Questions across 8 calls

Hardik Rawat

IIFL Capital

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Feb26.pdf · 2026-02-06

Many, many congratulations to the management team on a robust quarter and healthy growth and inflows. Sir, my first question is with regards to the inflows themselves. So, the PPT and the press release mentioned that orders negotiated, which are not awarded as on date stands at about INR11 billion? Just wanted to understand by when do you expect these orders to be received? And what could be the broader mix between development and production within this? Any large orders that you'd like to highlight, which is the orders that are negotiated?

Fair enough, sir. And with these orders coming in, we could possibly be looking at an order book of about INR18 billion to INR19 billion whenever they come, which will be very sizable. And like it was mentioned in the PPT, the highest ever for us. What would be the execution cycle, so to speak, for this order book?

Data Patterns (India) Limited CC-Nov25.pdf · 2025-11-13

Congratulations on a good set of numbers, sir. My first question would be with regards to the strategic order. Now I understand th at you cannot share much more details on the specifics of the project. But from a margin standpoint, would it be safe to assume that had we not ex of this project, our EBITDA margins for the current quarter would have been in the guided range of 35% to 40%?

Got it, sir. And for the disclosures given in the PPT, roughly INR200 crores of execution has been done for the DRDO in this quarter. Would it be safe to assume that a large part, if not all, roughly 75% would be towards this large order? What would be the overall contribution? A large part of it. Sir, second question would be with regards to our order book, which currently stands at INR640-odd crores. Sir, could you please mention three or five large orders which are priced in this? And what would be the value of those contracts?

Data Patterns (India) Limited CC-Jun25.pdf · 2025-08-08

My first question would be with regards to the delays that you mentioned. So , sir, could you please tell us exactly which orders have faced these delays in customer testing? And what could be the quantum of slippage in revenue recognition that we've seen in the quarter?

Got it, sir. Sir, another question was with regards to your commentary on the order inflows. Now your commentary is quite encouraging . And it would be a fair assumption that roughly INR15 billion-plus worth of order for the full fiscal is something that we should be looking at, INR15 billion to INR20 billion on an overall basis?

Solar Industries India Limited

Solar Industries India Limited CC-Mar25.pdf · 2025-05-21

Manishji, I had a couple of questions with regards to our defense order book. Now that has scaled up beautifully to about INR15,000-odd crores. We are targeting roughly INR3,000-odd crores worth of revenue in FY '26. I wanted to know what is the possibility that in how many years do you think we can possibly execute this order book of INR15,000-odd crores?

So our current defense order book of INR15,000 crores.

Hindustan Aeronautics Limited

Hindustan Aeronautics Limited CC-Mar25.pdf · 2025-05-16

Thanks for the opportunity. Sir, I just wanted to understand o ur stated target is for 12 jets in the current fiscal. What sort of revenue would this turn into? The 12 jets. What would be the revenue potential?

Rs. 3,000 crores for the 12 jets.

Netweb Technologies India Limited

Netweb Technologies India Limited CC-Mar25.pdf · 2025-05-05

Thank you. We can now proceed to the Q&A session.

Thank you and congratulations team on another strong quarter. I'd like to begin with the revised revenue projection of 35% to 40% CAGR that we're giving out. And if I got it correctly, we are -- we expect the AI enterprise workstations vertical to form roughly 20% of overall revenue for FY '26. That's correct, right?

Bharat Electronics Limited

Bharat Electronics Limited CC-Jun25.pdf ·

Orders to be executed, sir. Manoj Jain : Order s to be executed, then it's okay. LRSAM , of co urse, always are tops for us. So LRSAM around INR3,000 crores, we are working to execute this year. HimShakti is another big program where we are going to realize the revenue around INR1,700 - plus crores. Akash Army, around INR1,300 crores, D29, LRU for LCA , BSS and Rudra around INR600 crores to INR800 crores each and then links you to IACCS , Shakti EW, BMP - 2 upgrade around INR500 - plus crores and then remaining are smaller, smaller things. So overall, we have BHAMreucr / tON / cs planned totally how we're going to execute in next 3 quarters left over to achieve this growth of at least 15% for this year.

Got it, sir. That's very helpful. One last question would be with regards to the margin front. Now we have seen a sharp expansion in the operating margin, which h as largely been led by the gross margins yet our other expenses have grown as a percentage of sales by roughly 215 bps to 9.5 percentage. Any specific reason because of this -- reason for this jump as a percentage of sales? Have we made any additional prov isioning this quarter? Manoj Jain : Yes, very regular provisioning will be a part of whatever we need to do at that particular point of time, depending on the delivery schedule of products. But in certain cases, we get the DD extension without the LD or wit hout the penalties also. So, we are able to reverse. So, provisioning is there as a part of other expenses. But that is a regular feature we do .

Bharat Electronics Limited CC-Nov25.pdf ·

Congratulations on a good set of numbers. So extending previous participant's question, what are projects that -- do we expect to execute in the second half of this current fiscal? I gather that you mentioned the projects that we have executed, but what are the large projects that we are expecting to execute in the -- can you hear me?

Got it, sir. And sir, historically, for the naval platforms that have gotten ordered, our -- typi cally, our share has been around in terms of electronic subsystems that go into it, anywhere around 20%, 25% of the overall cost do we see a similar order inflow coming in from the recently announced landing platform docks or the amphibious vehicles that t he AON was recently granted for?