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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 margin. Strategy shifts toward increasing per-customer revenue and scaling multi-engine platforms like Socify and Cyberscope.

Why this was an Alfa AlertManagement explicitly guided for 40% EBITDA margin in their 2030 vision plan but overachieved by delivering 53.8% in FY26, a 34.5% beat over the target.
Highlights
Revenue growth88% YoY growth in operating revenue for FY26.
MarginsStable PAT at 46.1%; EBITDA margin outperformed target at 53.8%.
Demand visibilityStrong adoption by global giants like Microsoft, Google, and Anthropic.
Management confidenceHigh; emphasizing shift from manpower-heavy to scalable platform business.

Growth

FY26 Revenue ₹57.3cr (up 88% YoY); EBITDA ₹30.7cr (up 81% YoY); PAT ₹26.3cr.

Outlook

Targeting 10,000 active customer base and $100M ARR by 2030; US listing for Cyberscope in process.

Risks

US government shutdown and crypto market volatility impacted H2 revenue; high competition from global players like CrowdStrike.

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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