Deep Industries Ltd
Deep Industries Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Deep Industries Limited expects to achieve around INR 800 crores in revenue by FY '26, driven by full-year revenue from Dolphin's Barge, growth in existing business, and about 6 months revenue from production enhancement contracts. The company expects growth of more than 30% year-on-year in the next 3 years based on existing order book and anticipated new orders.
From Deep Industries Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Deep Industries Limited expects to achieve around INR 800 crores in revenue by FY '26, driven by full-year revenue from Dolphin's Barge, growth in existing business, and about 6 months revenue from production enhancement contracts.
- The company is targeting over 30% year-on-year growth for the next 3 years based on the existing order book and anticipated new orders.
- Organic growth is projected at approximately 18-19% year-on-year in traditional services.
- Incremental production from production enhancement contracts is expected to contribute significant revenue from FY '27 onwards, potentially exceeding INR 100 crores.
2 more points from Deep Industries Ltd's call on revenue
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Profitability & Margins
See what Deep Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex Plan: Over INR 500 crores planned for the next financial year, covering awarded and anticipated projects.
- Production Enhancement Contract: Estimated capex of around INR 160 crores over two years.
- Onshore Drilling Assets: Capex ongoing for acquiring 3 rigs, with one additional rig planned next financial year; further rig additions depend on new awards.
- Offshore Services: Acquired an anchor-handling tug; plans to add more vessels (diving support, platform supply, tugs) for charter business.
- Strategic Acquisition: Exploring acquisition opportunities in the industry; funds from QIP and liquidity kept to capitalize on potential purchases.
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Top-ranked in Oil
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Deep Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at INR 2,701 crores, reflecting a 125% year-on-year growth (Page 4).
- The company has an active bidding pipeline of around INR 700 crores to INR 750 crores expected to convert in the next 3 to 6 months (Page 9).
- Typical success rate on bids is about 50%, varying across different verticals (Page 11).
- Anticipated production enhancement contracts (PECs) with expected orders coming out within a year as per company’s guesstimate; more activity expected from FY '26 onwards (Pages 6, 12).
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Deep Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹249 Cr, net loss ₹7 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Deep Industries's management said in earlier quarters
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Frequently Asked Questions
What were Deep Industries Ltd Q3 FY25 results?
Deep Industries Limited expects to achieve around INR 800 crores in revenue by FY '26, driven by full-year revenue from Dolphin's Barge, growth in existing business, and about 6 months revenue from production enhancement contracts. The company expects growth of more than 30% year-on-year in the next 3 years based on existing order book and anticipated new orders.
What is Deep Industries Ltd share price analysis?
Deep Industries Ltd currently shows a neutral. The stock trades at a P/E of 9.9 with a market cap of ₹4,119 Cr. Investors should review the full earnings analysis for detailed insights.
Is Deep Industries Ltd planning capital expenditure?
Capex Plan: Over INR 500 crores planned for the next financial year, covering awarded and anticipated projects.
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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.