Stockrabit · Analysts
Questions across 2 calls

Yash Poddar

Viansh Ventures

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Nov25.pdf · 2025-11-13
So my question was about the -- I would like to flip the lens on the strategic contract order and ask the question regarding we have taken this at a competitive price because there is a strategic reason behind it, and that also brought down the margins. But if we normalize this, if we assume that going forward. We are to get repeated orders within this category itself, irrespective of the quantum, it could be the same, it could be larger. What woul d be the actual normalized margins for this type of a strategic contract order if you had taken it at a regular rate and not the competitive pricing, how much further would that take up our margins?
Okay. And my second question was about that in the presentation, we are seeing that you are estimating INR1,000 crores inflow for the remaining part of the year. In this current quarter, the larger component has come out to be a developmental revenue. So the remaining INR1,000 crores expected i nflow, is that going to be more towards -- can you tell us like the breakup between the production development and AMC side? How will that be split up the remaining INR1,000 crores?
Data Patterns (India) Limited CC-Mar25.pdf · 2025-05-19
Yes. So firstly, congratulations on the set of the numbers. I wanted to actually understand a little bit about the R&D expenditure pattern for the company. Last couple of quarters' presentations, you have spoken about a decent amount being invested towards the R&D side. Now there are two questions with regards to that. The first one would be, going forward, and as we speak today, presently, the R&D spends would be -- how would we attribute this R&D spends from a revenue standpoint? Are we able to attribute the R&D spend to any specific, say, customer base or the revenue segment and be able to pinpoint where we are deriving maximum benefit from the R&D expenditure currently?
Okay. Understood. Understood. And my other question was with regards to the TAM that you have mentioned previously, and I think one of the questions you had answered prev iously that we are trying to expand the TAM of the company. So if I were to look at and allude to some of the things mentioned in the previous calls with regards to new age defence products such as UAVs and the next 10 years of how defence procurement is looking. How would we be positioned today in terms of both R&D as well as execution? And so -- and would this also have a correlation with the 20% topline -- sorry, the 20% bottom line growth that you're mentioning o r in terms of profile, t his is going to change drastically over the next couple of years?