Zen Technologies Q1 FY27 earnings call transcript filed

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF Explain this filing

ZENTEC · price

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AI summary

Zen Technologies filed its Q1 FY27 earnings call transcript. Consolidated revenue was Rs.141.6 Cr versus Rs.158.2 Cr YoY. Operational EBITDA margin fell to 27.3% from 40.9% YoY, attributed to negative operating leverage on lower revenue, not structural issues. Guidance reaffirmed for FY27 full-year EBITDA margin in mid-30s. Order book stood at Rs.1239 Cr, with Rs.177.5 Cr subsequent order from the Ministry of Defense for tank gunnery simulators. Year-end order book target is about Rs.2500 Cr. Cash position Rs.1217 Cr, debt-free.

Likely market impact

Margin recovery depends on revenue ramp in Q2-Q3; near-term watch on simulator and anti-drone order inflow against Rs.2500 Cr year-end target.