Pune / Mumbai | 10-Oct-2025, 11:45 IST — Filed on 09-Oct-2025 via NSE/BSE Disclosure
Cybersecurity solutions provider Quick Heal Technologies Ltd (NSE: QUICKHEAL / BSE: 539678) has notified stock exchanges that it will host its Q2 FY26 earnings conference call on Thursday, 16 October 2025, at 4:00 PM IST. The investor call invite, shared through its advisors, Valorem Advisors, outlines participation from top management and will be open to analysts, institutional investors, and stakeholders.
Who Will Participate
The call will be addressed by:
- Dr. Kailash Katkar – Managing Director
- Dr. Sanjay Katkar – Joint Managing Director
- Ankit Maheshwari – Chief Financial Officer
They are expected to walk investors through the company’s performance for Q2 FY26, highlight segmental growth, and share updates on strategy.
Why This Matters
Earnings calls are vital for transparency and provide insights into a company’s financial health, strategic direction, and industry positioning. For Quick Heal, which operates in a competitive cybersecurity landscape, key areas of interest for the market will include:
- Revenue Growth: Whether enterprise solutions (Seqrite) continue to outpace consumer products.
- Profitability: Margin performance amid higher investments in R&D and marketing.
- Subscription Stickiness: Renewal rates for antivirus and cybersecurity subscriptions.
- Partnerships & Contracts: Any new enterprise deals or international expansion.
- Digital Security Demand: Commentary on industry trends, particularly as businesses shift more operations online.
Recent Company Performance
Financials (FY25 snapshot)
- Revenue: ~₹380 crore
- EBITDA Margin: ~21%
- PAT: ~₹62 crore
- Cash Reserves: Debt-free balance sheet with strong cash position.
Strategic Priorities
- Enterprise Segment Growth: Focus on Seqrite endpoint and network security solutions, targeting BFSI, IT services, and government contracts.
- Consumer Renewals: Maintaining subscription base across antivirus, internet security, and mobile security products.
- Innovation: Increased investments into fraud prevention, cloud-native security, and AI-powered threat detection.
- Channel Expansion: Building distribution networks across Tier-2 and Tier-3 Indian cities.
Market Context
India’s cybersecurity market is expanding rapidly, projected to cross $13 billion by 2030 with >20% CAGR. Rising cyberattacks, data protection mandates, and enterprise digitization are key growth drivers.
Quick Heal, as one of India’s few listed cybersecurity firms, is well positioned to capture this demand but faces:
- Competition from Global Players: Symantec, McAfee, Kaspersky, and new SaaS entrants.
- Pricing Pressure: With freemium and open-source tools in the consumer space.
- Regulatory Compliance: Need to align products with India’s Digital Personal Data Protection (DPDP) Act.
Investor Expectations for Q2 FY26
Analysts will be looking for clarity on:
- ARR (Annual Recurring Revenue): Growth in subscriptions and renewals.
- Enterprise Wins: Any government or large corporate contracts.
- International Expansion: Plans for overseas markets and alliances.
- Guidance: Commentary on FY26 second-half outlook.
- Cash Deployment: Potential uses of cash reserves — dividends, buybacks, or R&D.
Ticker Snapshot — Quick Heal Technologies (NSE: QUICKHEAL)
Outlook
The upcoming earnings call on 16 October 2025 will provide crucial insights into Quick Heal’s execution in a rapidly evolving cybersecurity market.
- A strong quarter could reassure investors of sustainable growth and profitability, especially in the enterprise segment.
- Any slowdown in renewals or rising costs could pressure valuations.
- With a robust balance sheet, investors may also look for potential shareholder returns via buybacks or dividends.
For now, the scheduled call signals management’s proactive approach to engagement with the investor community.
