Listed companies in the Cyber Security space

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Hi friends,

This is my first post on the forum. It’s an honor to be among the greats!!!

Have been trying to locate a listed company in the Cyber Security space for sometime. Methinks cyber security is currently the need of the hour, what with all sorts of cyber attacks going on and it is going to get big over time. I hear RaGa’s and Congress’s Twitter account got hacked yesterday.

Can someone suggest some listed companies big in this area. Much appreciated.

Cheers!
Niket.

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I know of only QuickHeal

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I guess none among the listed in Cyber Security

http://www.siliconindia.com/ranking/Promising-cyber-security-Companies-2014.html

http://www.siliconindia.com/magazine-in/companies/enterprise-it-Security/

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TAC Infosec is a listed company in Cyber Secuirty space but it is overvalued by every sterch of imagination. The company in 2020 guided for 7000 cr revenue and till date they have not crossed annual run rate of 15 cr also. Vijay kedia is holding more than 15%.

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Just adding what I found in another thread but feel free to share if you have more solid info about the Co.

There is a conversation about Tac Infosec starts here and it gets really interesting from here. And the points added by @Amnesiac were just perfect enough to raise your eye brows and do your DD.

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A great company to study in this space, NINtec Systems!

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I am also super bullish on this theme. The only listed company is TAC infosec in this space. Make some thread on value picker at 500 but no body was interested and tweet has been deleted. Now valuation is streched to 1500. Though I still think this can be good for long term but risky to take entry at this price.

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There is company by name Dev IT. Recently it launched Cyber security products for corporates

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Valiant Communications. Bright prospects at decent valuations.

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Have this one. They deal in cyber security for critical infrastructure and have a partnership with Tejas Systems.

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I have been accumulating this Stock (Valiant Communications) since April 2024.
The devices that they manufacture are critical to protect national infrastructure.

I think we should start a thread on Valiant Communications

Please find the global profiler report on Valiant communications by dun & bradstreet

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Can you elaborate on the grid related devices ? what in your opinion could be, for their transmission grid related devices/software, total available market in india for valiant ? i feel on many devices like router,ethernet etc they are up against global players.

They claim about PMUs being a breakthrough seem reasonable, but MPLS and cybersecurity markets are highly competitive(Cisco, Juniper, Huawei, and Fortine, IBM,DELL). How different are they ?

D- Studying

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Accedere Ltd is also in cyber security space. They have Software product which does SOC and SOC2 and provide many other cyber security services which comes under compliance.

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If am right Valiant communication’s products and solutions are made for Operational Technology (OT).

I don’t think IBM and Dell… can be considered as a competitor to Valiant Communications, However

Schweitzer Engineering Laboratories, Inc. (SEL )

Mitsubishi Electric

Eaton

GE

ABB

Yokogawa

Honeywell

Rockwell

Schneider

Siemens

Omron…..

** Chinese companies are not considered due to security concerns.

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I have been studying their transmission grid related products but couldnt ascertain Total available market ? wht do you suggest should be studying points to infer TAM for related products ? have you studied grid related TAM ?

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Please refer

as per 23-24 annual report Annexure 2, the company is msme compliant ******
***** cannot state explicitly ******

As per Investor presentation the company is classified as follows

Qualified ‘Class 1 Local Supplier’ under the Public Procurement ( Preference to Make in India) Order, 2017

TAM and other details can be found in this presentation

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Preference while bidding for tenders (L1 price advantage)

To be a 10 trillion dollar economy the infrastructure has to scale up significantly.
We must also consider the transformation of Indian Industry from 2.0 to 4.0 to achieve this scale of growth

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To get a better/broader picture of TAM and growth in this sector please refer to white papers / research reports relevant to this sector