Diffusion Engineers Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Diffusion Engineers reported consolidated revenue growth of 36.5% year-on-year for Q1 FY27, with EBITDA growing 33.76% and PAT rising 35.98%, while EBITDA margin moderated to 12.85% from 13.12% due to higher raw material and employee costs. The consolidated order book rose to Rs 209 crores as of June 2026, up 20.4% sequentially, with growth reported across consumables, wear plates and parts, and heavy engineering. Management described capacity expansion at Nagpur, phased commissioning of new facilities, and progress on international operations in Turkey and UAE along with early-stage initiatives in railways and defense.
Diffusion Engineers reported consolidated revenue of INR1415.74 million in Q4 FY26, up 38.08% year-on-year, with consolidated EBITDA margin at 14.61% and PAT up 22.74%. Standalone revenue for the quarter grew 12.18% while standalone PAT declined 3.05% year-on-year. Management attributed the muted standalone growth to capacity constraints at existing plants and outlined new capacity additions, an order book of approximately INR200 crores as of April 30, 2026, and expectations for revenue growth of more than 20% in FY27.