DIFFNKG / Q3-FY26 / claim-ledger

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

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PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

Answered directly

79%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Vun Jane · Dollar Capital

direct

What is the acquired company and how does it fit?

This company is involved in the design and development of advanced systems for aerospace, marine and land applications... we also get manufacturing rights once a prototype is approved.

Vun Jane · Dollar Capital

direct

Is the 10% stake just to be a welding supplier?

No, we are not just a welding company. We are an engineering company now... we will get the manufacturing rights to manufacture the missile as well as the launcher.

Vun Jane · Dollar Capital

partial

How was the pre-revenue company valued at 40-45 cr?

We have done valuation based on the valuation reports received from the valuers and also the estimated value of the PSO which they have received...

Vun Jane · Dollar Capital

partial

What is the revenue and margin guidance for FY27?

For revenue guidance we will be in late teens for sure and as well as on the margins... our EBITDA would remain in this level maybe 100 to 200 bps we expect to increase.

Vun Jane · Dollar Capital

direct

Status of L1 railway contracts for Vande Bharat?

We have received LOI for so there were six contracts... we received LOIs for already three such contracts... capacity assessment has been carried out by RITES.

Vun Jane · Dollar Capital

direct

Timeline for railway contract execution?

These contracts will be executed within the next 3 to 5 months depending on the size of the contracts.

Vun Jane · Dollar Capital

evasive

Are railway contracts higher margin?

Because these are developmental orders we can't really comment on the margins as of now... even if high margin or no margin the numbers are not going to make significant difference.

Vijill Sha · RTL Investments

direct

Revenue potential of entire family at 600?

We are investing close to 100 cr. So considering that after our capacities go fully live and utilization comes to around 85% we expect to be able to do a turnover of 600 to 700 crores.

Vijill Sha · RTL Investments

direct

Timeframe to reach 85% capacity utilization?

We expect it to happen by anywhere between FY28 and FY29.

Vijill Sha · RTL Investments

direct

Credentials for making missiles and launchers?

We are already a defense supplier... we have also supplied some parts to Skyroot... our bid is more on the contract manufacturing side.

Saiaki · Nan Capital

direct

Pathway to revenue from capacity expansion?

The additional capacity will first of all enable us to get more orders because we are restricted by the number of orders we accept... we are adding to our machining capabilities which will enable us to manufacture more complex and precision parts.

Tunel Jane · Nirval Bank security

partial

Roller revenue in 9 months and outlook for FY26/27?

Roughly around by the end of this year we will do close to around 60 to 70 CR in by the end of FY26 and for FY27 we expect this to grow in similar sort of percentage levels as indicated by ABC before.