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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.

TAC Infosec Ltd NSE: TAC Alert sent
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
₹392.05
Market cap
₹824.3 Cr
Revenue (annual)
₹57.26 Cr
Net profit (annual)
₹22.50 Cr
P/E (TTM)
36.6×Sector 23.6×
Promoter holding
55.82%+0.00% QoQ
FII holding
0.06%Current quarter

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

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