Ideaforge Technology Limited has informed the Exchange about Investor Presentation
IDEAFORGE · price
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IdeaForge reported a strong turnaround in FY26 with Q4 FY26 revenue of ₹1,410.4 Mn (vs ₹203.1 Mn in Q4 FY25) and full-year revenue of ₹2,261.3 Mn, up 40% YoY. The company booked its highest-ever orders of ~₹5,300 Mn in FY26 and achieved positive EBITDA of ₹271.2 Mn (12% margin) versus a loss of ₹315.3 Mn in FY25. Gross margin improved dramatically from 33% to 58%. Key wins include first US order from Lamar Police Department, NATO training partnership, and deliveries of Electronic Warfare resilient systems. The opening order book for FY27 stands at ~₹3.1 Bn. The company is expanding into combat drones (loitering munitions, kamikaze) and logistics UAV (YETI).
The strong Q4 performance with 68% gross margin and FY26 EBITDA turning positive signals a successful turnaround. The ₹3.1 Bn opening order book for FY27 provides revenue visibility. Management's focus on execution and supply chain resilience appears to be paying off, though the company still posted a full-year PAT loss of ₹170.3 Mn.