CyberSecurity Stocks Shine in 2025: TAC Infotech and TECHD Cybersecurity Report Strong Growth and Rising Investor Interest

Cybersecurity is no longer a niche concern in India. As digital adoption increases across businesses and consumers, the risks of cyber attacks and data breaches rise sharply. This shift is pushing cybersecurity companies into the spotlight. Two publicly traded firms that are operating at the core of this transformation are TAC InfoSec (also known as TAC Security) and TechD Cybersecurity. Each of these companies has a distinct business model, recent strong financial results, and backing from prominent investors. In this article, we explore their growth stories, key strengths, risks, and what makes them potential long-term plays.

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TAC InfoSec Ltd: A Veteran Cybersecurity Specialist

Business Profile

TAC InfoSec, now branded as TAC Security, is one of the earliest pure-play cybersecurity firms listed in India. It offers vulnerability management, risk quantification, penetration testing, and a proprietary security platform called ESOF (Enterprise Security in One Framework). The company leverages artificial intelligence to help clients prioritise vulnerabilities based on the risk they pose and offers continuous risk assessment.

For more details about the company, click the link below.

https://tacsecurity.com/

Recent Results

In the first quarter of fiscal 2025, TAC reported revenue of 51.4 million rupees, an increase of nearly 94% compared to the previous quarter. Its profit after tax was 23.22 million rupees, a similar steep rise. In the half year ending September 30, 2024, the company’s net profit climbed to 65.28 million rupees, reflecting strong operational momentum.

Global Reach and Clients

TAC Security operates in more than 60 countries and serves over 1,000 enterprise clients. Its global footprint gives it a competitive edge and diversification in revenue sources.

Investor Backing

One of the most notable investors in TAC is VijayKedia, who holds a double-digit stake in the company. His involvement has brought credibility and helped the company attract both retail and institutional interest.

Growth Drivers and Risks

TAC’s strengths include a scalable model, global reach, and a strong risk prioritisation platform. However, it faces challenges such as intense competition in the cybersecurity space and the need to constantly update its technology in line with evolving threats. Managing a large international client base could also strain its capacity if not handled well.

TechD Cybersecurity Ltd: An Emerging Full-Service Security Player

Business Profile

TechD Cybersecurity offers a broad range of security services, including penetration testing, managed security services, compliance consulting, and cybersecurity training. It also holds empanelment from CERT In, which adds credibility to its operations in India.

For more details about the company, click the link below.

https://techdefencelabs.com

Financial Performance

For fiscal 2025, TechD reported revenue of approximately 29.79 crore rupees, with the IT security service division contributing most of the top line. Its profit after tax stood at 8.40 crore rupees, giving it a margin of around 28%. According to its public offer document, it also has healthy EBITDA margin metrics.

Market Arrival and Valuation

TechD Cybersecurity was recently listed on the NSE SME exchange. The company’s IPO was met with strong demand, and its shares were listed with a significant premium. Promoters retain a majority stake in the company, which signals commitment to long-term growth.

Backer Support

Similar to TAC, TechD also counts Vijay Kedia as a key investor. Kedia’s support during its IPO brought credibility and helped signal long-term confidence in the business.

Strengths and Risks

TechD’s comprehensive service portfolio and strong profit margins are major strengths. Its regulatory standing through CERT In gives it an edge in certain government and enterprise contracts. On the risk side, it needs to attract and retain skilled security professionals. The company must also scale its operational capacity carefully while maintaining quality.

TAC InfoSec vs TechD Cybersecurity: A Comparative Look

Business Focus

TAC InfoSec specialises in automated risk prioritisation, global vulnerability scanning and cyber risk quantification.

TechD Cybersecurity delivers a wide array of security services spanning managed security operations, consulting and training.

Financial Performance

TAC InfoSec has shown strong sequential and half-yearly growth, both in top line and profitability.

TechD Cybersecurity has also grown rapidly, posting nearly 30 crore rupees in revenue with solid margins in its first full fiscal period.

Market Position

TAC InfoSec is a global name with presence across many markets and a diverse customer base.

TechD Cybersecurity is building its presence steadily, with a strong domestic focus and credibility through its recent public offering.

Investor Support

TAC InfoSec is backed by a well-known investor with a significant stake.

TechD Cybersecurity also has the same investor backing, which provides strategic confidence.

Core Strengths

 TAC InfoSec: strong risk management technology, global reach, scalable business.

TechD Cybersecurity: wide service offering, robust profitability, regulatory credibility.

Why These Companies Matter in Today’s Digital World

Cybersecurity is becoming a top priority for enterprises, governments and even individuals. With growing threats and increasing investments in digital infrastructure, security services are no longer optional. Companies like TAC and TechD are well-positioned to benefit in the following ways:

1. Rising Cyber Risk: More data, more devices, and more connectivity mean more vulnerabilities to exploit.
2. Growing Security Budgets: Many firms are raising their cybersecurity budget significantly as protection becomes a core part of their strategic spend.
3. Importance of Certification: TechD’s CERT in empanelment is a strong differentiator in winning public sector and regulated business.
4. Global Expansion: TAC’s strong global presence gives it the scale to serve clients worldwide, adding to its growth potential.

Risks That Investors Must Not Ignore

• The cybersecurity domain is highly competitive, with many global and local players.
• The need for top-quality talent is critical; employee attrition may affect service delivery or innovation.
• Cyber technology evolves fast, so these companies must invest continuously in research and development.
• Valuation risk exists because growth expectations are high and may not always materialise.
• Dependence on a few large clients or markets may create concentration risk.

Conclusion

TAC InfoSec and TechD Cybersecurity stand out as compelling companies in the Indian cybersecurity sector. TAC offers global scale and a precise risk quantification model, while TechD provides a comprehensive service portfolio, strong margins, and regulatory credibility. Both companies are backed by knowledgeable investors who believe in the long-term potential of cybersecurity. For investors interested in digital security as a thematic investment, these two companies offer distinctive exposure. However, given the risks involved, it is prudent to carefully assess their financial health, growth prospects, and talent pool.