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Earnings Call

TechD Cybersecurity Earnings Call: Key Takeaways

Transcript of H2 & FY26 call highlighting TechD’s transition from services to AI-native product company with 'TechD One' platform.

Why this was an Alfa AlertManagement explicitly guides FY27 organic revenue growth of 50-60% (₹75-80cr vs ₹51.8cr), exceeding the 50% threshold for next-year guidance.
Highlights
Revenue growth73.8% YoY revenue growth in FY26.
MarginsEBITDA margins rising; targeting 40-50% net margins on new products.
Order bookCurrent confirmed order book at ₹43cr.
Demand visibilityStrong; government sales pipeline at ₹150cr.
Management confidenceHigh; citing 98% renewal rates and AI-driven cost savings.

Growth

FY26 revenue reached ₹51.8cr (up 73.8% YoY). PAT increased 67%. H2 EBITDA margin improved to 32%.

Outlook

Organic revenue guidance of ₹75-80cr for FY27. Potential acquisitions could push total revenue to ₹100cr+.

Risks

Global war impacts delayed SOC construction; high competition from global OEMs; dependence on regulatory penalty enforcement for DPDP revenue.

Source

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

Read the document ↗

TechD Cybersecurity Ltd: key numbers

Share price
₹548.05
Market cap
₹409.9 Cr
Revenue (annual)
₹51.81 Cr
Net profit (annual)
₹14.04 Cr
P/E (TTM)
29.2×Sector 22.1×
Promoter holding
63.24%+0.00% QoQ
FII holding
0.01%Current quarter

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

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New Order Win

TechD Cybersecurity Bags ₹0.09 Cr Order from Alef Education

TechD Cybersecurity received an order worth ₹0.09 Crore from Alef Education. This two-month contract extension covers SIEM platform subscription and managed SOC services.

Value
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TechD Cybersecurity Bags ₹0.3 Cr Order from The Great Eastern Shipping Co Ltd

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Annual General Meeting

TechD Cybersecurity Annual General Meeting

TechD Cybersecurity Limited has scheduled its 10th Annual General Meeting on September 30, 2026. The meeting will be conducted through video conferencing.

16:57 IST NSE
Board Meeting Outcome

TechD Cybersecurity Board Meeting Outcome

TechD Cybersecurity Limited approved the Annual Report, notice of the 10th AGM, and the appointment of a scrutinizer for the upcoming meeting.