Q2 2026 TAC Infosec Ltd Earnings Call Transcript
Key Points
- TAC Infosec Ltd (NSE:TAC) achieved a 137% increase in revenue for H1 FY26 compared to the previous year, reaching 30.6 crore.
- Profit after taxes increased by 138.5% year-on-year, reaching 15.5 crore, despite the absence of a tax rebate.
- The company reported a significant EBITDA margin growth to 63.4%, which is 10.3 points higher than the previous year.
- TAC Infosec Ltd (NSE:TAC) has successfully increased revenue per customer by 36%, from $1,200 to $1,682.
- The company is on track to achieve its target of 10,000 clients by 2026, currently holding a client base of 7,500, making it the fifth largest vulnerability management company globally.
- The company no longer benefits from a tax rebate, which could impact future profitability.
- Despite significant revenue growth, the revenue per customer remains low compared to industry standards, as the company focuses on affordability.
- Standalone numbers appear to have decreased due to internal transactions and investments in subsidiaries, which may concern some investors.
- The company faces challenges in maintaining its high growth rate and profitability margins amidst rising costs and competitive pressures.
- There is uncertainty regarding the exact timeline and size of the CyberScope IPO due to regulatory processes and market conditions.
The call for this H1 FY26 period and date for September 2025, we have with us our CEO Trishna Aurora.
And we also have the CFO Martin Baraj.
They will share the record numbers and the major achievement of the company this month.
I'll give a hand to the, CEO Trishna.
And Trish need should be with us. I'm not mistaken.
Hi, good evening, everyone. Can you hear me?
We can hear you now. Yeah.
Yeah. Thanks, Cindy for the introduction. Really appreciate it.
Thank you everyone for joining today. First of all, sorry for scheduling the call little delayed. We have scheduled because of, keeping Diwali in mind, the festive season. So thank you everyone for joining today. Siddy, can you run through the presentation.
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