Data Patterns India (DATAPATTNS) Investor presentation summary

Business profile and capabilities

• Incorporated in 1998; 1,137 engineers as of Sep 2026, including 91 hires in Q2FY27. Revenue and EBITDA CAGR were 31% and 30%, respectively, in FY22-26.

• Provides integrated defence and aerospace electronics from design through manufacturing, spanning radars, electronic warfare, communications, avionics, satellites and test equipment.

• H1FY27 gross margin was 73.6%, EBITDA margin 25.2%, ROE 14.0% and ROCE 17.9%.

• Strategic priorities include moving from reusable in-house building blocks to complete systems, expanding exports and investing in products, technology and capex.

Q2FY27 and H1FY27 performance

• Q2FY27 revenue was Rs 1,332 Mn, down 56.7% YoY and up 14.8% QoQ; H1FY27 revenue was Rs 2,493 Mn, down 38.7% YoY.

• Q2FY27 EBITDA was Rs 314 Mn, down 54.1% YoY, with a 23.6% margin; H1FY27 EBITDA was Rs 628 Mn, down 37.5%, with a 25.2% margin.

• Q2FY27 net profit was Rs 220 Mn, down 55.3% YoY; H1FY27 net profit was Rs 440 Mn, down 41.1% YoY.

• Q2FY27 gross margin was 69.0%, versus 38.5% YoY; H1FY27 gross margin was 73.6%, versus 48.6% YoY.

• Cash, bank balances and investments totaled Rs 4,053 Mn as of 30 Sep 2026.

Orders and revenue visibility

• H1FY27 order inflows were Rs 10,464 Mn, nearly three times H1FY26; Q2FY27 inflows were Rs 9,291 Mn, including major BEL radar production orders.

• Order book was Rs 17,236 Mn as of 30 Sep 2026; the presentation separately cited Rs 2,698 Cr including orders received and negotiated.

• H1 order book build-up: Rs 10,464 Mn inflow, Rs 2,493 Mn executed and Rs 17,236 Mn closing balance; international order book was Rs 32 Cr.

• FY27 order inflow expectation was Rs 2,000 Cr, excluding orders already received and negotiated.