DATAPATTNS / Q4-FY26 / claim-ledger

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

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PositiveQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

Answered directly

45%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Deepen Wakil · Philip Capital

evasive

What drove strong EBITDA margins and what margins to expect from order book?

the margins for Q2 was much lesser because... we take some contracts with lower margin consciously to ensure that we build a capability... you can't give a direct guidance on contract to contract how it will go in terms of EBITDA margin because this is the overall business cycle...

Deepen Wakil · Philip Capital

direct

Timeline for finalization of ~1,000 cr negotiated orders?

I think in the next one to two months time we should expect the contracts to happen. Unless of course there is some... government customers so I can't predict for them but our feeling is that it should happen in the next one to two months time.

Deepen Wakil · Philip Capital

evasive

Proportion of production orders in expected inflows?

I can't give you exact ratio now... if you get the repeat order of 1,900 crores that will all be production orders... I don't have the exact mix on percentages...

Rashika · Goldman Sachs

direct

Traction with global OEMs and timeline for BrahMos seeker order?

a number of them have started visiting us... I think in the next two three months time or four months time we should start getting some contracts from these global OEMs... regarding BrahMos seekers... in the next four five months time the production orders would start coming in.

Hardik · Capital (unclear)

direct

Mix of services vs products in negotiated orders?

I think about on this thousand odd crores which I have sped maybe 100 crores will be on services but the rest is on product delivery.

Hardik · Capital (unclear)

evasive

Execution cycle for expected 1,500 cr product order book?

That varies from contract to contract... we have projected about 20% revenue growth we won't have a problem on those things... we don't have the exact timing we have only projected this 20-25% growth.

Unnamed (from PNB) · PNB

evasive

Will ending order book be 3,500-4,000 cr?

No, we will also be executing contracts... I think it's a bit early for that. We will come towards the year end before we give you the numbers.

Akshai · AK Investment

partial

Expected cash flow from operations in FY27 and beyond?

The cash conversion cycle today is at 365 days. We expect it to settle down at 320 to 340 days going forward... it's very early to calculate all that and come out with an answer.

Pujen Sha · Molecule Ventures

evasive

Is the 107 cr Tejas order part of the negotiated 1,000 cr?

These are not the Tejas one... we've not projected anything on last year for Tejas... I'm not aware of what you're talking about. So I won't be able to comment on it.

Marvid Coyle · Sarin Alpha

evasive

Reason for Q4 execution falling behind last year?

This is not a poor execution. Actually, execution is actually very good... execution has to be in line with customer requirements... there's no delay from our side.

Shri Narayan Mishra · Baroda BNP Paribas

partial

Execution cycle for IMD radar order and impact of services mix on receivables?

The requirement is between over 18 months... service orders represents our AMC revenue... it depends on the contract varies from contract to contract... I can't generalize.

Amed Sharma · Individual Investor

direct

Will high services mix pressure revenue growth?

90 crores I gave an approximately about 100 crores to the services the rest is product delivery so it will not affect our topline revenue growth... we believe it'll be substantially higher than the guidance number.