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Earnings Call

ideaForge Technology Earnings Call: Key Takeaways

Q4 FY26 revenue reached record ₹141cr, delivering ₹60cr PAT. Management focus shifted toward execution and combat drone expansion.

Why this was an Alfa AlertNot a filter event. Financial performance aligns with prior indications of turning EBITDA positive in FY26.
Highlights
Revenue growthFY26 revenue ₹286.1cr vs ₹161cr YoY.
MarginsTargeting 50-55% blended gross margins for FY27.
Order bookRecord FY26 inflow of ₹530cr; ₹310cr current open book.
Demand visibilityStrong; ₹310cr opening order book for FY27.
Management confidenceHigh; cited turnaround year with strongest ever order inflow.

Growth

FY26 revenue grew to ₹286.1cr vs ₹161cr in FY25. Q4 EBITDA margin hit 52.6%.

Outlook

FY27 margin guidance set at 50-55%. Opening FY27 order book of ₹310cr slated for execution.

Risks

Global supply chain constraints for thermal imagers and geopolitical volatility impact material availability.

Source

Earnings Call filed with BSE, NSE: IDEAFORGE. Summary written with AI assistance from the document.

Read the document ↗

ideaForge Technology Ltd: key numbers

Share price
₹729.85
Market cap
₹3,629 Cr
Revenue (annual)
₹226.1 Cr
Net profit (annual)
₹-17.03 Cr
P/E (TTM)
922.8×Sector 53.6×
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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