TCC Concept Limited — PPTs, 23-05-2026: Investor Presentation

Here's a summary of the investor presentation for TCC Concept Limited:

**1. Business Performance:**

TCC Concept Limited is evolving into a diversified platform, integrating PropTech, AI, data centers, and consumer tech. The company reported strong financial momentum with FY26 revenue at ₹1,794 Cr, a significant 116% YoY increase. EBITDA for FY26 stood at ₹1,243 Cr with a healthy ~69% margin, and PAT grew 54% YoY to ₹648 Cr. This performance is driven by its multi-segmental synergy approach and the integration of its various business verticals.

**2. Growth Drivers or Strategy:**

The company's strategy focuses on building an integrated digital and consumer ecosystem. Key drivers include scaling its Consumer Tech segment through the Pepperfry acquisition, which accelerates its omnichannel reach and supply chain capabilities. Simultaneously, it's growing its AI/SaaS and Data Infrastructure businesses, aiming for high-margin, recurring revenue streams and platform transformation.

**3. Recent Developments:**

A significant development is the acquisition of a ~98.98% stake in Pepperfry, bolstering its presence in e-commerce and digital marketplaces.

**4. Key Financial Metrics:**

FY26 Revenue from Operations: ₹1,794 Cr (+116% YoY)

FY26 EBITDA: ₹1,243 Cr (~69% margin)

FY26 PAT: ₹648 Cr (+54% YoY)

**5. Management Commentary / Outlook:**

TCC is positioned for multi-engine growth and a potential valuation re-rating. The company plans to scale its consumer commerce offerings, monetize AI/SaaS platforms, and expand its data infrastructure footprint. The strategic integration of Pepperfry is expected to unlock significant value creation through platform scale-up, improved unit economics, and cross-sell opportunities.