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Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
29 announcements match the current filters (relevance ≥ 5).
ideaForge Q4 FY26 Revenue Surges to ₹141 Cr; FY26 Order Inflow Hits Record ₹530 Cr
ideaForge reported its highest-ever quarterly revenue of ₹141 crores in Q4 FY26, driven by the execution of 40% of its open order book. The company achieved a record annual order inflow of ₹530 crores for FY26, ending the year with a healthy opening order book of ₹310 crores for FY27. While the full-year PAT remained negative at ₹17 crores, the company successfully turned EBITDA positive at ₹27 crores. Management is now focusing on high-growth areas like combat drones and international expansion, having secured its first US order and a strategic partnership in Japan.
Key Highlights
Q4 FY26 revenue stood at ₹141 crores with a PAT of ₹60 crores and an EBITDA margin of 52.6%
Record annual order bookings of ₹530 crores achieved in FY26, with an opening order book of ₹310 crores for FY27
Full-year FY26 EBITDA turned positive at ₹27 crores compared to the previous year
Successfully delivered and received customer acceptance for Electronic Warfare (EW) resilient systems
Expanded international footprint with the first US order from Texas and a strategic MOU with DMP Japan
👀 What to Watch
Investors should focus on the company's ability to maintain execution momentum on its ₹310 crore order book and its transition to full-year net profitability in FY27. The entry into the combat drone and loitering munitions market represents a significant long-term growth catalyst.
Ideaforge Reports Record Q4 Revenue of ₹1,410 Mn; FY26 Order Book Hits ₹5,300 Mn
Ideaforge Technology achieved a significant turnaround in FY26, reporting its highest-ever quarterly revenue of INR 1,410.4 Mn in Q4. The company turned EBITDA positive for the full year at INR 271.2 Mn, driven by a massive order booking of approximately INR 5,300 Mn during the fiscal. Key strategic wins include its first US order and training NATO forces, validating its global competitiveness. With an opening order book of INR 3,142 Mn for FY27 and expansion into combat drones, the company shows strong growth momentum.
Key Highlights
Achieved highest-ever quarterly revenue of INR 1,410.4 Mn in Q4 FY26, executing 40% of open orders.
Full-year FY26 EBITDA turned positive at INR 271.2 Mn (12% margin) compared to a loss of INR 315.3 Mn in FY25.
Total order booking for FY26 reached a record ~INR 5,300 Mn, leaving an opening book of INR 3,142 Mn for FY27.
Successfully entered the US market with an inaugural order from Lamar Police Department and trained NATO forces.
Cumulative flights crossed 950,000, with 250,000+ flights launched in FY26 alone, demonstrating operational reliability.
👀 What to Watch
The company has demonstrated a strong turnaround with record execution and a robust order book; investors should monitor the scale-up in international markets and the development of high-margin combat drones.
ideaForge Q4 Revenue Surges to INR 141 Cr; Highest-Ever Annual Order Book of INR 530 Cr
ideaForge reported a significant turnaround in Q4 FY26, with revenue jumping to INR 141 Cr and a PAT of INR 60 Cr, driven by the execution of 40% of its open order book. The company achieved its highest-ever annual order inflow of ~INR 530 Cr, providing strong visibility for FY27. While the full-year FY26 ended with a net loss of INR 17 Cr, it is a substantial improvement from the INR 62.3 Cr loss in FY25. Strategically, the company is expanding into high-value combat drones and has secured its first international order in the US.
Key Highlights
Q4 FY26 revenue grew nearly 7x YoY to INR 141 Cr compared to INR 20.3 Cr in Q4 FY25.
Achieved highest-ever annual order inflow of ~INR 530 Cr in FY26 from defense and civil sectors.
Turned profitable in Q4 with a PAT of INR 60 Cr and achieved positive full-year EBITDA of INR 27.1 Cr.
Expanding product portfolio into combat drones, including loitering munitions and kamikaze platforms.
Successfully entered the US market with the first purchase order and signed an MoU for Japan expansion.
👀 What to Watch
Investors should monitor the conversion of the massive INR 530 Cr order book into revenue during FY27 to confirm if the Q4 profitability is sustainable. The entry into the combat drone segment and international markets represents a significant long-term growth lever.
ideaForge FY26 Results: Total Assets Grow to ₹8,197 Mn; PPE Surges 3x on Expansion
ideaForge Technology reported its audited financial results for FY26, highlighting a significant balance sheet expansion with total assets reaching ₹8,197.19 million. The company undertook massive capital expenditure, with Property, Plant, and Equipment (PPE) rising to ₹906.83 million from ₹316.61 million YoY. While trade receivables improved drastically from ₹928.47 million to ₹263.71 million, cash and bank balances saw a sharp decline as funds were likely redeployed into investments and CapEx. The board has also re-appointed internal and tax auditors for FY27.
Key Highlights
Total Assets increased by 19.7% YoY to ₹8,197.19 million as of March 31, 2026.
Property, Plant, and Equipment (PPE) surged to ₹906.83 million from ₹316.61 million, indicating aggressive capacity building.
Trade Receivables significantly reduced to ₹263.71 million from ₹928.47 million, showing improved working capital efficiency.
Inventories rose to ₹1,270.13 million from ₹898.65 million, suggesting preparation for a larger order pipeline.
The 19th Annual General Meeting (AGM) is scheduled for August 05, 2026.
👀 What to Watch
Investors should monitor if the nearly 3x increase in fixed assets translates into higher revenue in the coming quarters. The sharp reduction in receivables is a positive sign for cash flow management despite lower ending cash balances.
ideaForge Clarifies Non-Binding MoU with Japan's DMP for AI Drone Development
ideaForge Technology Limited has clarified that it signed a non-binding Memorandum of Understanding (MoU) with Japan-based Digital Media Professionals Inc. (DMP). The collaboration focuses on integrating DMP’s edge AI system-on-chip (SoC) technology into ideaForge’s UAV platforms to enhance autonomous capabilities for defense and industrial use. While the news highlights an entry into the Japanese market, the company stated this is a preliminary, routine business activity with no current material impact on financials. The clarification was issued following a surveillance query from the National Stock Exchange regarding recent media reports.
Key Highlights
Signed a non-binding MoU with Japan-based Digital Media Professionals Inc. (DMP) for technical exploration.
Aims to integrate edge AI system-on-chip (SoC) technology to enhance UAV autonomous capabilities.
Targeting the Japanese market for defense and industrial drone applications.
Company confirmed the MoU is currently non-material and has no impact on financial statements.
Clarification issued in response to an NSE query dated April 28, 2026, regarding news verification.
👀 What to Watch
Investors should monitor for any progression from this non-binding MoU to a definitive commercial agreement, which would signal a concrete expansion into the Japanese market. No immediate action is necessary as the current impact on operations and revenue is negligible.
ideaForge Q3 FY26: Order Book Hits INR 368 Cr; Management Targets Profitability in Q4
ideaForge reported a muted Q3 in terms of financial numbers but highlighted a record year-to-date order inflow of INR 440 crores, the highest in its history. The current open order book stands at INR 368 crores, with management confident of executing 40-45% of this in Q4 FY26. The company secured significant orders worth over INR 100 crores from the Indian Army for ZOLT and SWITCH UAVs. Management expects to turn profitable in Q4 FY26 with gross margins projected to exceed 50% for the full year.
Key Highlights
Added INR 440 crores in orders year-to-date FY26, with an open order book of INR 368 crores as of January 2026.
Secured emergency procurement orders from the Indian Army worth over INR 100 crores for tactical UAVs.
Management guides for 40-45% revenue recognition of the current order book in Q4 FY26.
Targeting 50%+ gross margins for FY26 and a return to profitability in the final quarter.
Cumulative operational flights exceeded 850,000, reinforcing product reliability and data-driven innovation.
👀 What to Watch
Investors should closely monitor the Q4 FY26 results to verify if the company successfully converts its record order book into revenue and achieves the promised profitability. The stock's performance will likely depend on the execution of the INR 368 crore pipeline and the management's ability to navigate global supply chain constraints.
ideaForge Q3 FY26: Record Order Book of ₹3,508 Mn; Targets Profitability in Q4
ideaForge reported Q3 FY26 revenue of INR 315.4 Mn, up from INR 176.1 Mn YoY, though it posted an EBITDA loss of INR 239.1 Mn due to a lower revenue base relative to fixed costs. The company achieved its highest-ever YTD order booking of ~INR 4,400 Mn, resulting in a robust order book of INR 3,508 Mn as of December 2025. Management expects to execute 40-45% of these open orders in Q4 FY26, aiming to turn EBITDA positive and profitable for the full fiscal year. Growth is further bolstered by a ~INR 100 Cr Emergency Procurement order and a strategic US Joint Venture with First Breach Inc.
Key Highlights
Achieved highest-ever YTD order booking of ~INR 4,400 Mn with a closing order book of INR 3,508 Mn
Revenue for Q3 FY26 stood at INR 315.4 Mn compared to INR 176.1 Mn in the previous year's quarter
Management targets executing 40-45% of open orders in Q4 FY26 to achieve full-year profitability
Secured ~INR 100 Cr order for ZOLT and SWITCH V2 UAVs under Emergency Procurement Cycle 6
Formed a Joint Venture with First Breach Inc. to expand market access and mitigate geopolitical risks in the US
👀 What to Watch
Investors should closely monitor the Q4 FY26 execution phase, as the company's transition to profitability depends on delivering nearly half its order book in a single quarter. The strong order pipeline and potential INR 200 Bn MoD outlay for FY27 provide a significant long-term growth tailwind.
Ideaforge Q3 FY26: Net Loss Widens to ₹33.8 Cr; Record Order Book of ₹440 Cr YTD
Ideaforge reported a revenue of INR 31.5 crore for Q3 FY26, showing YoY growth but a QoQ decline, while net losses widened to INR 33.8 crore. The highlight of the quarter is the record-breaking order booking of ~INR 440 crore YTD, with INR 215 crore added in Q3 alone from defense and civil sectors. Management has guided for a strong Q4, planning to execute 40-45% of the open order book to achieve profitability by year-end. While current margins are under pressure at 23.7%, the massive order backlog provides strong revenue visibility for the upcoming quarters.
Key Highlights
Achieved highest-ever YTD order booking of ~INR 440 Crores, including INR 215 Cr in Q3 FY26.
Q3 FY26 Revenue rose 79% YoY to INR 315.4 Mn, though 9M FY26 revenue is down 39.6% YoY.
Reported a Net Loss of INR 338.5 Mn for Q3 FY26, with EBITDA margins slipping to -75.8%.
Management targets executing 40-45% of the open order book in Q4 FY26 to turn profitable.
Gross Profit margin dropped to 23.7% in Q3 FY26 from 46% in Q3 FY25.
👀 What to Watch
Investors should closely monitor the Q4 FY26 execution performance, as the company's ability to turn profitable depends on delivering nearly half of its massive order book in a single quarter. While the order inflow is a strong positive lead indicator, the current margin compression and widening losses warrant a cautious approach.
Ideaforge Q3 FY26: Revenue at ₹315.45M, Net Loss Widens to ₹172.81M
Ideaforge Technology reported a consolidated revenue of ₹315.45 million for Q3 FY26, representing a sequential decline from ₹416.70 million in Q2 FY26. The company's net loss widened to ₹172.81 million for the quarter, compared to a loss of ₹153.03 million in the previous quarter and a profit of ₹39.61 million in the same period last year. For the nine-month period ended December 2025, the company has accumulated a total loss of ₹524.67 million. High operational costs, including employee benefits of ₹159.27 million, continue to weigh heavily on the bottom line.
Key Highlights
Consolidated Revenue from operations stood at ₹315.45 million, down 24.3% on a QoQ basis.
Net Loss for the quarter widened to ₹172.81 million from ₹153.03 million in Q2 FY26.
The company swung to a 9-month loss of ₹524.67 million compared to a profit of ₹13.71 million in the previous year.
Total expenses for the quarter remained high at ₹513.78 million despite lower revenue.
Basic EPS for the quarter was negative at ₹(4.01) compared to ₹0.92 in Q3 FY25.
👀 What to Watch
Investors should exercise caution as the company continues to report widening losses and a significant YoY decline in profitability. It is critical to monitor management's commentary on order execution and cost-optimization measures in upcoming calls.
