Zen Technologies Ltd (NSE:ZENTEC)

Q4 2025 Zen Technologies Ltd Earnings Call Transcript

May 19, 2025 / 10:00 AM GMT

Release Date Price: ₹1884.5 (+5.00%)

Transcript

Key Points

Positve

Zen Technologies Ltd (BOM:533339) has a strong order book position with expectations of receiving 800 crore worth of orders by the end of H1.
The company has developed a world-class anti-drone system, which is indigenously designed, developed, and made in India, positioning it as a leader in this technology.
Zen Technologies Ltd (BOM:533339) has a robust export setup, particularly in the naval simulation sector, and is expecting significant orders from the US market in FY 527.
The company maintains strong margins, with guidance of 25% PAT and 35% EBITDA, reflecting operational efficiency.
Zen Technologies Ltd (BOM:533339) is strategically positioned to benefit from increased defense spending globally, particularly in the EU and US markets.

Negative

There is a delay in order execution, which may result in muted growth for FY 26 despite a strong order book.
The company faces dependency on foreign sources for chips, which could pose supply chain risks.
Zen Technologies Ltd (BOM:533339) has not yet fully capitalized on new product lines like Hawkeye and Barbaric, with orders expected to trickle in only next year.
The company has a high cash conversion cycle, although it has improved to 160 days, it still indicates a significant time lag in converting sales into cash.
Despite a strong focus on anti-drone systems, the market size and opportunity for these systems are still evolving, which could impact future revenue projections.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ZETE.NS - Zen Technologies Ltd
Q4 2025 Zen Technologies Ltd Earnings Call
May 19, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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I To Miss Tina Vermani from Motilal Oswald.

Thank you and over to you.

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Unidentified_2 [2]
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Thank you, Sopnil. Good afternoon, everyone, and thank you for joining us for the quarter 4 FI 25 earnings conference call of Zen Technologies Limited.

We are pleased to welcome the management team of Zen Technologies to this call. Mr. Ashokatleri, Chairman and managing director, Mr. Abdul Malkani, CFO, Ms. Shilpa, full-time director, and Miss Abilasha Atluri from Investor Relations. We will start today's call with a brief overview of the

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