India · Delayed Price · Currency is INR Data Patterns (India) Earnings Call Transcripts
Fiscal Year 2026
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Order book hit a record INR 1,868 crores, with Q3 revenue up 48% and nine-month revenue up 86% year-on-year. EBITDA margin remained strong at 44%, and management targets 20%-25% medium-term revenue growth, supported by robust order inflows and a net debt-free position.
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Revenue more than doubled year-on-year in H1 FY26, with strong order inflows and robust execution. Margins were temporarily impacted by a large strategic contract, but profitability remains healthy and guidance is maintained, with expectations of further high-value orders and export growth.
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Q1 FY26 revenue declined 4.6% year-on-year due to customer approval delays, but gross margin rose to 80% and net profit margin remained strong. Management reaffirmed 20%-25% revenue growth guidance, supported by a robust order book and significant investments in R&D and infrastructure.
Fiscal Year 2025
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Reported 36% year-on-year revenue growth and doubled Q4 revenue, maintaining strong margins and a debt-free balance sheet. Order book stands at INR 860 crore, with robust guidance for 20%-25% revenue growth and 35%-40% EBITDA margins in FY26.
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Q3 FY25 saw a 29% sequential revenue increase and robust gross margins, with a strong order book and growing export presence. Management remains confident in achieving 20%-25% revenue growth for FY25, supported by strategic R&D investments and a healthy cash position.