Veteran investor Vijay Kedia's portfolio has a clear cybersecurity theme, with stakes in TechD Cybersecurity, Sattrix Information Security and TAC Infosec. All three are small listed companies, and all three have seen sharp stock moves as investors search for early plays in India’s growing cybersecurity market.
As companies move more data to cloud platforms, adopt AI tools and digitise operations, the risk of attacks has also increased. Cybersecurity has moved from being an IT expense to a board-level priority. For listed investors, that has created a new pocket of opportunity in a market where pure-play cybersecurity stocks are still few.
