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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Full Announcement
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
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