Zen Technologies Limited has informed the Exchange regarding a press release dated July 27, 2025, titled "Press Release".
ZENTEC · price
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Awaiting price reaction for this filing.
Zen Technologies reported Q1FY26 results with standalone revenue of ₹111.06 crore, a sharp decline from ₹253.96 crore in Q1FY25 and ₹293.50 crore in Q4FY25, though standalone PAT held up at ₹37.12 crore with operational EBITDA margin improving to 34.26%. Consolidated revenue reached ₹158.22 crore with PAT of ₹47.75 crore and operational EBITDA of ₹64.70 crore, helped by subsidiaries ARIPL (100% consolidated) and UTS (51% consolidated). The company ended the quarter with a debt-free balance sheet, ₹918 crore in liquidity, and a consolidated order book of ₹754 crore. Management called the topline dip a 'temporary adjustment phase' and retained H1FY26 order inflow guidance of ₹800 crore, of which ₹150 crore has already been booked. The company also completed the 76% acquisition of TISA Aerospace, entering the UAV and loitering munitions segment, and reiterated a long-term cumulative revenue target of ₹6,000 crore over the next three years.
The steep year-on-year topline contraction may weigh on the stock in the short term, but the debt-free status, strong cash position, healthy order pipeline, and expansion into high-growth defense segments support the long-term growth story. Investors should track H1FY26 order inflows, especially under the government's emergency anti-drone procurement, as the key trigger.