Tracxn Technologies Ltd. · NSE:TRACXN

Tracxn Technologies — Investor Presentation (August 2026)

73 slides from Tracxn Technologies's investor presentation, August 2026

  1. Slide 1: Private Market Intelligence Platform Corporate Presentation

    Private Market Intelligence Platform Corporate Presentation Aug 2026 Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.

  2. Slide 2: Tracxn Overview

    Tracxn Overview Tracxn is a Data & Software platform for the Private Markets globally We work with Venture Capital Firms, Private Equity Firms, Investment Banks - as well as M&A & Innovation teams of large Corporates Global Platform, customers span 50+ countries 2

  3. 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 and the transcript of the same, together (“Presentation”) and/or accepting a copy of it, that involve risks and uncertainti

  4. Slide 4: Our Founders

    Our Founders Neha Singh Abhishek Goyal Chairperson and Managing Executive Director Director - IIT Bombay (received Silver Medal from - IIT Kanpur (top 100 rankers in IIT JEE) President of India Mrs. Pratibha Patil) - Started career at tech firms Yahoo (part of - MBA from Stanford GSB AI team) and Am

  5. Slide 5: Tracxn – Leading global Private Market Intelligence SaaS Platform

    Tracxn – Leading global Private Market # Intelligence SaaS Platform Platform 8.5 million+ 79,600+ 2,280,000+ scale (30th June, 2026) Entities profiled Investor profiles Transactions covered^ Customer KEY scale 50+ 2,350 6,534 HIGHLIGHTS (30th June, 2026) Countries of presence # of customer accounts

  6. Slide 6: 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 customers, while - Became a publicly -GenAI-led leveraging AI across Sachin Bansal Binny Ba

  7. Slide 7: Our Platform (1/2)

    Our Platform (1/2) Amongst Top 5 globally in terms of number of companies profiled^ One of the largest coverage of private companies in emerging technology sectors including IoT, artificial intelligence, virtual reality, robotics, blockchain and electric vehicles^ One of the few Private market data

  8. Slide 8: Our Platform (2/2)

    Our Platform (2/2) 28 industries tracked Organized into proprietary taxonomy Quick visual market maps across the globe nodes Auto As of March 31, 2026 Consumer Goods 28 Industries Media & Entertainment Healthcare 3,000+ Private Market Financial Services Feeds Food 55,000+ Education Taxonomy Nodes Bu

  9. Slide 9: Large & Growing Market $40B+

    Large & Growing Market Multiple large companies have been created in the financial data markets $40B+ Cumulative Revenue and of Financial Market Data Companies for 2025* 9 Note: (*) Revenue of key public market data companies has been calculated based on the publicly available sources and internal e

  10. Slide 10: 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 Private market AUM expected to cross $15T by 2028 across all the countries converted to USD Note: (1) Acc

  11. Slide 11: Large and Growing Market of Private Market Data

    Large and Growing Market of Private Market Data Private Market Data Key User segments - Large & Growing ~300,000 addressable organizations* Investment Industry Corporate Others 39,000 27,900 59,900 500 2,900 Venture Capital Funds Private Equity Firms Listed Entities Educational Institutions Limited

  12. Slide 12: Key Highlights

    @Tracxn Key Highlights

  13. Slide 13: Global Customer Base

    Global Customer Base 50% International revenue in Q1FY27 Customers span over 50+ countries* Top 5 countries by #customer accounts International India, USA, UK, Singapore, Germany Revenue 50% Indian Revenue 13 *As on end of period

  14. Slide 14: Diverse Customer Base

    Diverse Customer Base Customer segments & departments that we work with Corp Dev / Corporate Private Equity M&A Teams Innovation Venture Investment Government Companies Capital Banking Agencies Family Digital Corporate Offices Transformation Strategy Accelerator & Corporate Consulting Universities I

  15. Slide 15: 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.) (includes VC funds, PE funds, Investment 50% Banks, CVCs, Accelerators & Incubators, Family Offic

  16. Slide 16: 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

  17. Slide 17: 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 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

  18. Slide 18: 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

  19. Slide 19: 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 from IIM ▪ B.Tech. from MNNIT-Allahabad ▪ MS from

  20. Slide 20: Financial Performance

    @Tracxn Financial Performance 20

  21. Slide 21: Snapshot – Operational Performance

    Snapshot – Operational Performance Customer Accounts Users Entities Profiled (Nos) (Nos) (Nos) 3.0x 8.3x 642 855 1,092 1,230 1,312 1,926 2,289 Customer Accounts refers to the distinct Users refers to the number of user Entities profiled are categorised under contracts entered into by our Company wit

  22. Slide 22: Snapshot – Financial Performance

    Snapshot – Financial Performance Contract Price^ v/s Net Revenue From Operations Operating Expenses Operating Cash Flow* (INR Cr.) (INR Cr.) (INR Cr.) 162% 140% 103% 97% 95% 99% 108% Total expenses as a % of operating revenues (calculated based on the numbers from the RHP) Note: (^) Contract Price i

  23. Slide 23: Q1 FY27 Financial Performance

    Q1 FY27 Financial Performance 23

  24. Slide 24: 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 International 10.5 Cr. 0.2 Cr. QoQ -0.6% YoY 16% YoY 1.4% QoQ Total Income PAT Deferred Revenue Cash & Cash Equivalents* 22

  25. Slide 25: Q1 FY27: Revenue & Profitability

    Q1 FY27: Revenue & Profitability Revenue from Operations Total Income (in INR Cr.) (in INR Cr.) 1.3% Historical Annual 0.6% Historical Annual 2.0% 2.9% 14% 15% CAGR CAGR EBITDA PAT (in INR Cr.) (in INR Cr.) Adj. PAT: -2.2 Cr. Adj. EBITDA: -3.7 Cr. Excluding non-cash Excluding non-cash items - ESOP e

  26. Slide 26: 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

  27. Slide 27: 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% CAGR 18% Other Employee Benefi

  28. Slide 28: 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. 28

  29. Slide 29: 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 29

  30. Slide 30: 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 30

  31. Slide 31: India - Continues to grow and accelerate

    1 India - Continues to grow and accelerate India Geo - FY26 YoY India Geo - Q1FY27 QoQ Q1FY27 - 4.4% QoQ 14% FY26 YoY growth rate 19% Annualized 33% #Account (YoY) 12 mo avg 45% of overall Revenue FY25 FY26 FY27 31

  32. Slide 32: Predictable (3-phase) Playbook for Growth

    1 Predictable (3-phase) Playbook for Growth Build Specialized 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

  33. Slide 33: Predictable (3-phase) Playbook for Growth

    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 Done Done Ongoing ● Launched Investment ● Live deals for IBs to source M&A and ● ~4X Sales team size: Growing Banks - India team in Q3 Fu

  34. Slide 34: Different BUs are in different phases of growth

    1 Different BUs are in different phases of growth Build Specialized 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

  35. Slide 35: 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

  36. Slide 36: 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 36

  37. Slide 37: 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 Closing sales team members - from 34 members (Dec ‘25) to 60 (Dec ‘26) - Including across teams serving India and 34 60 teams serving international geographies (India-based, selling internatio

  38. Slide 38: 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

  39. Slide 39: 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 Legal Entity report : Detailed risk to near full coverage, best-in-class globally indicators & 20+ financial

  40. Slide 40: 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

  41. Slide 41: 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

  42. Slide 42: 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

  43. Slide 43: 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

  44. Slide 44: 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 44

  45. Slide 45: 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

  46. Slide 46: 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 Innovatio Edu. VC - Int. PE - Int. n - Int. Institutes Corporate IB - Int. Sales - M&A - Int. India MFO & Wealth - PE - India Startups Debt India Corporates Others In

  47. Slide 47: 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 47

  48. Slide 48: 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 Launched an AI-chat based assistant on the company intelligence from Tracxn's proprietary platform for data querying as well as complex database directly wit

  49. Slide 49: 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

  50. Slide 50: 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 50

  51. Slide 51: 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

  52. Slide 52: 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 52

  53. Slide 53: 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

  54. Slide 54: 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

  55. Slide 55: Thanks

    @Tracxn Thanks

  56. Slide 56: Annexures

    @Tracxn Annexures

  57. Slide 57: Team Split

    Team Split As on 30 June, 2026 Function Number of Employees Data Operations team across various data modules like financials, cap tables, transactions, company data, etc; Sector-focused Analyst team; and MyAnalyst Analysts and Data Operations 271 Support team Product and Technology 122 Engineering a

  58. Slide 58: Source of Data

    Source of Data Key sources of data: Mining, Curation, Standardization and Publicly available data about companies making it actionable using Technology 1 (company websites) & People Have build a Google for Companies at the backend, where we track & mine data of over a Billion web domains, Technology

  59. Slide 59: Rapid Pace Of Data Addition

    Rapid Pace Of Data Addition Entities Profiled, on platform Web domains scanned, at backend (in millions) (in millions) 3.5M 169M 59

  60. Slide 60: Key Business Strengths (1/2)

    Key Business Strengths (1/2) Large, Growing Market & Rich ● Around 3,00,000 addressable organizations Customer segment ● We currently work with small single digit % of this market & remains largely untapped. ● Incremental cost to serve customers is very low High Operating Leverage & ● Offering is pr

  61. Slide 61: Key Business Strengths (2/2)

    Key Business Strengths (2/2) Low cost, content driven ● Content-based marketing helps us to acquire a high velocity of leads acquisition flywheel without having to spend on paid marketing. ● 26 million visits across all our public pages and over 4000 press mentions in prominent news media in FY26. D

  62. Slide 62: Key Strategies

    @Tracxn Key Strategies

  63. Slide 63: Key strategies (1/2)

    Key strategies (1/2) Ways to increase our account base Historical Growth ▪ Expanding sales, marketing & ▪ Channel partnerships customer success team ▪ Continue to grow Additional sales and marketing ▪ Referrals from existing representatives in geographies account base customers outside India ▪ Event

  64. Slide 64: Key strategies (2/2)

    Key strategies (2/2) Private Market AUM^ - (US$ Tn) Total Addressable Market^ - ($ Mn) Capitalize on industry 190 Mn to 200 From 52% to 65% Mn opportunities to CAGR % Combined market private companies 11.96 penetration of private expand coverage of worldwide. market data providers our customers in t

  65. Slide 65: Detailed Financial Statements

    Detailed Financial Statements 65

  66. Slide 66: 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

  67. Slide 67: 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

  68. Slide 68: 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

  69. Slide 69: 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

  70. Slide 70: 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

  71. Slide 71: 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

  72. Slide 72: 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

  73. Slide 73: Thank You

    Company Information Address : 2nd Floor, L-248, 17th Cross, Sector 6, HSR Layout, Thank You Bangalore - 560102 CIN : L72200KA2012PLC065294 For any queries, please contact: Email ID : investor.relations@tracxn.com www.tracxn.com/investor-relations 73

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