DEE Development Engineers Limited — PPTs, 11-08-2025: Investor Presentation

**Financial Highlights:**

Q1 FY26 revenue rose 21% YoY to ₹223.8 Cr, with Operating EBITDA up 44.7% to ₹35.9 Cr (16.0% margin). PAT jumped 314.3% to ₹13.2 Cr (5.8% margin). Order book remains strong at ₹1,226.7 Cr, ensuring visibility.

**Strategic Initiatives & Growth Drivers:**

Anjar facility expansion (additional 15,000 MTPA) is ahead of schedule for Aug 2025. High-wall seamless pipe plant for backward integration on track for Jan 2026. Strong traction in power sector tenders noted.

**Business Developments:**

Strategic entry into green hydrogen via a partnership for modular systems in India/Thailand, complemented by the Molsieve Designs Limited acquisition. Also, a new vertical for pilot plant design and manufacturing launched.

**Market Position & Competitive Advantage:**

India's largest process piping player by capacity, globally recognized for technical capability. Operates 7 facilities with 1,12,500 MTPA capacity. Strong customer relationships and high entry barriers secure its market position.

**Investor Implications:**

Robust Q1 performance, alongside capacity expansions and strategic diversification into green hydrogen and pilot plants, signals positive growth potential. A healthy order book supports near-term revenue visibility.