TAC Infosec Shares Hit Upper Circuit After Record H1 FY26 Performance and USD 100 Million Expansion Plan

Mumbai, October 16, 2025 – TAC Infosec Limited (NSE: TAC) stock rose 5% to reach the day’s high of ₹751.15 in Thursday trading as the company posted outstanding half-yearly FY26 financials and revealed a huge USD 100 million capex plan to drive its AI-based international expansion.

The shares opened at ₹715.40 and shortly reached the day’s high of ₹751.15, with a total traded value of ₹2.35 crore and a market capitalisation of ₹1,574 crore.

Record-Breaking Financial Performance

TAC Infosec has witnessed a 131% year-over-year (YoY) increase in overall income to ₹3,035.8 lakh during the first half of FY26 from ₹1,315.8 lakh for the corresponding period last year. EBITDA increased 178% YoY at ₹1,923.5 lakh, with profit after tax (PAT) increasing 139% to ₹1,557.3 lakh — the company’s best semi-annual performance since listing.

The firm’s EBITDA margin grew to 63.4% from 52.5% in the previous year, while the PAT margin increased to 51.3%, one of the highest in global cybersecurity companies. The performance was largely spurred by TAC’s subscription-based revenue model, efficient SaaS-based delivery, and growing enterprise customer base.

Key Growth Drivers

TAC Infosec’s sensational growth in the first half of FY26 was supported by strategic efforts on innovation, acquisitions, and client growth:

Cyberscope Web3 Security Inc. Acquisition – Enhanced TAC’s market leadership in smart contract and blockchain security audits.

Socify.ai Launch – AI-driven compliance automation platform created to drive repeat revenue via enterprise SaaS subscriptions.

Upselling and Cross-Selling at the Enterprise – Bundled solution integration of ESOF AppSec, VMP, and CASA, generating increased revenue per customer.

Global Client Expansion – Onboarding of large global clients such as Salesforce, Autodesk, Dropbox, SoftBank Corp, Nissan Motors, Revolut, and several United Nations agencies, further increasing TAC’s reach in North America, Europe, and the Asia-Pacific.

USD 100 Million Expansion Strategy

In a significant strategic initiative, TAC Infosec announced a USD 100 million capital spending plan to be utilized by FY30. The plan is aimed at enhancing the company’s AI research strength, ramping up its ESOF platform, and establishing new R&D hubs in major international markets.

The move is in line with TAC’s vision of being the world leader in vulnerability management solutions in the long term. The company already has more than 7,500 clients from over 100 countries, reflecting its strong global traction.

TAC Infosec Limited is a listed public cybersecurity firm with expertise in enterprise vulnerability management through its flagship platform ESOF (Enterprise Security in One Framework). The company is partnered with world technological heavyweights Google, Microsoft, and Meta, and is certified in various international certifications such as CREST, PCI ASV, and ISO 27001.

With increasing traction in AI-based cybersecurity and compliance automation, TAC Infosec is eyeing 10,000 enterprise customers by 2026, reaffirming its vision to be the world’s largest vulnerability management player in terms of the number of clients.

At 3:41 p.m. IST, shares of TAC Infosec were stuck at ₹751.15, higher by ₹35.75 or 5% from the last close of ₹715.40, evidencing investor optimism after record profits and the company’s aggressive global growth strategy.

REF: https://nsearchives.nseindia.com/corporate/TAC_16102025121110_PR_SD.pdf

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