DEEDEVNSEDEE Development Engineers LimitedMediumNeutral
Announced Wed, 27 May · 18:01 IST

DEE Development Engineers Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

DEEDEV · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+13.7%1-day move
₹548.00
prior close
₹576.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.7+0.7+0.9-0.6+13.7+19.4+20.8+16.5+22.5+25.7+27.9+21.4
Up moveDown movePending
AI summary

DEE Development Engineers reported strong FY26 results with core business EBITDA up 64.2% YoY to Rs. 210.5 Cr, full-year revenue of Rs. 1,142 Cr (up 38%), and PAT of Rs. 77.2 Cr (up 76.9%). Management guided for consolidated EBITDA margin above 19% in FY27 and revenue target of Rs. 1,500 Cr (conservatively), with a multi-year target of Rs. 2,500 Cr by FY30. The order book stands at Rs. 2,040 Cr providing strong multi-year visibility. The company separated core (piping, heavy fabrication) and non-core (power) businesses, with power tariff revised favorably to Rs. 5.22/KwH. The newly commissioned seamless pipe plant is expected to ramp up to 60-70% utilization in FY27. Management expects FY27 order inflows exceeding Rs. 2,000 Cr with 65-70% contribution from power sector and 60-65% domestic orders. Working capital cycle is targeted at 180 days for FY27.

Likely market impact

Strong execution with margin improvement and robust order book signals confidence in sustained growth. Management's above 19% EBITDA margin guidance and Rs. 2,500 Cr revenue target by FY30 indicate positive long-term outlook, though near-term focus remains on capacity ramp-up and working capital optimization.