Deep Industries Limited — Investor Meet, 09-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Deep Industries reported a strong Q1 FY26, with revenue up 61.6% YoY to Rs. 199.5 Cr, EBITDA up 54.7% to Rs. 95 Cr (44.6% margin), and PAT rising 59.3% to Rs. 61.7 Cr. The order book significantly grew 152.15% to Rs. 3,051 Cr. Management anticipates over 30% YoY growth for the next 2-3 years, driven by robust demand in oil & gas support services. Key operational progress includes the start of Rajahmundry field enhancement, new workover rig contracts totaling over Rs. 140 Cr, and Prabha barge revenue generation. Dolphin Offshore's operations are profitable with over 65% EBITDA margins, contributing around Rs. 100 Cr annually. The company focuses on maximizing asset utilization and strategic acquisitions, expressing confidence in delivering sustained growth and long-term value.