Vijay Kedia stock hits 10% upper circuit after adding 600+ clients in January

SYNOPSIS: TAC Infosec added over 600 clients in January, driven by strong demand for its AppSec, compliance, and Web3 security platforms, reinforcing rapid scale-up momentum toward its 10,000-client target.

Shares of the 5th largest vulnerability management company globally and one of the fastest‐scaling names in global cybersecurity hit a 10 percent upper circuit on Tuesday, after the company announced breaking records by adding over 600 clients in just one month in January.

With a market cap of Rs. 1,362 crores, shares of TAC Infosec Limited hit a 10 percent upper circuit at Rs. 659.55 on BSE, as against its previous closing price of Rs. 599.6. The stock has delivered negative returns of over 13 percent in the last one year, and has fallen by around 15 percent in the last one month.

What’s the News

According to the latest disclosures on the stock exchanges, TAC Infosec Limited (TAC Security) added more than 600 clients in January alone, highlighting rapid market consolidation around platforms offering security outcomes, audit readiness, and continuous risk visibility – at enterprise speed.

The sharp monthly jump in clients reflects strong execution in scaling operations, led by growth in its ESOF platform for application security and vulnerability management, and supported by expanding adoption of Socify (SOC 2) and CyberScope’s Cyberscan for smart contract audits.

Management attributed the momentum to rising demand across three high-growth verticals: ESOF for enterprise AppSec needs, Cyberscan addressing Web3 smart contract security, and Socify, which enables fast-growing companies to operationalise compliance in a structured and scalable manner.

The January surge forms part of a broader expansion trend. TAC Security has set a target of onboarding 10,000 clients by March 2026 and has already added nearly 8,000 clients between April 2024 and December 2025, placing it among the rare territories for security companies operating across multiple categories.

Financials & More

TAC Infosec reported a significant growth in revenue from operations, experiencing a year-on-year increase of around 142 percent, from Rs. 12 crores in H1 FY25 to Rs. 29 crores in H1 FY26. Likewise, its net profit more than doubled during the same period from Rs. 7 crores to Rs. 16 crores, representing an impressive growth of nearly 129 percent YoY.

For H1 FY26, TAC Infosec Limited’s performance highlights strong execution against its stated goals. Revenue per client has increased by 36 percent, driven by effective upselling and cross-selling to existing customers. On the financial front, both revenue and profitability targets for FY26 have been overachieved compared with FY25, reflecting improved margins and growth momentum. 

In addition, the recently acquired CyberScope platform has begun unlocking international opportunities, with its F1 filing completed in the United States as the company moves toward value unlocking through a potential IPO and fresh fundraising. As per the October 2025 shareholding pattern, the renowned ace investor Vijay Kishanlal Kedia holds a 9.58 percent in the company.

TAC Infosec Limited offers risk-based solutions for vulnerability management and assessment, cybersecurity quantification, and penetration testing in a SaaS model. Its flagship product, ESOF (Enterprise Security in One Framework), excels in cyber scoring,  cyber risk quantification, and leveraging advanced AI for vulnerability assessment and penetration testing.

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