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Earnings Call

TAC Infosec Earnings Call: Key Takeaways

TAC Infosec delivered 88% revenue growth in FY26, maintaining high EBITDA margins at 53.8% despite tax normalization and Web3 market softness. The company is pivoting toward a multi-engine platform model targeting $100M ARR by 2030.

Why this was an Alfa AlertNot a filter event. Company met or slightly exceeded implicit profitability benchmarks but did not beat explicit prior numeric guidance ranges by >5%.
Highlights
Revenue growth88% YoY growth in FY26 to ₹57.26 Cr.
MarginsEBITDA margin maintained at 53.8%; PAT margin stable at 46.1%.
Order bookIncludes two large partner-led orders valued approx. $1M in H1.
Demand visibilityStrong H1 partner-led orders; normalized H2 base grew 54% YoY.
Management confidenceHigh; emphasized 'Growth is Real' and 'Margins are Stable'.

Growth

FY26 Revenue up 88% to ₹57.26 Cr; EBITDA up 81% to ₹30.75 Cr; PAT up 78% to ₹26.35 Cr.

Outlook

Targeting $100M ARR by 2030; focusing on ESOF AppSec upgrades, Socify cross-sell, and U.S. public sector expansion via CyberSandia.

Risks

H2 Web3 deal conversion slowed due to crypto-cycle softness; US government shutdown impacted timing; Web3 acquisition costs absorbed.

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.