TAC Infosec Limited has made the video recording of its analyst and investor meeting available to the public, concluding the engagement scheduled for July 29, 2026. The virtual session, held at 5:00 PM IST, focused on the strategic rationale behind the company’s acquisition of Safehouse Technologies Limited, Israel, and the subsequent incorporation of a new entity, TAC Safehouse Limited. Stakeholders can now access the full discussion on the company’s website, providing transparency regarding these recent corporate actions and their expected business impact.

The filing was submitted under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Company Secretary Preeti Paresh Rath confirmed that the recording is accessible via the company’s official portal at tacsecurity.com. This disclosure follows the initial intimation filed on July 27, 2026, which had outlined the agenda for the call. The availability of the recording ensures that all investors, analysts, and media representatives have equal access to management’s commentary on the integration plans and future growth vectors associated with the Safehouse acquisition.

Meeting Details and Agenda

The analyst meet was conducted as a virtual group call, open to all participants. The primary objective was to clarify the business opportunities arising from the new corporate structure. Management emphasized that no Unpublished Price Sensitive Information (UPSI) was discussed, adhering strictly to regulatory norms. The topics covered were limited to information previously disclosed to the National Stock Exchange of India Limited.

Key Discussion Points

• Strategic rationale for acquiring Safehouse Technologies Limited, Israel.
• Business impact and integration roadmap for the acquired entity.
• Incorporation details and commercial opportunities for TAC Safehouse Limited.

Compliance and Disclosure Standards

TAC Infosec Limited maintains offices in Mumbai, Pune, Delhi, and Mohali. The company’s compliance team ensured that the video link was disseminated promptly after the conclusion of the event. The delay in the initial notice filing, attributed to weekend non-working days and approval timelines, was addressed in the earlier communication. The current filing serves as the final step in the disclosure process for this specific investor engagement, ensuring complete transparency for shareholders and industry observers.

TAC InfoSec Limited reported record financial results for the first quarter of FY27, with total income rising 96.8% year-on-year to ₹200 million and Profit After Tax (PAT) surging 137% to ₹80 million. The strong performance was driven by AI-led cybersecurity demand and increased enterprise adoption of the company's ESOF platform, which offset weaker contributions from its Web3 security division. EBITDA rose 97.1% to ₹98 million, while the PAT margin expanded by 687 basis points to 40.2%, reflecting significant operating leverage and efficiency gains.

The company's growth was broad-based, with total income also increasing 33.3% quarter-on-quarter from ₹150 million in Q4 FY26. TAC InfoSec maintained an EBITDA margin of 48.8% during the quarter. Founder and CEO Trishneet Arora described the period as a "Mythos moment" where the worlds of cybersecurity and frontier AI converged, validating the company's strategic shift towards an AI cybersecurity platform.

Q1 FY27 Financial Performance (YoY)

Operational Highlights

The record quarter was achieved despite volatility in global cryptocurrency markets, which impacted the CyberScope business. The company's core cybersecurity platform business more than compensated for this headwind. Major clients adopting the ESOF platform during the quarter included Anthropic, Amazon, Google, Samsung Electronics, and NTT DOCOMO. TAC InfoSec stated it intends to grow 20% quarter-on-quarter in FY27, focusing on AI-led research and expanding its product ecosystem, including Socify.ai.