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Investor Presentation

DEE Development Engineers Investor Presentation: Key Takeaways

DEE reports strong Q1 FY27 results with 31.6% YoY revenue growth and 16.9% EBITDA margins. Strategy focuses on high-barrier process piping, backward integration, and a pivot to biomass pellet manufacturing.

Guidance and delivery
Management target Revenue 22.0% FY30
Highlights
Revenue growth31.6% YoY in Q1 FY27
MarginsEBITDA margins at 16.9%; targeting 19-20% by FY30
Order book₹2,428.20 Cr as of June 2026; ₹780.87 Cr YTD intake
Demand visibilityStrong; ₹2,428.20 Cr closing order book provides multi-year visibility
Management confidenceHigh; citing robust order book and execution capability

Growth

Q1 FY27 Revenue at ₹294.5 Cr (+31.6% YoY); EBITDA at ₹49.7 Cr (+38.7% YoY); Net Profit at ₹16.1 Cr (+22.4% YoY).

Outlook

Guidance for ₹2,500 Cr revenue and 19-20% EBITDA margins by FY30. Planned deleveraging using ₹225 Cr from preferential issue.

Risks

Geopolitical disruptions in Middle East deferred ₹25 Cr revenue; high commodity exposure; regulatory tariff dependencies in biomass power.

Last quarter's promises, checked

Delivered

  • Guided FY26 EBITDA ~19% (core) → delivered Rs. 210.5 Cr / 18.4% (= BEAT)
  • Guided FY26 Revenue growth → delivered Rs. 1,142 Cr (+38% YoY) (= BEAT)
  • Guided FY26 PAT growth → delivered Rs. 77.2 Cr (+76.9% YoY) (= BEAT)

Partly delivered

  • Guided Order Book Rs. 2,000 Cr → delivered Rs. 1,940 Cr (= PARTIAL)

Missed

  • Guided inventory reduction → delivered inventory days increased per management (= MISS)
Source

Investor Presentation filed with NSE, NSE: DEEDEV. Summary written with AI assistance from the document.

Read the document ↗

DEE Development Engineers Ltd: key numbers

Share price
₹666.20
Market cap
₹5,012 Cr
Revenue (annual)
₹1,142 Cr
Net profit (annual)
₹77.17 Cr
P/E (TTM)
62.4×Sector 33.0×
Promoter holding
65.13%-5.05% QoQ
FII holding
4.67%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:32 IST NSE
Capital Structure Change

DEE Development Engineers Capital Structure Change

DEE Development Engineers Limited shareholders approved an increase in the authorized share capital from ₹85 Crore to ₹95 Crore via an ordinary resolution.

15:29 IST BSE
Annual General Meeting

DEE Development Engineers Annual General Meeting

DEE Development Engineers' 37th AGM approved FY26 results, re-appointed directors, declared a ₹1/share dividend, and authorised capital increase to ₹95 crore. Voting results to follow.

12:26 IST BSE
Business Update

DEE Development Engineers Business Update

DEE Development Engineers reports its August 2026 order book update with a closing position of ₹2,454 Crore. The filing details execution, inflow, and balance across order categories.

Order book
₹2,454 Cr