Deep Industries Ltd
Deep Industries Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Deep Industries expects a revenue growth of 25% to 30% year-on-year for FY27, aiming for around INR 1,100 crores. Deep Industries expects a revenue growth of around 25% to 30% year-on-year for FY27 and beyond.
From Deep Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Deep Industries expects a revenue growth of 25% to 30% year-on-year for FY27, aiming for around INR 1,100 crores.
- Growth is driven by new orders expected in the first half of FY27, including major contracts awaiting award.
- The company anticipates maintaining an EBITDA margin of approximately 44%-45%.
- Over the next 3 to 5 years, the management is optimistic about significant growth, possibly doubling revenues due to increased drilling activities both onshore and offshore.
- Multiple business verticals—including production enhancement contracts (PEC), drilling, and gas processing—are all expected to grow symmetrically.
- Capex of around INR 150 crores is planned for rigs and gas processing units to support this growth.
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Profitability & Margins
See what Deep Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex of around INR150 crores planned primarily for rigs and gas processing units, targeting orders already bid for.
- Additional capex of around INR300 crores expected this year under PEC, rig segment, and gas processing.
- Potential increased capex if new offshore orders are secured.
- Plan to acquire higher capacity drilling rigs (around 2,000 horsepower) with estimated capex of INR100-120 crores, to be funded through internal accruals and debt, likely via JV.
- Expansion of Dolphin Offshore fleet with possible addition of more assets.
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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 around INR 3,000 crores, stable for the past 4-5 quarters.
- Out of this, more than INR 800 crores is expected to be executed in FY27.
- The order book includes a 15-year contract and other contracts with an average life of 2.5 years.
- The company is optimistic of adding new orders, especially from major contracts likely to be awarded soon.
- Bidding pipeline currently stands close to INR 500-600 crores, excluding recent PEC tenders.
- New orders from PEC and higher capacity drilling rigs are expected to enhance order inflow.
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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 Q4 FY26 results?
Deep Industries expects a revenue growth of 25% to 30% year-on-year for FY27, aiming for around INR 1,100 crores. Deep Industries expects a revenue growth of around 25% to 30% year-on-year for FY27 and beyond.
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 of around INR150 crores planned primarily for rigs and gas processing units, targeting orders already bid for.
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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.