| Revenue growth | Revenue grew significantly to 68.6 Cr vs 12.8 Cr YoY. |
|---|---|
| Margins | Gross margin at 49%; blended FY guidance remains 50-55%. |
| Order book | Backlog of 256.8 Cr to be executed by Q3. |
| Demand visibility | Strong defense pipeline of 20,000 Cr under fast-track mode. |
| Management confidence | Confident, focusing on technological sovereignty and deep indigenization. |
Growth
Revenue surged to 68.6 Cr from 12.8 Cr YoY, driven by order execution and positive EBITDA.
Outlook
Executing remaining 256.8 Cr order book by Q3 FY27; targeting new 20,000 Cr defense procurement pipe.
Risks
Supply chain pressure on thermal cameras and electronics may delay specific deliveries despite strong order book.
Last quarter's promises, checked
Delivered
- Guided positive FY26 EBITDA → delivered positive FY26 EBITDA (= BEAT)
- Guided 40% Q3 order book execution in Q4 → delivered 40% execution (= BEAT)
- Guided 40-45% Q4 order book conversion → delivered 40% conversion (= BEAT)
Partly delivered
- Guided 50-55% blended annual margin → delivered 49% in Q1 (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: IDEAFORGE. Summary written with AI assistance from the document.
ideaForge Technology Ltd: key numbers
- Share price
- ₹700.80
- Market cap
- ₹3,484 Cr
- Revenue (annual)
- ₹226.1 Cr
- Net profit (annual)
- ₹-17.03 Cr
- P/E (TTM)
- 886.1×Sector 53.9×
- Promoter holding
- 25.26%-3.78% QoQ
- FII holding
- 8.27%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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