Zen Technologies Ltd (NSE:ZENTEC)
₹ 1,720 -1.1 (-0.06%) Market Cap: 154.90 Bil Enterprise Value: 147.80 Bil PE Ratio: 85.94 PB Ratio: 8.20 GF Score: 85/100

Q1 2026 Zen Technologies Ltd Earnings Call Transcript

Jul 28, 2025 / 04:00AM GMT
Release Date Price: ₹1690.7 (-5.00%)

Key Points

Positve
  • Zen Technologies Ltd (BOM:533339) expects significant order inflow in the second half of the year, particularly in anti-drone systems and simulators.
  • The company's subsidiary, ARI, is performing well and is expected to contribute significantly to the top line, with a projected addition of 170 crores to turnover.
  • Zen Technologies Ltd (BOM:533339) has a strong position in the anti-drone systems market, being the only company to demonstrate wide band capabilities required by the Indian armed forces.
  • The company is actively working on integrating AI into its operations and products, which is expected to yield significant results in the coming months.
  • Zen Technologies Ltd (BOM:533339) is exploring export opportunities in regions like Africa, Middle East, CIS countries, and Southeast Asia, with expectations of significant orders in FY27.
Negative
  • The company experienced a 55% decline in standalone revenue in Q1 FY26 compared to the same period last year, primarily due to deferred execution of orders.
  • Zen Technologies Ltd (BOM:533339) faced delays in order inflow due to changes in government procurement priorities and evolving specifications.
  • The company's profit after tax decreased significantly in Q1 FY26 compared to the previous year, reflecting challenges in execution and order delays.
  • There is uncertainty regarding the exact revenue figures for the current year, with the company unable to provide specific guidance.
  • Zen Technologies Ltd (BOM:533339) anticipates a muted performance for the current year, with significant growth expected only in the following years.
Operator

Good morning ladies and gentlemen, and thank you for joining this Q1FI 26 earnings conference call of Zen Technologies Limited.

The results and investor presentation have been uploaded on the stock exchange.

To take you through the results of this quarter and answer your questions, we have with us today Mr. Ashoka Lori, Chairman and managing director.

Mr. Abdul Makani, Chief Financial Officer.

And Mr. Blaha Atlori, investor relations officer.

We'll be starting the call with a brief overview of the performance, which will be followed by the Q&A session.

I would like to remind you all that everything said in this call that reflects any outlook for the future which can be construed as a forward-looking statement must be viewed in conjunction with the risks and uncertainty that the company faces.

With that said, I'll hand over the call to Mr. Ashoka Tri for the opening remarks.

Ashok Atluri
Zen Technologies Ltd - Executive Chairman of the Board, Managing Director

Good morning, fellow

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