Diffusion Engineers Limited has informed the Exchange about Transcript
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Diffusion Engineers held its maiden post-listing earnings call (listed on BSE/NSE on Oct 4, 2024) for Q4 and FY25. Q4 FY25 revenue grew 38.55% YoY to INR 1,024.48 million, with EBITDA up 82.55% YoY to INR 147.01 million and EBITDA margin expanding 346 bps to 14.35%. FY25 revenue stood at INR 3,351.96 million (up 20.51% YoY), EBITDA at INR 470.76 million (up 21.12%), and PAT at INR 360.40 million (up 17%). Management announced a INR 100 crore capex plan (INR 70 cr for heavy engineering at Nimji, INR 30 cr at B33 MIDC) to double capacity by end of FY26. Order book is around INR 103-120 crores with over 50% from repeat customers. Exports contribute 12-13% of revenue across 30+ countries. Three business verticals (heavy engineering, wear plates & wear parts, welding consumables) contribute roughly equally to revenue.
Strong margin expansion in Q4 (346 bps) and healthy 20%+ revenue growth in FY25 should be viewed positively by investors. The INR 100 crore capex plan to double capacity signals confidence in future growth, though near-term growth may be tempered until new capacity comes online. Management's commitment to 'grow more than the market' and improve margins is a constructive signal for shareholders.