Slide 1: Intimation of Investor Presentation cover letter to exchanges
Email: investor.relations@tracxn.com Ph: +91 90360 90116 Website: www.tracxn.com August 05, 2026 To, To, BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, G Block, Dalal Street, Bandra-Kurla Complex Mumbai – 400 001 Bandra (E), Mumbai - 400
Slide 2: Private Market Intelligence Platform - Q1 FY27 Investor Presentation
Private Market Intelligence Platform Q1 FY27 Investor Presentation Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.
Slide 3: 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 4: 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 5: Q1 FY27 Financial Performance
Q1 FY27 Financial Performance 4
Slide 6: Q1 FY27: Financial Performance Summary
Q1 FY27: Financial Performance Summary Revenue from Operations EBITDA Customer Accounts (#) Revenue by Segment 21.1 Cr. -4.2 Cr. 2,350 India 10.6 Cr. 4.4% QoQ 2.9% QoQ 2.7% QoQ 0.2 Cr. QoQ International 10.5 Cr. -0.6% YoY 16% YoY 1.4% QoQ Total Income PAT Deferred Revenue Cash & Cash Equivalents* 22
Slide 7: Q1 FY27: Revenue & Profitability
Q1 FY27: Revenue & Profitability Revenue from Operations Total Income (in INR Cr.) 0.6% (in INR Cr.) 1.3% Historical Annual Historical Annual 2.9% 2.0% 14% 15% CAGR CAGR EBITDA PAT (in INR Cr.) (in INR Cr.) Adj. EBITDA: -3.7 Cr. Adj. PAT: -2.2 Cr. Excluding non-cash Excluding non-cash items - ESOP e
Slide 8: Incremental Revenue going into Bottomline
Incremental Revenue going into Bottomline (in INR Cr.) Historical Annual: Q1FY27 FY21 FY22 FY23 FY24 FY25 FY26 Revenue from operations 21.1 43.8 63.5 78.1 82.8 84.5 84.0 Incremental Revenue from Operations (Δ) (0.1) +6.4 +19.7 +14.7 +4.7 +1.7 (0.5) EBITDA (4.2) (17.1) (1.9) 2.6 4.6 0.8 (6.6) Increme
Slide 9: Q1 FY27: Expense Breakup
Q1 FY27: Expense Breakup Total Expense Total Expense - Breakup (for Q1FY27) (in INR Cr.) (in INR Cr.) % of Total Q1FY27 Expense Historical Annual Employee Benefit Expenses 22 Cr. 86.7% Salaries, Wages & Bonus 20.9 Cr. 82.2% Employee Stock Option Expense 0.6 Cr. 2.3% 8% 18% CAGR Other Employee Benefi
Slide 10: Q1 FY27: Continued Volume Growth
Q1 FY27: Continued Volume Growth Customer Accounts (#) Users (#) Historical Annual Historical Annual 22% 16% 21% CAGR 22% CAGR Continuing to acquire customers & penetrate existing accounts at a healthy pace 9 Note: As at the end of each reporting period
Slide 11: Q1 FY27: FCF and Cash & Cash Equiv.
Q1 FY27: 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 Q2FY26 4.8 Cr. Note: (1) Excluding tax amounts received from employees against ESOP exercise as on the respective end of period 10 (2) Ca
Slide 12: Q1 FY27: Healthy increase in Deferred Revenue
Q1 FY27: Healthy increase in Deferred Revenue Deferred Revenue (in INR Cr.) 2% Historical Annual 6% 13% CAGR Deferred revenue increased on a QoQ and YoY basis, reaching an all-time high 11 Note: Deferred Revenue includes proforma bills wherein invoice is to be raised after payment is received
Slide 13: Q1 FY27: Accounts by Customer Type
Q1 FY27: Accounts by Customer Type Corporates (includes Corporate Innovation teams, Corporate Development / M&A teams, Strategy and Sales Investment Industry 45% teams, Consulting firms, Startups, etc.) 50% (includes VC funds, PE funds, Investment Banks, CVCs, Accelerators & Incubators, Family Offic
Slide 14: 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 15: Global Customer Base
Global Customer Base 50% International revenue in Q1FY27 Customers span over 50+ countries* Top 5 countries by #customer accounts India, USA, UK, Singapore, Germany International Revenue 50% Indian Revenue 14 *As on end of period
Slide 16: Revenue split by India and International
Revenue split by India and International (in INR Cr.) FY26 Q1FY27 Q1FY27 Revenue Revenue Share of Revenue India - continues to accelerate India 38.2 14.0% YoY 10.6 4.4% QoQ 50% QoQ run-rate annualized to 19% YoY International 45.8 -10.2% YoY 10.5 1.4% QoQ 50% International - QoQ turned positive Tota
Slide 17: Private Markets - Quick snapshot (1/2)
Private Markets - Quick snapshot (1/2) Global Tech Funding India Tech Funding GLOBAL TECH FUNDING: Dollars invested are rising - 2026 global tech funding is on track to be the decade's highest, driven by mega AI rounds. Deal volume, however, is at a 10-year low. Global Unicorns Created (#) India Uni
Slide 18: 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 (in USD Tn.) GLOBAL M&A: 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 19: Key highlights
Key highlights From Q1FY27 1 Growth playbook across key BUs 2 Sales scale-up 3 Exponential increase in datasets and coverage 4 Specialised BU teams continuing accelerated growth 5 AI-native access to Tracxn data 6 PLG and customer acquisition 18
Slide 20: India - Continues to grow and accelerate
1 India - Continues to grow and accelerate India Geo - FY26 YoY India Geo - Q1FY27 QoQ 14% Q1FY27 - 4.4% QoQ FY26 YoY growth rate 19% Annualized 33% #Account (YoY) 12 mo avg 45% of overall Revenue FY25 FY26 FY27 19
Slide 21: Predictable (3-phase) Playbook for Growth
1 Predictable (3-phase) Playbook for Growth Specialized Build Best-in-Class Sales Scale-up BU (Sales) Team Offering PHASE I PHASE II PHASE III Launch specialized BU Team Augment data to best-in-class Scale the sales team ● Setup BU teams aligned to ● Sharpen product capabilities ● Expand sales capac
Slide 22: Predictable (3-phase) Playbook for Growth: Investment Banks India
1 Predictable (3-phase) Playbook for Growth Case study: “Investment Banks (IB) - India” BU Specialized Build Best-in-Class Sales Scale-up BU (Sales) Team Offering Ongoing Done Done ● Launched Investment ● Live deals for IBs to source M&A and ● ~4X Sales team size: Growing Banks - India team in Q3 Fu
Slide 23: Different BUs are in different phases of growth
1 Different BUs are in different phases of growth Specialized Build Best-in-Class Sales Scale-up BU (Sales) Team Offering PE - India Sales - India Investment Banks - India Sales - International VC - International VC Funds - India Innovation - International IB - International M&A - International Inno
Slide 24: Key highlights
Key highlights From Q1FY27 1 Growth playbook across key BUs 2 Sales scale-up 3 Exponential increase in datasets and coverage 4 Specialised BU teams continuing accelerated growth 5 AI-native access to Tracxn data 6 PLG and customer acquisition 23
Slide 25: Investing in Growth: Scaling GTM Teams
2 Investing in Growth: Scaling GTM Teams GTM team size as well as share of total headcount have increased Sales & marketing teams now account for 30% of total headcount, up from 24% in Q1FY26. Sales & Marketing Other headcount 24
Slide 26: Investing in Growth: Scaling GTM Teams
2 Investing in Growth: Scaling GTM Teams Within the GTM team, we plan to ~double the closing sales capacity - from 34 members (Dec ‘25) to 60 (Dec ‘26) Closing sales team members - Including across teams serving India and 34 60 teams serving international geographies (India-based, selling internatio
Slide 27: Key highlights
Key highlights From Q1FY27 1 Growth playbook across key BUs 2 Sales scale-up 3 Exponential increase in datasets and coverage 4 Specialised BU teams continuing accelerated growth 5 AI-native access to Tracxn data 6 PLG and customer acquisition 26
Slide 28: India - Significant Recent Data Investments
3 India - Significant Recent Data Investments Key launches in last 12m For Investment Banks (India) For Banks and Financial Institutions Private Company Financials : Coverage grew by >10X YoY to Legal Entity report : Detailed risk near full coverage, best-in-class globally indicators & 20+ financial
Slide 29: International Geos - Recent & Upcoming Data Launches
3 International Geos - Recent & Upcoming Data Launches Key launches in last 12m For Venture Capital Funds (International) Others Data Updates Stealth mode: surfaces founders and Headcount data: Expanded dataset & monthly growth companies before they've publicly launched, trends for over 3.4M entitie
Slide 30: Private Company Financials
3 Private Company Financials 10X growth in company financials - now covering over 7 million companies across 20+ countries # Financials covered by year Major countries by coverage ~10X ● Germany ● Ireland ● New Zealand ● Japan ● Sweden ● Croatia ● India ● Thailand ● Latvia ● United Kingdom ● Singapo
Slide 31: Private Company Cap Tables and Shareholding
3 Private Company Cap Tables and Shareholding ~5X growth in companies with captables over the past 6 months - now covering over 1.7M+ companies across 15+ countries # Companies with Captables Major countries by coverage ~5X ● United States ● Ireland ● New Zealand ● Germany ● Sweden ● Estonia ● India
Slide 32: Global Legal Entity Database
6 3 Global Legal Entity Database Legal entities database now covering ~66M entities across key geographies # Legal Entities (in millions) Major countries by coverage ● United States ● Canada ● Germany ● Brazil 66M ● Japan ● Australia ● India ● Belgium ● United Kingdom ● Singapore (as on Jun’26) ● Fr
Slide 33: Key highlights
Key highlights From Q1FY27 1 Growth playbook across key BUs 2 Sales scale-up 3 Exponential increase in datasets and coverage 4 Specialised BU teams continuing accelerated growth 5 AI-native access to Tracxn data 6 PLG and customer acquisition 32
Slide 34: Specialised BU Teams - accelerated growth continues
4 Specialised BU Teams - accelerated growth continues Corporate Sales Mergers & Acquisitions ● Lead gen, market research and competitive intelligence for corporate ● M&A teams at large corporates - sales teams scouting targets, conducting due ● Data & product: Augmenting datasets (pincodes, CXO prof
Slide 35: Specialised BU Teams
4 Specialised BU Teams List of select BU teams: M&A - VC - India A&I Govt. India Corporate Innovation - IB - India Sales - Int. India Innovation Edu. VC - Int. PE - Int. - Int. Institutes Corporate IB - Int. Sales - M&A - Int. India MFO & Wealth - PE - India Startups Debt India Investment Industry C
Slide 36: Key highlights
Key highlights From Q1FY27 1 Growth playbook across key BUs 2 Sales scale-up 3 Exponential increase in datasets and coverage 4 Specialised BU teams continuing accelerated growth 5 AI-native access to Tracxn data 6 PLG and customer acquisition 35
Slide 37: Introduced AI-Native Access to Tracxn Data
5 Introduced AI-Native Access to Tracxn Data Tracxn MCP for LLMs AI-Assistant on Tracxn Platform Paid users can now access reliable, real-time company Launched an AI-chat based assistant on the intelligence from Tracxn's proprietary database directly platform for data querying as well as complex wit
Slide 38: Introduced AI-Native Access to Tracxn Data
5 Introduced AI-Native Access to Tracxn Data Agentic Workflow for Investors (beta) Ready-to-use agents for the tasks investors do most often like deal diligence, competition benchmarking, sector landscaping, building a scouting list and more - which can also be customised to a fund's internal proces
Slide 39: Key highlights
Key highlights From Q1FY27 1 Growth playbook across key BUs 2 Sales scale-up 3 Exponential increase in datasets and coverage 4 Specialised BU teams continuing accelerated growth 5 AI-native access to Tracxn data 6 PLG and customer acquisition 38
Slide 40: Scaling Organic Search Traffic and Tracxn Lite
6 Scaling Organic Search Traffic and Tracxn Lite A PLG flywheel: 7.9M organic visits (Q1FY27) & Tracxn Lite signups creating a high volume leads pipeline >30M 317K Q1FY27 Annualized Tracxn Lite sign-ups Organic Traffic, 2X in 3yrs till date Organic Search Traffic1 #Tracxn Lite Signups2 ~2X Tracxn Li
Slide 41: Press Mentions
6 Press Mentions Increased coverage 900+ 5% across International media Press Mentions in Q1 FY27 Increase in QoQ coverage eg. Report coverage eg. Regular Columns in newspapers eg. Others 40
Slide 42: Key Growth Areas (FY27) - Summary
Key Growth Areas (FY27) - Summary 1. Acceleration across India & International India accelerated to 19% annualised (4.4% QoQ in Q1FY27), up from 14% YoY in FY26. International QoQ turned positive. 2. Repeatable growth playbook, now applied across BUs Repeatable 3-step playbook: specialised teams per
Slide 43: Q1 FY27: Other KPIs
Q1 FY27: Other KPIs Entities Profiled, on platform Contract Price (in millions) (in INR Cr.) Historical Annual Historical Annual 72% 9% 10% 7% CAGR 42% CAGR Coverage of companies added on the Increase in Contract Price on a platform increased by 72% YoY QoQ and YoY basis Note: Entities Profiled are
Slide 44: Business Overview
OOOO EEE @Tracxn Business Overview 43
Slide 45: Our Journey
Our Journey Listed on 50+ Current Countries - Launched Ratan N Tata 2023-2025 AI-native search, AI connector for LLMs, - Launched and Scaled and AI-powered 2021-22 vertical-focused querying for business units - Became a publicly customers, while Sachin Bansal Binny Bansal NRJN Family Trust 2020-21 l
Slide 46: Significant cost advantages from India-based operations
Significant cost advantages from India-based operations Significant cost advantage due to make-in-India. Especially: Europe Asia • Data-production & N.America technology platform is built Middle East from India India • Global sales happen from Africa India (sales & support teams work across multiple
Slide 47: Experienced Promoters & Board of Directors
Experienced Promoters & Board of Directors Neha Singh Abhishek Goyal Akshay 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.S. from Georgia Institute of & MBA from Stanford Graduate
Slide 48: 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 49: 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* 48 Note: (*) Revenue of key public market data companies has been calculated based on the publicly available sources and internal esti
Slide 50: 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 engine support,
Slide 51: 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 52: Q1 FY27 Detailed Financial Statements
Q1 FY27 Detailed Financial Statements 51
Slide 53: Profit & Loss Statement (1/2)
Profit & Loss Statement (1/2) Particulars Q1FY27 Q4FY26 Q1FY26 FY26 FY25 Income Revenue from operations 21.08 20.49 21.20 83.97 84.47 Other income 0.08 0.13 0.16 0.52 0.28 Other gains/(losses) - net 1.44 1.54 1.52 5.65 5.62 Total Income 22.60 22.15 22.89 90.14 90.37 Expenses Employee benefit expense
Slide 54: Profit & Loss Statement (2/2)
Profit & Loss Statement (2/2) Particulars Q1FY27 Q4FY26 Q1FY26 FY26 FY25 Profit / (loss) for the period (3.01) (2.63) 1.12 (7.89) (9.54) Less: Other Income 0.08 0.13 0.16 0.52 0.28 Less: Other gains/(losses) - net 1.44 1.54 1.52 5.65 5.62 Add: Depreciation expense 0.06 0.07 0.03 0.19 0.11 Add: Curre
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 55