Tac Infosec Limited · NSE:TAC
Tac Infosec — Q1 FY2027 Earnings Presentation
20 slides from Tac Infosec's earnings presentation, Jul 15, 2026
Slide 1: Q1FY27 Earning Call
Q1FY27 Earning Call | Wednesday, 15 July 2026 | 5:00 PM IST
Slide 2: Safe Harbor
Safe Harbor This presentation may have certain statements that may be “forward-looking” including those relating to the general business plans and strategy of TAC Infosec Limited, its outlook and growth prospects. The actual results may differ materially from these forward-looking statements due to
Slide 3: At a Glance
(NSE:TAC) FY26-27 10 2M 20 0M Total Income (Q1FY26) Total Income (Q1FY27) ^ Beat ^ 96.8% Higher YoY 15 0M 20 0M At a Glance Total Income (Q4FY26) Total Income (Q1FY27) ^ 33.3% Higher QoQ ^ Beat 49.6M 98 M EBITDA Q1FY26 EBITDA Q1FY27 Margin 48.76% Margin 48.82% ^ Beat (Guidance Give n 40%) 64 M 98 M
Slide 4: At a Glance
(NSE:TAC) FY26-27 Total Income EBITDA PAT PAT Margin INR 200 Mn INR 98 Mn INR 80 Mn 40.2% +96.8% YoY +97.1% YoY +137.0% YoY +687 bps At a Glance QoQ Income QoQ EBITDA EBITDA Margin Highest Quarter 33.3% 51.7% 48.8% Record Beat Sequential Growth +5.9 pts QoQ Income & Profit Q1 FY27 Became the Highest
Slide 5: Mythos Moment: Cybersecurity Meets Frontier AI
(NSE:TAC) Cybersecurity Meets Frontier AI FY26-27 What changed in Q1 FY27 Why it matters • Global markets debated whether AI was sustainable • AI adoption expands enterprise attack surfaces. or a bubble. Mythos • For TAC Security, AI translated into measurable cybersecurity demand. • AI apps, agents
Slide 6: Claude Threat Surface: Securing the Frontier AI Era
(NSE:TAC) FY26-27 Claude Threat Continuous AppSec Enterprise Risk TAC Opportunity AI-driven products require recurring Boards need visibility into cyber risk ESOF is positioned to detect, prioritize, assessment rather than one-time across AI-enabled systems and quantify and remediate cyber risk at S
Slide 7: Anthropic & Frontier AI
(NSE:TAC) Enterprise Validation from the Frontier AI Ecosystem Client Validation Anthropic & Frontier AI Adoption by globally recognised AI, technology and enterprise brands strengthens ESOF’s enterprise credibility.
Slide 8: Q1 FY27 Actuals vs Management Guidance
(NSE:TAC) Q1 FY27 Actuals vs Management Guidance Execution Metric Management Guidance Q1 FY27 Actual Status QoQ Total Income Growth ~20% QoQ 33.3% Outperformed Numbers QoQ EBITDA Growth Sustained Scale 51.7% Outperformed Maintain Strong PAT Margin 40.2% Strong Profitability vs Quarterly Reporting En
Slide 9: Total Income
(NSE:TAC) YoY Total Income Growth YoY Revenue (Q) 250 200 M 200 Total 150 102 M Income 100 50 0 Q1 FY26 Q1 FY27 Revenue in INR Million
Slide 10: EBITDA
(NSE:TAC) YoY EBITDA Growth YoY EBITDA (Q) 120 100 98 M 80 EBITDA 60 50 M 40 20 0 Q1 FY26 Q1 FY27 EBITDA in INR Million
Slide 11: PAT
(NSE:TAC) YoY PAT Growth YoY PAT (Q) 90 80 80 70 60 PAT 50 40 34 30 20 10 0 Q1 FY26 Q1 FY27 Proft in INR Million
Slide 12: Quarter-on-Quarter Growth
(NSE:TAC) Quarter-on-Quarter Growth 33.3% Revenue Growth in Just 3 Months QoQ 250 Growth 200 200 150 150 Q4 FY26 Q1 FY27 98 100 80 60 64 50 0 PAT EBITDA Total Income Figures in INR Million
Slide 13: Financial Performance Summary (INR Million)
(NSE:TAC) Financial Performance Summary (INR Million) Q1 FY27 Particulars Q1 FY26 Q1 FY27 YoY Growth Total Income 102 M 200 M 96.8% EBITDA 50 M 98 M 97.1% PAT 34 M 80 M 137.0% YoY & EBITDA Margin PAT Margin 48.8% 33.4% 48.8% 40.2% +0.06 pts +6.87 pts QoQ Figures Particulars Total Income Q4 FY26 150
Slide 14: Partner Ecosystem: Scaling Global Distribution
(NSE:TAC) Partner Ecosystem: Scaling Global Distribution Partner Ecosystem Technology Partners Compliance Partners Channel Partners Audit, SOC 2, CASA and compliance Cloud, API, DevSecOps and platform Regional resellers, advisors and system ecosystem supporting Socify.ai and ESOF integrations to exp
Slide 15: Socify.ai: 100 Clients in Q1
(NSE:TAC) Socify.ai: Socify.ai 100 Clients in Q1 FY27 First 100 Socify.ai In 6 Months 100 Clients Q1 Clients 100 in Q1 In just 3 Months Cross-sell ESOF To Existing Clients
Slide 16: Group Revenue by Business Segment
(NSE:TAC) Group Revenue by Business Segment Revenue Segment Q1 FY27 Revenue Contribution Commentary ESOF Platform Core Platform Growth 151 M 76% (Including CyberScope) Driver New Recurring Product Socify.ai 38 M 19% Stream ESOF Services 8.8 M 4% Enterprise Services And Assurance Platform vs Socify v
Slide 17: CyberSandia: U.S. Public-Sector Business GTM
(NSE:TAC) Expansion CyberSandia (U.S.) CyberSandia: U.S. Public-Sector Business GTM Purpose Credentials Pipeline Build TAC’s U.S. government and public- Leverage U.S. operating base, leadership Target state, local, education and federal- sector cybersecurity presence. and public-sector relationships
Slide 18: FY27 Growth Outlook: Sequential Expansion Focus
(NSE:TAC) FY27 Growth Outlook: Sequential Expansion Focus Guidance for FY27 Quarter Revenue EBITDA Revenue Growth Q1FY27 18 Cr / 20 Cr 40% / 48% 20% / 33% Q2FY27 24Cr 40% 20% Q3FY27 26.4Cr 40% 10% QoQ Q4FY27 31.6Cr 40% 20% Plan TAC InfoSec Sets 100 Cr Revenue Guidance for FY27 and Committed for $100
Slide 19: Building One of the World's Largest AI Cybersecurity Platforms
(NSE:TAC) Building One of the World’s Largest AI Cybersecurity Platforms 2030 Bold Vision TAC InfoSec is building TAC Security into one of the world’s largest AI cybersecurity platforms—combining global scale, disciplined execution, strong profitability and the operating AI leverage of a highly scal
Slide 20: Thank you
Thank you, Disclaimer: 1. The above information are related to the TAC InfoSec Limited (Group) - India and Subsidiaries 2. Since company is listed on NSE SME platform Regulation 33 of SEBI (Listing Obligation and Disclosure Requirements), Regulations, 2015 is not applicable for submission of financi