TAC Infosec Limited — Investor Meet, 06-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

TAC Infosec reported a strong H1 FY26, with revenue up 137% to 30.6 Cr and PAT up 138.5% to 15.5 Cr YoY. EBITDA margin hit 63.4%, and PAT margin was 51.3%, significantly higher year-on-year, driven by generative AI solutions. Per customer revenue grew 36% to $1682. The company now serves 7,500 clients, targeting 10,000 by 2026. New product Socify is gaining traction, aiming for 10,000 clients to disrupt the $4 billion SOC 2 compliance market. Management confirmed Cyberscope's confidential IPO filing in the US this year and plans to invest $100 million in AI by 2030, primarily funded by earnings. The outlook is confident, with a focus on 20% QOQ per-client revenue growth and inorganic expansion.