Guidance ledger · Q4 FY26

Data Patterns India Ltd DATAPATTNS

4 revisions on record · 3 lowered · 1 raised — the strikethrough is what management used to say

mixed guidance posture · shifted across quarters

Holding view → · latest concall · The pulse

↑ raised EBITDA margin band Q1 FY26 → Q4 FY26

~~35% to 40%~~ → 38% to 40%

“healthy EBITDA margins of 38% to 40%”

↓ lowered Order book (reported) Q3 FY26 → Q4 FY26

~~INR1,868 crores all-time high~~ → INR926 crores (INR2,062cr including negotiated and expected)

“our order book stood at approximately INR926 crores while including negotiated and expected orders, the order book pipeline remained strong at around INR2,062”

↓ lowered INR1,100cr negotiated order conversion timeline Q3 FY26 → Q4 FY26

~~It should happen this quarter (Q4FY26)~~ → in the next 1 to 2 months time, we should expect the contracts to happen

“I think in the next 1 to 2 months' time, we should expect the contracts to happen”

↓ lowered Working capital cycle target Q3 FY26 → Q4 FY26

~~270 to 300 days (3-5 year horizon)~~ → 320 to 340 days going forward

“We expect it to probably settle down at 320 to 340 days going forward”

Method. Revisions come from management's own stated numbers, compared quarter over quarter across the covered concalls; each carries the verbatim quote. “No revisions” can also mean guidance too vague to pin down — see the posture chip above. Not investment advice.