| 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
- ₹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.
More from ideaForge Technology Ltd
All →ideaForge Technology Employee Stock Options
ideaForge Technology allotted 8,826 equity shares at Rs.10 face value upon exercise of vested stock options under its 2018 ESOP scheme. Post-allotment paid-up capital rises to Rs.49,71,73,320.
ideaForge Technology Other Announcement
Ideaforge Technology Ltd filed its quarterly shareholding pattern for the period ended December 31, 2024. This document provides the updated breakdown of promoter and public shareholding.
ideaForge Technology Investor Presentation: Key Takeaways
Q1 FY27 revenue reached INR 685.9 Mn with positive EBITDA of INR 42.8 Mn. Strategy focuses on indigenous technology, combat drone development, and fulfilling MoD orders while navigating supply chain disruptions.
ideaForge Technology Q1 FY27 Results: Net Loss of ₹2.6 Cr, Loss Narrows
ideaForge Technology Ltd reported revenue from operations of ₹68.6 Cr (+435.9% YoY) and a net loss of ₹2.6 Cr for Q1 FY27.
- Key figure
- Net loss ₹2.6 Cr
ideaForge Technology Earnings Call: Key Takeaways
June 2026 Corporate Presentation highlighting ideaForge's market leadership as the 3rd ranked global dual-use drone manufacturer with a $360M+ market cap and 108 patents.
ideaForge Technology Earnings Call: Key Takeaways
Q4 FY26 revenue reached record ₹141cr, delivering ₹60cr PAT. Management focus shifted toward execution and combat drone expansion.