Event Type: Q2 FY27 earnings conference call with analysts/investors
Event Date and Time: Wednesday, November 04, 2026 (specific time not mentioned in transcript)
Purpose of Event: Discussion of second quarter and half year ended September 30, 2026 financial results and business updates
Management Participants:
- Ms. Neha Singh, Chairperson and Managing Director
- Mr. Abhishek Goyal, Executive Director
- Mr. Prashant Chandra, Chief Financial Officer
Host/Moderator: Mr. Sidharth Agrawal and Mr. Ashis Dash from Systematix Shares and Stocks (India) Ltd
Availability of Materials: The transcript has been submitted to exchanges and is available on the company's website at https://cdn.tracxn.com/investor-relations/financials/EarningsCallTranscript-Q2FY27_hkiDG4zEU7nRaGZ5sZe5T.pdf
Financial Period Discussed: Q2 FY27 (second quarter ending September 30, 2026) and H1 FY27 (first half ending September 30, 2026)
Key Financial Highlights Disclosed:
- Revenue from operations in Q2: ₹21.3 crore (1.1% QoQ increase)
- EBITDA: Negative ₹5.9 crore
- PAT: Negative ₹4.1 crore (includes non-cash ESOP expenses)
- Deferred revenue at end of Q2: ₹38.1 crore (9% YoY increase)
- India revenue: 6.9% QoQ growth
- International revenue: ₹10 crore
- Customer accounts: 2,419 (13% YoY increase)
- Users: 6,854 (16% YoY increase)
- Cash and cash equivalents: ~₹86 crore
- Total expense for H1 FY27: ₹52.7 crore
- FCF for H1 FY27: Negative ₹6.1 crore
Strategic Themes and Forward-looking Statements:
- India growth accelerating to ~30% annualized run-rate based on Q2 QoQ growth
- Three-phase growth playbook being applied across vertical business units
- Sales team expansion from 34 to 56 closing-sales members completed, targeting 60+ by December 2026
- International expansion following same playbook as India
- AI-native initiatives: Tracxn MCP for AI tools, in-platform AI Assistant, agentic workflows
- Expectation of improved growth rates and expanded market share in FY27
- One-time cost step-up for investments, expected return to low single-digit cost growth thereafter
Customer Segment Analysis:
- 49% investment industry (VC funds, PE funds, investment banks, family offices, accelerators, incubators)
- 45% corporates (M&A, innovation, strategy, sales teams, consulting companies)
- 6% others (educational institutes, government agencies)
- Geographic split: 48% international revenue, customers in 50+ countries
- Top markets: India, US, UK, Singapore, Germany
Additional Notes Section
Attachments: The submission includes the earnings call transcript as an enclosure
Compliance Statement: The document is a regulatory submission to BSE and NSE regarding the earnings call transcript, but no specific UPSI disclaimer is mentioned in the provided text
Financial Data Disclosure: The announcement itself does not contain financial data, but refers to the submitted transcript which contains extensive financial and operational data