Data Patterns (India) Management Guidance Tracker
12 forward-looking guidance items tracked across 3 quarters.
Revenue
Management confirmed confidence in achieving earlier guidance on revenue and margins, with margins expected to improve in H2 due to better product mix.
Q3 FY26Revenue growth 20-25% over medium termTrackedManagement expects to deliver 20-25% revenue growth over the medium term, supported by strong order book and pipeline.
Q4 FY26Revenue growth of 20-25% in FY27ActiveManagement expects revenue to grow 20-25% in the short term, driven by strong order book and repeat orders.
Growth
Management expects more than ₹1,000 crore in order inflows in H2, including conversion of ₹550 crore negotiated orders and additional large contracts.
Q2 FY26BrahMos seeker contract expected soonActiveNegotiations for the BrahMos seeker contract are complete; contract expected to be signed and could lead to production orders.
Q3 FY26Seeker production orders expected in FY26-27ActiveBrahMos seeker development complete; production orders expected in FY26-27 after delivery of development units.
Q4 FY26Additional orders of ₹1,500-2,000 crore in FY27TrackedManagement expects order inflows of ₹1,500-2,000 crore in FY27, including ₹900 crore of repeat orders from existing programs.
Expansion
Margins
Other
Working capital cycle expected to gradually improve from current ~340 days to 270-300 days as collections improve.
Q4 FY26Negotiated orders of ₹1,000 crore to convert in 1-2 monthsActiveManagement expects the negotiated orders of approximately ₹1,000 crore to be finalized in the next 1-2 months.