DEEDEV / Q3-FY26 / claim-ledger

Audit the questions that mattered.

DEE Development Engineers · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-02-14Back to quarter ↗

Questions audited

12

Answered directly

67%

Numeric claims

4

Consistency

mixed

Question ledger

What was answered, and how?

Kam Bagmar · Lotus Asset Managers

partial

Why is EBITDA impact 14.6 cr when power business is only 10% of revenue?

one of our plants was operate earlier operating at the rate of 8.57 and now we are operating it at 3.5 rupees that mean there is a loss of 5 rupees per unit... net effect translates to actually 14.3 which is the exact working which we have done on paper

Kam Bagmar · Lotus Asset Managers

direct

Does core EBITDA of 45.8 cr include the 4.2 cr labor code impact?

Yes. It it is already included.

Kam Bagmar · Lotus Asset Managers

evasive

What is core EBITDA before labor code impact?

anyway if there is any confusion anyway anyway kam if there is any confusion we will uh send the revised filing on the stock exchange

Kam Bagmar · Lotus Asset Managers

direct

What is the margin guidance for core business in FY27?

will be 18 to 20% in this range there's absolutely no doubt on that 18 to 20%.

Kam Bagmar · Lotus Asset Managers

partial

What is the size of new orders expected this quarter?

Sir in this quarter you know we are well on track uh to get many orders. I mean many bids have been opened and we have been declared L1... ballpark size of those order like say uh maybe 300 to 400

Utkash Chanana · SMC Private Wells

direct

Why is the tax rate so low this quarter and what is normalized tax rate?

22 uh% plus uh uh S and search charge it is 25.17%.

Dash D · Nexa Securities

direct

Will the power division be EBITDA neutral from FY27 after pellet plant?

It will be absolutely a beta neutral. It will be absolutely a beta neutral.

Prisha Sha · RS Family Office

partial

What operational efficiencies will achieve 3x revenue growth target?

our major angar expansion is going to be responsible for that... this being an absolutely new setup which has been set up considering all lean manufacturing principles. We expect a very huge operational leverage

Ripunjayal · Amar Alliance Equity Research Private Limited

direct

Why is inventory holding period higher than peers?

since we are a projectdriven company... we have to do everything as per the requirement of the projects... we have to have an inventory of almost 600 500 to 500 of our words just for raw material

Ripunjayal · Amar Alliance Equity Research Private Limited

direct

What is the revenue potential at 90% capacity utilization?

2300 to 2500 sir 2300 to 2500 with the present facilities.

Ram Modi · Praulias Leela

partial

When will the power plant tariff issues be resolved?

final hearing with the PAC were held around 10 15 days back and we are expecting uh order at any given time... it should be at par with the tariff which we are getting at power division

Prashant · Individual Investor

evasive

What is the PSU vs non-PSU split of the order book?

That is difficult to answer immediately but you know in the coming year lot of PSU business will be there which may be almost around uh uh you know domestic revenue it may be around 40 to 60%