DATAPATTNS / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Data Patterns (India) · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

Answered directly

60%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Amit Digshit · Goldman Sach

partial

Sustainability of 46.5% EBITDA margin and future expectations.

largely the AIDA margin should be similar to what we've been presenting till date. Of course there will be changes because some systems there has to be integrated integration happens

Amit Digshit · Goldman Sach

partial

Export traction and impact of EU-India FTA.

The opportunities are fairly large in the world market today... we've already started doing this before the FT was signed and there has been some considerable traction

Hartik Raat · IIFL Capital

partial

Timing and mix of Rs 11 billion negotiated orders.

next one to two months time we should these should be converted contracts... it is more of redesigning what has already been designed for a different application airborne application

Hartik Raat · IIFL Capital

evasive

Execution cycle for the order book.

Again it varies. There are service orders... some can be delivered next year some year after next etc.

Hartik Raat · IIFL Capital

direct

Working capital days and cash balance situation.

working capital... it was around 428 days in March it has come down to... 340... we expect it to be remaining at the same level by March also

Deepen Vakil · Philip Capital

partial

Order inflow guidance and recurring orders outlook.

I won't comment on the recurring orders but I can comment on the order pipeline... we can expect another 2 to 3 billion dollars of order pipeline

Deepen Vakil · Philip Capital

direct

Update on BrahMos seeker trials and production orders.

We've completed the secret trials. We've got a development contract... we expect Bramos to give us start giving the production orders

Sriram Kapoor · Jeffrey's group

declined

Clarification on order flow and spillover from last quarter.

Actually I've not done this calculation the way you're asking. Maybe you can write to Go India and we can write back to you.

Aman Sunni · Invest Analytics Advisor Advisory LLP

direct

Addressable opportunity from shipbuilding capex.

We've not actually addressed ship building as such. We work on equipment and we've not done any development on the platform management system

Aman Sunni · Invest Analytics Advisor Advisory LLP

evasive

Expected export revenue percentage over time.

very difficult to answer that question presently... I don't think the export will keep in pace with that kind of increase revenue in the domestic markets

Joti Gupta · Nirmal Bank Securities

direct

Reason for sudden revenue increase and fire control radar status.

It's not sudden orders. There have been delays in getting the orders... fire control radars are still in development stage.

Ammon Vij · Astute Investment Management

direct

Whether seeker production orders included in Q4 order inflow guidance.

the curve business production order is not included in the next few ones out of the book. So that is not included.