Data Patterns (India) Ltd — Q1 FY27 earnings call
Summary generated by AI from the official transcript Data Patterns (India) Ltd filed with BSE on 07 Aug 2026. Every statement cites a verbatim quote from that document — open any citation to read it. This is a record of what management said, not a recommendation. How we check these summaries
The short read
Data Patterns reported Q1 FY'27 revenue of Rs 116 crore, up 17% year-on-year, with EBITDA margin at 27% impacted by higher employee costs and product mix changes. The order book stood at Rs 2,654 crore including negotiated orders, with management citing fresh order inflow expectations of around Rs 2,000 crore for FY'27. Management discussed delays in customer inspections and contract negotiations affecting quarterly revenue recognition, along with updates on jammer pod testing for Su-30, counter-drone business traction, and the ST Advanced acquisition.
Numbers mentioned
Revenue from operations: INR116 crores (Q1 FY '27)
p. 4
“Revenue from operations for Q1 FY '27 stood at INR116 crores, registering a healthy 17% yearon-year growth, driven by continued execution across our diversified defense programs.”
Venkata Subramanian, page 4 of the filed PDF · View the filing
Gross profit: INR91.5 crores (Q1 FY '27)
p. 4
“Gross profit increased to 16% year-on-year to INR91.5 crores while gross margins remained strong at 78.9%, reflecting the high-value nature of our product mix.”
Venkata Subramanian, page 4 of the filed PDF · View the filing
EBITDA: INR31.4 crores (Q1 FY '27)
p. 4
“EBITDA stood at INR31.4 crores with an EBITDA margin of 27%.”
Venkata Subramanian, page 4 of the filed PDF · View the filing
Profit after tax: INR22.1 crores (Q1 FY '27)
p. 4
“Profit after tax stood at INR22.1 crores with a PAT margin of 19%, reflecting a temporary impact due to uneven quarterly revenue.”
Venkata Subramanian, page 4 of the filed PDF · View the filing
Cash, bank balances and investments: INR530 crores (as on 30th June 2026)
p. 5
“The company continues to maintain a strong balance sheet remaining net debt free with cash, bank balances and investments of INR530 crores as on 30th June 2026, providing ample flexibility to support future growth initiatives.”
Venkata Subramanian, page 5 of the filed PDF · View the filing
Order book: INR920 crores (as on 30th June 2026)
p. 5
“Our order book stands at INR920 crores as on 30th June 2026, with orders received in July and orders negotiated, the order book currently stands at INR2,654 crores.”
Venkata Subramanian, page 5 of the filed PDF · View the filing
International order book: INR39 crores
p. 4
“Our international order book currently stands at INR39 crores, and we continue to actively engage with customers across global markets to expand our export footprint.”
S. Rangarajan, page 4 of the filed PDF · View the filing
What management said it would do
A record of statements made on the call, in the words management used. Parakho does not forecast, endorse or assess them, and their presence here is not a view on whether they will happen.
Revenue growth — 20% to 25% · FY '27
stated firmly by S. Rangarajan
p. 4
“we remain confident of achieving our full year guidance, growth guidance of 20% to 25% revenue growth while maintaining EBITDA margins in the 35% to 40% range.”
S. Rangarajan, page 4 of the filed PDF · View the filing
EBITDA margin — 35% to 40% · FY '27
stated firmly by S. Rangarajan
p. 4
“we remain confident of achieving our full year guidance, growth guidance of 20% to 25% revenue growth while maintaining EBITDA margins in the 35% to 40% range.”
S. Rangarajan, page 4 of the filed PDF · View the filing
Fresh order inflows — around INR2,000 crores · FY '27
stated as an aspiration by S. Rangarajan
p. 4
“We also remain confident of securing around INR2,000 crores of fresh order inflows during FY '27 over and above the orders already received and negotiated.”
S. Rangarajan, page 4 of the filed PDF · View the filing
Capex — INR150 crores to INR200 crores minimum · next 2 years
stated conditionally by Venkata Subramanian
p. 16
“INR150 crores to INR200 crores minimum -- definietly based on the requirements.”
Venkata Subramanian, page 16 of the filed PDF · View the filing
BrahMos seeker order intake — this financial year
stated conditionally by S. Rangarajan
p. 13
“We expect this will happen this year, this financial year. But the approvals and qualifications will take time.”
S. Rangarajan, page 13 of the filed PDF · View the filing
Jammer pod for Su-30 qualification — before December
stated as an aspiration by S. Rangarajan
p. 7
“We believe that, that should happen before December.”
S. Rangarajan, page 7 of the filed PDF · View the filing
Q&A highlights
Management's answers to analyst questions, in Parakho's words rather than a transcript. Each row names who answered and carries the verbatim quote it was drawn from.
Increase attributed to repairs and maintenance during facility revamp and provisioning against long-standing receivables.
Answered by Venkata Subramanian
Asked by Hardik Rawat: Why did other expenses rise 64% despite only 17% revenue growth?
p. 5
“Increase in other expenses is due to some additional repairs and maintenance costs, which is incurred because the facility is going through some revamping.”
Venkata Subramanian, page 5 of the filed PDF · View the filing
Management said it cannot disclose specifics but described a recurring pattern of inspection delays tied to the order-book-to-revenue model.
Answered by S. Rangarajan
Asked by Hardik Rawat: Were there specific revenue delays from customer inspection issues this quarter?
p. 5
“We have these issues -- we had these issues in the past also where products are ready, but inspection team doesn't come because their own requirement to deliver has probably got delayed.”
S. Rangarajan, page 5 of the filed PDF · View the filing
Management said gross margins were actually higher but overheads remained fixed against uneven quarterly revenue, and confirmed confidence in full-year targets.
Answered by Venkata Subramanian
Asked by Rishika: Why were margins lower this quarter and how will they trend in coming quarters?
p. 8
“Otherwise, we are confident of achieving the full year targeted margins.”
Venkata Subramanian, page 8 of the filed PDF · View the filing
Management said timelines vary by customer and contract type, citing examples from HAL, project orders, and DRDO subsystem orders.
Answered by S. Rangarajan
Asked by Dipen Vakil: What is the execution timeline once the HAL order converts?
p. 8
“So this actually varies from a few months to maybe a few years.”
S. Rangarajan, page 8 of the filed PDF · View the filing
Management expects the order this financial year, pending approvals and qualification.
Answered by S. Rangarajan
Asked by Kavish Parekh: Any update on BrahMos seeker commercial orders timeline?
p. 13
“We believe that it should happen this year.”
S. Rangarajan, page 13 of the filed PDF · View the filing
Management indicated capex of more than Rs 200 crore for infrastructure including buildings, clean rooms, and test equipment.
Answered by S. Rangarajan
Asked by Neelotpal Sahu: What is the capex plan for the next 2 years?
p. 16
“we should be able to be spending more than that in the next 2 years' time for infrastructure abilities, we want to build a building in car parks and things like that and also some clean rooms, some integration facility.”
S. Rangarajan, page 16 of the filed PDF · View the filing
Management said tenders are already underway and expects contracts within about 9 months, with additional untendered opportunities not yet included in projections.
Answered by S. Rangarajan
Asked by Abhijeet Singh: What is the risk of the INR20 billion order prospects getting delayed to FY'28 or beyond?
p. 19
“Tenders are already on. We already addressed tenders and given the tenders. That is why I've given myself 9 months to see when contracts can happened.”
S. Rangarajan, page 19 of the filed PDF · View the filing
Risks flagged
Delays in customer inspection and acceptance affecting quarterly revenue recognition
p. 5
“We have these issues -- we had these issues in the past also where products are ready, but inspection team doesn't come because their own requirement to deliver has probably got delayed.”
S. Rangarajan, page 5 of the filed PDF · View the filing
Elevated employee costs from capability expansion impacting margins
p. 4
“Margins during the quarter were impacted by high employee costs associated with capability expansion and changes in the product mix.”
Venkata Subramanian, page 4 of the filed PDF · View the filing
Program and approval delays stretching negotiated order conversion timelines
p. 6
“The whole program has been stretched by more than 1.5 years because of which some of the contracts, we expected a lot of the programs, though negotiation is completed, order couldn't happen.”
S. Rangarajan, page 6 of the filed PDF · View the filing
Uncertainty over government funding decisions for space business
p. 16
“whether it will be commercialized and go ahead, this is depending on our interaction with the government, find out whether the funding will happen and the actual need.”
S. Rangarajan, page 16 of the filed PDF · View the filing
Generated by claude-sonnet-5. Source: the transcript as filed with BSE. We link to the exchange's copy; we do not host transcripts. Parakho is a data and screening tool, not an investment adviser — nothing here is a recommendation to buy, sell or hold.