD trillion) (in USD trillion) 17% 7% CAGR CAGR Cumulative market capitalization of listed domestic companies across all the countries converted to USD Private market AUM expected to cross $15T by 2028 Note: (1) Acc
Slide 48: FY26 Detailed Financial Statements
FY26 Detailed Financial Statements 48
Slide 49: Profit & Loss Statement (1/2)
Profit & Loss Statement (1/2) Particulars Q4 FY26 Q3 FY26 Q4 FY25 FY26 FY25 Income Revenue from operations 20.49 21.04 21.14 83.97 84.47 Other income 0.13 0.21 0.03 0.52 0.28 Other gains/(losses) - net 1.54 1.36 1.55 5.65 5.62 Total Income 22.15 22.61 22.72 90.14 90.37 Expenses Employee benefit expe
Slide 50: Profit & Loss Statement (2/2)
Profit & Loss Statement (2/2) Particulars Q4 FY26 Q3 FY26 Q4 FY25 FY26 FY25 Profit / (loss) for the period (2.63) (0.81) (7.58) (7.89) (9.54) Less: Other Income 0.13 0.21 0.03 0.52 0.28 Less: Other gains/(losses) - net 1.54 1.36 1.55 5.65 5.62 Add: Depreciation expense 0.07 0.05 0.04 0.19 0.11 Add:
Slide 51: Balance Sheet (1/2)
Balance Sheet (1/2) Particulars As at March 31, 2026 As at March 31, 2025 ASSETS Non-current assets Property, plant and equipment 0.45 0.20 Intangible assets - - Income tax assets (net) 4.63 6.23 Deferred Tax Asset - 5.67 Total non-current assets 5.08 12.10 Current assets Financial assets i. Investm
Slide 52: Balance Sheet (2/2)
Balance Sheet (2/2) Particulars As at March 31, 2026 As at March 31, 2025 EQUITY Equity share capital 10.67 10.65 Other equity Reserves and surplus 41.88 55.15 Total equity 52.55 65.80 LIABILITIES Non-current liabilities Employee benefit obligations 5.85 4.56 Contract liabilities 0.72 0.56 Deferred
Slide 53: Cash Flow Statement (1/2)
Cash Flow Statement (1/2) Year ended Year ended Particulars 31 March 2026 31 March 2025 Cash Flow from Operating Activities: Net profit/ (loss) before Income Tax (1.88) 6.62 Adjustment for: Depreciation expense 0.19 0.11 Net (gain)/ loss on disposal of Property, plant and equipment 0.01 - Net gains
Slide 54: Cash Flow Statement (2/2)
Cash Flow Statement (2/2) Year ended Year ended Particulars 31 March 2026 31 March 2025 Cash Flow from Investing Activities: Payments for purchase of property, plant and equipment (0.46) (0.12) Proceeds from sale of property, plant and equipment 0.01 - Funds invested in bank deposits 1.94 (0.11) Pro
Slide 55: Definitions
Definitions (1) Customer Accounts refers to the distinct contracts entered into by our Company with each customer, at the time of measurement. A customer account may include access for a single or multiple number of Users. (2) Users refers to the number of activated user accesses on the platform at
Slide 56: Thank You
Company Information Address : 2nd Floor, L-248, 17th Cross, Sector 6, HSR Layout, Bangalore - 560102 Thank You CIN : L72200KA2012PLC065294 Corporate Presentation: Link For any queries, please contact: Email ID : investor.relations@tracxn.com www.tracxn.com/investor-relations 56