Slide 1: Intimation of Investor Presentation to stock exchanges
May 23, 2026 To, To, BSE Limited, National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th floor, Plot no. C/1, Dalal Street, Mumbai- 400 001. G Block, Bandra Kurla Complex, Mumbai – 400051. Scrip Code: 512038 NSE Symbol: TCC Sub.: Investor Presentation. Dear Sir/Ma’am
Slide 2: Investor Presentation Q4 & FY26
TCC Concept Limited Investor Presentation Q4 & FY26 PEPCART May 2026 1
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by TCC Concept Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securitie
Slide 4: Table of Content
Table of Content Business Growth Strategy Overview & Way Forward Pepperfry Performance Acquisition & Financials Company Overview ESG 3
Slide 5: Company Overview
Company Overview 4
Slide 6: TCC: At a Glance
TCC: At a Glance Multiple High-Growth Engines with Clear Monetisation Pathways A strategic enterprise building a diversified portfolio across PropTech, infrastructure, digital platforms, and consumer ecosystems Evolving into a future-ready platform by combining deep commercial real estate expertise,
Slide 7: Multi Segmental Synergy
Multi Segmental Synergy End-to-end ecosystem converting demand into revenue through integrated infrastructure, intelligence and fulfilment Multiple high-growth engines driving scale, margin expansion, and long-term value creation d Transac Lea tion ion mone + at tisa ener tio n Inf ra g el n ba str
Slide 8: Structural Growth & Value Creation Drivers
Structural Growth & Value Creation Drivers AI/SaaS + Data infrastructure Platform transformation Scaling Consumer Tech • High-margin, recurring revenue engines • Transitioning into a diversified multi- • Scaled consumer commerce platform with with strong monetisation visibility engine growth platfor
Slide 9: Building an Integrated Digital + Consumer Ecosystem
Building an Integrated Digital + Consumer Ecosystem Diversified multi- vertical platform Consumer Tech PropTech Artificial Intelligence Data centres Cloud Infrastructure Furniture and home décor Enterprise journey we Clear monetisation enable visibility across initiatives Discover the right space Te
Slide 10: Shift from services → platform → ecosystem company
Shift from services → platform → ecosystem company Evolved from a legacy PropTech player into a technology-led, multi-engine ecosystem platform with integrated growth and monetisation capabilities Inception Digital Platform Ecosystem Next Transition Build-Out Integration Phase Legacy Entry into Plat
Slide 11: Leadership & Governance: Board of Directors
Led by Experiences Leadership & Governance Board of Directors Umesh Sahay Abhishek Narbaria Nikhil Dilipbhai Bhuta Chairman & Managing Director Director Director • First-generation • Holds a Master’s degree in • Chartered Accountant with 25+ entrepreneur Computer Science years of entrepreneurial • B
Slide 12: Leadership & Governance: Independent Directors
Led by Experiences Leadership & Governance Independent Directors Rajesh Vaishnav Gayathri Iyer M. Srinivas Rao Tarun Agarwal TCC TCC Pepperfry & TCC Pepperfry • 27+ years of • Author, Chartered • Internationally acclaimed • Chartered Accountant & entrepreneurial Accountant, Mentor & business visiona
Slide 13: Key Managerial Personnel / Leadership Team
Supported by Key Managerial Personnel / Leadership Team Prasoon Mishra Sanjay Netrabile Ashish Shah Director CEO & WTD Chief Technology Officer TCC Subsidiaries Pepperfry Pepperfry • 20+ years of B2B sales leadership across • Co-founder & CEO (since 2012), marketplaces, travel tech, SaaS & leading c
Slide 14: Pepperfry Acquisition: Strategic Acquisition
Pepperfry Acquisition: Strategic Acquisition 13
Slide 15: Pepperfry Acquisition: Strategic Rationale & Snapshot
Pepperfry Acquisition: Strategic Rationale & Snapshot Entered into a category-leading omnichannel consumer commerce platform Unlocks scaled Strengthened Strengthened Creates synergy Scalable Strengthens consumer tech-enabled presence in e- with TCC’s marketplace TCC growth commerce ecosystem commerc
Slide 16: Value Creation Opportunity Post Acquisition
Value Creation Opportunity Post Acquisition Unlocking Next Phase of Value Growth Enhanced Growth Platform Strategic Synergy Platform Scale-Up Driving Margin Expansion Value Upside Value Creation & Execution Strength Transition from a standalone consumer Integrated demand funnel Pepperfry becomes a s
Slide 17: Business Overview
Business Overview 16
Slide 18: TCC Ecosystem Architecture (Business Segments)
TCC Ecosystem Architecture (Business Segments) Balanced portfolio approach: each vertical is a growth engine; Pepperfry is a scale catalyst Unified vision: leverage data, collaboration and sustainability to build resilient, scalable businesses TryThat.ai Brantford Transforming real estate and enterp
Slide 19: Pepperfry: Category-Defining Omnichannel Leader
: Category-Defining Omnichannel Leader Growth accelerator within a broader ecosystem What we do Technology-led omnichannel marketplace enabling customers to discover, customize and purchase furniture & home products via online + studios; supported by integrated supply chain Revenue streams Monetisat
Slide 20: Pepperfry: Current Traction and Industry Tailwinds
: Category-Defining Omnichannel Leader Current traction Industry Tailwinds Rising Disposable Incomes 2012 73 Mn 150K ₹6,321 Mn ₹5,708 Mn Increasing household incomes boosting Founded Annual visits Daily unique visitors GMV GDV spending on furniture & home décor FY26 Urbanization & Housing Demand 72%
Slide 21: Pepcart: Big-Box Supply Chain Backbone
Pepcart: Big-Box Supply Chain Backbone Proprietary big-box logistics network supporting national scale What we do Specialized large-box supply chain and logistics platform enabling national delivery, installation and after-sales support for furniture and home goods Revenue streams Monetisation statu
Slide 22: Pepcart: Traction and Industry Tailwinds
Pepcart: Big-Box Supply Chain Backbone Current traction Industry Tailwinds Infrastructure E-commerce & Demand for Faster Fulfillment Fulfilment centers + Distribution centers + Last-mile fleet Rapid growth in online retail driving need for scalable supply chain platforms <1.5% Increasing demand for
Slide 23: India's First AI Real Estate Platform
: India’s First AI Real Estate Platform TryThat.ai, a single AI-driven platform created by AltRr that helps real estate professionals engage, transact, and grow (beyond listings) What we do AI-driven full-stack platform enabling lead generation, engagement, and data-backed decisioning across the rea
Slide 24: TryThat.ai: Traction, Priorities and Tailwinds
: India’s First AI Real Estate Platform Current traction Near-term priorities Product modules Expand capabilities Scale B2B onboarding Deepen data coverage Try Connect | Access Leads | Lead Generation | across CRM and and conversions and model accuracy Create Conversations workflow automation Use ca
Slide 25: 'Make Your Own Cloud' Platform for Data Ownership
: 'Make Your Own Cloud' Platform for Data Ownership Private cloud on user-owned hardware with full data control What we do Private cloud platform enabling individuals and enterprises to create their own cloud on user-owned hardware with secure remote access Designed for individuals, professionals, s
Slide 26: Make Your Own Cloud: Traction and Tailwinds
: 'Make Your Own Cloud Storage for Data Ownership Current traction Near-term priorities • B2B and B2C offerings developed • Finalize pricing and commercial packaging • Website live; hardware provisioning in progress • Accelerate initial deployments and customer onboarding • Go-to-market phase underw
Slide 27: Data Center Infrastructure Platform
: Data Center Infrastructure Platform Data center colocation and infrastructure solutions provider What we do Digital infrastructure platform designing, building and operating enterprise-grade, energy-efficient data centres for colocation and hosting Secure, high-uptime environments with robust powe
Slide 28: Data Center: Traction, Priorities and Tailwinds
: Data Center Infrastructure Platform Current traction Near-term priorities • Commissioned: 4 MW Tier-III DC in Pune with 304 racks (15 high- • Execute capacity roadmap and commission new facilities density) • Drive utilisation and enterprise customer acquisition • Deployment of Edge & Pre Fab Tier
Slide 29: Market Access & Workspace Solutions
: Market Access & Workspace Solutions Digital marketing + branding platform tailored for real estate professionals in enhancing their visibility and generating leads What we do Digital-first commercial real estate platform providing flexible workspace solutions through a tech-driven, zero- brokerage
Slide 30: Market Access Engine for Realtors
: Market Access Engine for Realtors Current traction Near-term priorities • Pan-India presence • Deepen client analytics and personalised space offerings Feature set to visualise: SMS, WhatsApp campaigns, social • 120+ consultants across 8 cities • Expand marketplace to new geographies and asset cla
Slide 31: Growth Strategy & Way Forward
Growth Strategy & Way Forward 30
Slide 32: Consolidated Growth Strategy & Drivers
Consolidated Growth Strategy & Drivers Revenue potential 30,000 Mn 1,840 Mn* FY26 FY30 (INR Mn) *FY26 Revenue includes annualised revenue of Pepperfry Strategy Pepcart Scale monetisation Capacity build-out and Enterprise Deepen omnichannel footprint Expand network efficiency PAN expansion Expand geo
Slide 33: Performance & Financials
Performance & Financials 32
Slide 34: Q4 & FY26 Performance Update (Consolidated)
Q4 & FY26 Performance Update (Consolidated) Robust Growth Across Revenue and Profits Q4 FY26 Revenue from Operations EBITDA PAT INR 839.0 Mn INR 499.6 Mn INR 309.8 Mn 160% YoY 87% YoY 82% YoY Margin at 59% Margin at 37% FY26 Revenue from Operations EBITDA PAT INR 1,794 Mn INR 1,243 Mn INR 648.3 Mn 1
Slide 35: Pepperfry – Key Metrics
Pepperfry – Key Metrics FY26 Sessions Organic Traffic % Average Order Values (Total) Quantity Sold Total (All Categories) Sellers Count NPS 9,18,67,259 8.8% INR 17,709 5,74,582 86,370 928 66 Footfalls Marketing ROAS* House Brand Contribution [Private Labels] Orders: Repeat Buyers % Average Order Val
Slide 36: Consolidated Annual Financial Highlights
Consolidated Annual Financial Highlights Particulars (INR Mn unless stated) FY23 FY24 FY25 FY26 Profit & Loss Highlights Revenue from Operations 12.0 771.5 832.2 1,793.93 Other Income 0.4 9.1 63.3 269.54 Total Income 12.4 780.6 895.5 2,063.47 Total Expense 1.5 506.5 346.0 1,518.61 Exceptional Items
Slide 37: ESG
ESG 36
Slide 38: ESG Initiatives & Goals
ESG Initiatives & Goals Environment Social Governance SEBI-aligned BRSR reporting across Artisan ecosystem support and skilling TCC & subsidiaries initiatives Dedicated ESG Team for oversight Focus on energy efficiency, carbon Strong focus on digital talent & workforce Responsible AI practices and m
Slide 39: Thank You
Thank You TCC Concept Limited Ernst & Young LLP CIN: L68200PN1984PLC222140 Investor Relations Advisory compliance@tccltd.in Vikash Verma vikash.verma1@in.ey.com Sumedh Desai sumedh.desai@in.ey.com Sukhin Naphade sukhin.s.naphade@in.ey.com 38