BSECompany Update31 Jul 2026 · 31 Jul 2026, 10:08 pm

TCC Concept Limited has informed the Exchange about the Investor Presentation.

TCC Concept Ltd · 512038

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TCC Concept Ltd has informed the Exchange about the Investor Presentation, which includes the company's performance for the quarter ended 30 June, 2026.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment5/10

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

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July 31, 2026 To, To, BSE Limited, National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th floor, Plot no. C/1, Dalal Street, Mumbai- 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, we are enclosing herewith the Investor Presentation on performance of the Company for the quarter ended 30 June, 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 July 2026 TCC Concept Limited Investor Presentation Q1 Consumer commerce, digital infrastructure and AI — built on a single platform Safe Harbor This presentation and the accompanying slides (the “Presentationˮ), which have been prepared by TCC Concept Limited (the “Companyˮ), 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 Companyʼs 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 companyʼs ability to successfully implement its strategy, the Companyʼs future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cashflows, the Companyʼs market preferences and its exposure to market risks, as well as other risks. The Companyʼs 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 isˮ without warranty or any representation of accuracy, timeliness or completeness. Table of Contents Company Overview Business Overview Platform, ecosystem architecture and leadership Six operating engines in detail Growth Strategy & Way Forward ESG Revenue potential and execution priorities Responsible and sustainable growth Performance & Financials Q1 FY27 and FY26 consolidated results TCC at a Glance Multiple high-growth engines with clear revenue pathways A diversified enterprise combining consumer commerce, digital infrastructure and applied AI — built on deep commercial proptech and technology expertise. Consumer Commerce Digital Infrastructure Intelligence & Market Access Scale + fulfilment moat Backbone for digital workloads High-margin software layer Pepperfry — omnichannel furniture leader NES Data — Tier-III data centres TryThat.ai — AI platform for real estate PepCart — owned big-box fulfilment network MyFlopy — private cloud on owned hardware Brantford — market access and lead engine Scale, brand equity and repeat demand Capacity-led, long-duration revenue Subscription-led, capital-light FY26 CONSOLIDATED PERFORMANCE 1,283 Mn 463 Mn 126 Mn 480% YoY 158% YoY | Margin at 36% 34% YoY | Margin at 10% Revenue from Operations EBITDA PAT TCC Presence Consumer Commerce Supply Chain Data Centres Cloud Infrastructure PropTech & AI One Ecosystem,Six Engines Demand, conversion, fulfilment and infrastructure owned end to end Consumer demand at Owned big-box delivery & Data centre capacity & Private cloud & secure AI-led conversion & Lead generation for real national scale installation hosting storage decisioning estate Lead Generation Conversion Consumer Ecosystem Last Mile Delivery Infrastructure Brantford + TryThat.ai AI-led decisioning lifts Pepperfry monetises demand PepCart delivers, installs NES Data and MyFlopy feed qualified demand funnel efficiency across online + studios and services nationally carry the workloads Every engine strengthens the next — converting demand into revenue with owned infrastructure at each step Structural Growth & Value Creation Drivers Four drivers compounding scale, margin and defensibility 01 Consumer commerce at scale 02 Recurring infrastructure revenue Pepperfry: category leadership with 100+ studios NES Data: 4 MW Tier-III live; 100 MW hyperscale and 72% repeat orders blueprint PepCart: owned fulfilment across 9,500+ pin codes MyFlopy: private cloud with deployment-led revenue First profitable quarter delivered in Q4 FY26 Capacity-backed, long-duration cash flows 03 High-margin AI & software 04 Integrated economics TryThat.ai: subscription pricing of ₹50K–₹200K per project One funnel: shared demand across consumer; B2B Brantford: 100+ leads per day via a zero-brokerage model One supply chain: lower cost per delivery, better NPS Capital-light with strong incremental margins One data layer: compounding conversion advantage Scale engine + infrastructure annuity + software margin = a re-ratable multi-engine platform Led by Experiences Leadership & Governance Board Of Directors UMESH KUMAR SAHAY ABHISHEK NARBARIA NIKHIL DILIPBHAI BHUTA Director Director Chairman & Managing Director • First-generation entrepreneur • Holds a Masterʼs degree in • Chartered Accountant with 25+ • Brings about 20+ years of Computer Science years of entrepreneurial experience • Technocrat entrepreneur with leadership • Has been awarded by various proven leadership • Served as CFO, Country Head & prestigious organizations over the • 20+ years of experience in CEO across multiple businesses years building and shaping • Cross-industry experience with • Expertise spans Real Estate, Data organizations strong operational depth Centre Infrastructure, IT & ITES • Raised capital on BSE (India), TSX sectors in India (Canada) & AIM (London) Led by Experiences Leadership & Governance Independent Directors GAYATHRI IYER RAJESH VAISHNAV M. SRINIVAS RAO TARUN AGARWAL TCC & Pepperfry TCC TCC & Pepperfry Pepperfry • 27+ years of • Author, Chartered Accountant, • Internationally acclaimed • Chartered Accountant & Company entrepreneurial Mentor & Certified IFRS (ACCA) business visionary & strategist Secretary business experience • 25+ years as Consulting • Associate with ITC, IRRI, • 35+ yea [Showing first 8,000 characters — download PDF for full document]