BSECompany Update5d ago · 7 Aug 2026, 06:39 pm

Please find enclosed herewith the Transcript of the Earnings Conference Call held on Friday, July 31, 2026 at 12.30 PM IST.

Data Patterns (India) Ltd · 543428

✦ AI Summary▲ PositiveResults

Data Patterns (India) Ltd announced its Q1 FY '27 earnings call, with a strong order book of INR2,654 crores and international order book of INR39 crores. The company is confident of securing fresh order inflows of around INR2,000 crores during FY '27. The government's focus on higher indigenous content and defense procurement is creating opportunities across the ecosystem.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Data Patterns (India) Ltd - 543428 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

Attachments (1)

📄

7093a3fa-e59b-44c2-a5d3-faf1ede00cab.pdf

pdf

Download →
View document text
SEC/SE/057/2026-27 Chennai, August 07, 2026 To To National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra Kurla Complex, 25th Floor, P.J. Towers, Bandra(E), Dalal Street, Mumbai – 400051 Mumbai – 400 001 NSE Symbol - DATAPATTNS Company Code: 543428 Sub: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Transcript of Earnings Conference Call Dear Sir/ Madam, Further to our earlier letter no. SEC/SE/047/2026-27 dated July 28, 2026 intimating the schedule of Earning Conference call on the financial results for the quarter ended June 30, 2026, please find enclosed herewith the transcript of the Earnings Conference Call held on Friday, July 31, 2026 at 12:30 P.M. IST. The transcript of the earnings call is also available on the website of the company. We request you to take the above record and oblige. Thanking You. For Data Patterns (India) Limited Prakash R Company Secretary and Compliance Officer Membership No. F13620 Encl: As above “Data Patterns (India) Limited Q1 FY '27 Earnings Conference Call” July 31, 2026 MANAGEMENT: MR. S. RANGARAJAN – CHAIRMAN & MANAGING DIRECTOR – DATA PATTERNS (INDIA) LIMITED MR. VENKATA SUBRAMANIAN – CHIEF FINANCIAL OFFICER – DATA PATTERNS (INDIA) LIMITED MODERATOR: MS. PRAYASI PATEL – GO INDIA ADVISORS Page 1 of 23 Data Patterns (India) Limited July 31, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Data Patterns (India) Limited Q1 FY '27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your smartphone. Please note, this conference is being recorded. I now hand the conference over to Ms. Prayasi Patel from Go India Advisors, Thank you, and over to you, ma'am. Prayasi Patel: Thank you, Huda. Good afternoon, everyone, and welcome to Data Patterns (India) Limited Call to discuss Q1 FY '27 earnings call. We have the senior management of the company on the call Mr. S. Rangarajan, Chairman and Managing Director; and Mr. Venkata Subramanian, Chief Financial Officer. We must remind you that the discussion on today's call may include certain forward-looking statements and must be therefore viewed in conjunction with the risk that the company may face. May I now request Mr. Rangarajan sir to take us through the company's business outlook and financial highlights, subsequent to which, we will open the floor for the Q&A. Thank you, and over to you, sir. S. Rangarajan: Thank you, Prayasi. Good afternoon, ladies and gentlemen, and a warm welcome to all of you for the Q1 FY '27 earnings call of Data Patterns (India) Limited. We sincerely appreciate your continued trust, support and participation. I hope all of you have had the opportunity to review our earnings presentation, which has been uploaded on the stock exchanges and on our company website. Before Venkat takes you through the financial performance, I'd like to share a few key business updates and our outlook for the coming quarters. The quarter marks another important step in our long-term growth strategy. As our strategic investments over the past several years are beginning to translate into tangible business, business opportunity and a stronger market position. We continue to witness healthy customer engagement across multiple defense programs with increasing opportunities for larger value and complete contracts. We secured orders across avionics, radars, electronic warfare and automotive test equipment programs from various customers, including Ministry of Defense, DRDO and BrahMos, reflecting the growing confidence in our technology capabilities and execution track record. We also continue to pursue several large opportunities and are currently at various stages of discussion evaluation. A key milestone for us has been the successful transition of several products from the development stage to complete system solutions. This significantly expands our addressable market and enables us to participate in larger and higher-value programs. With differentiated capabilities, we're trying to convert them into single vendor opportunities. We're also leveraging our existing technology platforms and reusable building blocks to develop new products faster and more cost effectively, improving both scalability and speed to market. Our order book stands at INR2,654 crores, including orders negotiated, providing a healthy revenue visibility over the coming years. Page 2 of 23 Data Patterns (India) Limited July 31, 2026 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. 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. Policy environment also remains highly favorable. The government's continued focus on higher indigenous content and defense procurement is creating significant opportunities across the ecosystem, including the armed forces, defense PSUs and private sector companies. With a strong in-house design capabilities and proven execution track record, we believe Data Patterns is well positioned to benefit from this structural opportunity. Another encouraging development during the quarter was the initial traction in our drone and counter drone business, where we have started receiving orders. We believe that this business will become an important growth driver as demand for indigenous unmanned and counter UAVs solutions continue to increase. Coming to the quarter, our revenue trajectory continues to remain on track. As indicated earlier, we continue to invest in strengthening our engineering talent and future capabilities, resulting in higher employee cost base, is expected to remain elevated over the coming quarters. In addition, changes in the product is also impacted margins during the quarter. There are conscious investments that strengthen our long-term competitive position and prepare us for larger opportunities ahead. Looking ahead, the outlook of the Indian defense sector remains highly encouraging, supported by a robust order pipeline, expanding product portfolio, increasing export opportunities and favorable policy content, 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. We remain committed to investing in the technology, innovation and indigenous capability development while creating sustainable long-term value to all our customers. With that now, I hand over the floor to our CFO, Venkat, to take through the financial performance in greater detail. Venkata Subramanian: Thank you, sir. afternoon, ladies and gentlemen, and thank you all for joining us today. Let me take you through the financial highlights for the quarter first quarter of financial year 2027. Revenue from operations for Q1 FY '27 stood at INR116 crores, registering a healthy 17% year- on-year growth, driven by continued execution across our diversified defense programs. 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. EBITDA stood at INR31.4 crores with an EBITDA margin of 27%. Margins during the quarter were impacted by high employee costs associated with capability expansion and changes in the product mix. Profit after tax stood at INR22.1 crores with a PAT margin of 19%, reflecting a temporary impact due to uneven quarterly revenue. Page 3 of 23 Data Patterns (India) Limited July 31, 2026 The company continues to maintain a strong balance sheet remaining net debt free with cash, bank balances and investments of INR530 crores as [Showing first 8,000 characters — download PDF for full document]