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 w...
bullish
high
Financial stats pending filing verification
Claim Ledger
Did management answer the analysts?
Every material analyst question, graded on whether management actually answered it — with the verbatim exchange and quantitative claims checked against filed numbers.
38%Questions answered5Evaded / deflected12Questions audited
Evasive
High priority
Will there be more strategic orders like the one executed?
Asked by Amit Dshit, Gold Snatches
Management declined to provide specifics on future strategic orders, citing contract nature.
refused to discuss detailsvague about potential
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Question
do we expect to participate in more such orders you know as as and when they come? If so, can you uh mention your uh you know where do you uh think the uh you will bid for these orders?
Management
See I can't discuss much on the strategic order that's why it's called a strategic order but we took this contract because uh there is a large potential for multiple such contracts.
Evasive
Medium priority
What is the rationale and scope for the AMA consortium?
Asked by Amit Dshit, Gold Snatches
Management said it's too early to comment on scope or share, only gave rationale for partnership.
deferred to laterno scope details
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Question
just wanted to understand the rationale of participating with these two uh partners and what is our scope uh in the consortium
Management
it's a very early for me to comment on it but why are we in this is because Barat is a a large Indian company with a lot of capability building complete uh systems
Partial answer
Medium priority
Is Data Patterns working on shared aperture antennas and jammer pods?
Asked by Jay Kant, Bandan Alternatives
Management was unaware of the shared aperture RFI but gave a direct update on jammer pod development.
unaware of RFIprovided update on jammer pod
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Question
I just wanted to ask you there was this recently DRT had come out with this RFI for shared aperture antennas... And plus there was this uh jammer pods for the uh super sukoy
Management
I'm not aware of uh particular requirement talking about so I'm not able to comment on it. As regard the jammer pod, yes, we have developed the pod for the super super and uh that testing is happening in house.
Evasive
High priority
What large orders are expected in H2 and beyond?
Asked by Deepen, Philip Capital
Management declined to name specific contracts, only confirmed more orders expected in H2.
refused to discuss specificsvague confirmation
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Question
how are the autoins which are expected in 2 and beyond? So any large or high value platform or platform related subsystem expected because your guidance is close to around 1,000 crores in second half
Management
I don't want to talk about specific future contracts on an open line. I should say yes there are more orders expected as you go along in H2 and that is why the guidance of uh what has been given
Answered
High priority
Any update on BrahMos seeker contract?
Asked by Deepen, Philip Capital
Management directly stated negotiations are complete and contract is pending.
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Question
any update on Brahmo Seeker and uh so like we were expecting it to get some contrial contract uh in this quarter. So any updates there?
Management
Yes negotiations have completed. So the contract has to come and uh we are already in advanced stage of product development.
Partial answer
Medium priority
Are export orders opening up beyond Europe?
Asked by Deepen, Philip Capital
Management mentioned South America but gave no concrete details or order values.
no specific namesvague regions
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Question
any other region opening up or you're seeing traction for for for your products in the export region. So uh Europe was one. So any other areas that are showing some traction?
Management
Yes, there are other interested customers. So we have um they're going through Europe specifically for addressing the requirement in Europe and outside Europe also in South America and things like that.
Partial answer
Medium priority
How does the first fully developed radar export change market potential?
Asked by Lavina Cordrris, Jeff
Management explained the strategic shift but gave no specific impact on market potential.
no quantificationgeneral statement
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Question
Any sense you can give on how it changes your export market potential? Does it change it at all?
Management
when you build a full system there are requirements outside India. So we can address that requirement also. So this is the second way of doing it.
Partial answer
Medium priority
What percentage of receivables will be realized in H2?
Asked by Joti Gupta, Nirmal Bang
Management said 'most' but did not provide a specific percentage.
no exact percentage given
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Question
what percentage of 667 which part of your receivables would be realized in H2 could we see anywhere between like 80% of that or 67 667
Management
most of it will be collected during the H2 that is to answer question one
Partial answer
High priority
Will revenue guidance be increased and margins sustained?
Asked by Joti Gupta, Nirmal Bang
Management hinted at upward revenue revision but did not give a new number; margin guidance unchanged.
no specific new guidancevague on margin
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Question
do I increase my revenue guidance from 850 which I taken 2000 this year and margins would be sustained close to 40% or it'll be slightly higher
Management
we remain with the guidance given earlier I don't want to you know obviously there will be slightly upward moment on the revenue guidance because uh there is this contract which is executed but uh on the bottom line guidance we remain whatever we've told earlier
Evasive
Medium priority
What steps are being taken to reduce cash conversion cycle?
Asked by Sumant Kumar, Motilal Oswal
Management gave no concrete steps or target, only explained why cycle is long.
no specific targetblamed contract mix
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Question
what is the what is the key uh steps key initiatives we have so we can reduce this uh cash convers cycle to a a lower level and what is our target for say next two to three years
Management
once we move from larger development contracts to production orders is yet to happen. Something happens but uh you know it's not the way we ought to happen.
Answered
High priority
Would EBITDA margins have been 35-40% without the strategic order?
Asked by Hardik Raat, IFL Capital
Management directly confirmed the assumption.
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Question
from a margin standpoint would it be safe to assume that had we not you know X of this project our uh EITA margins for the current quarter would have been in the guided range of 35 to 40%.
Management
Yeah, definitely.
Declined
Medium priority
What are the large orders in the current order book?
Asked by Hardik Raat, IFL Capital
Management declined to list specific orders or values.
refused to share details
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Question
could you please mention three or five large orders which are priced in this uh and what would be the value of those contracts
Management
I don't have the list of orders on hand with me to answer this and I don't know whether specific contract buys I want to really share it we normally don't put it in website