Zen Technologies Ltd (NSE:ZENTEC)

Q3 2026 Zen Technologies Ltd Earnings Call Transcript

Feb 2, 2026 / 10:30 AM GMT

Release Date Price: ₹1345.5 (+0.69%)

Transcript

Key Points

Positve

Zen Technologies Ltd (BOM:533339) reported a 16.8% growth in consolidated revenue and a 30.6% increase in profit after tax for Q3 FY26.
The company has a strong liquidity position with INR 1,188 crores in cash and cash equivalents and a net debt position of zero.
Zen Technologies Ltd (BOM:533339) has received orders aggregating to INR 931 crores in the past four months, with a consolidated order book position of INR 1,427 crores as of January 31, 2026.
The company is actively investing in capacity expansion and R&D to support future growth, particularly in the anti-drone and simulator segments.
Zen Technologies Ltd (BOM:533339) is exploring aggressive expansion into international markets, including potential acquisitions in Europe and the US, leveraging the recent EU FTA for growth opportunities.

Negative

The company faced headwinds due to the timing of order inflows, impacting the year-to-date consolidated performance with a 21.4% decrease in revenues.
Higher employee benefit expenses, including salary arrears and new employee stock grants, partially offset profitability growth.
Zen Technologies Ltd (BOM:533339) had to scale down its revenue targets due to delays in government order processing and procurement cycles.
The standalone performance was impacted by a lack of orders, while subsidiaries with lower margins contributed to a dip in consolidated margins.
The company faces competition in the electronic warfare and drone segments, which could pressure margins despite efforts to maintain a 25% PAT margin at a consolidated level.

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

ZETE.NS - Zen Technologies Ltd
Q3 2026 Zen Technologies Ltd Earnings Call
Feb 02, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good day everyone.

And welcome to Zen Technologies Limited, Q3 FY26 earnings conference call.

All participant lines are currently muted, and this session is being recorded.

The management is with us today to share their update on the quarter.

Once their remarks conclude, we will open the floor for questions.

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 risk and uncertainty that the company faces.

Please note that this conference is being recorded.

I now request Mr. Abhishek Mehra to lead the discussion. Over to you.

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