Data Patterns (India) Limited has informed the Exchange about Transcript
DATAPATTNS · price
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Data Patterns reported a strong Q3 FY26 with revenue of INR173 crores, up 48% year-on-year, and 9M FY26 revenue of INR580 crores, up 86% YoY, driven by improved execution across defence programs. EBITDA for the quarter stood at INR78 crores with healthy 44% margins, while profit after tax grew 31% YoY to INR58 crores (net margin 34%). Order book hit an all-time high of INR1,868 crores, with an additional INR1,100 crores of negotiated orders expected to convert in 1-2 months and INR500-600 crores more expected over the next 2-3 months. Management highlighted a potential TAM of INR15,000-20,000 crores from current development programs including flight control radars, modern EW suites, and missile seekers, with Brahmos seeker trials completed and production orders expected from FY27. The company is partnered with Bharat Forge for the AMCA program and is developing avionics, IRST, and smart cockpit systems for LCA Mark 2.
Strong execution and a record order book reinforce confidence in the company's growth trajectory, with management reiterating 20-25% medium-term revenue growth guidance while maintaining high margins and a net debt-free balance sheet. For shareholders, the combination of robust order pipeline visibility, export opportunity, and strategic partnerships in advanced defence electronics is positive for long-term value creation, though near-term cash flows are temporarily impacted by extended receivables on development contracts.