TRACXNNSEAugust 19, 2025

Tracxn Technologies Limited

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1 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. Ex
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khs into ₹ Crores for this Presentation hence, there could be some totalling anomalies in the numbers. 3 Our speakers today Neha Singh Abhishek Goyal Prashant Chandra Chairperson and Managing Director
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Accel Partners and Tiger Global - Has been with Tracxn since the beginning, for the last 10 years 4 Tracxn – Leading global Private Market Intelligence SaaS Platform# KEY HIGHLIGHTS INVESTORS Pla
rs 4.9 million
ne, 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 C
rs 84.5
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% Tota
17.9%
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
8.2%
rs 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 Nee
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ng to “Global Information Services Market” report by Frost & Sullivan Timeline is basis calendar years 6 Our Platform (1/2) Amongst Top 5 globally in terms of number of companies profiled^ One of the
15%
ket 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
6%
te 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
rs 36,446
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 I
rs 14,758
ivate 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 25
Guidance — 9 items
Historical Annual
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= Cash & Cash equiv., Investments & FDs, Security Deposit towards listing in FY23 and FY24 30 FY25: Expense Breakup Total Expense (in INR Cr.) Historical Annual 9% CAGR 7% Total Expense - Breakup (for FY25) (in INR Cr.) Employee Benefit Expenses FY25 73.9 Cr.
Historical Annual
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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 31 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.
Historical Annual
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32 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.
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We expect continued optimization in the data production units and accelerated throughput of the systems.
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Others Note: (*) in FY25 48 FY25: Other KPIs (1/2) Customer Accounts (#) Historical Annual 47% Users (#) Historical Annual 41% 15% CAGR 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.
Key sources of data
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at the end of FY25, a 26% increase, YoY.
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22 million visits across all our public pages and over 3000 press mentions in prominent news media in FY25.
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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.
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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.
Speaking time
Adjustment for
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Historical Annual
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Key sources of data
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Cash Flow from Operating Activities
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Cash Flow from Investing Activities
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Cash Flow from Financing Activities
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Opening remarks
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 +2 - 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 29 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 to 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 e
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● 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 UK Australia USA Germany France Mumbai IIT Kanpur Calcutta Lucknow ISB Note: (*) Accounts on library / department pack in this segment 38 3 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 differ
Key sources of data
1 2 3 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, C
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 66 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
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