Data Patterns (India) / Q4-FY26

Read the quarter in context.

A source-linked quarter view: reported numbers, management language, guidance, and the risks that should carry forward.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

Positive2026-05-15Back to DATAPATTNS

Revenue

₹925 Cr

verification pending

Revenue YoY

31%

reported change

EBITDA

₹371 Cr

latest reported figure

Source

manual review required

record provenance

Actual signal trajectory

Where this quarter sits.

source records only
EBITDA (₹ Cr)PositiveWatchNegative
3 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q2 FY26: 69 · Positive source sentiment · 2025-10-30Q2 FY26Q3 FY26: 78 · Positive source sentiment · 2026-02-10Q3 FY26Q4 FY26: 371 · Positive source sentiment · 2026-05-15Q4 FY2637169
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Quarter read

What the record says.

Data Patterns delivered a strong FY26 with revenue of ₹925 crore (up 31% YoY) and EBITDA of ₹371 crore (up 35% YoY), exceeding guidance. EBITDA margin improved to 40% driven by favorable product mix and operational efficiencies. Order inflows surged 216% to ₹1,121 crore, and the order book stands at ₹2,062 crore including negotiated orders, providing multi-year visibility. Management guided for 20-25% revenue growth in FY27 with EBITDA margins of 38-40%, supported by repeat orders from existing programs and new export opportunities. Key growth drivers include indigenous defense programs, AI integration, and expanding global OEM partnerships. Risk: Execution delays in government contracts could impact near-term revenue recognition.

Colored figures show movement against the previous available record.

Guidance to track

  • Management expects revenue to grow 20-25% in the short term, driven by strong order book and repeat orders.
  • Management guided for healthy EBITDA margins of 38-40% going forward, supported by operational efficiencies.
  • Management expects order inflows of ₹1,500-2,000 crore in FY27, including ₹900 crore of repeat orders from existing programs.
  • Management expects the negotiated orders of approximately ₹1,000 crore to be finalized in the next 1-2 months.

Risks flagged

  • Government contract timelines are unpredictable; delays in approvals or customer readiness could impact revenue recognition.
  • Analyst noted that the ₹1,000 crore negotiated orders were expected earlier but have been delayed; management now expects conversion in 1-2 months.
  • Management acknowledged competition from foreign OEMs and domestic players like Astra Microwave, which could impact market share.
  • Despite improvement in cash conversion cycle, cash flow from operations has been weak historically; management expects further improvement but no specific target.

Key quotes

  • We are entering into an exciting phase in India with the defense and aerospace industry set to grow substantially to reduce reliance on imports especially in this geopolitical situation.
  • We continue target revenue growth around 20-25% over the short term while maintaining healthy EBITDA margins of 38 to 40%.
  • We are very bullish on data patterns growth going ahead.

Research modules

Go one layer deeper.

TranscriptRisk registerPromise ledgerClaim ledgerReality check