Diffusion Engineers Limited — Q1FY27 earnings call summary

• Order book at INR209 cr, up 20.4% sequentially; >80% executable in FY27
• Consolidated Q1 FY27 revenue grew 36.5% y-y to INR1101.08 mn; EBITDA rose 33.76% y-y to INR141.54 mn; EBITDA margin 12.85% vs 13.12% y-y; PAT increased 35.98% y-y to INR166.77 mn
• Standalone Q1 FY27 revenue up 30.72% y-y to INR959.13 mn; EBITDA grew 40.44% y-y to INR121.54 mn; EBITDA margin 12.67%
• FY27-FY28 revenue growth guidance ~20% CAGR; EBITDA margin expected to improve 100-200 bps
• Raw material prices remain high but stabilized; margin contraction ~100-150 bps due to price volatility
• INR100 cr capacity expansion underway, heavy engineering capacity doubling to 18,000 MT; phased commissioning started
• International business expanding in Middle East and Turkey; defense revenue ~1.5-2% of total
• New product pipeline includes VRM rollers and other wear parts; railways and defense segments under development

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