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Investor Presentation

Diffusion Engineers Investor Presentation: Key Takeaways

Diffusion Engineers reported strong Q1FY27 revenue growth of 36.5% YoY, driven by core industrial demand and order book execution. Strategy focuses on capacity expansion and higher-value heavy engineering solutions.

Guidance and delivery
Management target Revenue 20.0% FY27
Highlights
Revenue growth36.5% YoY consolidated growth.
MarginsEBITDA margin at 12.85%; expected to rise 100-200 bps.
Order bookINR 209 Cr as of June 30, 2026.
Demand visibilityStrong; order book up 20.4% sequentially to INR 209 Cr.
Management confidenceHigh; aiming to double revenue in next 3 years.

Growth

Consolidated Revenue rose 36.5% to INR 110.11 Cr; PAT increased 35.98% to INR 16.68 Cr.

Outlook

Guided 20% annual growth for 3-4 years; EBITDA margin expansion of 100-200 bps; INR 100 Cr capex.

Risks

Raw material price volatility in tungsten and ferro-alloys; geopolitical uncertainties impacting energy and freight costs.

Last quarter's promises, checked

Delivered

  • Guided 20% revenue growth → delivered 36.5% (= BEAT)
  • Guided Q1FY27 capacity live (Unit 4) → delivered expansion execution (= BEAT)
  • Guided INR 200 Cr order book → delivered INR 209 Cr (= BEAT)

Partly delivered

  • Guided 15-16% EBITDA margin → delivered 12.85% (= PARTIAL)
Source

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

Read the document ↗

Diffusion Engineers Ltd: key numbers

Share price
₹430.45
Market cap
₹1,611 Cr
Revenue (annual)
₹406.6 Cr
Net profit (annual)
₹50.32 Cr
P/E (TTM)
29.4×Sector 53.6×
Promoter holding
69.76%+0.00% QoQ
FII holding
0.72%Current quarter

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

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