TAC Infosec Limited has scheduled a virtual meeting with multiple institutional investors on June 2, 2026. The session is set to commence at 04:00 PM IST and will be conducted in a one-on-one format. This interaction provides a platform for the company's management to engage directly with analysts and institutional investors regarding its operations and financial performance.

The meeting is being held pursuant to Regulation 30 read with Para A of Part A of Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company has explicitly stated that all discussions during the meeting will be based on publicly available information. No unpublished price sensitive information will be shared during the proceedings.

The schedule for the meeting is detailed below:

Access links for the virtual meeting will be provided directly to the eligible institutional investors. The initiative underscores the company's commitment to maintaining transparency and regular communication with the investment community.

TAC Infosec Limited has released the transcript of its analyst and investor meeting held on May 20, 2026, to discuss the operational and financial performance for the financial year ended March 31, 2026. The company reported a significant increase in operating revenue and maintained stable profitability margins despite the conclusion of its tax holiday and a negative fair-value movement on its crypto treasury. The disclosures were shared pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

FY26 Financial Performance

The company achieved profitable scale during the year, with operating revenue growing 88% year-on-year to reach ₹57.26 Cr. This growth was driven by strategic expansion and platform leverage rather than a manpower-heavy services model. EBITDA for the period stood at ₹30.75 Cr, an increase of 81% compared to the previous year. The EBITDA margin remained stable at 53.8%, compared to 53.0% in FY25.

Profitability and Tax Normalization

Profit After Tax (PAT) rose by 78% to ₹26.35 Cr. The company highlighted that the PAT margin was maintained at 46.1% even after tax normalization, as the tax holiday ended and taxes were paid during FY26. This performance demonstrates operating-led profitability, according to the management. Other income for the year was reported as ₹(0.08) Cr, a negligible impact on total income, following a negative fair-value movement of approximately ₹1.52 Cr on its crypto treasury.

Operational Highlights and H2 Performance

TAC Infosec noted that it collected ₹45.64 Cr against FY26 invoicing, representing approximately 80% of operating revenue and indicating strong cash conversion. The company's global delivery support involved billing ₹14.57 Cr from its India entity to the U.S. entity. Management stated that the margin profile ranks among the strongest in the global cybersecurity industry based on available public benchmarks.

Addressing the second-half performance, management clarified that H2 revenue was ₹27.8 Cr, a 53% increase over the previous year's H2 of ₹18 Cr. H1 revenue was lifted by exceptional partner-led orders valued at approximately $1,000,000. Excluding this exceptional component, H1 underlying revenue was approximately ₹20.4 Cr, indicating a 36% underlying growth in H2. The firm continues to focus on its platform architecture, including ESOF, Socify.ai, and CyberScope, to drive future growth.

Strategic Developments and Guidance

Management emphasized the delivery of its 2025 promise to acquire a 10,000 customer base across TAC and CyberScope, expanding its footprint to over 100 countries. The company is progressing towards its 2030 Bold Vision of achieving $100 million ARR. Regarding the US listing of subsidiary CyberScope, the company received SEC approval in January but faced delays due to new regulations applicable from January 16. The company is now exploring a $15 million fundraise instead of the initially planned $5 million to align with new rules and maintain a 51% holding in the subsidiary. The management clarified that there is no impact of AI or geopolitical conflicts on its current operations, citing clients like Anthropic, Microsoft, and Google.