Zen Technologies Stock Analysis | Revenue Dip Explained | Defence Order Book

Описание: Zen Technologies Q2 FY26 Analysis | Revenue Dip Explained | Defence Order Book

Zen Technologies’ Q2FY26 performance saw a temporary revenue decline, primarily due to the lumpy nature of defence order execution. The company operates in a project-based defence environment where revenues are recognized based on milestone completions and deliveries, leading to quarter-to-quarter volatility.

Despite near-term softness, Zen continues to maintain a strong defence order book outlook beyond FY2027 onwards, including anti-drone and simulation systems. Management remains confident on long-term growth supported by Make in India, rising defence capex, and IDDM-compliant orders.

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Disclaimer:
This video is for educational and informational purposes only. The content shared is not investment advice. Please consult a certified financial advisor before making any investment decisions. The channel and creator are not responsible for any financial losses incurred.

00:00 Introduction
05:36 Management Commentary
06:24 Strategic Acquisitions
09:34 Quarterly Consolidated Highlights
11:12 Order Book Status
12:39 Domestic Vs Export
12:51 R&D spends across the years
13:28 Strategic Priorities
17:37 Market Cap, Debt, Pledge, Cash Position
19:11 P&L
20:31 Balance Sheet
23:25 Exit of a notable Investor


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