DATAPATTNSNSEData Patterns (India) LimitedMediumNeutral
Announced Wed, 13 Aug · 16:49 IST

Data Patterns (India) Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Data Patterns reported Q1 FY'26 revenue of INR99 crores, down 4.6% year-on-year due to customer approval delays on a single contract worth around INR27 crores. EBITDA came in at INR32 crores (32.3% margin) and net profit at INR25.5 crores (25.7% margin), with management noting that gross margins actually improved to 80%. Order book stands strong at INR1,079 crores, with over INR320 crores added since the start of FY26, including a 5-year BrahMos AMC contract and orders from MoD. The export order book is about INR100 crores. Management reaffirmed full-year guidance of 20–25% revenue growth and 35–40% EBITDA margins, with INR1,000+ crores of orders expected in the next 6–8 months and a broader pipeline of INR2,000–3,000 crores over 18–24 months. Management highlighted INR120+ crores already deployed in new product development across radar, electronic warfare, communication and airborne systems, and articulated a long-term vision of scaling to a INR5,000–10,000+ crores company over the next 4–5 years, supported by heightened indigenous defence demand following Operation Sindoor.

Likely market impact

Reaffirmed FY26 growth guidance despite a soft Q1 should reassure investors, while the strong order pipeline and multi-year scaling targets point to a positive medium-term outlook. However, execution remains dependent on government/PSU customer approvals, which is a key risk for stock performance.