The stock locked in at its upper limit as investors cheered the company’s 138.5% YoY growth in profit after tax (PAT). The company’s PAT grew to Rs 1,557.3 crore, up from Rs 6.53 crore in H1 FY25.
For the first half of FY26, TAC InfoSec posted a total income of Rs 30.36 crore, marking a 130.7% increase over the Rs 13.16 crore recorded in the same period last year. EBITDA surged 178.3% YoY to Rs 19.23 crore.
The EBITDA margin improved by 10.9 percentage points to 63.4%, and the PAT margin stood at 51.3%, up from 49.6%, one of the highest margins reported in the global cybersecurity industry.
According to the company’s official update, the performance was supported by strong momentum across multiple verticals. Growth was driven by the strategic acquisition of Cyberscope, the launch of Socify.ai, expansion in enterprise contracts, and a notable rise in per-client revenue through the adoption of ESOF modules.
The company also stated that it maintained high gross margins despite an ESOP expense of Rs 2 crore during the reporting period.TAC Security further highlighted that it has now become the fifth largest Vulnerability Management company in the world by client base, and has onboarded several marquee clients such as Salesforce, Autodesk, Dropbox, SoftBank Corp, Nissan Motors, Revolut, and various United Nations agencies.In line with its long-term strategy to scale AI-led security solutions globally, the company announced a USD 100 million CAPEX plan to enhance its AI R&D and ESOF platform capabilities.
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Investor interest in the stock was also supported by the presence of Vijay Kedia in the shareholder list. As per the most recent disclosure, Kedia holds 11,47,500 equity shares, translating to a 10.95% stake in the company. His name among the key investors has often drawn attention from retail and institutional participants alike.
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