TAC InfoSec Reports Record Q1 FY27 Results
TAC InfoSec Limited (NSE: TAC), the NSE-listed global cybersecurity platform TAC Security, announced record financial results for the first quarter of fiscal year 2027, covering April to June 2026. The company's total income surged 96.8% year-on-year to INR 200 million, compared with INR 102 million in the same quarter last year. EBITDA rose 97.1% to INR 98 million, while Profit After Tax (PAT) increased 137% to INR 80 million, reflecting strong growth in core cybersecurity operations and improved operating efficiency.
Profitability Margins Expand Significantly
TAC InfoSec maintained an EBITDA margin of 48.8%, while its PAT margin expanded sharply from 33.4% to 40.2%, an improvement of approximately 687 basis points. The growth in profitability was supported by higher revenue from cybersecurity platforms, operating leverage, increased enterprise adoption, and the scalable delivery model of the company's AI-led products.
AI Boom Drives Demand for Cybersecurity
During the quarter, global investors debated whether the rapid expansion of artificial intelligence represented a sustainable technology cycle or an emerging valuation bubble. For TAC Security, the AI boom translated into stronger demand, deeper platform adoption, and record quarterly performance. Q1 FY27 marked what the company describes as its "Mythos moment"—the point at which the worlds of cybersecurity and frontier AI decisively converged.
TAC Security has evolved from a traditional vulnerability-management company into an AI cybersecurity platform that enables organizations to detect, prioritize, quantify, and remediate cyber risks through automation and intelligence. As enterprises accelerate adoption of AI, cloud infrastructure, and autonomous technologies, their cyberattack surfaces expand, increasing demand for intelligent cybersecurity platforms.
CyberScope Volatility Offset by Core Growth
The company delivered significant consolidated growth despite a comparatively weaker performance from the CyberScope business during the quarter. CyberScope's operations were affected by volatility in global cryptocurrency markets, leading to lower activity across certain Web3 projects, token launches, and smart-contract audit engagements. Despite this, TAC InfoSec recorded a 96.8% increase in total income and a 137% increase in PAT at the group level, demonstrating the strength and diversification of its business model.
The company continues to view Web3 security as a strategic long-term opportunity and remains focused on expanding CyberScope beyond transaction-driven crypto projects into institutional blockchain security, smart-contract assurance, and enterprise digital-asset risk management.
ESOF Ecosystem Drives Enterprise Adoption
The quarter's performance was primarily supported by growing adoption of TAC Security's flagship ESOF platform and its expanding portfolio of cybersecurity and compliance products. The company strengthened its integrated product ecosystem across vulnerability management, application security, AI-led compliance automation, cloud and infrastructure security, cyber-risk quantification, Web3 security, and SOC2 Compliance Automation with Socify.ai.
Enterprise customers increasingly adopted multiple capabilities within the ESOF ecosystem, supporting higher revenue per customer and strengthening the company's recurring-revenue profile. Investments in artificial intelligence focus on improving vulnerability prediction, automated risk prioritization, remediation intelligence, compliance workflows, and unified cyber-risk visibility.
Management Commentary on Record Performance
Commenting on the results, Trishneet Arora, Founder and Chief Executive Officer of TAC Security, said: "Q1 FY27 represents an important inflection point for TAC Security. At a time when investors across the world are debating whether artificial intelligence is a boom or a bubble, our performance demonstrates that AI is creating a real and measurable cybersecurity opportunity."
"The worlds of cybersecurity and frontier AI have collided. This is our Mythos moment. TAC Security is the strongest vulnerability-management company; we are building an AI cybersecurity platform designed for the risks and opportunities of the next decade."
"The AI boom strengthened our business and helped us deliver a record quarter, with total income growing 97% and PAT increasing 137%. This performance is particularly significant because it was achieved despite lower comparative contribution from CyberScope due to volatility in the cryptocurrency market. The strength of our core business enabled the group to substantially outperform these short-term headwinds. It validates the resilience of our platform, the scalability of our operating model, and the long-term potential of our AI-led cybersecurity strategy."
Sequential Growth and Record Quarterly Figures
Q1 FY27 became the highest-revenue and highest-profit quarter in the company's history, with total income increasing 33.3% quarter-on-quarter to INR 200 million, EBITDA rising 51.7% to INR 98 million, and PAT growing 33.5% to INR 80 million. This record performance reflects stronger enterprise adoption, increasing contribution from the AI-led cybersecurity platform, and the scalability of the operating model.
Outlook and Strategic Vision
TAC InfoSec will continue to invest in AI-led research and development, automation, global distribution, and expansion of the ESOF product ecosystem including Socify.ai, targeting 20% QoQ growth in FY27. The company intends to focus on increasing enterprise adoption, expanding recurring revenue, growing revenue per customer, and integrating its cybersecurity, compliance, and Web3 security capabilities into a unified global platform.
While short-term volatility may continue to affect parts of the Web3 market, TAC InfoSec expects its diversified cybersecurity portfolio and growing AI capabilities to support sustainable long-term growth.
Enterprise Adoption by Global Brands
During the quarter, ESOF was used by some of the world's most influential AI and technology companies, including Anthropic, Amazon, Google, Perplexity, Samsung Electronics, NTT DOCOMO, Dropbox, Workday, Toshiba, and monday.com. The platform was also adopted by major enterprises and institutions such as Freshworks, Gen Digital, ZoomInfo, LG Uplus, CASIO, FUJIFILM Business Innovation, Brother Industries, the University of Chicago, Florida State University, RCF Ltd., and Singapore's Ministry of Health Office for Healthcare Transformation. This level of adoption by globally recognized brands provides strong validation of ESOF's enterprise-grade capabilities and reinforces TAC Security's credibility as a trusted cybersecurity platform.
As part of its 2030 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 leverage of a highly scalable platform-led business model.
