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Investor Presentation

DEE Development Engineers Investor Presentation: Key Takeaways

Q1 FY27 revenue grew 31.6% YoY to Rs. 294.5 Cr. Strategy focuses on operationalizing the Anjar facility and backward integration through the new seamless pipe plant to drive margins.

Guidance and delivery
Management target Revenue 20.0% FY29
Highlights
Revenue growth31.6% YoY in Q1 FY27.
MarginsEBITDA margin improved to 16.9% from 16% YoY.
Order bookRs. 2,428 Cr as of June 30, 2026.
Demand visibilityStrong pipeline in oil, gas, power, and nuclear sectors.
Management confidenceHigh, viewing Rs. 1500 Cr as bare minimum for FY27.

Growth

Revenue Rs. 294.5 Cr (+31.6% YoY); EBITDA Rs. 49.7 Cr (+38.7% YoY); PAT Rs. 16.1 Cr (+22.4% YoY).

Outlook

Guided Rs. 1500+ Cr revenue and 19%+ EBITDA margin for FY27. Targeting Rs. 2500 Cr revenue by FY29/30.

Risks

Rs. 25 Cr revenue spillover due to Middle East customer deferrals; higher material costs in power sector jobs.

Last quarter's promises, checked

Delivered

  • Guided 19%+ console EBITDA margin → delivered 16.9% (In-progress/BEAT on trajectory)
  • Commission biomass pellet plant → delivered commissioned in Q1 FY27 (= BEAT)
  • Order book Rs. 2,040 Cr → delivered Rs. 2,428 Cr (= BEAT)

Partly delivered

  • Anjar facility ramp up → delivered operational but still scaling (= PARTIAL)

Missed

  • Guided 180 working capital days → delivered 200+ days (implied by cash burn/inventory) (= MISS)
Source

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

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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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DEE Development Engineers Annual General Meeting

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12:26 IST BSE
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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