DEE Development
DEE Development Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Revenue guidance for FY '26 is around INR 1,100 crores with EBITDA margins of 19%-20%. DEE Development Engineers Ltd targets a revenue of around INR 1,100 crores in FY '26, with EBITDA margins expected between 19%-20%.
From DEE Development's Q3 FY25 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- Revenue guidance for FY '26 is around INR 1,100 crores with EBITDA margins of 19%-20%.
- The company aims for a threefold increase in revenue over the next 3 to 5 years.
- Existing order book execution expected to contribute approximately INR 1,150 crores in FY '26, plus new orders.
- Capacity expansion underway:
- New Anjar facility 2 commissioned, increasing capacity to 15,000 metric tons; further 15,000 metric ton capacity expected by October 2025 (total 30,000 metric tons).
- High-wall seamless thickness pipe plant to start commercial production by January 2026.
- Targeted capability to execute around INR 2,500 crores worth of orders once both Anjar and Palwal facilities are operational.
2 more points management made on revenue & sales performance
Profitability & Margins
See what DEE Development said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Commissioning of new Anjar facility 2 was delayed but completed in January 2025, increasing capacity by 9,000 metric tons to a total of 15,000 metric tons.
- Plan to increase capacity by an additional 15,000 metric tons by October 2025, taking total capacity to 30,000 metric tons.
- High-wall seamless thickness pipe plant is progressing as planned, with commercial production expected to commence by January 2026.
- Investment focus on maintaining capital discipline while investing in cutting-edge technologies and sustainable business practices.
- Expansion aims to boost output primarily for oil and gas and power sector jobs, leveraging proximity to Kandla port for reduced logistics costs.
2 more points management made on capital expenditure plans
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Fundraising & Capital Structure
See what DEE Development said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Order book as of December 31, 2024, stood at approximately INR1,400 crores.
- Expect to execute around INR1,150 crores from the current order book during FY '26.
- Additional new orders expected in FY '26 will contribute to revenue beyond INR1,150 crores.
- Major expected orders include around INR600-700 crores from the power sector (BHEL and L&T) and the balance from oil and gas sector.
- Significant orders secured include PDH projects (Dow and Numaligarh) cumulatively worth about INR700 crores.
- An international order over INR51 crores delayed from Q3 to Q4 FY '25 due to customer-driven material specification changes.
- Some delays from Assam plant due to late drawings but now stabilized for FY '26 execution.
2 more points management made on order book & pipeline
DEE Development — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹362 Cr, net profit ₹28 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What DEE Development's management said in earlier quarters
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Frequently Asked Questions
What were DEE Development Q3 FY25 results?
Revenue guidance for FY '26 is around INR 1,100 crores with EBITDA margins of 19%-20%. DEE Development Engineers Ltd targets a revenue of around INR 1,100 crores in FY '26, with EBITDA margins expected between 19%-20%.
What is DEE Development share price analysis?
DEE Development currently shows a neutral. The stock trades at a P/E of 59.3 with a market cap of ₹4,861 Cr. Investors should review the full earnings analysis for detailed insights.
Is DEE Development planning capital expenditure?
Commissioning of new Anjar facility 2 was delayed but completed in January 2025, increasing capacity by 9,000 metric tons to a total of 15,000 metric tons.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.