BSECompany Update3d ago · 4 Nov 2026, 09:58 pm

Investor Presentation is attached.

TCC Concept Ltd · 512038

✦ AI Summary▲ PositiveResults

TCC Concept Ltd has released its Q2 FY27 investor presentation, highlighting strong financial delivery with revenue from operations increasing by 396% YoY to INR 134 Cr, EBITDA by 160% YoY to INR 55 Cr, and PAT by 138% YoY to INR 25 Cr. The company has also announced a stock split, with shareholders approving the subdivision of 1 equity share of FV ₹10 into 5 equity shares of FV ₹2 each.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact9/10
Market Sentiment8/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

TCC Concept Ltd - 512038 - Announcement under Regulation 30 (LODR)-Investor Presentation

Attachments (1)

📄

ff2461f7-8a53-40e3-a14a-ca54aafdb458.pdf

pdf

Download →
View document text
November 4, 2026 To, To, BSE Limited, National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, Dalal Street, Mumbai- 400001. G Block, Bandra Kurla Complex, Mumbai – 400051. Scrip Code: 512038 NSE Symbol: TCC Sub.: Investor Presentation. Dear Sir/Ma’am, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Investor Presentation on performance of the Company for the quarter and half year ended September 30, 2026. Kindly take the same on records. Yours faithfully, For TCC Concept Limited Isha Arora Company Secretary & Compliance Officer Encl: As above TCC Concept Limited Regd. Office: 5th Floor, VB Capitol Building, Range Hill Road, Opp. Hotel Symphony, Bhoslenagar, Shivajinagar, Pune-411007 I CIN: L68200PN1984PLC222140 I Tel.: 020 2952 0104 Email Id: compliance@tccltd.in I Website: www.tccltd.in TCC Concept Limited Digital Infrastructure, Consumer commerce and AI — built on a single platform Investor Presentation Q2 FY27 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 securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cashflows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. All Maps used in the presentation are not to scale. All data, information, and maps are provided “as is” without warranty or any representation of accuracy, timeliness or completeness. Table of Content Leadership and Financials governance Business Segments Company Overview Company Overview Four Technology-Led Segments with Diversified Revenue Pathways Five specialised platforms combine scaled commerce, fulfilment services, recurring infrastructure and capital-light technology models 4 technology-led segments | 5 specialised platforms | Multiple monetisation models DIGITAL CONSUMER COMMERCE TECH-ENABLED FULFILMENT DIGITAL INFRASTRUCTURE AI + DATA ANALYTICS Technology-led omnichannel furniture and Data-centre infrastructure and customer- AI-led real-estate intelligence and commercial Proprietary big-box logistics network home platform controlled private cloud market access REVENUE PATHWAYS REVENUE PATHWAYS REVENUE PATHWAYS REVENUE PATHWAYS Marketplace commissions Delivery + installation Colocation + hosting Subscriptions + add-ons Private labels Warehousing + distribution Managed infrastructure Analytics + funnel conversion Studios + online Direct-ship + 3PL Cloud storage + deployments B2B engagement Institution & Enterprise projects Managed fulfilment Devices + managed services Value-added services SCALED OPERATING REVENUE RECURRING CAPACITY REVENUE DEPLOYMENT-LED REVENUE CAPITAL-LIGHT DIGITAL REVENUE Pepperfry + PepCart NES Data MyFlopy TryThat.ai Q2 FY27 Consolidated Financial highlights Strong financial delivery provides the base for TCC’s next phase of technology-led scale Q2 FY27 Revenue from Operations EBITDA PAT INR 134 Cr INR 55 Cr INR 25 Cr ▲ 396%YoY ▲ 160%YoY | Margin at 41% ▲ 138%YoY | Margin at 19% H1 FY27 Revenue from Operations EBITDA PAT INR 262 Cr INR 101 Cr INR 37 Cr ▲ 434%YoY ▲ 159%YoY | Margin at 38% ▲ 89%YoY | Margin at 14% Stock split: Shareholders approved the subdivision of 1 equity share of FV ₹10 into 5 equity shares of FV ₹2 each, on 22 August 2026 Business Segments & Opportunity Category-Defining Omnichannel Leader A technology-led furniture marketplace connecting digital discovery, assisted conversion and fulfilment A technology-led omnichannel marketplace where customers discover, customise and purchase furniture and home products online and in studios Scaled Omnichannel Diversified Product and Multiple Revenue and Institution & Enterprise Commerce Platform Supply Ecosystem Growth Pathways and Cross-Sell Opportunity Established brand equity & Broad furniture & home portfolio Marketplace commissions | Private Institutional and bulk solutions, national digital demand, supported sourced through national brands, labels | Studio retail | B2B projects | supported by Pepperfry’s brand by an integrated online and regional manufacturers, MSMEs and Assisted buying | Installation & reach, supplier network, fulfilment studio-led conversion model. in-house D2C brands. After-sales services capabilities and customer ecosystem. 73 Mn 150K 325K+ $1.1 Bn+ 80 72% Daily unique Customers Served Lifetime furniture & Annual visits Cities Repeat orders visitors Annually home, goods sold Q2 FY27: Scale, Quality and Omnichannel Reach Scaled digital reach supported by improving traffic quality, advocacy and private-label contribution 19.82 Mn 49,787 95,470 753 125 Total across all Sessions Customers Served Sellers’ count Studios categories Rs 20,481 1,45,200 84 19,858 FOFO COCO Total AOV Quantity sold Footfalls Repeat Buyers NPS Store AOV Q1 FY26 69.05% Q2 FY27 Q1 FY26 64.6 Q1 FY26 Rs 46,260 Q2 FY27 Q2 FY27 Q1 FY27 65.50% 68.36% Q1 FY27 66.4 68.0 Q1 FY27 Rs 52,148 Rs 49,420 FY2F 6Y 26 83 .89 0.8 %0 % FY26 66.0 FY26 Rs 43,03396.80% Higher-quality organic traffic, stronger advocacy and growing private-label contribution supported the omnichannel platform. 8.40 Abbreviations- NPS: Net promotor score Store AOV: Store Average Order Value Growth Priorities to Scale Omnichannel Growth (1/2) Expanding physical reach, deepening conversion and broadening institutional revenue Retail Expansion Omnichannel Productivity Wider Market Access Higher Conversion 50+ new stores planned in FY27 “One Funnel” online-to-store strategy Expansion across metros and Tier 1/2 cities Technology and customer-experience investments 250+ stores long-term ambition Sell-from-Store and broader assortment G [Showing first 8,000 characters — download PDF for full document]