DEE Development Engineers delivered a strong Q3 FY26 with revenue of 286.7 crore (up 77% YoY) and EBITDA of 47.6 crore (up 741% YoY), driven by robust execution in the core pipi...
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The power division faces adverse tariff revisions (from ₹8.5 to ₹3.5 per unit for Balwa plant) with final orders pending; further delays or unfavorable outcomes could prolong cash drain.
high · management_commentaryHigh inventory levels (₹500-600 crore) relative to order book due to project-specific procurement and import lead times; any order cancellation or delay could strain liquidity.
medium · analyst_questionRising steel prices and import dependence (50% of raw material) could pressure margins if not passed through; management claims insulation via back-to-back ordering but risk remains.
medium · analyst_questionAnalyst flagged confusion in EBITDA reporting (labor code impact inclusion); management acknowledged and promised revised filing, indicating potential transparency issues.
low · data_observation