DEE Development Engineers Limited — PPTs, 22-05-2026: Investor Presentation

DEE Development Engineers reported robust financial results for Q4 and FY26. For the full year, revenue grew 38% YoY to 1,142 Cr, Operating EBITDA surged 53% to 189 Cr, and Profit After Tax jumped 77% to 77 Cr. Core process piping solutions and heavy fabrication drove this strong performance, reflected in a closing order book of 1,940 Cr, up 58% YoY.

Key growth drivers include scaling up the Anjar facility to 30,000 MTPA and commencing India's first seamless pipe plant, enhancing backward integration. The company also entered the new energy segment with a Green Hydrogen partnership.

Recent developments feature a breakthrough USD 40 Mn+ LOI for global OEM supply chains and a reservation agreement for 60% of HRSG pipe spool fabrication capacity (US$ 15.27 million annual value). The non-core power business saw a tariff revision at Malwa Power with ~5.14 Cr retrospective recovery, plus a new biomass pellet facility becoming operational.

Management expresses confidence in sustained growth, citing strong revenue visibility from the order book. They anticipate operating leverage and margin improvement from capacity ramp-ups and aim for 2,500 Cr revenue with 19-20% Op. EBITDA margin by FY30.