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Earnings Call

TAC Infosec Earnings Call: Key Takeaways

TAC Infosec delivered high-growth FY26 results with Revenue at ₹57.26 Cr (up 88% YoY) and EBITDA margins at 53.8%. The company is scaling via its AI-led automation platform.

Why this was an Alfa AlertNot a filter event. Management confirmed delivering as promised per 2025 goals, not exceeding them by >5% materiality.
Highlights
Revenue growth88% YoY growth in FY26
MarginsStable; EBITDA margin at 53.8% vs 53.0% in FY25
Demand visibilityStrong; footprint expanded across 100+ countries
Management confidenceHigh; converted 2025 ambitious promises into measurable delivery

Growth

Revenue grew 88% YoY to ₹57.26 Cr; PAT surged 78% YoY to ₹26.35 Cr despite tax normalization.

Outlook

2030 vision targets $100M ARR; FY27 focus on monetization, renewals, and AppSec upgrades.

Risks

Potential impact of crypto treasury fair-value movements; billing cycle variability affecting receivables.

Source

Earnings Call filed with NSE, NSE: TAC. Summary written with AI assistance from the document.

Read the document ↗

TAC Infosec Ltd: key numbers

Share price
₹446.85
Market cap
₹939.6 Cr
Revenue (annual)
₹57.26 Cr
Net profit (annual)
₹22.50 Cr
P/E (TTM)
41.8×Sector 22.1×
Promoter holding
56.66%+0.00% QoQ
FII holding
0.04%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from TAC Infosec Ltd

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00:53 IST NSE
Business Update

TAC Infosec Business Update

TAC InfoSec's subsidiary CyberSandia engaged with New Mexico public sector leaders to discuss cyberthreats and promote its cybersecurity services for government agencies.

07:44 IST NSE
Management Change

TAC Infosec Management Change

TAC Security appointed Varun Khatri as Executive Vice President, People & Global HR to drive its global people strategy. The company also reported strong recent client additions.

15:31 IST NSE
Annual General Meeting

TAC Infosec Annual General Meeting

TAC Infosec has issued the notice for its 10th AGM on September 30, 2026. Agenda includes adopting FY26 accounts, appointing a new MD/CEO, and approving a related-party transaction ceiling of ₹15 Crore.

18:20 IST NSE
Partnership

TAC Infosec Partnership

TAC Infosec’s division, Cyberscope, has entered a strategic partnership with STABO to enhance Web3 security and support secure stablecoin payments for global businesses.

16:37 IST NSE
Management Change

TAC Infosec Management Change

TAC Infosec Limited appointed Mr. Trishneet Arora as Managing Director for a five-year term at Nil salary. The appointment awaits shareholder approval at the upcoming AGM.

Execution
5 years
13:26 IST NSE
Board Meeting Outcome

TAC Infosec Board Meeting Outcome

TAC Infosec Limited appointed Trishneet Arora as Managing Director and allotted 10,000 equity shares under its ESOP scheme. The company also addressed an NSE penalty.