Arthneeti
IT

Ideaforge Technology Ltd

Q4 FY26Aerospace & Defense

Ideaforge Technology Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹812
Market cap₹4.3K Cr
Updated23 Aug 2026
Read4 min read

The short version

FY27 expected to execute order book of approximately INR 310 crores within first 3 quarters, providing strong revenue base. FY27 outlook: IdeaForge expects to execute the entire open order book (~INR310 crores) within the first 3 quarters, providing strong revenue visibility.

From Ideaforge Technology Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY27 expected to execute order book of approximately INR 310 crores within first 3 quarters, providing strong revenue base.
  • Opportunities in run-rate business ongoing; also working towards large capital procurement opportunities, though tenders are still in progress.
  • Market demand is shifting towards more advanced drone capabilities with higher volumes.
  • Government procurement focus on tactical drones and faster procurement cycles expected to create multibillion-dollar opportunities.
  • Expansion into new product lines like combat drones, loitering munitions, and long-range strike systems is planned.
  • International and civil enterprise markets are additional growth avenues.
  • Overall, revenue growth expected through disciplined execution, technology leadership, and evolving opportunity pipeline without specific numerical projections.

Profitability & Margins

See what Ideaforge Technology Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

- The company continues to invest in technology leadership focused on differentiated capabilities such as: - Electronic Warfare (EW) resilience - Multi-UAV autonomy - AI integration - Secure communications - GNSS-denied navigation - Payload flexibility - Development of next-generation platforms including combat UAVs - Development efforts include both in-house capabilities and partnerships to augment combat drone capabilities. - No explicit mention of specific current or future capital expenditure amounts was provided. - Strategic investments revolve around expanding indigenous technology base, including homegrown autopilot, communication technologies, and GPS/GNSS solutions. - The company is also focused on diversification through international markets, drone-as-a-service, analytics, and partnerships. - Emphasis on managing supply chain challenges and executing a stronger order book with quality and discipline. (No specific capital expenditure figures or discrete strategic investment details were disclosed in the provided pages.)

Top-ranked in Aerospace & Defense

Ranked on what management guided this quarter

5x potential
1Rossell Techsys
Rev 1Mar 1
2Shree Refrigerations Ltd
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Ideaforge Technology Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • Opening order book for FY27 is approximately INR 310 crores.
  • This INR 310 crores order book is expected to be executed entirely within FY27 (first 3 quarters).
  • FY26 order inflow was approximately INR 530 crores, the highest annual order booking in the company's history.
  • The order book comprises a mix of defense and civil customer orders, with defense being the larger share.
  • Orders include platforms such as ZOLT, SWITCH, NETRA, and Q6 categories.
  • The company continues to see new run-rate opportunities and large capital procurement tenders under progress.
  • There is ongoing work to secure more orders in both domestic and international markets, with some large opportunities awaiting tendering.
  • 40% of the open order book was executed in Q4 FY26, demonstrating strong execution capability.

Ideaforge Technology Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹141 Cr, net profit ₹60 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

Continue your research

What Ideaforge Technology Ltd's management said in earlier quarters

Others in Aerospace & Defense this season

  • Apsis Aerocom Ltd (Q4 FY26)

    Capacity expansion includes a potential Unit 3 to add over ₹70 crore in business beyond FY28. Key concall takeaways from Apsis Aerocom Ltd's Q4 FY26 earnings…

  • Avantel Ltd (Q4 FY26)

    Current order book stands at about ₹1,000 crores, supporting this growth. Key concall takeaways from Avantel's Q4 FY26 earnings call — and how it ranks against…

  • Techera Engineering India Ltd (Q4 FY26)

    The revenue mix is likely to see MRO taking the largest share (30%-40%), followed by tooling (25%-30%) and ground support equipment. Key concall takeaways from…

  • Rossell Techsys Ltd (Q4 FY26)

    Semiconductor and space segments to grow significantly, with a 300%-400% increase in FY27 revenues over FY26. Key concall takeaways from Rossell Techsys Ltd's…

Compare:vs Hindustan Aeronautics Ltdvs Bharat Electronics Ltdvs Bharat Dynamics Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were Ideaforge Technology Ltd Q4 FY26 results?

FY27 expected to execute order book of approximately INR 310 crores within first 3 quarters, providing strong revenue base. FY27 outlook: IdeaForge expects to execute the entire open order book (~INR310 crores) within the first 3 quarters, providing strong revenue visibility.

What is Ideaforge Technology Ltd share price analysis?

Ideaforge Technology Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹4,335 Cr. Investors should review the full earnings analysis for detailed insights.

Is Ideaforge Technology Ltd planning capital expenditure?

The company continues to invest in technology leadership focused on differentiated capabilities such as: - Electronic Warfare (EW) resilience - Multi-UAV autonomy - AI integration - Secure communications - GNSS-denied navigation - Payload flexibility - Development of next-generation platforms including combat UAVs - Development efforts include both in-house capabilities and partnerships to augment combat drone capabilities.

Keep Ideaforge Technology Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.