Synopsis: Tac Infosec, a hidden gem in the cybersecurity world, which is held by the notable investor, Vijay Kedia, has reported a stellar performance and strong margins in Q2.
As of the latest filings available, Vijay Kishanlal Kedia holds stakes in 16 companies and has a cumulative portfolio value of Rs 1,298 crore. As of October 2025, Vijay Kedia holds a 9.28 percent 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 percent from its previous day’s closing price of Rs 816.05 per share. In the last one year, the stock has delivered a stellar return of 126 percent, outperforming NIFTY 50’s return of 6.6 percent.
Q2 Highlights
The company’s revenue for H1 FY26 came in at Rs 29 crore, up by 142 percent from Rs 12 crore in H1 FY25. Additionally, on a sequential basis, revenue grew by 61 percent from Rs 18 crore in H2 FY25.
The operating profit margin (OPM) of the company has been consistently strong, which is indicative of the company’s effective cost management and increasing profitability. To be specific, the margin went up from just 42 percent in September 2023 to 62 percent in September 2025, with small variations in the intermediate years.
Coming to its profitability, the company reported a net profit growth of 129 percent to Rs 16 crore in H1 FY26 as compared to Rs 7 crore in H1 FY25. Additionally, on a QoQ basis, it recorded a growth of 100 percent from Rs 8 crore.
The company’s net profit margin has been a robust and consistent winner over the years, going up from 40 percent in September 2023 to 55 percent in September 2025. It made a peak in September 2024, where it reported a stellar margin of 58 percent.
Company Highlights
TAC InfoSec Ltd. is a worldwide cybersecurity company that mainly focuses on vulnerability management and sophisticated risk assessment solutions. Their primary platform, ESOF (Enterprise Security in One Framework), delivers cyber scoring, AI-driven risk quantification, and penetration testing capabilities to organizations seeking to improve their security posture.
TAC Security, which operates in more than 100 countries and has over 6,000 clients, serves Fortune 500 companies, startups, and government agencies. During H1FY25, it onboarded 1,000 new customers and is targeting 3,000 by 2025 and 10,000 by 2026.
Written by Satyajeet Mukherjee
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