TRACXNNSE19 August 2025

Tracxn Technologies Limited has informed the Exchange about Investor Presentation

Tracxn Technologies Limited

Email: investor.relations@tracxn.com Ph: +91 90360 90116 Website: www.tracxn.com

August 19, 2025

To, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400001 Company Code: 543638

To, National Stock Exchange of India Ltd. Exchange Plaza, Plot no. C/1, G Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400051 Company Code: TRACXN

Sub: Intimation of Investor Presentation for Analysts/Institutional Investor Meeting to be held on August 20, 2025 and August 21, 2025.

This is in continuation to our letter dated August 13, 2025 and August 14, 2025 wherein we had informed regarding meetings scheduled with Analysts/Institutional Investors on Thursday, August 21, 2025 and Wednesday, August 20, 2025 respectively.

Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended, please find enclosed herewith the Investor Presentation which will be used for the said meetings.

This is for your information and records.

Thanking you.

Yours faithfully, For Tracxn Technologies Limited

Megha Tibrewal Company Secretary and Compliance Officer Membership No: A39158 Encl.: A/a

TRACXN TECHNOLOGIES LIMITED | CIN: L72200KA2012PLC065294 Registered Address: No. L-248, 2nd Floor, 17th Cross, Sector 6, HSR Layout, Bengaluru, Karnataka, 560102

Private Market Intelligence Platform

Corporate Presentation Aug 2025

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

Disclaimer

By attending this presentation including the commentary by the Company management and the transcript of the same, together (“Presentation”) and/or accepting a copy of it, you agree to be bound by the foregoing limitations and conditions:

This Presentation is prepared by Tracxn Technologies Limited (“Company”) solely for information purposes and does not constitute an offer, solicitation, recommendation, or invitation to purchase or subscribe for any securities and shall not form the basis of or be relied on in connection with any contract or binding commitment whatsoever. This Presentation does not consider, nor does it provide any tax, legal, or investment advice or opinion regarding the specific investment objectives or financial situation of any person. This Presentation may not be copied, reproduced, summarised, disseminated, or redistributed to any other person in any manner whatsoever without the Company’s prior consent in each instance. This Presentation has not been and will not be reviewed or approved by any regulatory authority or by any stock exchange in India. No rights or obligations of whatsoever nature are created or shall be deemed to be created by the contents of this Presentation.

The Company, its affiliates, shareholders, directors, employees, or advisors do not make any representation or warranty, expressed or implied, and no undue reliance should be placed on the accuracy, fairness, or completeness of the information contained in this Presentation. The Company, nor any of its advisers or representatives accepts any liability whatsoever for any actual or consequential loss or damages howsoever arising from the provision or use of any information contained in this Presentation. The information contained in this Presentation should be considered in the context of the situations prevailing at the time when the Presentation was made and are to be read in conjunction with the company’s financial results, uploaded on the Stock Exchanges where the Company is listed. The Company expressly disclaims any obligation or undertaking to supplement, publicly amend or disseminate any updates or revisions to any information/statement contained in the Presentation to reflect any change in events, including economic, regulatory, market, and other conditions, or circumstances developments on which any such information is based.

This Presentation may contain, words or phrases that are forward-looking statements that involve risks and uncertainties and are based on certain beliefs, plans, and expectations of the Company. Although the Company believes that such forward-looking statements are based on reasonable assumptions, it can give no assurance that such expectations will be met. Actual future performance, outcomes, and results may differ materially from those expressed in forward-looking statements because of several risks, uncertainties including but not limited to our ability to implement our strategy successfully, the market acceptance of and demand for our offering, technological changes, volatility in global capital markets, pandemic and international and domestic events having a bearing on the Company’s business. You must not place undue reliance on these forward-looking statements, which are based on the current views of the Company’s management.

The operating metrics reported in this Presentation are calculated using internal Company data based on the operational activities. While these numbers are based on what the Company believes to be reasonable estimates for the applicable period of measurement, there are inherent challenges in measuring across some operational metrics. The methodologies used to measure these metrics require considerable judgment and are also susceptible to an algorithm or other technical errors. The Company systematically reviews its processes for calculating these metrics from time to time and may discover inaccuracies in the metrics or may make adjustments to improve their accuracy, which can result in adjustments to previously disclosed metrics. In addition, the Company metrics may differ from estimates published by third parties due to differences in methodology.

To facilitate understanding, some non-GAAP metrics are used and financial amounts are converted from ₹ Lakhs into ₹ Crores for this Presentation hence, there could be some totalling anomalies in the numbers.

Our speakers today

Neha Singh

Abhishek Goyal

Prashant Chandra

Chairperson and Managing Director

Executive Director

Chief Financial Officer

IIT Bombay (received Silver Medal from President of India Mrs. Pratibha Patil)

- MBA from Stanford GSB - Consultant at BCG -

Investor at Sequoia Capital (investing in private markets)

- Awarded Fortune 40under40,

Outstanding Women by Outlook Business

- IIT Kanpur (top 100 rankers in IIT JEE) - Started career at tech firms Yahoo (part of

AI team) and Amazon

- Investor at Accel Partners, part of the deal team which wrote the first cheque in Flipkart - Awarded Fortune 40under40, Livemint’s - 40 who matter in Indian Startup Ecosystem

- BTech from IIT Kanpur - MBA from IIM Lucknow - Prior to joining Tracxn, Prashant was the CFO of a startup which was backed by Accel Partners and Tiger Global

- Has been with Tracxn since the beginning, for the last 10 years

Tracxn – Leading global Private Market Intelligence SaaS Platform#

KEY HIGHLIGHTS

INVESTORS

Platform scale (30th June, 2025)

Customer scale (30th June, 2025)

Key financials (FY25)

VC Investors

Angel Investors

4.9 million+

Entities profiled

76,100+

Investor profiles

9,65,000+

Transactions covered^

50+

2,030

Countries of presence

# of customer accounts

5,376

# of users

84.5 Cr.

Revenue from operations

88.5 Cr.

Contract Price

17.9% Operating Revenue CAGR

v/s

8.2% Total cost CAGR

(FY21-25)

Ratan Tata

Amit Ranjan

NRJN Family Trust

Girish Mathrubootham

Neeraj Arora

Sachin Bansal

Binny Bansal

Anand Rajaraman

Amit Singhal

Ashish Gupta

Note: (#) According to “Global Information Services Market” report by Frost & Sullivan Note: (^) includes 7,49,000+ funding rounds and 2,15,000+ acquisition rounds Note: CAGR represents Compounded Annual Growth Rate and has been calculated based on the numbers disclosed in the RHP

Our Journey

Ratan N Tata

Sachin Bansal Binny Bansal

NRJN Family Trust

2013-15 Platform Launched

2015-16 - ‘Top 100 Analytics Startups of 2015’ - Forbes - One of the ‘Coolest Startups of India’ - Business Today (2016)

2012

- Company incorporated

50+ Countries

2020-21

- Crossed customers in 50 countries - Launched advanced search feature within platform - Launched a collection of sector-based newsletters on the platform

2017-19 - Launched ‘Tracxn Score’, reports and live chat features - Launched personalised dashboards on our platform - Launched a portfolio tracker and an acquisitions database on our platform

Listed on

2021-22 - Became a publicly listed company on 20th Oct 2022 - Launched updated Home Dashboard with personalised feed

Current

- Among the Leading global market intelligence providers for private company data^ - One of the largest global coverage of private companies in the emerging technology sectors^

Note: (^) According to “Global Information Services Market” report by Frost & Sullivan Timeline is basis calendar years

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 service providers to have a proprietary taxonomy for technology sector companies and prepare market maps^

Use Cases

Note: (^) According to “Global Information Services Market” report by Frost & Sullivan

Deal sourcing

Identifying M&A targets

Deal diligence

Thematic analysis

Tracking emerging themes

Our Platform (2/2)

24 industries tracked across the globe

Organized into proprietary taxonomy nodes

Quick visual market maps

As of March 31, 2025

24 Industries 2,900+ Private Market Feeds

57,000+ Taxonomy Nodes

2,65,000+

Companies with Taxonomy Mapping

Auto

Consumer Goods

Media & Entertainment

Healthcare

Financial Services

Food

Education

Business Services

IT Infrastructure & Services

Retail

Logistics

Energy & Utilities

Detailed taxonomy tree

Automated report generation

20,000+

Reports generated (FY25)

Categories for report generation (FY25)

Large & Growing Market

Multiple large companies have been created in the financial data markets

$40B+

Cumulative Revenue and of Financial Market Data Companies for 2024*

Note: (*) Revenue of key public market data companies has been calculated based on the publicly available sources and internal estimates

Large & Growing Market

Private Market AUM Growth1 (in USD trillion)

Public Market Capitalization2 (in USD trillion)

15% CAGR

6% CAGR

Private market AUM expected to cross $15T by 2028

Cumulative market capitalization of listed domestic companies across all the countries converted to USD

Note: (1) According to internal estimates (2) Source: World Federation of Exchanges; public market cap is of as on end of year (*) Estimated private market AUM numbers as per internal estimates

Private Market Data is a large and expanding industry

Private Market Data Key User segments - Large & Growing ~200,000 addressable organizations*

Investment Industry

Corporate

Others

36,446

26,971

Venture Capital Funds

Private Equity Firms

59,125

Listed Entities

31,097

Educational Institutions

2,792 Limited Partners

14,758

10,477

82,812

Investment Banks

Accelerators & Incubators

Large Corporate

1,877

Debt Funds

250

Industry Body

4,118

Family Offices

1,513

Angel Network

16,596 Late-stage Startups1

250

Government Body

Note: (1) Late-stage startups considered here are of Series-C and above funding (*) As of 2021, according to “Global Information Services Market” report by Frost & Sullivan, other publicly available sources and internal estimates

Key Highlights

Global Customer Base

60% international revenue in FY25

Customers span over 50+ countries*

Top 5 countries by #customer accounts*: India, USA, UK, Singapore, Germany

Indian Revenue

International Revenue 60%

Historical annual

International Revenue Share

Note: (*) Based on customer accounts as on end of period

Revenue Contribution by % (FY25)

Americas

EMEA

APAC (ex-India)

29%

22%

India

40%

Diverse Customer Base

Customer segments & departments that we work with

Private Equity

Corp Dev / M&A Teams

Corporate Innovation

Venture Capital

Investment Banking

Companies

Government Agencies

Family Offices

Digital Transformation

Corporate Strategy

Accelerator & Incubators

Corporate Venture Capital

Consulting

Universities

Investment Industry

Corporate

Others

FY25: Split by Customer Type

Investment Industry 50%

(includes VC funds, PE funds, Investment Banks, CVCs, Accelerators & Incubators, Family Offices, etc)

46% Corporates

(includes Corporate Innovation teams, Corporate Development / M&A teams, Strategy and Sales teams, Consulting firms, Startups, etc.)

Others (includes Educational Institutes, Government Agencies, Industry Bodies)

Healthy spread across Investment Industry and Corporates

Note: (*) Based on customer accounts as on end of period

FY25: Revenue Growth

Continued growth in large accounts*

Revenue

FY 21

FY 22

FY 23

FY 24

FY 25

INR 20L+ accounts

INR 30L+ accounts

INR 40L+ accounts

Indicates continued headroom for growth in ASP

Note: (*) The count is cumulative and based on the accrual revenue

NS Comment

In next version We can add eg.

Subscription based, ASP (FY25) - <<>>

(for this we would need to remove the

university count in the denominator),

~70% revenue is annual billing, etc. RHS -

keep the current tiers.

ASP calculations -

Rev -FY25 - 84.47Cr.

Customer account after removing

university a/c

FY25 : 1,926-45 =1,881

FY24 : 1,312-10 =1,302

Avg Customer a/c =

(1881+1302)/2=1591.5

ASP= 84.47/1591.5 = 5.3L

ASP without removing customer

accounts 5.2L

1. Should we also remove revenue

from university account (i.e

Numerator should also be reduced

2.Should we add a note that ASP is

excluding university accounts?

right?)

Link

Robust Technology Platform

Wide range of business and workflow tools – Inbuilt CRM tool, custom dashboard builder, tools for sourcing, tracking companies, portfolio tracking, API support, browser extensions, ability to save searches and provide alerts and export tools

Enterprise grade support – for customer queries with personalized support over chat, email and instant messaging applications

Hosted on cloud servers – ensures minimum downtime

Advanced security – in-built security features provided by the cloud infrastructure provider

Virtual private cloud – allows to establish a secure internal network & a safe gateway to enable communication of internal resources

Industry grade HTTPS – for encrypted communication over the internet

Periodic checks – tools to periodically check on potential security threats

Scalable backend framework – based on open source technologies

Automated – based on web crawling and data engine to track millions of web domains, track data points across digital footprint of entities and add several companies to database

Flexible platform – aids launching of new features

In-house data mining engine – automate discovery of new-age companies by tracking 836M+ domains across emerging technology sectors and sector classification of entities tracked

Multiple products introduced on platform since inception – soonicorn coverage, personalized dashboards, Tracxn Score, live chat, and others

Significant cost advantages from India-based operations

N.America

S.America

Europe

Asia

Middle East

India

Africa

Significant cost advantage due to make-in-India. Especially:

● Data-production & technology platform is built from India

● Global sales happens from India (sales & support teams work across all time zones)

Australia

● Very efficient content-driven

customer acquisition flywheel

These give us a significant and long-lasting cost advantage

Experienced Promoters & Board of Directors

Neha Singh

Chairperson and Managing Director

▪ B.Tech. & M.Tech. from IIT Bombay & MBA from Stanford Graduate School of Business

▪ Worked previously at BCG &

Sequoia Capital

▪ Recognitions

▪ Outstanding Woman (Business

▪

Outlook – 2016) ‘The 40 who matter in the Indian start-up ecosystem ‘(Mint – 2016)

▪ Part of ‘40 under 40’ (Fortune

India - 2018 & 2019)

Abhishek Goyal

Executive Director

Brij Bhushan

Independent Director

▪ B.Tech. from IIT Kanpur

▪ Worked previously at Accel, 3i Infotech, Amazon, Yahoo, Andale & Erasmic

▪ Recognitions

▪ Part of ‘40 under 40’ (Fortune

India - 2018 & 2019)

▪ B.Tech. from Maharshi Dayanand

University & PGP from IIM Bangalore

▪ Partner at Prime Venture Partners

▪ Co-Founder of Samast Technologies

▪ Worked previously at Bain,

Flextronics, Infosys & Nexus India

Nishant Verman

Independent Director

Payal Goel

Independent Director

Rohit Jain

Independent Director

▪ B.S. from University of Michigan & MBA from Northwestern University

▪ CEO of Overleap Networks

▪ Worked previously at Flipkart &

Canaan Advisors

▪ BA from University of Delhi & PGPM from ISB, Hyderabad

▪ Corporate Development Manager

at Google India

▪ Worked previously at Peepul

Capital, Aspada Investment & Flipkart

▪ B.Tech. from IIT Delhi & MS from University of North Carolina at Chapel Hill

▪ Managing Partner at JSM Advisors

▪ Worked previously at Microsoft, IBM, Google & SAIF Partners

Supported by Senior Management Team Backed by Marquee Investors

Prashant Chandra

Chief Financial Officer

Amit Agarwal

Neeraj Chopra

Chief Operating Officer

Chief Technology Officer

Bhaskar Sharma

Chief Product Officer

▪ B.Tech. from IIT Kanpur & MBA

▪ B.Tech. from MNNIT-Allahabad

from IIM Lucknow

& MBA from XLRI

▪ Worked previously at Infosys &

Amdocs

▪ Worked previously at Amba research, Emanation, GS & Centrum

▪ MS from University of Pune ▪ Worked previously at Amazon, Decho, Arcot & Roam Space

▪ B.Tech. from IIT Kharagpur &

PGPM from ISB

▪ Worked previously at CEAT,

Nomura & FlexAlgo

Investors who backed us in private journey

Investors who backed us in IPO Anchor Book

Ratan N Tata Chairman Emeritus - TATA Sons

Abakkus

NRJN Family Trust

BNP Paribas

Motilal Oswal

Nippon

ICICI Prudential

Reliance General Insurance

Kotak Mahindra MF

Tara Emerging Fund

Kotak Mahindra Life Insurance

WhiteOak Capital

Sachin Bansal Co-Founder -Flipkart

Binny Bansal Co-Founder - Flipkart

Girish Mathrubootham Founder & CEO - Freshworks

Neeraj Arora VH Capital Ex-Whatsapp

Anand Rajaramnan Milliways Fund

Amit Ranjan Founder - Slideshare

Founder - Junglee

Financial Performance

Snapshot – Operational Performance

Customer Accounts (Nos)

Users (Nos)

Entities Profiled (Nos)

2.43x

4.81x

642

855

1,092

1,230

1,312

1,926

Customer Accounts refers to the distinct contracts entered into by our Company with each customer at the time of measurement. Paid subscriptions may include access for a single or multiple number of Users of the customer

Users refers to the number of user accesses available to a Customer Account on the platform at the time of measurement and does not include educational/student accounts.

Entities profiled are categorised under more than 57,000 taxonomy nodes on the platform.

Note: (#) Others include government agencies, academic institutions. Split of customer accounts basis category is not available for FY 23 & FY24.

Snapshot – Financial Performance

Revenue From Operations (INR Cr.)

Contract Price^ v/s Net Operating Cash Flow* (INR Cr.)

Operating Expenses (INR Cr.)

162%

140%

103%

97%

95%

Note: (^) Contract Price is net invoicing done in a given period adjusted for unbilled revenue for the period, till the time of measurement (*) Net Operating Cash Flow adjusted for IPO expense reimbursement in FY22

Total expenses as a % of operating revenues (calculated based on the numbers from the RHP)

FY25 Financial Performance

FY25: Financial Performance Summary Continued growth in Volume, Deferred Revenue and Cash

REVENUE

PROFITABILITY

OTHER

Revenue from Operations

84.5 Cr.

2.1% YoY

Total Income

90.4 Cr.

3.8% YoY

In INR

EBITDA

0.8 Cr.

3.8 Cr. YoY

PAT

6.5 Cr.

1.6 Cr. YoY

EBITDA Margin

Free Cash Flow1

1.0 %

14.3 Cr.

Margin decreased by 4.6% from FY24

4.1 Cr. YoY, down from FY24

PAT Margin*

5.8 %

Margin decreased by 2.0% from FY24

Cash & Cash Equivalent1,2

94.6 Cr. 25.7% YoY 19.4 Cr. YoY

Note: (1) Free Cash Flow and Cash & Cash equiv. excludes tax amounts received from employees against ESOP exercise as on 31st Mar 2025 (2) Cash & Cash equiv. = Cash & Cash equiv., Investments & FDs as on 31st Mar 2025 (3) PAT for FY25 is excluding deferred tax adjustments (*) Including proforma bills wherein invoice is to be raised after payment is received

FY25: Continued Revenue Growth Momentum

Revenue from Operations (in INR Cr.)

Total Income (in INR Cr.)

Historical Annual

24% CAGR

Note: (*) Total Income net of for Fair value gain/ (loss) on CCPS for FY21

FY25: Profitable Operations - EBITDA & PAT

EBITDA (in INR Cr.)

Historical Annual

PAT1 (in INR Cr.)

Historical Annual

Excluding non-cash ESOP expense this is 5.5 Cr for FY 25

Excluding non-cash items - ESOP exp. and deferred tax, this is 10.8 Cr for FY 25

Profitable operations for last 3 financial years

FY25 EBITDA of 0.8 Cr. and PAT of 4.9 Cr. (Note EBITDA & PAT includes non-cash expenses, eg. ESOP exp)

Note: (1) PAT for FY25 is excluding deferred tax adjustments; (*) Net of for Fair value gain/ (loss) on CCPS for FY21

FY25: Continued Margin Expansion

NS Comments

takeaway can be modified.

Expansion >>

EBITDA Margin

Historical Annual

PAT Margin1 Historical Annual

Excluding non-cash ESOP expense this is 6.5% for FY 25

Excluding non-cash items - ESOP exp. and deferred tax, this is 12.8% for FY 25

FY25 EBITDA Margin of 1.0% and PAT Margin of 5.8%.

EBITDA margin grew from negative in FY21 to positive 5.5% in FY24. In FY25, we invested aggressively in growth initiatives while continuing to generate cash flow

Excluding non-cash ESOP

expense EBITDA margin for

FY25 is 6.5%

Excluding non-cash ESOP and

deferred revenue PAT Margin for

FY25 is 12.8%

Note: (1) PAT for FY25 is excluding deferred tax adjustments; (*) Net of for Fair value gain/ (loss) on CCPS for FY21

Significant Incremental Revenue directly to the Bottomline

Revenue from operations

Incremental Revenue from Operations (Δ)

EBITDA

Incremental EBITDA (Δ)

Incremental EBITDA as a % of Incremental Revenue from Operations

(in INR Cr.)

FY 25

84.5

+1.7

0.8

(3.8)

Historical Annual:

FY 21

43.8

FY 22*

FY 23*

63.5

78.1

FY 24

82.8

+6.4

+19.7

+14.7

+4.7

(17.1)

+5.4

(1.9)

+15.1

2.6

+4.5

4.6

84%

77%

31%

43%

In previous years as high as ~80% of the incremental revenue has gone into the bottomline. In last FY incremental revenue offset by investments across various growth initiatives.

Note: (*) EBITDA exclusive of IPO Expenses

NS Comments

takeaway can be modified

In previous years as high as

~80% of the incremental revenue

has also gone into the

bottomline.

In last FY, incremental ..

Title updated from Significant

Incremental Revenue continues to

go into Bottomline

Significant Incremental Revenue

directly to the Bottomline

FCF and Cash & Cash Equiv.

FCF (Free Cash Flow)1 (in INR Cr.)

Historical Annual

4.1 Cr.

Cash & Cash Equivalents1,2 (in INR Cr.)

94.6 Cr. Added 19.4 Cr.YoY 26% YoY

Positive free cash flow for the last 4FYs, with continued cash generation

Note: (1) Free Cash Flow and Cash & Cash equiv. excludes tax amounts received from employees against ESOP exercise as on the respective end of period (2) Cash & Cash equiv. = Cash & Cash equiv., Investments & FDs, Security Deposit towards listing in FY23 and FY24

FY25: Expense Breakup

Total Expense (in INR Cr.)

Historical Annual

9% CAGR

Total Expense - Breakup (for FY25) (in INR Cr.)

Employee Benefit Expenses

FY25

73.9 Cr.

Salaries, Wages & Bonus

67.2 Cr.

Employee Stock Option Expense

Other Employee Benefit Expenses

Depreciation Expense

Other Expenses

Cloud Hosting Charges

Rent for Building

Remaining Other Expenses

Total Expenses

4.6 Cr.

2.0 Cr.

0.1 Cr.

9.8 Cr.

2.4 Cr.

2.1 Cr.

5.2 Cr.

83.7 Cr.

% of Total Expense

88.2%

80.3%

5.5%

2.4%

0.1%

11.7%

2.9%

2.5%

6.2%

100%

● Bulk or 88% of total expense is emp. cost (89% in FY22, 88% in FY23 & FY24) ● Cloud Hosting charges are the 2nd largest expense after emp. benefit expenses ● No large digital marketing spend for customer acquisition (since we are a data

company, we are able to use in-house content to generate organic traffic)

Note: Salaries, Wages & Bonus includes statutory contributions like EPF

Q1 FY26: Greenshoots (1/3) Continued high overall volume growth

Customer Accounts (#)

Customer Accounts - Net Addition

Volume growth continues to be high

FY23

FY24

FY25

Note: Customer Accounts are as on respective end of period.

Q1 FY26: Greenshoots (2/3) Accelerated India Growth due to vertical BU teams

India Geo - Q1FY26 Account & Revenue Growth

43% Revenue from India

15% YoY Rev. from India

58% YoY #Account

●

India BU growth continues to be robust

In Q1FY26, India accounts grew by 58% YoY and revenue grew by 15% YoY

Primarily due to the growth initiatives mainly - launch of vertical BU teams

● We have started replicating this strategy

internationally and plan to scale the vertical teams to the key regions

Q1 FY26: Greenshoots (3/3) 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

International

14%

18%

-6%

15%

-4%

20%

-5%

65%

26%

58%

25%

In India, the volume growth accelerated from 20% YoY in FY24 to 65% YoY in FY25 which subsequently saw revenue growth accelerate.

Similarly, we have started seeing volume growth in the international segment. In Q1FY26 we saw a 25% YoY volume growth internationally.

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:

Expanding Leads Funnel by increasing Organic Search Traffic

Tracxn Lite driving product-led-growth

Scaling with Specialised Teams

Increasing Regulatory Data coverage

Leveraging AI in Data Production

Marketing through Press Mentions

Scaling Organic Search Traffic

Organic Search Traffic* (in millions)

Scaling Organic Traffic & Inbound Leads Pipeline

● We have built a large organic inbound traffic

funnel, & it continues to increase

● Over 21 Million visits in FY25

● In Q1FY26, this was 6.1million visits (~4x

increase in 3 years)

Note: (*) Source: Search Console & Internal Estimates

Tracxn Lite

#Tracxn Lite Signups1

#Monthly Active Users2

● 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 and certain platform modules)

● Great traction - in just 1.5 years since launch, more than 1,81,000 sign ups for Tracxn Lite, with pace of acquisition increasing QoQ. Monthly active users have crossed 32,000

● Very good increase in overall sales acquisition pipeline.

For instance - Q1FY25 v/s Q1FY26

○ #Organic sign-ups have almost doubled (1.9X) ○ Avg monthly actives have tripled (3.0X) ○ Avg. #users / day hitting the credit limit doubled ○ Increase in upgrade requests, demos, etc.

Note: (1) Cumulative #, does not include ~2L old unpaid users migrated to Tracxn Lite (2) Quarterly average, Includes users from organic signups and old unpaid users that were migrated to Tracxn Lite

Specialised Teams (1/5)

Universities

Select University Accounts:

● 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

● Customer count* almost tripled in this segment and revenue grew by

100% in Q1FY26 as compared to the same period last year

● We are planning to expand these efforts and replicate this playbook to

key international geos

● In addition to increasing engagement through inclusion in courseworks, on-campus onboarding, etc., we have started marketing initiatives for this segment, such as interviews with professors

Australia

USA

Germany

France

Mumbai

IIT Kanpur

Calcutta

Lucknow

ISB

Note: (*) Accounts on library / department pack in this segment

Specialised Teams (2/5)

Startups

Accelerators & Incubators

● We continue to see high volume of inbound leads from

startups

● Though they are served by the same platform, they have a differentiated use case and workflow requirements such as Fundraising, Competitor analysis, Market research & Business development

● Launched additional features on the platform for this

segment - eg. profile views, enabling them to connect with investors visiting their company profiles

● Some interesting updates for Q1FY26::

#Accounts doubled in this segment

○ ○ Over 50% international revenue in this segment

● Focusing on customers across private incubators,

government incubators, universities and corporates globally

● One key use case is to facilitate fundraising of

portfolio companies, supported through relevant features on the platform such as Investors Database, Live Deals, Next-Round Investors, etc.

● Good initial success: Increased pace of acquisition

in this segment

● Over 50% revenue from accounts in this segment

was from international customers in Q1FY26

Specialised Teams (3/5)

Investment Bank

● Specialised team for selling to IBs through both inbound & outbound

● 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 their outreach efforts. Additionally, we are also working on augmenting other data points such as coverage of offline sectors, IPO markers etc. which are key for IBs.

● Launched additional features - for eg. startups can mention if they are looking

to hire an IB on our platform, which becomes a sales pipeline for the investment banks; auto refresh of financials basis visits from this segment, etc.

● Seeing good success:

○ ○

Continued logo penetration in India by ~1% MoM India #accounts grew by over 60% & revenue by over 20% YoY

● We have started scaling this to other key geos internationally and are seeing good initial success there as well with increased pace of account addition

● We expect further acceleration in this segment as we expand our efforts to key

geos

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 this segment - for eg. pincodes data, CXO profiles, on-demand contact details along with refreshing the contact details on the platform on monthly basis to enhance the platform usage for users in this segment

● Some interesting updates:

○ ○

Pace of addition has tripled since the launch of this team 50% revenue in this segment was from international customers in Q1FY26

● We are scaling this to other key geographies and expect similar results

Specialised Teams (5/5)

Seeing good results from the specialised teams

List of launched vertical sales units

Startups

Universities

Investment Banks

Accelerator & Incubators

Venture Capital Funds

Sales

Mergers & Acquisition

Debt

Events

We expect further acceleration in pace of customer growth and market share increase through these additionally launched teams

Note: Ordered based on duration since launch and the progress made

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

United Kingdom

Croatia

Germany

Belgium

Thailand

Singapore

Poland

● Malaysia

●

Norway

Denmark

Czech Republic

Sweden

France

Austria

Finland

Latvia

Estonia

●

Australia

Italy

South Korea

New Zealand

Ireland

Brazil*

● Malta*

●

Philippines*

Slovakia*

…

1.6M+ companies with revenue data & 2.9M+ companies with detailed financials available on the platform#

Note: (*) New countries added in 2025, (#) As on 30th June 2025 YoY growth is excluding the changes on account of one-time refactoring of first year financials

Increased Regulatory Data Coverage (2/4)

# Companies with Captables

Increasing Coverage of Private Company Captables

Currently cover private company captables across 15+ countries

Major countries by coverage

●

India

United Kingdom

●

United States

Australia

● Germany

● Malaysia

●

Singapore

New Zealand

Denmark

Czech Republic

Estonia

●

South Korea

Sweden

Ireland

France

●

Norway

Finland*

Indonesia*

Thailand*

Latvia*

Slovakia*

● Malta*

…

344K+ companies with detailed shareholding available on the platform#

Note: (*) New countries added in 2025, (#) As on 30th June 2025

Increased Regulatory Data Coverage (3/4)

Launched Legal Entities Database

Currently over 60M+ legal entities across key geographies

Major countries by coverage

●

United States

●

France

United Kingdom

● Germany

Japan

India

Australia

Brazil

●

Romania

Singapore

Canada

Belgium

# Legal Entities (in millions)

…

Augmenting more data for legal entities - increased coverage of financials, captables, loans & charges, patents etc.

Note: As on 30th June 2025

Increased Regulatory Data Coverage (4/4)

Building deeper coverage of Regulatory Data on private companies & legal entities

Examples of a few regulatory datasets live as well as in pipeline

Loans and Charges

Patent Data

Legal Cases

Trademarks Data

Related Party Transactions

Bankruptcy Filings

FDA Approval Data

Taxation Data

.. and more

This helps us increase penetration in existing and new customer segments

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 intelligence in data production.

Accelerated Throughput with Leaner Data Production Teams

2024: Expanded coverage of key data points by 5X while reducing data production team size by ~10%.

- - H1 2025: Further multiplied data coverage by over 2X with an additional ~20% optimization of data

production team’s headcount

To expand further, we have been able to enhance the pace of additions with high accuracy:

Increased pace of data processing in existing processes: Reduced manual overhead and increased throughput (eg., companies processed at the top of the funnel increased by 4X)

- Expanded coverage across multiple datasets: Achieved through faster processing of unstructured

documents (eg., accelerated extraction of financials and company information from regulatory filings across 20+ countries).

- Faster launch of new datasets: Able to launch new datasets at a much faster pace than before

(eg., area–pincode mapping for sales teams launched in under a week).

We expect continued optimization in the data production units and accelerated throughput of the systems. We are excited about the possibilities of GenAI and its potential to help us build data on private companies globally.

Press Mentions

Increased Press Mentions Through various media partnerships, data contributions, reports, etc.

3,000+ Press Mentions across media*

eg. Partnerships

eg. Report coverage

eg. Regular Columns in newspapers

eg. Others

Note: (*) in FY25

FY25: Other KPIs (1/2)

Customer Accounts (#)

Historical Annual

47%

Users (#)

Historical Annual

41%

15% CAGR

#Accounts grew by 47%; YoY highest net account and user additions in FY25

Note: Customer Accounts and Users are as on respective end of period. YoY comparison over last 5 years

FY25: Other KPIs (2/2)

Contract Price* (in INR Cr.)

Historical Annual

19% CAGR

Entities Profiled, on platform (in millions)

Historical Annual

51%

30% CAGR

Note: Entities Profiled are as on respective end of period (*) Adjusted for proforma billing of newly onboarded accounts wherein invoice is raised after payment is received

Rapid platform coverage expansion with a 51% YoY increase in entities profiled

Thanks

Annexures

Team Split

As on 30 June, 2025

Function

Number of Employees

Analysts and Data Operations

Product and Technology

Sales Marketing and Customer Success

Business Support

Total

270

116

200

650

Data Operations team across various data modules like financials, cap tables, transactions, company data, etc; Sector-focused Analyst team; and MyAnalyst Support team

Engineering and Product team

GTM engine – Includes Marketing, Sales and Customer success teams

Business Support team includes Recruitment, Finance, HR, Admin

Source of Data

Key sources of data:

Publicly available data about companies (company websites) Have build a Google for Companies at the backend, where we track & mine data of over 0.8Billion entities, adding ~2,00,000 entities every day.

Proprietary Data Sector-based coverage, taxonomy. Company business model & sector classification. User panel data.

Regulatory Filings (across countries) Filings by companies across countries. eg. Registrar of Company Filings, Transaction filings, Labour filings, etc.

Others: news, social media, fund websites, press releases, etc.

Mining, Curation, Standardization and making it actionable using Technology & People

Technology: Data Mining, Parsing, Extraction using OCRs, Data intelligence & AI.

New-age tech stack: Using AWS, Google tech stack, Elastic search, MongoDB, etc.

People: Sector-focused analyst team and data ops team

Illustrative data about Private Markets Private Companies, Industries & Sector coverage, Taxonomy, Market Maps, Funding Transactions, M&A, Company Financials, Captables, Valuations, Key people & Board members, News, Investors, Reports, Rating, Events

Rapid Pace Of Data Addition

Entities Profiled, on platform (in millions)

Web domains scanned, at backend (in millions)

1.5M

66M

NS Comments

To be updated in Next Version of

corporate presentation

some of the key business

strengths can be highlighted in

the slides in takeaway or text >

which we anyways mention

about that verbally

Key Business Strengths (1/2)

Large, Growing Market & Rich Customer segment

● More than 2,00,000 addressable organizations ● We currently work with small single digit % of this market & remains

largely untapped.

High Operating Leverage & Margin Expansion

India Cost Advantage

Profitable operations and increasing free cash flow

Scalable & Proprietary Technology Platform

● ● ●

●

● ●

Incremental cost to serve customers is very low Offering is productized & there is no custom servicing work required Between FY21 to FY25, the revenue grew at a CAGR of 18% while the total expense grew only at 8%

Significant cost advantage because we make-in-India while selling globally, 57% of revenue comes from international customers.

Positive EBITDA of INR 0.8 Cr. and a positive PAT of INR 4.9 Cr. in FY25. FCF stood at INR 14.3 Cr. and cash & cash equivalents stood at INR 94.6 Cr. at the end of FY25, a 26% increase, YoY.

In-house platform built on leading technologies and architectures. Highly agile and scalable, and aggressively leverage the latest technology stacks, machine learning and generative AI capabilities

Key Business Strengths (2/2)

Low cost, content driven acquisition flywheel

Debt-free, Asset Light. Negative Working Capital

●

Content-based marketing helps us to acquire a high velocity of leads without having to spend on paid marketing. 22 million visits across all our public pages and over 3000 press mentions in prominent news media in FY25.

Asset-light business, fixed assets on balance sheet of INR 0.2 Crores

● ● Depreciation expense was INR 0.1Cr & capex of INR 0.1Cr. in FY25 ● ● Debt-free since inception

Capital efficient and able to scale with flexibility

Strong Team & Experienced Board of directors

● Strong and experienced top management team. ● Board consists of 4 independent directors bringing rich experience from the investment industry and the corporate development.

Strong Focus on Good Governance

● Right from the 3rd year of our operations, we have had our statutory

audits conducted by one of the Big4 auditors and we never had any qualifications.

● We continue to work on adopting the best governance practices as

much as we focus on growing the business

Key Strategies

Key strategies (1/2)

Ways to increase our account base

Historical Growth

Continue to grow account base

▪

Expanding sales, marketing & customer success team

▪ Referrals from existing

customers

▪

Event partnerships for media and industry events

▪ Channel partnerships

▪

Additional sales and marketing representatives in geographies outside India

▪ Content-based marketing

Expand share of revenues among existing customers

Tiered Pricing & Upsell features / Subscriptions

to the existing customers through differentiated offerings

Following a Three-pronged approach

Continue to grow platform to offer additional services

Devoted substantial resources towards expanding the platform modules & data

Data Added (FY25)

Modules added

1,530,000+ Entities

2019 – Portfolio Tracker & acquisition database

20,000+ Reports

2021 – Live Deals

7,91,000+ News items

2022 – Investors Database

2,00,000+ transactions^

2024 – Legal Entities Database

100+ updates

to the platform (FY25)

^includes funding & acquisition transactions

Growing the number of users within an account

Generating additional data downloads

Adding more Customer Accounts or different teams within an Org

Tools/Features developed to integrate into the workflow

▪

Automated sourcing tools

personalized widgets, investor management tools and multi-lingual support

▪ Generation of mark to market reports

for fund performance

Key strategies (2/2)

Capitalize on industry opportunities to expand coverage of our customers

Private Market AUM^ - (US$ Tn)

Total Addressable Market^ - ($ Mn)

190 Mn to 200 Mn

private companies worldwide.

CAGR 11.96%

From 52% to 65%

Combined market penetration of private market data providers in the next 5 years

Expand into adjacent customer segments

Additional use cases of the private market & emerging tech data

▪

Product discovery where customers can search and find vendors for various software, tools and other use cases.

Limited partners use the platform for Fund performance data

sales personnel rely on our platform for augmenting company information to improve their sales outreach.

Tracxn intends to offer such additional features & modules to further expand their total addressable market

Expand our operations through inorganic growth channels

▪

Tracxn intends to acquire businesses and technologies that complement its existing capabilities

It may consider investment opportunities to be able to acquire new technologies, or generate cross selling opportunities, in order to grow its platform or to expand its presence internationally.

Acquisition strategy will aid in

⬆ long-term growth

⬆ competitive position

⬆ increasing its market

⬆ acquiring technical

⬆ increase in

expertise

shareholder value

⬆ achieving greater

⬆ Growth in earnings

scale

Note: (^) According to “Global Information Services Market” report by Frost & Sullivan

Detailed Financial Statements

Profit & Loss Statement (1/2)

Particulars

Income

Revenue from operations

Other income

Other gains/(losses) - net

Total Income

Expenses

Employee benefit expense

Depreciation expense

Other expenses

Total Expenses

Profit / (Loss) before tax

Current tax (including relating to prior years)

Deferred tax (credit) / expense

Profit / (loss) for the period

PAT Margin

Q4 FY25

Q3 FY25

Q4 FY24

FY25

FY24

21.14

0.03

1.55

22.72

19.36

0.04

2.59

21.99

0.73

0.24

8.07

(7.58)

21.39

0.05

1.45

22.90

18.64

0.04

2.31

20.98

1.91

0.09

0.41

1.42

20.32

0.03

1.23

21.57

17.78

0.04

1.87

19.68

1.89

0.05

0.42

1.43

84.47

0.28

5.62

90.37

73.87

0.11

9.76

83.75

6.62

0.46

15.71

(9.54)

82.77

0.31

3.96

87.04

69.26

0.17

8.93

78.35

8.68

0.18

2.00

6.50

-35.86%

6.64%

7.02%

-11.30%

7.85%

In INR Cr.

Profit & Loss Statement (2/2)

Particulars

Profit / (loss) for the period

Less: Other Income

Less: Other gains/(losses) - net

Add: Depreciation expense

Add: Current tax

Add: Deferred tax (credit) / expense

EBITDA

EBITDA Margin

Profit / (loss) for the period

Add: Deferred tax adjustments

PAT excl Deferred tax adjustments

PAT Margin excl Deferred tax adjustments

Q4 FY25

Q3 FY25

Q4 FY24

(7.58)

0.03

1.55

0.04

0.24

8.07

(0.82)

-3.86%

(7.58)

8.12

0.54

2.56%

1.42

0.05

1.45

0.04

0.09

0.41

0.45

2.09%

1.42

6.64%

1.43

0.03

1.23

0.04

0.05

0.42

0.67

3.31%

1.43

7.02%

FY25

(9.54)

0.28

5.62

0.11

0.46

15.71

0.83

0.99%

(9.54)

14.47

4.93

5.83%

FY24

6.50

0.31

3.96

0.17

0.18

2.00

4.59

5.54%

6.50

7.85%

In INR Cr.

Balance Sheet (1/2)

Particulars ASSETS

Non-current assets

Property, plant and equipment

Intangible assets

Income tax assets (net)

Deferred Tax Asset

Total non-current assets

Current assets

Financial assets

i. Investments

ii. Trade receivables

iii. Cash and cash equivalents

iv. Other financial assets

Other current assets

Total current assets

Total assets

As at March 31, 2025

As at March 31, 2024

0.20

6.23

5.67

12.10

89.58

1.67

3.64

2.88

0.86

98.63

110.73

0.20

5.47

21.21

26.88

68.05

8.34

4.78

4.23

0.80

86.20

113.08

In INR Cr.

Balance Sheet (2/2)

Particulars EQUITY

Equity share capital

Other equity Reserves and surplus Total equity LIABILITIES Non-current liabilities Employee benefit obligations Contract liabilities Total non-current liabilities Financial liabilities Current liabilities i. Trade payables (a) Total outstanding dues of micro enterprises and small enterprises; and (b) Total outstanding dues other than (a) above ii. Other financial liabilities Employee benefit obligations Contract liabilities Other current liabilities Total current liabilities Total liabilities Total equity and liabilities

As at March 31, 2025

As at March 31, 2024

10.65

55.15 65.80

4.56 0.56 5.13

0.15 0.41 0.10 2.17 34.19 2.79 39.81 44.93 110.73

10.35

60.53 70.89

3.38 0.41 3.79

0.05 0.54 0.27 2.44 31.36 3.74 38.41 42.20 113.08

In INR Cr.

Cash Flow Statement (1/2)

Particulars Cash Flow from Operating Activities: Net profit/ (loss) before Income Tax Adjustment for: Depreciation expense Net (gain)/ loss on disposal of Property, plant and equipment Net gains on sale of investments Net fair value gains on financial assets measured at fair value through profit or loss Interest on income tax refund Interest income from bank deposits measured at amortised cost Employee stock option expense Bad debts written of Impairment loss/ (reversal) on financial assets Unrealised Exchange Difference (net) Operating Profit / (Loss) before working capital changes Adjustment for: (Increase)/ decrease in trade receivables (Increase)/ decrease in other financial assets (Increase)/ decrease in other assets Increase / (decrease) in trade payables Increase / (decrease) in contract liabilities Increase / (decrease) in employee benefit obligations Increase / (decrease) in other financial liabilities Increase / (decrease) in other liabilities Cash generation from Operations Income taxes paid (net of refunds received, including interest thereon) Net Cash Flow from/ (used in) Operating Activities

In INR Cr.

Year ended 31 March 2025

Year ended 31 March 2024

6.62

0.11 - (1.58) (4.21) (0.11) (0.12) 4.64 0.41 (0.24) (0.01) 5.52

6.47 1.47 (0.07) (0.03) 2.98 0.26 (0.18) (0.95) 15.48 (1.21) 14.27

8.68

0.17 0.00 (0.41) (3.64) 0 (0.29) 4.77 0.22 0.06 0.02 9.58

1.17 (0.49) (0.37) (0.32) 2.35 0.61 0.03 1.36 13.92 (2.67) 11.25

Cash Flow Statement (2/2)

Particulars Cash Flow from Investing Activities:

Payments for purchase of property, plant and equipment

Proceeds from sale of property, plant and equipment

Funds invested in bank deposits

Proceeds from sale of investments

Payments for purchase of investments in mutual funds

Interest received

Net cash inflow /(outflow) from investing activities

Cash Flow from Financing Activities:

Application money received for exercise of stock options

Application money pending allotment

Net cash inflow from financing activities

Net Increase/(Decrease) in Cash and Cash Equivalents

Cash and Cash Equivalents as at beginning of the year

Effects of exchange rate changes on cash and cash equivalents

Cash and cash equivalents as at end of the year

Year ended 31 March 2025

Year ended 31 March 2024

(0.12)

(0.11)

73.75

(89.48)

0.23

(15.73)

0.26

0.04

0.30

(1.16)

4.78

0.02

3.64

(0.04)

0.03

16.94 59.11

(85.73) 0.29

(9.41)

0.36

2.20

2.63

(0.05) 4.78

In INR Cr.

Definitions

(1)

(2)

(3) (4) (5)

(6)

(7)

(8)

(9)

(10) (11) (12) (13)

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. Users refers to the number of activated user accesses on the platform at the time of measurement and does not include bulk users like university/educational institutes accounts Contract Price is net invoicing done in a given period adjusted for unbilled revenue for the period, till the time of measurement Entities Profiled refer to the profiles published and available on the platform to the user at the time of measurement. EBITDA is a non-GAAP financial metric, calculated as Profit/(loss) for the period minus Other Income and Other gains/ (losses) - net, plus Depreciation and Amortization Expenses, plus Finance Costs, if any plus Income Tax Expense EBITDA excluding IPO expense is a non-GAAP financial metric, calculated as EBITDA plus Exceptional items - IPO expenses, reimbursable to the company PAT excluding IPO expense and Deferred Tax is calculated as Profit/(loss) for the period plus Exceptional items - IPO expenses, reimbursable to the company plus Deferred Tax PAT excluding IPO expense, Deferred Tax and CCPS is calculated as Profit/(loss) for the period plus Exceptional items - IPO expenses, reimbursable to the company plus Deferred Tax minus Fair value gain/ (loss) on CCPS measured at fair value through profit or loss. Fair value gain/ (loss) on CCPS adjustment has been made only for FY20 & FY21 in this presentation Free Cash Flow is calculated as Net Cash Flow from/ (used in) Operating Activities less Capex (payments for purchase of property, plant and equipment) Organic Search Traffic - Traffic originating from an organic search result Existing Customer - An account which had also contributed to the accrued revenue prior to the given financial year / period. New Customer - An account contributing to the accrued revenue for the first time in the given financial year/ period Headcount - Number of employees on the company payroll as on the date of measurement.

Thank You

Tracxn Technologies Limited has informed the Exchange about Investor Presentation

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