Synopsis: Tac Infosec, a hidden gem within the cybersecurity world, which is held by the notable investor, Vijay Kedia, has reported a stellar efficiency and powerful margins in Q2.
As of the most recent filings out there, Vijay Kishanlal Kedia holds stakes in 16 corporations and has a cumulative portfolio worth of Rs 1,298 crore. As of October 2025, Vijay Kedia holds a 9.28 % stake in Tac Infosec.
With a market capitalization of Rs 1,625 crore, the shares of TAC Infosec Ltd closed at Rs 775.25 per share, down 5 % from its earlier day’s closing worth of Rs 816.05 per share. Within the final one 12 months, the inventory has delivered a stellar return of 126 %, outperforming NIFTY 50’s return of 6.6 %.
Q2 Highlights
The corporate’s income for H1 FY26 got here in at Rs 29 crore, up by 142 % from Rs 12 crore in H1 FY25. Moreover, on a sequential foundation, income grew by 61 % from Rs 18 crore in H2 FY25.
The working revenue margin (OPM) of the corporate has been persistently sturdy, which is indicative of the corporate’s efficient price administration and rising profitability. To be particular, the margin went up from simply 42 % in September 2023 to 62 % in September 2025, with small variations within the intermediate years.
Coming to its profitability, the corporate reported a web revenue progress of 129 % to Rs 16 crore in H1 FY26 as in comparison with Rs 7 crore in H1 FY25. Moreover, on a QoQ foundation, it recorded a progress of one hundred pc from Rs 8 crore.
The firm’s web revenue margin has been a sturdy and constant winner over time, going up from 40 % in September 2023 to 55 % in September 2025. It made a peak in September 2024, the place it reported a stellar margin of 58 %.
Firm Highlights
TAC InfoSec Ltd. is a worldwide cybersecurity firm that primarily focuses on vulnerability administration and complicated threat evaluation options. Their main platform, ESOF (Enterprise Safety in One Framework), delivers cyber scoring, AI-driven threat quantification, and penetration testing capabilities to organizations in search of to enhance their safety posture.
TAC Safety, which operates in additional than 100 international locations and has over 6,000 purchasers, serves Fortune 500 corporations, startups, and authorities businesses. Throughout H1FY25, it onboarded 1,000 new clients and is concentrating on 3,000 by 2025 and 10,000 by 2026.
Written by Satyajeet Mukherjee
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