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View Promises →Data Patterns (India) Limited — Q3 FY26
Data Patterns delivered a strong Q3 FY26 with revenue of ₹173 crore (+48% YoY) and EBITDA of ₹78 crore (+44% YoY), maintaining a healthy 44% EBITDA margin.
bullish
high
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Data Patterns delivered a strong Q3 FY26 with revenue of ₹173 crore (+48% YoY) and EBITDA of ₹78 crore (+44% YoY), maintaining a healthy 44% EBITDA margin. PAT grew 31% YoY to ₹58 crore. The record order book of ₹1,868 crore and a pipeline of ₹1,100 crore in negotiated orders provide strong visibility. Growth was driven by improved execution across defense programs, particularly in electronic warfare and seekers. Management guided for 20-25% revenue growth over the medium term and expects healthy EBITDA margins. Key risks include potential delays in government contract finalizations and working capital cycles, which management expects to improve as collections materialize.
डेटा पैटर्न्स ने वित्त वर्ष 2025-26 की तीसरी तिमाही में शानदार प्रदर्शन किया। कंपनी की कमाई 173 करोड़ रुपये रही, जो पिछले साल से 48% ज्यादा है। कंपनी ने 78 करोड़ रुपये का परिचालन लाभ (EBITDA) कमाया, जो 44% ज्यादा है। इसका मतलब है कि कंपनी अपनी कमाई का 44% मुनाफे के रूप में बचा पाई। शुद्ध लाभ (PAT) 58 करोड़ रुपये रहा, जो 31% बढ़ा। कंपनी के पास 1,868 करोड़ रुपये के ऑर्डर हैं और 1,100 करोड़ रुपये के और ऑर्डर बातचीत में हैं, जिससे भविष्य में कमाई की अच्छी संभावना है। यह वृद्धि रक्षा कार्यक्रमों, खासकर इलेक्ट्रॉनिक युद्ध प्रणाली में बेहतर काम से हुई। कंपनी को अगले कुछ सालों में 20-25% सालाना कमाई बढ़ने की उम्मीद है। हालांकि, सरकारी अनुबंधों में देरी और कर्ज वसूली में समय लगने जैसे जोखिम हैं, लेकिन प्रबंधन को उम्मीद है कि यह जल्द सुधरेगा।
Promises0 met · 2 missedRisks4 trackedTranscriptfull text
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Risks
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Risk Intelligence
Delays in government contract finalizations
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Read Transcript →Quarter Snapshot
Order Book
₹1,868 crore
+42% YoY
All-time high order book, largest in company history, driven by production and development orders.
Order Inflows (9M FY26)
₹1,100 crore
+57% YoY
Healthy inflows across services and applications; includes large EW suites orders.
Export Order Book
₹63 crore
flat
Export remains a strategic pillar; UK business continues, momentum expected to improve.
Employee Headcount
1,250
+150 this year
Hiring 150 engineers this year to support product development and export initiatives.
What Changed vs Last Quarter
NEW
Revenue growth 20-25% over medium term
Management expects to deliver 20-25% revenue growth over the medium term, supported by strong order book and pipeline.
NEW
Healthy EBITDA margins maintained
EBITDA margins expected to remain healthy, similar to historical levels, though mix-dependent.
NEW
Working capital days to reduce to 270-300 days over 3-5 years
Working capital cycle expected to gradually improve from current ~340 days to 270-300 days as collections improve.
NEW
Seeker production orders expected in FY26-27
BrahMos seeker development complete; production orders expected in FY26-27 after delivery of development units.
DROPPED
Full-year revenue and EBITDA margin guidance reaffirmed
Management confirmed confidence in achieving earlier guidance on revenue and margins, with margins expected to improve in H2 due to better product mix.
DROPPED
Order inflows expected to exceed ₹1,000 crore in H2
Management expects more than ₹1,000 crore in order inflows in H2, including conversion of ₹550 crore negotiated orders and additional large contracts.
DROPPED
BrahMos seeker contract expected soon
Negotiations for the BrahMos seeker contract are complete; contract expected to be signed and could lead to production orders.
DROPPED
Export focus with dedicated team and co-development agreements
Management plans to set up a dedicated export team and has signed co-development agreements with foreign MNCs for worldwide radar and EW requirements.
NEW RISK
Delays in government contract finalizations
Orders negotiated but not yet awarded (₹1,100 crore) may face delays, impacting near-term revenue visibility.
NEW RISK
Competition in radar and EW segments
Increasing number of players entering radar and EW space could pressure margins; management differentiates via IP and system-level offerings.
NEW RISK
Dependence on government defense spending
Business heavily reliant on government contracts; any slowdown in defense allocations could impact order inflows.
RISK GONE
Margin compression from strategic low-margin contracts
The ₹180 crore strategic contract executed at competitive pricing compressed EBITDA margins to 22%; similar future contracts could pressure margins.
RISK GONE
Delays in conversion of negotiated orders
₹550 crore of orders are negotiated but not yet confirmed; delays in MOD approvals could push inflows beyond H2.
RISK GONE
Competition from foreign OEMs and domestic players
Management acknowledged that foreign companies with mature products and tie-ups with Indian firms pose competition, especially in export markets.
Fast read
Guidance and risk preview
Management expects to deliver 20-25% revenue growth over the medium term, supported by strong order book and pipeline.
Orders negotiated but not yet awarded (₹1,100 crore) may face delays, impacting near-term revenue visibility.
View Risks →