Diffusion Engineers Limited — PPTs, 15-11-2025: Investor Presentation

**Business Highlights:**

Diffusion Engineers (DEL) showed robust H1 FY26 consolidated performance: Revenue rose 6.96% YoY to ₹164.23 Cr, with PAT surging 42.14% YoY to ₹22.43 Cr and Diluted EPS up 42%. Q2 FY26 saw consolidated revenue at ₹83.57 Cr and PAT growing over 19% YoY to ₹10.17 Cr. Over five years, DEL maintains strong consolidated CAGRs: Revenue 17%, EBITDA 18%, and PAT 25%, driven by welding consumables, wear plates, and heavy engineering solutions.

**Strategy & Outlook:**

DEL is focused on forward integration into higher-value heavy engineering, expanding its product mix. Strategic capacity expansion is underway, with a new Unit V facility starting Dec 2025 and further expansion by Q4 FY26, supporting global reach across 30+ countries. A robust order book of ₹170.24 Cr as of Sept 30, 2025, highlights strong demand for Roll Press Rolls (cement sector), including a notable ₹48 Cr domestic order for HPGRs. Management aims to double topline medium-to-long term through new capacities and capex, expecting EBITDA margin expansion from economies of scale and an improved product mix, signaling confidence in sustained profitability.