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
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.
60%Questions answered2Evaded / deflected10Questions audited
Partial answer
High priority
Sustainability of 46.5% EBITDA margin and future expectations.
Asked by Amit Digshit, Goldman Sach
Management gave qualitative answer but no specific margin range or target.
no specific margin guidancequalitative only
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Question
what kind of aeta margins do we expect given that these are your focus areas in the future
Management (not named)
largely the AIDA margin should be similar to what we've been presenting till date. Of course there will be changes because some systems there has to be integrated integration happens
Partial answer
Medium priority
Export traction and impact of EU-India FTA.
Asked by Amit Digshit, Goldman Sach
Management discussed opportunities broadly but gave no specifics on products or FTA impact.
no specific product namesno quantified impact
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Question
what all products we are kind of seeing a good traction in the export market and how this EU India FDA is going to help us
Management (not named)
The opportunities are fairly large in the world market today... we've already started doing this before the FT was signed and there has been some considerable traction
Partial answer
High priority
Timing and mix of Rs 11 billion negotiated orders.
Asked by Hartik Raat, IIFL Capital
Management gave timeline but not the development/production split.
no exact mix givendeclined to name contract
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Question
when do you expect these orders to be received and what could be the broader mix between development and production
Management (not named)
next one to two months time we should these should be converted contracts... it is more of redesigning what has already been designed for a different application airborne application
Evasive
Medium priority
Execution cycle for the order book.
Asked by Hartik Raat, IIFL Capital
Management gave no concrete execution timeline.
no specific timelinevague answer
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Question
what would be the execution cycle so to speak for for this order book?
Management (not named)
Again it varies. There are service orders... some can be delivered next year some year after next etc.
Answered
High priority
Working capital days and cash balance situation.
Asked by Hartik Raat, IIFL Capital
Management provided specific working capital days and explained cash situation.
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Question
what kind of working capital days we're looking at... cash balance is at one of the lowest levels... do you expect some large receivables materializing?
Management (not named)
working capital... it was around 428 days in March it has come down to... 340... we expect it to be remaining at the same level by March also
Partial answer
High priority
Order inflow guidance and recurring orders outlook.
Asked by Deepen Vakil, Philip Capital
Management gave pipeline size but no recurring order details.
declined recurring ordersno specific guidance
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Question
would you like to update on the order info guidance going ahead as well as to what we are seeing especially over one is overall order inflow and another is on the recurring side
Management (not named)
I won't comment on the recurring orders but I can comment on the order pipeline... we can expect another 2 to 3 billion dollars of order pipeline
Answered
High priority
Update on BrahMos seeker trials and production orders.
Asked by Deepen Vakil, Philip Capital
Management confirmed trials completed and production orders expected.
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Question
any update on the seeker trials that are ongoing from bramos
Management (not named)
We've completed the secret trials. We've got a development contract... we expect Bramos to give us start giving the production orders
Declined
Low priority
Clarification on order flow and spillover from last quarter.
Asked by Sriram Kapoor, Jeffrey's group
Management refused to answer, asked to follow up offline.
deferred to offline
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Question
just wondering 300 crores from that last quarter's number has spilled over and is part of this negotiated orders
Management (not named)
Actually I've not done this calculation the way you're asking. Maybe you can write to Go India and we can write back to you.
Answered
Low priority
Addressable opportunity from shipbuilding capex.
Asked by Aman Sunni, Invest Analytics Advisor Advisory LLP
Management clearly stated no current exposure to shipbuilding.
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Question
how does management assess the addressable opportunity here like any of our product categories falling into that opportunity
Management (not named)
We've not actually addressed ship building as such. We work on equipment and we've not done any development on the platform management system
Evasive
Medium priority
Expected export revenue percentage over time.
Asked by Aman Sunni, Invest Analytics Advisor Advisory LLP
Management gave no quantitative export target.
no percentage givendeferred to future
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Question
over the years how much percentage of export do you expect to the overall topline
Management (not named)
very difficult to answer that question presently... I don't think the export will keep in pace with that kind of increase revenue in the domestic markets
Answered
Medium priority
Reason for sudden revenue increase and fire control radar status.
Asked by Joti Gupta, Nirmal Bank Securities
Management explained revenue increase and gave clear status on radars.
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Question
this sudden increase in your revenue any specific orders that has been delivered... what is the status on fire control radars?
Management (not named)
It's not sudden orders. There have been delays in getting the orders... fire control radars are still in development stage.
Answered
High priority
Whether seeker production orders included in Q4 order inflow guidance.
Asked by Ammon Vij, Astute Investment Management
Management confirmed seeker orders not included.
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Question
when we talk about 15 billion kind of order inflow for quarter 4, we are not including the seeker production orders. Is the understanding correct?
Management (not named)
the curve business production order is not included in the next few ones out of the book. So that is not included.