Synopsis: The shares of the company went sideways after a surge due to quarterly earnings, can it reclaim the momentum with plans of expansion, large order book and more.
The shares of Meta Infotech, which trades and provides services related to cybersecurity software products, are in focus after the firm delivered insights and outlook regarding its future being redefined in cybersecurity, followed by goals set and a change in management.
With the market capitalization of Rs. 232.52 crore, Meta Infotech Ltd shares made a day high on Friday of Rs. 125.50 per share, staying almost flat from its previous day’s close price of Rs. 125.30 per share. The share has given a negative return of 47.87% since its IPO in July 2025.
What investor should Know:
#1 Industry Outlook: the cyber security market is poised to reach US$ 20 billion by 2030, driven by Cloud adoption and identity proliferation, rising API traffic and remote work, Increasing sophistication of cyberattacks, regulatory tightening and adoption of Zero Trust models and emergence of passwordless authentication and cyber risk quantification
Meta infotech can capture this opportunity as the company made a decisive move into cybersecurity, which has become its core identity since 2010. Today, Meta Infotech is a 100% cybersecurity solutions and services provider, employing over 310 professionals, with 280 specialized in technical cybersecurity.
The company delivers end-to-end cybersecurity solutions combined with its special workforce that includes Secure Access Service Edge (SASE), Cloud security, Endpoint detection & response, Application, cloud, & API security, Database and identity security, SIEM, network & perimeter protection, Email and data security and associated services.
#2 Company expansion strategy, it was predominantly a Bombay-based company for the last 27 years. But recently the company has expanded in Pune, Bangalore, Chennai, Hyderabad and Delhi on which they will be looking at next financial year and then international business next financial year.
The company in its earnings call, stated that the company is going to start their international business, which will be purely service based. The company stated the margin overseas is “minimum 3x” of what they get here in India with similar cost.
Followed by growth restructuring among management, a new Chief Operating Officer, Mr Ambrish Deshpande, has been appointed who has Experience of 31+ years including 25+years in cybersecurity.
#3 Financial performance: revenue from operations stands at Rs. 210 crore in H1 FY25 growing at a CAGR of 42 percent in 2 years. EBITDA stands at Rs.15.8 crore in H1 FY26 growing at a CAGR of 62 percent in 2 years. Accompanied by net profit of Rs. 10.4 crore in H1 FY26 which is a growth of 48 percent CAGR in 2 years.
The company’s order book achieved a number of Rs. 514 crore, i.e. ~2.35x FY25 revenue. The order book contribution from segments are: Rs. 490 crore from banking and the rest from NBFC, capital market and others.
The company’s financial ratios in FY25, ROCE of 33 percent and ROE of 38 percent, indicating healthy resource allocation. With Debt to equity ratio of 0.44x, indicating efficient use of their equity capital, to bring this kind of growth in last years as mentioned above.
#4 long-term value to investors: the company is well-positioned to deliver value as Meta Infotech has established itself as a one-stop cybersecurity solutions provider, combining deep technical expertise, strong industry partnerships, and a robust services portfolio. With high customer retention, rapid financial growth, favorable industry tailwinds, geographic expansion, and strengthened leadership.
The firm has served a customer base 87+ across 15+ industries including Banking, Capital Markets, NBFCs, IT/ITES, Insurance, Cybersecurity, Automobile, FMCG, Pharmaceuticals, Real Estate, Manufacturing, and Conglomerate. Operating in a high-uptime environment while maintaining a high customer retention ratio.
These points show that the company has value, and going forward can create further value for their customers and make good growth being a full-fledged cybersecurity company in the coming few years.
Written by Gourav Pratap Singh
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