Data Patterns (India) Management Guidance Tracker

12 forward-looking guidance items tracked across 3 quarters.

Revenue

Q2 FY26Full-year revenue and EBITDA margin guidance reaffirmedTracked

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 termTracked

Management 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 FY27Active

Management expects revenue to grow 20-25% in the short term, driven by strong order book and repeat orders.

Growth

Q2 FY26Order inflows expected to exceed ₹1,000 crore in H2Active

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 soonActive

Negotiations for the BrahMos seeker contract are complete; contract expected to be signed and could lead to production orders.

Q3 FY26Seeker production orders expected in FY26-27Active

BrahMos seeker development complete; production orders expected in FY26-27 after delivery of development units.

Q4 FY26Additional orders of ₹1,500-2,000 crore in FY27Tracked

Management expects order inflows of ₹1,500-2,000 crore in FY27, including ₹900 crore of repeat orders from existing programs.

Expansion

Q2 FY26Export focus with dedicated team and co-development agreementsTracked

Management plans to set up a dedicated export team and has signed co-development agreements with foreign MNCs for worldwide radar and EW requirements.

Margins

Q3 FY26Healthy EBITDA margins maintainedActive

EBITDA margins expected to remain healthy, similar to historical levels, though mix-dependent.

Q4 FY26EBITDA margin of 38-40%Active

Management guided for healthy EBITDA margins of 38-40% going forward, supported by operational efficiencies.

Other

Q3 FY26Working capital days to reduce to 270-300 days over 3-5 yearsTracked

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 monthsActive

Management expects the negotiated orders of approximately ₹1,000 crore to be finalized in the next 1-2 months.