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Earnings Call

TAC Infosec Earnings Call: Key Takeaways

TAC Infosec reports strong FY26 performance with 88% revenue growth and 53.8% EBITDA margins, scaling to 10,000+ customers.

Why this was an Alfa AlertManagement guided an EBITDA benchmark of 40% for their 2030 vision but delivered a significantly higher 53.8% in FY26.
Highlights
Revenue growth88% YoY growth to ₹57.3 crores.
MarginsEBITDA margin stable at 53.8%; PAT margin at 46.1%.
Demand visibilityStrong; 10,000+ client base across 100+ countries.
Management confidenceHigh; emphasizing global platform scalability over traditional IT models.

Growth

Operating revenue grew 88% YoY to ₹57.3cr; PAT reached ₹26.35cr with stable 46.1% margins.

Outlook

Targets $100M ARR by 2030; focusing on global expansion and monetization of Socify and Cyberscope AI.

Risks

US government shutdown and crypto market fair value movements impacted Cyberscope's other income negatively.

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.