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Investor Presentation

Diffusion Engineers Investor Presentation: Key Takeaways

Q2 FY27 consolidated revenue ₹1,259 Mn (+50.7% YoY), EBITDA ₹166 Mn (+34.5%), PAT ₹128 Mn (+25.5%); input-cost pressure cut standalone margins.

Highlights
Revenue growthStandalone +35.16% YoY; consolidated +50.70%
MarginsStandalone EBITDA margin 11.67% vs 13.99% YoY, 12.67% QoQ
Order book₹2,267.93 Mn as on 30 Sep 2026
Demand visibilitySustained demand across segments; strong order book cited
Management confidenceOptimistic on long-term growth; no numeric targets

Growth

Standalone revenue ₹1,081 Mn, +35.2% YoY; EBITDA +12.8%; PAT +53.7% on other income.

Outlook

No numeric guidance. Major capex nearing completion; Nagpur expansion to commence Q3 FY27; order in hand ₹2,268 Mn.

Risks

Input cost inflation from geopolitics, energy and logistics compressed standalone EBITDA margin to 11.67%.

Last quarter's promises, checked

Delivered

  • ~20% FY27-28 growth → standalone Q2 rev +35.2% YoY (= BEAT, one quarter)
  • Order book ~₹209 Cr hold/grow → ₹226.8 Cr (= BEAT)
  • Q2 growth similar to Q1 consolidated +36.5% → +50.7% (= BEAT)

Partly delivered

  • New capacity contributes from Q2 FY27 → Nagpur expansion only starts Q3 FY27 (= PARTIAL)

Missed

  • Standalone margin back to Q1 12.67% and +100-200bps → 11.67% (= MISS)
Source

Investor Presentation filed with BSE, NSE: DIFFNKG. Summary written with AI assistance from the document.

Read the document ↗

Diffusion Engineers Ltd: key numbers

Share price
₹419.60
Market cap
₹1,570 Cr
Revenue (annual)
₹406.6 Cr
Net profit (annual)
₹50.32 Cr
P/E (TTM)
27.3×Sector 50.0×
Promoter holding
69.76%+0.00% QoQ
FII holding
1.18%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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