Zen Technologies Limited has delivered impressive consolidated financial performance for Q3, demonstrating strong operational efficiency and revenue growth. Following the announcement of these strong results, the company has made the recording of its earnings conference call available to stakeholders.

Outstanding Q3 Consolidated Performance

The company achieved significant growth across all major financial parameters, with particularly strong improvements in profitability and operational efficiency.

Exceptional Order Inflow Performance

The company demonstrated remarkable order acquisition momentum during and after Q3, securing substantial new business despite revenue timing challenges.

Earnings Call Recording Now Available

Pursuant to regulatory requirements under SEBI Listing Regulations, Zen Technologies has announced the availability of its earnings conference call recording. The call, held on February 02, 2026, discussed the financial results for the third quarter and nine months ended December 31, 2025.

Strong Order Book Foundation

As of December 31, 2025, the consolidated order book stands at ₹1,082.76 crore, providing strong revenue visibility for future periods.

The majority of these orders are scheduled for execution in FY27, with management expecting stronger financial performance supported by higher execution across both standalone business and subsidiaries. The earnings call recording provides detailed insights into the company's strategic direction and management commentary on these strong results.

Zen Technologies shares surged 9.10% to ₹1,340 on Friday following the announcement of significant defence orders worth ₹404.00 crores from the Ministry of Defence, Government of India. The strong market response reflects investor confidence in the company's defence capabilities and future revenue prospects.

Order Composition and Strategic Value

The Ministry of Defence has awarded comprehensive contracts focusing on critical defence technology solutions:

The larger allocation toward anti-drone systems underscores the growing strategic importance of counter-drone capabilities in modern defence operations and India's defence modernisation initiatives.

Execution Timeline and Market Impact

The company has committed to completing the entire order within one year, providing strong near-term revenue visibility and operational momentum:

Investors responded positively to the development, viewing the order win as a strong endorsement of Zen Technologies' expertise in defence training systems and counter-drone solutions.

Valuation and Technical Analysis

Current market metrics reveal mixed signals for the aerospace and defence company:

The relatively high valuation multiples suggest premium pricing, while the RSI below 30 indicates an oversold condition that could signal potential rebound opportunities. The stock is currently trading below 6 out of 8 key Simple Moving Averages, indicating short- to medium-term downward pressure.

Regulatory Compliance and Corporate Governance

Zen Technologies has maintained full transparency in its regulatory disclosures under SEBI Listing Regulations. The company confirmed that no promoter or promoter group companies have any interest in the awarding entity, and all contracts have been granted on an arm's length basis, ensuring compliance and governance standards.