Data Patterns India (DATAPATTNS) Q3 25/26 earnings summary

Executive summary

• Order book reached an all-time high of INR 1,868 crores, reflecting strong execution, diversified inflows, and robust revenue visibility across defense programs and exports.

• Achieved strong revenue and profitability growth in Q3 and 9MFY26, with continued investments in product development, technology, and capacity expansion.

• Strategic shift from subsistence supplier to full systems and solution provider, focusing on IP-driven products and partnerships with Indian and international corporates.

• Unaudited financial results for the quarter and nine months ended December 31, 2025, were approved by the Board on February 5, 2026.

• Statutory auditors issued an unmodified review conclusion, indicating no material misstatements.

Financial highlights

• Q3 FY26 revenue grew 48% year-on-year to INR 173 crores; nine-month revenue up 86% year-on-year to INR 580 crores.

• Q3 EBITDA at INR 78 crores, up 44% year-on-year, with margins at 44%; Q3 net profit at INR 58.3 crores (net margin 34%).

• Total income for the nine months ended December 31, 2025, was INR 602.22 crores, with net profit at INR 132.99 crores.

• Gross margin for Q3FY26 at 77.4%; 9MFY26 EBITDA margin at 30.7%.

• Basic and diluted EPS for Q3 FY26 was INR 10.42, up from INR 7.97 in Q3 FY25.

Outlook and guidance

• Management targets 20%-25% revenue growth over the medium term, with healthy EBITDA margins and a net debt-free balance sheet.

• Confident of achieving full-year revenue and EBITDA margin guidance, supported by record order book and disciplined cost management.

• Strong order pipeline of INR 2,000-3,000 crores expected over the next 18–24 months.

• The company continues to monitor regulatory changes, particularly regarding new labour codes, and will adjust accounting as needed.