Current/ Expected Orderbook/ Pending Orders?

As of March 31, 2025, the order book stood at INR 730 crores. Including negotiated but yet-to-be-received contracts, the order book as of date is INR 860 crores. International order book as of March 31, 2025, is INR 107 crores. More than 70% to 80% of existing orders are expected to be executed within the current year. Some portion of new orders expected in the current year may also be executed in the same year. The company anticipates order inflows in FY '26 between INR 1,000 crores to INR 2,000 crores. Orders delayed from FY '25 are expected to materialize in FY '26, contributing to this pip

Any current/future new fundraising through debt or equity?

Data Patterns has not indicated any current plans for fundraising through debt. The company remains a zero-debt entity as of FY '25 and is managing operations without debt. There was mention of raising capital through QIP (Qualified Institutional Placement) earlier to fund R&D, but this was in the past. The INR150 crore expenditure planned over the next 1-2 years is for capital expenditure (infrastructure, production, testing) funded internally, not through new fundraising. No explicit mention or guidance on future fundraising through equity or debt was provided in the latest discussions. The

Any current/future capex/capital investment/strategic investment?

The company is investing approximately INR150 crores in capital expenditure over the next 1 to 2 years. This CAPEX is aimed at creating infrastructure for production, testing, and validation of systems, anticipating contracts in the next 2 to 3 years. This infrastructure build-up is to ensure readiness for delivery and scaling up as product developments mature. R&D expenditure has already seen over INR140 crores spent in the last 1.5 years on product development, with continued investments planned. These investments support moving from component supply to full-system solutions, enhancing engin

Future growth expectations in sales/revenue/volumes?

Company anticipates strong revenue growth of 20% to 25% for FY '26. Order book as of March 31, 2025, stands at INR 730 crores; including negotiated contracts, INR 860 crores. Expects order inflow to ramp up significantly in FY '26. Production and service business contribution to revenue projected to increase from ~55% to over 70% in 2-3 years. Long-term total addressable market (TAM) estimated between INR 20,000 to 30,000 crores in defence electronics and systems. Growth driven by repeat orders, emergency procurements, new product developments (radars, seekers, EW systems). Focus on building i

Future growth expectations in earnings/operating earnings/profits/EPS?

Data Patterns expects revenue growth of 20-25% for FY '26, consistent with prior guidance. Operating (EBITDA) margins are anticipated to be sustained between 35-40%. Bottom line (PAT) growth guidance is maintained at around 20% annually. While 30% bottom line growth is possible, it is not the current official guidance. The company plans significant capital expenditure (~INR150 crores) over 1-2 years to boost infrastructure for production and testing. Continued R&D investments (>INR140 crores already spent in past 1.5 years) support longer-term growth through new product development.

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Data Patterns (India) LtdQ1 FY25Aerospace & Defense

Data Patterns (India) Ltd Q1 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹4,507P/E: 91.6Market Cap: ₹22.9K CrSector: Aerospace & Defense

Management growth scorecard

Revenue

Category 2

Margin

Category 3

Fundraise

Yes

Order

Yes

Capex

Yes

3 of 5 growth signals are positive.

Full analysis

Revenue guidance

Category 2

→Company anticipates strong revenue growth of 20% to 25% for FY '26.
→Order book as of March 31, 2025, stands at INR 730 crores; including negotiated contracts, INR 860 crores.
→Expects order inflow to ramp up significantly in FY '26.
→Production and service business contribution to revenue projected to increase from ~55% to over 70% in 2-3 years.
→Long-term total addressable market (TAM) estimated between INR 20,000 to 30,000 crores in defence electronics and systems.
→Growth driven by repeat orders, emergency procurements, new product developments (radars, seekers, EW systems).
→Focus on building integrated system competencies to capture larger contracts and scale revenue.
→Targets maintaining sustainable EBITDA margins between 35%-40% alongside growth.
→Transition from development-heavy to production-heavy business expected to improve working capital and cash flow over next 2-3 years.

Margin guidance

Category 3

→Data Patterns expects revenue growth of 20-25% for FY '26, consistent with prior guidance.
→Operating (EBITDA) margins are anticipated to be sustained between 35-40%.
→Bottom line (PAT) growth guidance is maintained at around 20% annually.
→While 30% bottom line growth is possible, it is not the current official guidance.
→The company plans significant capital expenditure (~INR150 crores) over 1-2 years to boost infrastructure for production and testing.
→Continued R&D investments (>INR140 crores already spent in past 1.5 years) support longer-term growth through new product development.
→Growth will be driven by scaling production business to 70%+ of revenue from the current ~55%, as product development matures.
→Improved cash flows and working capital efficiency expected over 2-3 years as projects transition from development to production phase.

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Fundraise plans

Yes

→Data Patterns has not indicated any current plans for fundraising through debt.
→The company remains a zero-debt entity as of FY '25 and is managing operations without debt.
→There was mention of raising capital through QIP (Qualified Institutional Placement) earlier to fund R&D, but this was in the past.
→The INR150 crore expenditure planned over the next 1-2 years is for capital expenditure (infrastructure, production, testing) funded internally, not through new fundraising.
→No explicit mention or guidance on future fundraising through equity or debt was provided in the latest discussions.
→The company is focusing on scaling through internal cash flows, with a strong cash position of over INR453 crores as of March 31, 2025.

Order book

Yes

→As of March 31, 2025, the order book stood at INR 730 crores.
→Including negotiated but yet-to-be-received contracts, the order book as of date is INR 860 crores.
→International order book as of March 31, 2025, is INR 107 crores.
→More than 70% to 80% of existing orders are expected to be executed within the current year.
→Some portion of new orders expected in the current year may also be executed in the same year.
→The company anticipates order inflows in FY '26 between INR 1,000 crores to INR 2,000 crores.
→Orders delayed from FY '25 are expected to materialize in FY '26, contributing to this pipeline.
→Repeat orders and emergency procurement contracts are key contributors to expected order inflows.
→Work on procurement and design for expected contracts has already started as a proactive measure.

Capex plans

Yes

→The company is investing approximately INR150 crores in capital expenditure over the next 1 to 2 years.
→This CAPEX is aimed at creating infrastructure for production, testing, and validation of systems, anticipating contracts in the next 2 to 3 years.
→This infrastructure build-up is to ensure readiness for delivery and scaling up as product developments mature.
→R&D expenditure has already seen over INR140 crores spent in the last 1.5 years on product development, with continued investments planned.
→These investments support moving from component supply to full-system solutions, enhancing engineering and design capabilities with a workforce of around 1,100 engineers.
→The strategic focus includes building competencies to produce new-age defense products like radars, secure communication systems, and seekers in-house.

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