News · Enterprise Software & IT

TAC Infosec shares fall on AI disruption fears

By Startup Enthusiast · 25 February 2026

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TAC Infosec shares fell 16% intraday to ₹372.6 after Anthropic launched an AI cybersecurity tool

The stock recovered to ₹410, down 7.5% from the previous close of ₹443.35

Analysts say the tool is an early preview and does not replace core services like real-time threat detection

TAC Infosec shares fell 16% intraday to ₹372.6 on February 25, 2026.
The stock recovered to ₹410, still down 7.5% from the previous close of ₹443.35.
The sell-off was triggered by Anthropic's launch of Claude Code Security, an AI cybersecurity tool.
Claude Code Security scans codebases, finds vulnerabilities, and suggests fixes.
Shares of Quick Heal Technologies fell ~4% and Sattrix Information Security fell 5% on the same day.
CrowdStrike shares also fell on long-term revenue worries.
Analysts said the product is an early preview and does not replace core services like real-time threat detection.
TAC Infosec's US subsidiary CyberScope Web3 Security Inc confidentially filed Form F-1 with the SEC in December for a Nasdaq listing.

The share price has crashed ~31% since February 16 close of ₹599.95.
The market cap stood at ₹862.18 Cr at 15:18 IST.
TAC Infosec acquired a 60% stake in CyberScope for $1.4 Mn in February 2025.
CyberScope contributed $1.2 Mn to TAC's top line at acquisition time.
H1 FY26 net profit was ₹15.6 Cr, up 138% YoY and 88% QoQ.

TAC Infosec provides cybersecurity services to businesses.
It generates 70-75% of its revenue from the US and 25% from India.
H1 FY26 operating revenue was ₹29.5 Cr, up 137% YoY and 63% QoQ.
The company's US subsidiary CyberScope Web3 Security Inc focuses on Web3 security.
TAC Infosec acquired a 60% stake in CyberScope for $1.4 Mn in February 2025.

TAC Infosec's US subsidiary CyberScope Web3 Security Inc confidentially filed Form F-1 with the SEC in December for a Nasdaq listing.