IDEAFORGENSEIdeaforge Technology LimitedMediumNeutral
Announced Mon, 11 May · 14:40 IST

Ideaforge Technology Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

IDEAFORGE · price

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Price reaction · full curve 14 horizons · vs prior close
-8.7%1-day move
₹812.80
prior close
₹797.00
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+0.1+0.0+0.2-0.1-8.7-5.1+4.4+0.8+0.4-8.0+1.6+7.1+11.7
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AI summary

Ideaforge reported its highest ever quarterly revenue of INR 141 crores in Q4 FY26, up from INR 20.3 crores in Q4 FY25. The company achieved Q4 EBITDA of INR 74.2 crores (52.6% margin) and PAT of INR 60 crores (42.5% margin). For FY26, full-year revenue stood at INR 286.1 crores with positive EBITDA of INR 27 crores, marking a turnaround year. The company booked approximately INR 530 crores of orders in FY26, its highest ever annual order inflow. The opening order book for FY27 stands at INR 310 crores, expected to be executed within the first three quarters. Management guided for 50-55% blended EBITDA margin for FY27. Key developments include delivery and acceptance of electronic warfare resilient systems, first US order from Lamar Police Department, NATO force training, and entry into combat drone capabilities (loitering munitions, kamikaze systems).

Likely market impact

The company has demonstrated strong execution capability with record quarterly performance. The INR 310 crore order book provides meaningful revenue visibility for FY27, and the 50-55% margin guidance indicates management confidence in sustaining profitability as the business scales from defense procurement momentum.