Q1 2027 TAC Infosec Ltd Earnings Call Transcript
Key Points
- TAC Infosec Ltd (NSE:TAC) reported a record Q1 FY26 with total income up by 97% year on year.
- The company achieved a PAT increase of 137% year on year, showcasing significant profitability.
- EBITDA margin exceeded guidance, reaching 48.82% compared to the target of 40%.
- The company has successfully expanded its client base, with its products being adopted by over 10,000 clients in 100 countries.
- TAC Infosec Ltd (NSE:TAC) is the first Indian-origin cybersecurity product company globally accepted, emphasizing its innovation and market impact.
- There is market pressure and sentiment regarding AI threats, although the company claims it has not been significantly impacted.
- The transition from half-yearly to quarterly reporting has caused some confusion among investors.
- The company faces challenges in maintaining growth momentum, especially in Q2, due to seasonal factors in Western markets.
- The CyberScope market is slow, impacted by external factors such as the war and downturn in the crypto market.
- Despite strong growth, there are concerns about the feasibility of achieving the long-term $100 million ARR target by 2030.
Good evening, everybody. Thank you for joining the earning call meeting. I will be sure -- hi, Maki. Hello.
Can everyone hear me properly?
Yes. Hi, Lai.
Okay. I wasn't hearing anything for a minute. I thought I was on mute. Okay. Just give me one moment.
Okay. Hi, everybody. Good evening, dear shareholders and investors. Thank you for joining the earning call meeting. We have our CEO, Trishneet Arora, to share the brief about tax securities milestone on record Q1 results and fastest growing cybersecurity company globally.
Hi, and good evening, everyone. Thanks for joining the learning call. Really appreciate your support and guidance. TAC InfoSec reports record Q1 FY26 results. Total income is up by 97% year on year, as we all have seen it. The PAT is up by 137% year on
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