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Margin compression from strategic low-margin contracts
View Risks →Data Patterns (India) Limited — Q2 FY26
Data Patterns delivered a stellar Q2 FY26 with revenue of ₹308 crore (+238% YoY), driven by strong execution across multiple programs including a strategic low-margin contract worth ₹180 crore.
bullish
high
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Data Patterns delivered a stellar Q2 FY26 with revenue of ₹308 crore (+238% YoY), driven by strong execution across multiple programs including a strategic low-margin contract worth ₹180 crore. EBITDA came in at ₹69 crore (+100% YoY) with margins at 22%, compressed due to the strategic contract but expected to recover in H2 as product mix normalizes. PAT grew 63% YoY to ₹49 crore. The order book stands at ₹1,300 crore (including negotiated orders), with fresh inflows of ₹351 crore in H1. Management reaffirmed full-year revenue and margin guidance, citing a healthy pipeline and strong execution visibility. Key risks include potential delays in converting negotiated orders and margin volatility from competitive pricing on large contracts.
डेटा पैटर्न्स ने Q2 FY26 में शानदार प्रदर्शन किया। कंपनी की कमाई ₹308 करोड़ रही, जो पिछले साल से 238% ज्यादा है। इसकी वजह कई प्रोजेक्ट्स पर अच्छा काम है, जिसमें ₹180 करोड़ का एक कम मुनाफे वाला ठेका भी शामिल है। कंपनी का परिचालन लाभ (EBITDA) ₹69 करोड़ रहा, जो पिछले साल से 100% ज्यादा है, लेकिन इसका मार्जिन 22% पर आ गया क्योंकि उस कम मुनाफे वाले ठेके ने इसे कम कर दिया। उम्मीद है कि साल की दूसरी छमाही में जब प्रोडक्ट मिक्स सामान्य होगा तो मार्जिन वापस सुधरेगा। कंपनी का शुद्ध लाभ (PAT) 63% बढ़कर ₹49 करोड़ हो गया। ऑर्डर बुक ₹1,300 करोड़ है, जिसमें नए सौदे भी शामिल हैं। प्रबंधन ने पूरे साल के राजस्व और मार्जिन के अनुमान को दोहराया है। जोखिमों में बड़े ठेकों पर प्रतिस्पर्धी कीमतों से मार्जिन में उतार-चढ़ाव शामिल है।
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Order Book (including negotiated)
₹1,300 crore
+351 crore H1 inflow
Order book includes ₹550 crore in negotiated orders expected to convert in 2-3 months.
Fresh Order Inflows (H1)
₹351 crore
Includes orders from BrahMos and ECIS
Significant orders from BrahMos and ECIS contributed to H1 inflows.
Export Order Book
₹80 crore
T-PAR radar completed site acceptance
Export order book healthy; T-PAR radar successfully completed site acceptance in Europe.
Working Capital Days
343 days
Expected to improve in H2
Working capital days at 343; management expects most receivables collected in H2.
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Guidance and risk preview
Management confirmed confidence in achieving earlier guidance on revenue and margins, with margins expected to improve in H2 due to better product...
The ₹180 crore strategic contract executed at competitive pricing compressed EBITDA margins to 22%; similar future contracts could pressure margins.
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