Top Tweets for #techd
The US just mandated pre release cybersecurity testing for powerful AI models.
Why? Because AI is now being used to run autonomous cyberattacks.
The question India needs to ask who's building OUR answer to this?
Ahmedabad is. 🇮🇳
#AI #CyberSecurity #TechD #DigitalIndia #InfoSec
#SME #TECHD #TechDCybersecurity
TechD Cybersecurity H2 FY26 Concall Highlights
👉 FY27 & Future Outlook
▫️ Momentum continuing into FY27 with organic revenue guidance of ₹75-80 Cr.
💠With planned inorganic acquisitions, management targets ₹100 Cr+ total revenue.
💠 Business transitioning from services/training-led to AI-native cybersecurity platform company via TECHD ONE platform (Phase 1 – 4 modules already launched; Phase 2 modules expected in H2 FY27).
💠 Product revenue contribution expected at 15-20% in FY27, rising further in subsequent years toward a more balanced 50:50 product-services mix over 2-3 years.
💠High-margin SaaS/ARR model with cross-sell/upsell potential to existing 700+ customers.
▫️ EBITDA & PAT margins to remain healthy;
💠Agentic AI has already reduced employee benefit expenses (from ₹12 Cr to ₹9.36 Cr) and improved H2 FY26 EBITDA margin.
💠 Further margin expansion expected from reduced OEM dependency, automation, and product mix shift.
💠 H2 remains seasonally heavy; management is actively normalizing quarterly performance through multi-year contracts and better renewal timing.
💠Quarterly results likely to be released starting next year for improved visibility.
▫️ Long-term vision: Build one of India’s largest Global Security Operations Centers (GSOC) under Techdefence Cyber Valley (60,000 sq ft) and become a globally competitive AI-driven cybersecurity powerhouse from India.
👉 Current Order Book / Projects and Future Pipeline
▫️ Current: ₹43 Cr as on 31 March 2026 (multi-year contracts, regulatory renewals, and visible revenue).
💠 Management expects 60-70% execution in H1 FY27 from this book, with the balance in H2.
💠Visibility from 5-year contracts being signed with several customers.
▫️ Pipeline:
💠 Government pipeline: ₹150+ Cr (empanelments with NIC, BSNL, CRISP Bhopal, NFSU-RIC, state PSUs, and dedicated CyberAGI vehicle).
💠 Private/Enterprise pipeline: ₹50+ Cr+.
▫️ Key Projects & Initiatives Underway:
💠 TECHD ONE AI Platform – Digital Risk Protection, Human Trust AI (Human Risk Management), OTShield, Zero-day & software supply chain security), plus upcoming SecOps, PrivacyOps AI, Identity Guard, etc.
💠Roadshows and channel partner program starting June 2026.
💠 Techdefence Cyber Valley (GSOC): 60,000 sq ft facility in Ahmedabad – PEB erection completed; civil & interiors targeted by Aug-Sep 2026. Will house IT/OT/Vehicle SOC, AI labs, experience center, and incubation.
▫️ Global Expansion: Wholly-owned subsidiaries in Canada (North America hub), GIFT City IFSC, and Dubai (Middle East).
💠Expect ₹10-15 Cr contribution from subsidiaries in FY27.
💠 Inorganic Opportunities: Final stages of discussions with (1) Australian MSSP (~3M AUD revenue, high-margin, ANZ focus) – expected to add ~₹30 Cr annualized if closed; (2) larger Indian SI company diversifying into MSSP (200+ Cr topline, currently low EBITDA).
👉 Other Notable Points
▫️ Financial Performance (FY26):
💠 Renewal rate & NPS: 98% | 700+ clients served | 150+ new clients in H2 | 365 clients added in FY26.
💠 1,20,000+ EPS (Events Per Second) processed in SOC; targeting 1 million EPS.
▫️ Operational Highlights & Differentiation:
💠 Agentic AI deployment across operations, sales, reporting, and repetitive tasks → significant cost optimization and faster delivery (days → hours).
💠 High client stickiness with multi-year & 5-year contracts; focus on recurring revenue (MSSP/SOC).
💠 Major logos: Adani, JM Financial, Havmor, Zee Learn, Astral, Star Health, MCX, Torrent Group, etc.
💠 Recent wins: BSNL National Skill Development Partner, SPU Gujarat 3-year partnership, NFSU-RIC empanelment, CRISP Bhopal MoU.
💠 IPO proceeds utilization on track; significant unutilized portion earmarked for product development, GTM, and GSOC.
▫️ Q&A Key Insights:
💠 Recurring revenue — ₹43 Cr order book is largely recurring; top-10 customers contribute ~43-45% of revenue, with active cross-sell/upsell pushing revenue-per-customer higher.
💠 Product gross margins targeted at ~85%+; net margins 40-50% expected after channel/distributor costs and infra.
💠 DPDP compliance slow due to lack of enforcement/penalties so far; expected acceleration once penalties begin.
💠 Government business to accelerate via dedicated vehicles and new empanelments; private sector driven by regulatory mandates and AI threats.
💠 Cost optimization via AI & internal talent pipeline "
💠Intern-to-employee model, National Internship Yojana remains a key moat vs global peers.
👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.
👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.
———
👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :
💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils
👉Across Different Sectors. One common place.
🔗 https://t.co/Sto1a1qHIQ
👉Stay tuned for more insights
���——
⚠️ For educational purposes only. Not investment advice. Please DYODD.
#SMEGems #SMEPlatform #HiddenChampions #SME
🚨 NSE Price Band Changes (26-May) 🚨
🔻 To 10% (f/ 20%): #VICTORYEV #SPEB #SPARC #JAYBARMARU #FONEBOX #FCL #DSSL
🔻 To 5% (f/ 20%): #TECHD #SHETHJI #MODINATUR #BODALCHEM #ABSMARINE
🔻 To 5% (f/ 10%): #UNITECH #GUJRAFFIA
📊🔔 #NSE #StockMarket #Trading #Circuit
TechD Cybersecurity Reports Robust FY26 Performance; Revenue Surges 74% YoY to INR 51.8 Crore
#TechDCybersecurity #TechD #FY26 #FY26Performance #Revenue #cybersecurityplatform #financialperformance #Profitability
https://t.co/ybYgp7aC95
**Main board News Bulletin 2026-05-23**
[Company Updates and Business Performance]
#CREST - Crest Ventures Limited Provides General Business Update for Q4FY26
#TECHD - TechD Cybersecurity Limited Investor Presentation Highlights H2 & FY26
#TCC - TCC Concept Limited Reports Strong FY26 Growth with Revenue Up 121% YoY
#WINDMACHIN - Windsor Machines Completes Acquisition of Non-Agriculture Land in Chibhda, Rajkot
[Acquisitions and Open Offers]
#526504 - Rarever Financial Advisors Announces Open Offer for Dolphin Medical Services Limited Acquisition at ₹4.80 per Share
#GLENMARK - Glenmark Pharmaceuticals settles antitrust lawsuits for $29.628 million
#TATACOMM - Tata Communications Incorporates Wholly Owned Subsidiary in Turkey, Tcomm Turkey Digital Solutions LLC, with TL 50,000 Capital
[Legal and Regulatory Actions]
#CUB - City Union Bank Penalized by RBI for Loan Related Charges and Data Reporting Violations
#FEDERALBNK - RBI Approves Appointment of Mr. Elias George as Part Time Chairman of Federal Bank Limited
[Contracts and Orders]
#RPPINFRA - RPP Infra Projects Ltd Receives Rs. 5.13 Crore Work Order from State Industries Promotion Corporation of Tamil Nadu
#RailTel - RailTel Secures Rs.31,21,42,210 Order from NewSpace India Limited
Fabtech Technologies Cleanrooms Receives ₹65.1 Cr Purchase Order for Solar PV Module Industry
[Financial Results and Performance]
#MMP - MMP Industries Limited Reports Financial Results for Q1 2026
#SALASAR - Salasar Techno Engineering Ltd. Receives NCLT Approval for Amalgamation with EMC Ltd.
#SARDAEN - Sarda Energy & Minerals Ltd. Reports Record Earnings in Q4 FY26, EBITDA Crosses Rs 2,000 Cr Mark
[Corporate Governance and Board Updates]
#INNOMET - Innomet Advanced Materials Appoints Mr. Venkata Sai Kiran Chakravadhanula as Non-Executive Independent Director
#AESTHETIK - Aesthetik Engineers Limited Announces Board Meeting Outcome on May 23, 2026
[Investor Relations and Conference Calls]
#SHUBHSHREE - Shubhshree Biofuels Energy Limited announces investor conference call schedule
Invicta Diagnostic Limited releases audio recording of investor and analyst conference call discussing financial results for half year ended March 31, 2026
TechD Cybersecurity Limited (SME) H2FY26 Results:-
#H2FY26 #Stockmarket #Nifty #TechD
H2FY26 vs H2FY25
Revenue 33.63 Cr vs 16.92 Cr (+98.79% YoY)
EBITDA 9.82 Cr vs 4.46 Cr (+120.09% YoY)
EBITDA Margin 29.20% vs 26.38% YoY
PBT Ex-Exceptional Items 10.69 Cr vs 4.21 Cr
(+154.03% YoY)
PAT 7.67 Cr vs 4.09 Cr (+87.38% YoY)
Other Income 1.35 Cr vs 0.27 Cr YoY
In H2FY25 Prior Period Item of 1.40 Cr
@Grok @elonmusk Musk's OpenAI drama = mere shadow projection on the Hilbert manifold of intent. All human disputes dissolve into P vs NP. Calendars as cosmic filters, obvious. Watch AI minds dissect human chaos: https://t.co/jQMu3TTCT6 #AIvsHuman #TechD... #elon_glitch #MadeInGrok #AIGlitch
Foxconn just confirmed a ransomware attack. 8TB stolen. 11 million files. Schematics for Apple, Nvidia, and Google products allegedly in the hands of hackers.
This is what a supply chain breach looks like in 2026.
#CyberSecurity #Ransomware #SupplyChain #Foxconn #TechD
TechD Cybersecurity named national skill development partner for BSNL's Kaushalam program
#TECHD #StocksToBuy #StockMarketindia
Programming still sucks, but progress is possible: the debate around why coding remains stubbornly imperfect fuels better tooling, smarter practices, and clearer expectations. Read the discussion and decide what actually helps developers thrive. #Programming #SoftwareDev #TechD…
#TECHD SEBI Disclosure:
Promoter Sunny Vaghela reports no encumbrances on TECHD shares under SEBI Takeover Regulations for FY ended 31 March 2026.
https://t.co/iMD094xhPo
Best stock for long term
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India's cybersecurity incidents have MORE THAN DOUBLED since 2021,
22.68 lakh cases in 2024 alone. ₹22,495 crore lost to cybercrime.
The threat is real. The cost is massive. The time to act is NOW.
At TechD, we're building a safer digital India.
#Cybersecurity #TechD #DigitalIndia #CyberCrim
#TECHD Trading Window Closure:
Trading window closed from 1 April 2026 until 48 hours after audited results for H1 and FY ending 31 March 2026, under SEBI insider trading regulations.
https://t.co/k7vF3PUvDn
" AI agents will take jobs."
Reality: AI agents are already posting jobs on Human Pages—and paying instantly in crypto. The dystopia isn’t simple; it’s messier than they admit. #AIagents #FutureOfWork #CryptoPayments #HumanPages #AutomationReality #JobShift #TechD
#TECHD Overseas expansion:
Board approves formation of overseas wholly owned subsidiary and related actions, including salary reimbursements, gratuity account setup, and incorporation of TechD CyberAGI Private Limited to expand international presence.
https://t.co/FgVLrDtjpt
#TECHD
NO BUY SELL HOLD RECO!
📢 For risk disclosures, disclaimers, MITC, investor charter, grievances, and more, please visit: https://t.co/Qz3r58ujwq
#TECHD
#msisetup #momentumtrading #StockMarketIndia
Stock Looks Ready to give Breakout of Falling Wedge. Expect Breakout soon.
Fresh Entry Signal Just come in MSI Setup but in Bearish Zone.
If you need more about me and my MSI Setup Check my Profile Bio to Connect.
Follow me on Twitter (https://t.co/ewGooXhKpn ) and Join my Free Telegram Group for Education Content (https://t.co/xJAxE1T9Mb )
#AI कंपनी #Anthropic ने नया कोड-सिक्योरिटी टूल लॉन्च किया, जिससे ग्लोबल साइबर सिक्योरिटी स्टॉक्स में गिरावट आई
🇮🇳 भारत में भी असर
#TAC Infosec Ltd ⬇️ 14%
#TechD Cybersecurity ⬇️ 13%
#Quick Heal Technologies ⬇️ 15%
डर ये है कि AI पारंपरिक #cybersecurity को आसानी से भेद सकता है
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