With 138% YoY profit growth and 1:1 bonus shares, the cybersecurity firm’s stock rallies for the second straight session
Ex-Bonus Rally Signals Investor Confidence
TAC Infosec, a rapidly growing cybersecurity SaaS startup, witnessed a 5% surge in its share price today as it began trading ex-bonus on the NSE Emerge platform. The stock hit the upper circuit at INR 788.7 apiece, pushing its market cap to INR 1,653 Cr (~$188 Mn).
- The rally follows the company’s 1:1 bonus share issue, approved at the AGM held on September 30.
- The record date for bonus eligibility was October 15, and trading with adjusted shareholding began today.
- This is the second consecutive session where TAC Infosec hit the upper circuit, reflecting strong investor sentiment.
Explosive Growth in H1 FY26
The share surge aligns with stellar H1 FY26 earnings, reported just a day earlier:
- Net profit rose 138% YoY and 88% QoQ to INR 15.6 Cr
- Operating revenue climbed 137% YoY and 63% QoQ to INR 29.5 Cr
This performance solidifies TAC Infosec’s position as one of the fastest-growing listed cybersecurity firms in India.
From SME Listing to Market Momentum
TAC Infosec went public on April 5, 2024, listing at INR 290 per share—a 173.6% premium to its issue price.
- The company raised INR 29.9 Cr by issuing 28.3 lakh equity shares
- Since listing, the stock has gained over 170%, boosted by consistent financial performance, strategic acquisitions, and a strong client portfolio
Global Clientele and Strategic Acquisitions
Founded in 2016 by Trishneet Arora, TAC Infosec offers vulnerability management, risk assessments, and SaaS-based cybersecurity tools for both large enterprises and SMBs.
- The company claims to serve 3,000+ clients in 100 countries, including global names like:
- Google, Salesforce, Dropbox, BlackBerry, Nissan, FAO, Zepto, Xerox, CASIO, and more
- Its goal is to scale to 10,000 clients by 2026
To bolster global reach and product capabilities, TAC Infosec recently made two international acquisitions:
- CyberScope Europe: 60% stake for $13.5 Mn to expand Web3 security offerings
- Cyber Sandia (US): Acquired in August 2024 for $25,000, strengthening North America presence
A Cybersecurity Stock to Watch
TAC Infosec’s recent success comes at a time when cybersecurity is top-of-mind for businesses worldwide. Its high-margin SaaS model, international acquisitions, and profitable growth make it a standout on the NSE Emerge platform.
While the broader cybersecurity sector is growing at a fast clip, TAC’s ability to balance profitability with global scale sets it apart—reflected in strong market confidence and back-to-back upper circuits.
