Data Patterns (India) Q2 profit estimate rises 72% to Rs 84.5 crore

Data Patterns (India) Limited is scheduled to consider its Q2 FY27 financial results on November 6, 2026, with Motilal Oswal estimating adjusted net profit of Rs 84.5 crore, 72% higher year-on-year, on expected revenue recovery after customer inspection and approval delays affected the June quarter.

When will Data Patterns announce its Q2 FY27 results?

Data Patterns will hold its board meeting on Friday, November 6, 2026, to consider and approve unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2026. The company had informed exchanges about the meeting on October 30.

The results are important because the June quarter reflected the uneven timing of defence-project execution. Data Patterns reported revenue from operations of Rs 116 crore in Q1 FY27, up 17% year-on-year, but substantially below the Rs 345 crore reported in the March 2026 quarter. The company attributed the near-term pressure to customer inspection and approval delays that affected revenue recognition.

Data Patterns has also scheduled an earnings conference call for November 9, 2026, at 11:00 AM IST. The call, hosted by Go India Advisors, is intended to cover the company's standalone and consolidated financial performance and management's outlook.

What are the Q2 FY27 estimates for Data Patterns?

Motilal Oswal estimates that Data Patterns could report consolidated revenue of Rs 369 crore for Q2 FY27, compared with Rs 307.5 crore in Q2 FY26, implying 20% year-on-year growth. The estimate suggests that a portion of revenue affected by first-quarter customer approvals may be recognised in the September quarter.

The brokerage estimates EBITDA of Rs 104.7 crore, up about 53% from Rs 68.5 crore a year earlier. It expects the EBITDA margin to improve to 28.4% from 22.3% in Q2 FY26. Adjusted net profit is estimated at Rs 84.5 crore, compared with Rs 49.2 crore in the corresponding quarter last year.

These are brokerage estimates rather than reported results. The board's financial statements and management commentary will determine whether the expected revenue recovery and margin improvement materialised during the quarter.

Why did Data Patterns report a weak first quarter?

Data Patterns reported Q1 FY27 revenue of Rs 116 crore, while EBITDA declined 2% year-on-year to Rs 31.4 crore and adjusted net profit fell 14% to Rs 22.1 crore. The performance indicated that higher year-on-year revenue did not translate into stronger operating profit during the quarter.

Management cited customer inspection and approval delays as a factor affecting revenue. In defence manufacturing, contract execution can depend on customer testing, inspections and formal acceptance processes, which can shift invoicing and revenue recognition between quarters. Motilal Oswal expects some revenue delayed in Q1 FY27 to spill into Q2 FY27.

The company's quarterly financial history also shows variability. Revenue was Rs 307 crore in September 2025, Rs 173 crore in December 2025, Rs 345 crore in March 2026 and Rs 116 crore in June 2026. This pattern is consistent with project-led execution cycles, where delivery schedules and approvals can affect quarterly comparisons.

What supports Data Patterns' revenue visibility?

Data Patterns reported an order book of about Rs 920 crore at the end of Q1 FY27. It also disclosed an executable opportunity pipeline of around Rs 2,650 crore, including negotiated contracts awaiting final approvals.

The identified opportunities include air-defence radars, counter-drone systems, BrahMos seekers, naval electronics and aircraft upgrade programmes. These areas are central to the company's defence-electronics portfolio, although opportunity-pipeline figures should not be treated as confirmed orders until contracts receive final approval.

Data Patterns has retained its FY27 guidance for 25% revenue growth and an EBITDA margin of 35% to 40%, despite the softer first-quarter operating performance. It also plans to invest more than Rs 200 crore over the next two years in manufacturing infrastructure, testing facilities and artificial-intelligence capabilities, alongside work on electronic warfare systems, radar warning receivers and communication systems.

How could the Q2 result affect investors and the defence sector?

For investors, the Q2 result will provide a clearer view of whether the June-quarter weakness was mainly a timing issue or whether operational pressure persisted beyond customer approvals. Revenue, EBITDA margin and management's reaffirmation or revision of FY27 guidance will be key reported indicators.

The result will also be relevant to the listed defence-manufacturing sector, where order execution, acceptance milestones and capacity investment influence quarterly financial outcomes. Data Patterns operates in specialised electronics categories linked to domestic defence procurement, making order conversion and execution visibility important alongside headline revenue growth.

Motilal Oswal has maintained its FY27 and FY28 earnings estimates. The brokerage expects revenue, EBITDA and adjusted net profit to grow at compound annual rates of 25%, 23% and 30%, respectively, between FY26 and FY28. Those projections depend on execution of the existing order book, conversion of opportunities and the timing of customer approvals.

Conclusion

Data Patterns enters its Q2 FY27 results with expectations of a substantial year-on-year profit recovery. Motilal Oswal's estimate of Rs 84.5 crore in adjusted net profit and Rs 369 crore in revenue is based on an anticipated release of delayed revenue and stronger operating performance than in Q1 FY27.

Investors will next watch the November 6 board-approved results and the November 9 management call for details on inspection-related delays, order conversion and FY27 guidance. The reported order book of Rs 920 crore, opportunity pipeline of Rs 2,650 crore and planned investment of over Rs 200 crore remain the main disclosed markers of Data Patterns' execution plans.