Slide 1: Intimation of Investor Presentation to Stock Exchanges
Email: investor.relations@tracxn.com Ph: +91 90360 90116 Website: www.tracxn.com August 07, 2025 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 FY26 Investor Presentation
Private Market Intelligence Platform Q1 FY26 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 FY26 Financial Performance
Q1 FY26 Financial Performance 4
Slide 6: Q1 FY26: Financial Performance Summary
Q1 FY26: Financial Performance Summary Continued growth in Volume, Deferred Revenue and Cash REVENUE PROFITABILITY CASH OTHER Revenue from Operations EBITDA (EBITDA Margin) Free Cash Flow1 Customer Accounts (#) 21.2 Cr. -0.2 Cr. (-0.9%) 2.6 Cr. 2,030 3.2% YoY 0.5 Cr. YoY 1.0 Cr. YoY 43.7% YoY Total
Slide 7: Q1 FY26: Revenue Growth
Q1 FY26: Revenue Growth Revenue from Operations Total Income (in INR Cr.) (in INR Cr.) Historical Annual Historical Annual 19% 4% 18% 3% CAGR CAGR 6 Note: (*) Total Income excludes Fair value gain/ (loss) on CCPS for FY21
Slide 8: Q1 FY26: Profitable Operations - EBITDA & PAT
Q1 FY26: Profitable Operations - EBITDA & PAT EBITDA EBITDA Margin (in INR Cr.) Historical Annual Historical Annual Excluding non-cash ESOP expense this is 0.4 Cr for Q1FY26 PAT* PAT Margin* (in INR Cr.) Historical Annual Historical Annual Excluding non-cash items - ESOP exp. and deferred tax, this
Slide 9: Incremental Revenue going into Bottomline
Incremental Revenue going into Bottomline Historical Annual: Q1FY26 FY 21 FY 22* FY 23* FY 24 FY 25 Revenue from operations 21.2 43.8 63.5 78.1 82.8 84.5 Incremental Revenue from Operations (Δ) +0.7 +6.4 +19.7 +14.7 +4.7 +1.7 EBITDA (0.2) (17.1) (1.9) 2.6 4.6 0.8 Incremental EBITDA (Δ) -0.5 +5.4 +15
Slide 10: Q1 FY26: Expense Breakup
Q1 FY26: Expense Breakup Total Expense (in INR Cr.) Total Expense - Breakup (for Q1FY26) (in INR Cr.) % of Total Historical Annual Q1 FY26 Expense Employee Benefit Expenses 19.0 Cr. 88.4% 6% Salaries, Wages & Bonus 17.9 Cr. 83.4% Employee Stock Option Expense 0.6 Cr. 2.9% 8% CAGR Other Employee Bene
Slide 11: Q1 FY26: Accelerated Volume Growth
Q1 FY26: Accelerated Volume Growth Customer Accounts (#) Users (#) Historical Annual 44% Historical Annual 38% 23% 21% CAGR CAGR Continued growth in accounts and users 10 Note: Customer Accounts and Users are as on respective end of period. YoY comparison over last 5 years
Slide 12: Q1 FY26: FCF and Cash & Cash Equiv.
Q1 FY26: FCF and Cash & Cash Equiv. FCF (Free Cash Flow)1 Cash & Cash Equivalents1,2 (in INR Cr.) (in INR Cr.) 1.0 Cr. Historical Annual 98.6 Cr. Added 18.2 Cr. YoY 23% YoY Note: (1) Free Cash Flow and Cash & Cash equiv. excludes tax amounts received from employees against ESOP exercise as on the re
Slide 13: Q1FY26: Split by Customer Type
Q1FY26: Split by Customer Type 47% Corporates Investment Industry 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 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 57% International revenue in Q1FY26 Customers span over 50+ countries* Top 5 countries by #customer accounts*: International Revenue India, USA, UK, Singapore, Germany Indian Revenue 57% Historical annual International Revenue Share 14 Note: (*) Based on customer accounts as on
Slide 16: Private Markets - Quick snapshot (1/2)
Private Markets - Quick snapshot (1/2) Global Tech Funding India Tech Funding (in USD Bn.) (in USD Bn.) GLOBAL TECH FUNDING: CY25 seeing improvement in global tech funding value; volume remains low # Unicorns created globally # Unicorns created in India LATE-STAGE FUNDING: (proxy # new unicorn round
Slide 17: Private Markets - Quick snapshot (2/2)
Private Markets - Quick snapshot (2/2) Recovery in Global M&A deal value and IB fees Global M&A (in USD Tn.) GLOBAL M&A: Recovery in M&A value CY25 run-rate shows continued recovery M&A advisory fees (in USD Bn.) IB M&A ADVISORY FEES: CY25 run-rate continues to be similar to last year 16 Source: Rep
Slide 18: Q1 FY26: Greenshoots (1/5)
Q1 FY26: Greenshoots (1/5) Continued high overall volume growth Customer Accounts (#) Customer Accounts - Net Addition Volume growth continues to be high FY23 FY24 FY25 17 Note:. Customer Accounts are as on respective end of period.
Slide 19: Q1 FY26: Greenshoots (2/5)
Q1 FY26: Greenshoots (2/5) Accelerated India Growth due to vertical BU teams India Geo - Q1FY26 Account & Revenue Growth ● India BU growth continues to be robust 43% Revenue from India ● In Q1FY26, India accounts grew by 58% YoY and revenue grew by 15% YoY ● Primarily due to the growth initiatives m
Slide 20: Q1 FY26: Greenshoots (3/5)
Q1 FY26: Greenshoots (3/5) Volume growth starting in international customer segments as well YoY Revenue Growth YoY Account Growth FY 24 FY 25 Q1FY26 FY 24 FY 25 Q1FY26 India 14% 18% 15% 20% 65% 58% International 2% -6% -4% -5% 26% 25% In India, the volume growth accelerated from 20% YoY in FY24 to
Slide 21: Q1 FY26: Greenshoots (4/5)
Q1 FY26: Greenshoots (4/5) Deferred revenue continues to remain steady Deferred Revenue (in INR Cr.) 6% Historical Annual 18% CAGR Deferred revenue continues to increase, with steady commitments. Q1FY26 saw 6% increase YoY. 20 Note: (*) Including proforma bills wherein invoice is to be raised after
Slide 22: Q1 FY26: Greenshoots (5/5)
Q1 FY26: Greenshoots (5/5) Platform Engagement continues to increase Trend of platform usage metrics in terms of # of Exports* and Myanalyst queries ~1.9X Customers’ platform engagement continues to increase - customer exports & myanalyst queries have grown ~1.9X over the last 2 yrs 21 Note: (*) Exc
Slide 23: Select Recent Growth Initiatives
Select Recent Growth Initiatives Over the last few quarters, we have been investing heavily across various growth initiatives spanning across sales, marketing and account expansion. Select initiatives where we are seeing good results and expect further acceleration are as follows: 1 Expanding Leads
Slide 24: Scaling Organic Search Traffic
1 Scaling Organic Search Traffic Organic Search Traffic* (in millions) Scaling Organic Traffic & Inbound ~4X Leads Pipeline ● We have built a large organic inbound traffic funnel, & it continues to increase ● We had over 21 Million visits in FY25 ● In Q1FY26, this was 6.1million visits (~4x increase
Slide 25: Tracxn Lite
2 Tracxn Lite #Tracxn Lite Signups1 ● Had launched Tracxn Lite ~last year for PLG (Product-Led Growth) to make the customers aware of the richness of the platform and drive product led growth ● Users get full platform access (with limitations such as restricted daily hits for profile views, exports
Slide 26: Specialised Teams (1/5)
3 Specialised Teams (1/5) Universities ● Specialized team with cumulative experience of over 20 years in selling to universities. Bulk of our relevant customer segments come from top universities globally. More than a revenue segment, universities are a good marketing and discovery channel for us ●
Slide 27: Specialised Teams (2/5)
3 Specialised Teams (2/5) Startups Accelerators & Incubators ● We continue to see high volume of inbound leads from startups ● Focusing on customers across private incubators, government incubators, universities and corporates ● Though they are served by the same platform, they globally have a diffe
Slide 28: Specialised Teams (3/5)
3 Specialised Teams (3/5) ● Specialised team for selling to IBs through both inbound & outbound Investment Banks ● In addition to increased coverage of private company financials and key ratios, VC & PE databases, we have recently launched investor contact details for this segment to further enable
Slide 29: Specialised Teams (4/5)
3 Specialised Teams (4/5) Corporate Sales ● Specialized team focussed on users with corporate sales focus, typically looking to scout and analyze companies across sectors and geos for lead generation, market analysis, comps benchmarking, business development mandates, and more ● Augmenting data for
Slide 30: Specialised Teams (5/5)
3 Specialised Teams (5/5) Seeing good results from the specialised teams List of launched vertical sales units Startups Universities Investment Banks Accelerator & Venture Capital Sales Incubators Funds Mergers & Debt Events Acquisition We expect further acceleration in pace of customer growth and m
Slide 31: Increased Regulatory Data Coverage (1/4)
4 Increased Regulatory Data Coverage (1/4) Increasing Coverage of Private Company Financials Currently cover private company financials across 20+ countries # Financials Covered Major countries by coverage ● India ● Norway ● Australia ● United Kingdom ● Denmark ● Italy ● Croatia ● Czech Republic ● S
Slide 32: Increased Regulatory Data Coverage (2/4)
4 Increased Regulatory Data Coverage (2/4) Increasing Coverage of Private Company Captables Currently cover private company captables across 15+ countries # Companies with Captables Major countries by coverage 8X ● India ● United States ● Norway ● United Kingdom ● Australia ● Finland* ● Germany ● Ma
Slide 33: Increased Regulatory Data Coverage (3/4)
4 Increased Regulatory Data Coverage (3/4) Launched Legal Entities Database Currently cover 60M+ legal entities across key geographies # Legal Entities (in millions) Major countries by coverage ● United States ● France ● United Kingdom ● Germany ● Japan ● Romania ● India ● Singapore ● Australia ● Ca
Slide 34: Increased Regulatory Data Coverage (4/4)
4 Increased Regulatory Data Coverage (4/4) Building deeper coverage of Regulatory Data on private companies & legal entities Examples of a few regulatory datasets live and in pipeline: Loans and Charges Patent Data Legal Cases Related Party Trademarks Data Bankruptcy Filings Transactions FDA Approva
Slide 35: AI in Data Production
5 AI in Data Production We continue to harness GenAI in data production yielding significant and promising results. We have been able to multiply & augment our datasets while reducing manual intervention and even shrinking headcount, which is a strong testament to our use of automation and intellige
Slide 36: Press Mentions
6 Press Mentions Increased Press Mentions Through various media partnerships, data contributions, reports, etc. 1,000+ Press Mentions across media* eg. Report coverage eg. Partnerships eg. Regular Columns in newspapers eg. Others 35 Note: (*) in Q1FY26
Slide 37: Q1 FY26: Other KPIs
Q1 FY26: Other KPIs Contract Price* Entities Profiled, on platform (in millions) (in INR Cr.) Historical Annual Historical Annual 50% 6% 15% CAGR 35% CAGR 36 Note: Entities Profiled are as on respective end of period (*) Including proforma bills wherein invoice is to be raised after payment is recei
Slide 38: Business Overview
OOOO EEE @Tracxn Business Overview 37
Slide 39: Our Journey
Our Journey Listed on 50+ Countries Ratan N Tata Current - Among the 2021-22 Leading global market intelligence - Became a publicly providers for private Sachin Bansal Binny Bansal NRJN Family Trust 2020-21 listed company on company data* 20th Oct 2022 - Crossed customers - One of the largest 2017-1
Slide 40: 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 41: 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 42: 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 43: Large & Growing Market
Large & Growing Market Multiple large companies have been created in the financial data markets $40B+ Cumulative Revenue of Financial Market Data Companies for 2024* 42 Note: (*) Revenue of key public market data companies has been calculated based on the publicly available sources and internal esti
Slide 44: 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 45: Large & Growing Market
Large & Growing Market Private Market AUM Growth1 Public Market Capitalization2 (in USD trillion) (in USD trillion) 15% 6% 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 46: Q1 FY26 Detailed Financial Statements
Q1 FY26 Detailed Financial Statements 45
Slide 47: Profit & Loss Statement (1/2)
Profit & Loss Statement (1/2) Particulars Q1 FY26 Q4 FY25 Q1 FY25 FY 25 Income Revenue from operations 21.20 21.14 20.54 84.47 Other income 0.16 0.03 0.16 0.28 Other gains/(losses) - net 1.52 1.55 1.24 5.62 Total Income 22.89 22.72 21.95 90.37 Expenses Employee benefit expense 18.95 19.36 17.67 73.8
Slide 48: Profit & Loss Statement (2/2)
Profit & Loss Statement (2/2) Particulars Q1 FY26 Q4 FY25 Q1 FY25 FY 25 Profit / (loss) for the period 1.12 (7.58) 1.27 (9.54) Less: Other Income 0.16 0.03 0.16 0.28 Less: Other gains/(losses) - net 1.52 1.55 1.24 5.62 Add: Depreciation expense 0.03 0.04 0.02 0.11 Add: Current tax 0.12 0.24 0.06 0.4
Slide 49: 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 50: 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 49