DEEDEVBSEDee Development Engineers LtdMediumNeutral
Announced Fri, 22 May · 14:16 IST

Investor Presentation for Quarter & Year ended 31st March 2026

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

DEEDEV · price

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Price reaction · full curve 14 horizons · vs prior close
+10.2%1-day move
₹498.90
prior close
₹523.80
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AI summary

Dee Development Engineers delivered strong FY26 results with revenue of ₹1,142 Cr (up 38% YoY), Operating EBITDA of ₹189.3 Cr (up 53% YoY), and PAT of ₹77 Cr (up 77% YoY). Q4 FY26 revenue stood at ₹361.6 Cr with 18.2% EBITDA margin. The order book grew 58% YoY to ₹1,940 Cr, providing strong multi-year revenue visibility. Key milestones include the Anjar facility scaling to 30,000 MTPA ahead of schedule and India's first Seamless Pipe Plant commencing commercial production. The company signed a Green Hydrogen partnership and a ₹170 Cr domestic power order, while a USD 40 Mn+ LOI marks breakthrough into global OEM supply chains. Vision 2030 targets ₹2,500 Cr revenue with 20% margins by FY30.

Likely market impact

The 58% order book growth and robust execution capability support sustained multi-year growth. Vision 2030 guidance of ₹2,500 Cr revenue with 20% margins by FY30 provides clear long-term visibility. Backward integration through the seamless pipe plant and capacity ramp-up at Anjar are expected to drive operating leverage and margin expansion going forward.