ALFA Finder| Management target | Revenue 25.0% 3-5 years |
|---|
| Revenue growth | ₹125.93 Cr, 50.7% YoY growth driven by solid execution. |
|---|---|
| Margins | EBITDA margins moderated to 13.21% from 14.80% due to costs. |
| Order book | ₹226.79 Cr as of Sept 30, up 30.3% since March. |
| Demand visibility | Strong momentum in cement, steel, power, and mining sectors. |
| Management confidence | Balanced; optimistic about growth but wary of input cost volatility. |
Growth
Consolidated revenue grew 50.7% YoY to ₹125.93 Cr, driven by execution across heavy engineering and welding segments.
Outlook
Management expects 20-25% annual growth over 3-5 years as new capacity ramps up and margins stabilize.
Risks
Input cost volatility in ferroalloys and energy prices remain key margin headwinds despite price pass-throughs.
Last quarter's promises, checked
Delivered
- Guided Q2 growth 'similar' to Q1's 36.5% → 50.7% (= BEAT)
- Guided order book to hold/grow from ₹209cr → ₹226.79cr (= BEAT)
- Guided margin back to 13.12% → 13.21% (= BEAT)
Partly delivered
- Guided 9k→18k MT heavy-eng capacity → 'nearing completion', unquantified (= PARTIAL)
- Guided +100-200bps margin FY27-28 → 13.21% vs 14.80% prior-yr; not yet due (= PARTIAL)
- Guided new-capacity EBITDA from Q2 → none disclosed (= PARTIAL)
Missed
- Guided revenue doubling in 3 yrs → now 20-25% p.a. (≈1.73-1.95x) (= MISS)
Earnings Call Transcript filed with NSE, NSE: DIFFNKG. Summary written with AI assistance from 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.
More from Diffusion Engineers Ltd
All →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.
Diffusion Engineers Results Update
Diffusion Engineers' media release reports Q2 FY27 consolidated revenue up 50.70% to ₹1,259.34 Mn. H1 consolidated PAT rose 31.21% to ₹294.30 Mn.
Diffusion Engineers Management Change
Diffusion Engineers appointed Roopali Dhore as Company Secretary and Compliance Officer, effective December 1, 2026. The decision was taken at the November 4, 2026 board meeting.
Diffusion Engineers Q2 FY27 Results: Net Profit ₹12.8 Cr, Up 25.5% YoY
Diffusion Engineers Ltd reported revenue from operations of ₹125.9 Cr (+50.6% YoY) and net profit of ₹12.8 Cr (+25.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹12.8 Cr · +25.5% YoY
Diffusion Engineers Legal & Regulatory
Diffusion Engineers' appellate order set aside a ₹0.72 Crore GST demand for FY 2019-20. No subsisting liability remains on the company for this demand.
- Value
- ₹0.72 Cr
Diffusion Engineers Board Meeting Date
Diffusion Engineers Ltd scheduled its board meeting for 4 November 2026 to approve Q1 FY27 unaudited financial results. Trading window reopens 48 hours post-declaration.