TAC Infosec Ltd
TAC Infosec Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Guidance rank: #9 of 38 in IT - Software
See the sector's top 10 — free with your mobile number.
TAC Infosec Ltd Q1 FY27 key numbers
- Revenue
- Per customer revenue is growing from under $1,000 last year to approximately $1,500 currently, with a 20% quarter-to-quarter revenue growth expected.
As stated in TAC Infosec Ltd's Q1 FY27 earnings call transcript · published 25 Aug 2026. Reported figures, not investment advice.
The short version
The company aims to achieve $100 million ARR by 2030, with a growth trajectory supported by increasing customer revenue and expanding service offerings. The company targets $100 million Annual Recurring Revenue (ARR) by 2030, with a 20-30 vision for per-client revenue growth.
From TAC Infosec Ltd's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- The company aims to achieve $100 million ARR by 2030, with a growth trajectory supported by increasing customer revenue and expanding service offerings. (Page 40, 20:35)
- Per customer revenue is growing from under $1,000 last year to approximately $1,500 currently, with a 20% quarter-to-quarter revenue growth expected. (Page 40, 20:35)
- Socify product shows rapid adoption, with 200 clients acquired since launch, doubling expected in upcoming quarters; this validates platform business expansion. (Page 17, 35:56; Page 28, 49:57)
- Customer acquisition pace is increasing: first 100 clients took 6 months, next 100 took 3 months, now aiming for 2.5 months for next 100 clients, indicating accelerating volume growth. (Page 6, 18:56; Page 4, 15:30)
2 more points from TAC Infosec Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what TAC Infosec Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is investing strategically in AI, but not heavily; investments are aligned with growth requirements rather than market hype (Page 30).
- They plan to continue building their business in IoT security (IOXT), expecting it to become a significant revenue segment 24 to 36 months down the line, but not immediately (Page 45).
- CyberScope, Socify, and other brands under the TAC umbrella are being developed as separate brands to build category leadership and create multiple revenue streams (Pages 15, 17).
2 more points from TAC Infosec Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in IT - Software
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what TAC Infosec Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- There was mention of a one-off order worth approximately 1 million USD impacting revenue, but no exact order book size was shared.
- The company is confident about Q1 results reflecting growth and aims for a $100 million ARR by 2030.
- Growth in client base and revenue per client is driving expected revenue growth.
- Focus was more on client acquisition, revenue per client growth, and future market opportunities like IOXT (expected business in 24-36 months).
What the Q1 FY27 call signalled
4 of 5 strong
Continue your research
What TAC Infosec's management said in earlier quarters
Others in IT - Software this season
- Delaplex (Q1 FY27)
H2 FY26 total income (quarterly equivalent): ₹340.4 Mn vs ₹328.4 Mn in H2 FY25, a 3.66% YoY increase. Key investor presentation takeaways from Delaplex Ltd's Q1
- Xelpmoc Design (Q1 FY27)
Q1 FY27 Revenue from Operations: Rs 9.6 million, up 22.5% YoY from Rs 7.8 million in Q1 FY26 (Page 27). Key investor presentation takeaways from Xelpmoc Design'
- Cybertech Sys. (Q1 FY27)
Total Revenue: ₹766.3 million, up 17.5% YoY (Page 3, 15, 19) . Key investor presentation takeaways from Cybertech Systems & Software Ltd's Q1 FY27 investor pres
- Workmates Core2 (Q1 FY27)
FY26 total revenue: ₹143 Cr (Page 10) . Key concall takeaways from Workmates Core2cloud Solution Ltd's Q1 FY27 earnings call — and how it ranks against sector…
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Software
on management's own guidance
- Strong growth2
- Strong growth1
- CapitalNumbersGood growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
TAC Infosec Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were TAC Infosec Ltd Q1 FY27 results?
The company aims to achieve $100 million ARR by 2030, with a growth trajectory supported by increasing customer revenue and expanding service offerings. The company targets $100 million Annual Recurring Revenue (ARR) by 2030, with a 20-30 vision for per-client revenue growth.
What is TAC Infosec Ltd share price analysis?
TAC Infosec Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 39.8 with a market cap of ₹1,096 Cr. Investors should review the full earnings analysis for detailed insights.
Is TAC Infosec Ltd planning capital expenditure?
The company is investing strategically in AI, but not heavily; investments are aligned with growth requirements rather than market hype (Page 30).
Keep TAC Infosec Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.