Diffusion Engineers Limited — Investor Meet, 21-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Diffusion Engineers reported Q4 revenue of INR102.45 Cr, up 38.5% YoY, led by strong demand in cement, steel, and power sectors. EBITDA surged 82.5% YoY to INR14.7 Cr with margins up 346 bps to 14.35%. FY25 revenue grew 20.5% to INR335.2 Cr, EBITDA by 21.1% to INR47.1 Cr, and PAT by 17% to INR36 Cr. Capacity utilization is ~85%, with INR100 Cr capex underway to double capacity in heavy engineering, wear parts, and welding consumables. Heavy engineering and wear parts segments are driving faster growth and margin expansion. Exports contribute ~12-13% with better margins. The company is expanding industrial services and launched a rental model for wear parts with minimal capital outlay. Focus on R&D (~1% of revenue) and integrated supply chain strengthens competitiveness. A 1.1 MW rooftop solar plant is planned, reflecting sustainability efforts. The tone is confident on scaling and balanced growth.