Data Patterns India (DATAPATTNS) Q1 26/27 earnings summary

Executive summary

• Q1 FY27 revenue grew 16.8% year-on-year to INR 116 crore, driven by diversified defense programs and strong execution.

• Strategic acquisition of ST Advanced Composites Pvt. Ltd. completed, enhancing vertical integration and manufacturing capabilities.

• Order book as of June 30, 2026, stood at INR 9,277 million, with international orders at INR 39 crore, providing strong revenue visibility.

• Initial traction in drone and counter-drone business, with orders received and expectations for this segment to become a key growth driver.

• Management remains confident in achieving full-year guidance, supported by a strong order pipeline and favorable policy environment.

Financial highlights

• Q1 FY27 revenue from operations: INR 116.03 crore, up from INR 99.33 crore in Q1 FY26.

• Gross margin for Q1 FY27 was 78.9%, EBITDA margin at 27%, and PAT margin at 19%.

• Net profit for Q1 FY27 was INR 22.06 crore, with EPS at INR 3.94.

• Net debt-free status with cash, bank balances, and investments of INR 530 crore as of June 30, 2023, and INR 4,659 million as of June 30, 2026.

• Total expenses increased to INR 93.86 crore in Q1 FY27.

Outlook and guidance

• Management targets 20%-27% full-year revenue growth and expects to maintain EBITDA margins in the 35%-40% range.

• Strong order book pipeline of INR 20-40 billion anticipated over the next 24 months.

• Expecting INR 2,000 crore of fresh order inflows in FY27, in addition to current orders.

• Anticipate normalization of revenue in coming quarters as temporary customer approval delays resolve.

• Continued focus on product development, export expansion, and infrastructure build-out.