Ideaforge Technology Ltd
Ideaforge Technology Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 begins with a strong order book of approximately INR 310 crores, expected to be executed mostly within the year. FY26 marked a turnaround with highest annual orders (~INR 530 crores), positive EBITDA, and improved PAT, signaling recovery and scale potential.
From Ideaforge Technology Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 begins with a strong order book of approximately INR 310 crores, expected to be executed mostly within the year.
- The revenue for FY27 is indicated to be strong, driven by conversion of existing orders and ongoing run rate business opportunities.
- Company is pursuing large-scale capital procurement opportunities, with some tenders approved but yet to be tendered, indicating potential future order inflows.
- Emphasis on expanding civil, enterprise software-led, and international markets via platforms, drone-as-a-service, analytics, and partnerships.
- Market opportunity is expanding due to government prioritization of advanced tactical drone and drone defense procurement.
- Order inflows may remain lumpy quarterly but show a positive trend overall.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Ideaforge Technology Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is continuing technology investments to maintain and strengthen margin control and business growth.
- Focused investments are on differentiated capabilities such as EW resilience, multi-UAV autonomy, AI, secure communications, GNSS denied navigation, payload flexibility, and next-gen platforms including combat UAVs.
- Capital investments will blend in-house capability development with strategic partnerships to augment technology.
- Emphasis on integrating combat drone capabilities, with incremental combat payload layers being developed.
2 more points management made on capital expenditure plans
Top-ranked in Aerospace & Defense
Ranked on what management guided this quarter
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
- The opening order book for FY27 is approximately INR 310 crores.
- This order book is slated to be executed within FY27, primarily within the first 3 quarters.
- The company converted about 40% of the open order book in Q4 FY26.
- FY26 saw the highest-ever annual orders of around INR 530 crores across defense and civil customers.
- There are ongoing opportunities in run-rate business segments and large capital procurement tenders, some of which are in advanced stages or under tendering process.
- The company is evolving its order pipeline with a mix of international markets, civil enterprise, and defense opportunities.
2 more points management made on order book & pipeline
Ideaforge Technology Ltd — Quarterly revenue & net profit
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 Tech's management said in earlier quarters
- Q4 FY25 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Ideaforge Technology Ltd Q4 FY26 results?
FY27 begins with a strong order book of approximately INR 310 crores, expected to be executed mostly within the year. FY26 marked a turnaround with highest annual orders (~INR 530 crores), positive EBITDA, and improved PAT, signaling recovery and scale potential.
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 is continuing technology investments to maintain and strengthen margin control and business growth.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.