Data Patterns FY25: High-Tech Defence Play Firing on All Fronts
Data Patterns
DATAPATTNS
FY25: High-Tech Defence Play Firing on All Fronts
Strong Growth Trajectory
Revenue: ₹708 Cr (+36% YoY)
PAT Margin: 31% | EBITDA Margin: 39%
Robust order book at ₹730 Cr supports visibility for FY26
Operational Excellence
Expanding in critical defence areas: radars, electronic warfare, avionics, SATCOM
High-value systems like ADFCR, ALPHA Radar, SDRs, and jammer pods now scaling well
Focus on indigenisation makes it a key player in India’s defence self-reliance story
FY26 Guidance
Revenue growth: 20–25%
EBITDA margin expected to stay strong at 35–40%
Expanding capacity, R&D, and hiring domain talent to power the next leg
Investor Check
3Y CAGR: Revenue 32%, Net Profit 48% – impressive consistency
Stock has shown strong recovery from 52-week low
Trades above 200DMA & 50DMA, but slightly below 20DMA (short-term weakness)
Promoters hold steady at 42.41%, no pledging — clean ownership
FII/DII trimmed stakes last quarter, public shareholding rising
Learning Insight:
Companies like Data Patterns with high R&D intensity and indigenous defence focus can command premium valuations — but watch for order inflow momentum and global defence capex trends.
Lesson: Long-term value lies in companies building proprietary tech in high-barrier sectors like defence and aerospace.