Diffusion Engineers Limited — Investor Meet, 13-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Diffusion Engineers reported strong Q3 FY26 consolidated results: Revenue at 100.82 Cr (+27.31% YoY), EBITDA at 13.51 Cr (+28.96% YoY), and PAT at 12.01 Cr (+69.14% YoY). The company achieved ~85% capacity utilization. Strategic expansion is underway, including commissioning a new electrode plant and increasing wear plate capacity. Management anticipates accelerated growth of 25% from FY27 and 15-16% EBITDA margins medium-term. An INR 200 Cr order book and a strategic 10% stake in a defense firm for VSHORADS manufacturing rights underscore future growth. Management is confident about sustained demand and capacity-led expansion.