DEE Development Engineers Limited — PPTs, 04-02-2026: Investor Presentation

1. **Business Performance:**

DEE Development Engineers reported strong Q3 FY26 performance. Revenue surged 77% YoY to ₹286.7 Cr, driven by core process piping and heavy fabrication segments. 9M FY26 revenue reached ₹780.4 Cr, up 44.3% YoY.

2. **Growth Drivers or Strategy:**

Growth is fueled by the fully operational Anjar Pipe Fabrication Unit, boosting capacity. Strategic backward integration via the upcoming Anjar Seamless Pipe Plant aims to cut import reliance and enhance margins, alongside diversification into new sectors.

3. **Recent Developments:**

The Anjar Pipe Fabrication Unit, commissioned in Sept 2025, is now fully functional. The company secured ₹239 Cr in PSU orders during 9M FY26, contributing to its robust ₹1,303 Cr order book as of December 2025.

4. **Key Financial Metrics:**

Q3 FY26 Operating EBITDA jumped 740.9% YoY to ₹47.6 Cr (16.6% margin), leading to a Net Profit of ₹18.6 Cr. For 9M FY26, Operating EBITDA grew 111.7% YoY to ₹127.6 Cr, and Net Profit soared 308.2% YoY to ₹49.5 Cr.

5. **Management Commentary / Outlook:**

Management cited robust core execution and tailwinds from India's capital expenditure cycle, expecting continued power sector order flows. The seamless pipe plant will strengthen high-growth execution, while the non-core power unit pivots to biomass pellets for sustainability.