TAC Infosec Limited — Investor Meet, 17-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TAC InfoSec's Q1 FY27 results highlight strong performance. Total Income surged 97% YoY to 20 Cr, with PAT up 137% YoY to 8 Cr. EBITDA reached 9.8 Cr, sporting a 48.82% margin, outperforming guidance. QoQ, income grew 33.3% and EBITDA 51.7%, marking it the most profitable quarter. Management attributes growth to increasing AI-driven cybersecurity demand.

The company is 100% product-focused, with ESOF and Sockify.ai driving revenue. Q2 FY27 revenue guidance is 24 Cr, targeting 100 Cr for FY27, and committed to $100M ARR by 2030. Cyber Saniya is operational in the US public sector. Despite market concerns, management's strategic path and execution are noted as key strengths.