Investor Presentation is attached.
TCC · price
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TCC Concept Limited released its Q4 and FY26 investor presentation showcasing strong financial performance with FY26 revenue of ₹1,794 million (up 116% YoY), EBITDA of ₹1,243 million (~69% margin), and PAT of ₹648 million (up 54% YoY). The company has transformed from a legacy PropTech player into a diversified multi-engine ecosystem platform spanning consumer tech (Pepperfry furniture marketplace), AI/SaaS (TryThat.ai), data infrastructure (NESData), and cloud storage (MyFlopy). Key highlights include the recent acquisition of ~98.98% stake in Pepperfry, which contributed significantly to revenue growth. The company has set ambitious targets to reach ₹30,000 million revenue by FY30 from ₹1,840 million in FY26. Pepperfry operates 100+ studios across 65+ cities with GMV of ₹6,321 million and strong repeat order rate of 72%.
The presentation signals strong execution capability with industry-leading EBITDA margins and a clear growth roadmap. The Pepperfry acquisition positions TCC as a scaled consumer commerce player, though integrating a loss-making entity and achieving the aggressive FY30 revenue target will require sustained execution. Investors should monitor margin sustainability as the company scales.