TAC InfoSec’s Profit Jumps 137% as AI Boom Fuels Cybersecurity Demand

TAC InfoSec Limited, the NSE listed parent of global cybersecurity platform TAC Security, said profit after tax jumped 137% year on year to 80 million rupees in the quarter ended June 2026. Total income rose 96.8% to 200 million rupees (roughly $2.3 million), the company said in a Friday results filing, its highest quarterly revenue and profit on record.

The number lands five months after a single AI product launch wiped out a chunk of TAC’s market value on fears that artificial intelligence would automate away the vulnerability scanning business it sells. This quarter argues the opposite happened, at least for the parts of TAC that don’t touch crypto.

A Record Quarter, By the Numbers

TAC’s board approved the unaudited results after a scheduled Friday meeting. EBITDA climbed 97.1% to 98 million rupees, holding the EBITDA margin at 48.8%, while the profit after tax margin expanded from 33.4% to 40.2%, a jump of roughly 687 basis points.

Sequential growth held up rather than fading. Total income rose 33.3% from the March quarter, EBITDA climbed 51.7% and profit after tax grew 33.5%, TAC said. Inc42, an Indian business publication, put the underlying operating revenue at 19.8 crore rupees for the quarter, up 27.3% from 15.5 crore rupees three months earlier, with profit after tax up 33.7% from 6 crore rupees over the same stretch.

How an AI ‘Bubble’ Debate Turned Into a Tailwind

Through the quarter, investors worldwide kept arguing over whether the AI spending boom was a durable technology cycle or an inflating bubble. TAC said the quarter proves rising AI adoption is expanding its sales pipeline, deepening platform adoption and lifting revenue per customer rather than shrinking any of them.

The worlds of cybersecurity and frontier AI have collided. This is our Mythos moment.

Trishneet Arora, founder and chief executive of TAC Security, used the phrase in the company’s earnings statement to describe what TAC now calls the point where enterprise cybersecurity and frontier AI converge. “Our performance demonstrates that AI is creating a real and measurable cybersecurity opportunity,” he said.

That confidence would have sounded far fetched five months earlier. In late February 2026, TAC Infosec shares plunged as much as 16% in a single session after Anthropic unveiled an AI tool built to scan and reason about source code the way a human security researcher would.

The selloff spread to peers including CrowdStrike on fears that AI would erode long term demand for traditional vendors. Analysts at the time called the reaction sentiment driven, since the tool was still in early preview and did not replace real time threat detection.

Why Did CyberScope Slow Down While the Core Business Boomed?

CyberScope, TAC’s Web3 and smart contract security subsidiary, had a softer quarter because volatile crypto markets slowed new token launches and audit bookings. The dip never showed up in the group total. Core cybersecurity growth was large enough to offset it, and TAC still posted record consolidated income and profit.

CyberScope audits smart contracts, verifies project teams and scores decentralized trust for blockchain startups. In September 2025, it audited the Official Trump token’s smart contract code, checking for bugs like reentrancy and price oracle manipulation before placing its verification badge on the coin’s CoinMarketCap listing.

TAC has bigger ambitions for the unit than crypto audits alone. CyberScope confidentially filed a Form F-1 registration statement with the U.S. Securities and Exchange Commission in December 2025, seeking its own American listing.

• What we know: CyberScope filed a confidential Form F-1 with the SEC in December 2025.
• What we know: The unit has completed more than 2,700 smart contract audits and says it has helped secure over $2 billion in digital assets.

• What’s unconfirmed: TAC gave no timeline for completing the U.S. listing in its Q1 FY27 disclosures.
• What’s unconfirmed: How much of the quarter’s Web3 slowdown reflects the broader crypto market versus CyberScope’s own client mix.

TAC said it still views Web3 security as a long term opportunity and plans to push CyberScope beyond transaction driven crypto work into institutional blockchain security and enterprise digital asset risk management.

A Client Roster That Reads Like Big Tech’s Directory

ESOF, short for Enterprise Security in One Framework, is TAC’s flagship vulnerability management and AI led compliance platform. During the quarter, the company said it was used by some of the industry’s most recognizable names.

• Anthropic, Amazon, Google and Perplexity
• Samsung Electronics, NTT DOCOMO and Toshiba
• Dropbox, Workday and monday.com
• The University of Chicago, Florida State University and Singapore’s Ministry of Health

TAC’s statement also named Freshworks, Gen Digital, ZoomInfo, LG Uplus, CASIO, FUJIFILM Business Innovation, Brother Industries and RCF Ltd as customers during the quarter, a self reported list the company has not had independently audited.

The roster builds on a broader milestone. TAC said it crossed 10,000 combined clients in April, split roughly 6,500 for TAC Security and 3,500 for CyberScope.

The Stock Still Hasn’t Caught Up

None of that shows up yet in the share price. TAC Infosec trades on the NSE Emerge platform for small and mid sized companies, and its stock has spent much of the year sliding even as quarterly profit climbed.

• ₹899.65 – the all time high TAC Infosec shares reached on November 4, 2025, according to TradingView data.
• ₹130.55 – the stock’s all time low, hit in April 2024 shortly after it began trading.
• Around half – the share of its value TAC Infosec shed in the six months leading into this print, per Kotak Neo brokerage data.
• ₹876 crore – TAC’s approximate market capitalization heading into the results, per Screener.in.

Part of the disconnect looks structural. Simply Wall St lists zero analysts covering TAC Infosec, leaving the stock’s pricing mostly to retail traders on a exchange platform built for smaller, thinly traded listings.

TAC’s 2030 Vision Bets Bigger on AI

Management’s guidance for the rest of FY27 is to keep spending. TAC said it will continue investing in AI led research and development, automation, global distribution and the ESOF ecosystem, including Socify.ai crossing 200 clients since launch, its SOC 2 compliance automation tool. The company is targeting 20% sequential growth through the year.

Arora has framed the spending as part of a longer arc. In a letter to shareholders, he described turning ESOF into a trust operating system spanning application security, compliance automation and Web3 risk, all under one roof.

TAC’s next scheduled results, covering the September quarter, will be the first full period since CyberScope’s SEC paperwork went in, and the first read on whether AI linked demand holds through a quarter with no product launch to argue about.

Frequently Asked Questions

What Is TAC InfoSec’s ESOF Platform?

ESOF stands for Enterprise Security in One Framework, TAC Security’s core platform for vulnerability management, cyber risk quantification and AI driven penetration testing. TAC holds CREST and ISO certifications for its assessment work, credentials that regulated banking and financial clients often require from an accredited scanning vendor.

Is TAC InfoSec the Same Company as TAC Security?

TAC InfoSec Limited is the NSE listed legal entity behind the TAC Security brand, founded by Trishneet Arora, who serves as founder and chief executive. CyberScope, its Web3 security arm, and Socify.ai, its compliance automation product, operate as subsidiary brands under the same corporate group rather than separately listed companies.

Why Did TAC Infosec Shares Crash in February 2026?

TAC Infosec had already fallen about 31% from a February 16 close of ₹599.95 before Anthropic’s Claude Code Security launch triggered a broader cybersecurity selloff. Shares finished that session at ₹413.65, a 7% decline, with TAC’s market capitalization down to around ₹862 crore. The same launch unsettled IT consulting firms like IBM, since Anthropic said its tool could also help modernize old COBOL code faster and more cheaply.

How Profitable Was TAC InfoSec in Its Last Full Year?

For the full year ended March 2026, TAC reported revenue from operations of ₹57.26 crore, up 88%, with an EBITDA margin of 53.8% and profit after tax of ₹26.35 crore. TAC’s own filing describing itself among the world’s most profitable cybersecurity firms also noted the comparison is directional and not a formal global ranking.

What Is TAC Security’s 2030 Vision?

TAC has set a target of $100 million in annual recurring revenue by 2030, alongside $10,000 in ARR per client and EBITDA margins above 40%. The plan also calls for building more than 10 independent businesses under the TAC Security umbrella, including CyberScope, Socify.ai and its UK subsidiary Vulman.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. TAC InfoSec is a small cap stock listed on the NSE Emerge platform, and its shares, along with the crypto linked business described here, carry above average volatility and risk. Consult a SEBI registered financial adviser before making any investment decision. Figures are accurate as of publication and may be revised by the company.