Claim Ledger
54% answered
Did management answer the analysts?
12 analyst questions audited, 5 evaded or deflected.
View Claim Ledger →Deepak Builders & Engineers India Limited — Q3 FY26
Deep Industries delivered a strong Q3 FY26 with revenue of ₹221.5 crore (+43.1% YoY), EBITDA of ₹110.1 crore (+46.3% YoY), and PAT of ₹71.3 crore (+49.8% YoY).
bullish
high
Financial stats pending filing verification
2-Minute Summary
✦ AI-Generated from Full Transcript
Deep Industries delivered a strong Q3 FY26 with revenue of ₹221.5 crore (+43.1% YoY), EBITDA of ₹110.1 crore (+46.3% YoY), and PAT of ₹71.3 crore (+49.8% YoY). EBITDA margin remained healthy at 47.6%. Growth was driven by volume expansion across onshore drilling, workover, gas processing, and the new production enhancement (PEC) contract, which contributed ~₹20 crore in the quarter. The order book stands robust at ₹2,967 crore, providing multi-year visibility. Management guided for 30-35% revenue growth in FY27, supported by a strong bidding pipeline (~₹800 crore) and new rig deployments. A gas leakage incident at the PEC site was contained within 5 days with no casualties, but will delay PEC revenue ramp-up by 2-3 months. Key risk: execution delays from the incident and potential provisioning on legacy receivables from the Kandla acquisition.
दीप इंडस्ट्रीज ने वित्त वर्ष 2025-26 की तीसरी तिमाही में शानदार प्रदर्शन किया। कंपनी की कमाई ₹221.5 करोड़ रही, जो पिछले साल से 43% ज्यादा है। मुनाफा ₹71.3 करोड़ रहा, जो 50% बढ़ा। कंपनी का खर्च घटाने के बाद मार्जिन 47.6% रहा, जो बहुत अच्छा है। यह वृद्धि ड्रिलिंग, गैस प्रोसेसिंग और नए उत्पादन बढ़ाने वाले ठेके (PEC) से हुई। कंपनी के पास ₹2,967 करोड़ के ऑर्डर हैं, जो आने वाले सालों में काम देते रहेंगे। अगले साल कमाई 30-35% बढ़ने का अनुमान है। हालांकि, PEC साइट पर गैस लीक हुई थी, जो 5 दिन में ठीक हो गई, लेकिन इससे काम में 2-3 महीने की देरी होगी। पुराने कर्ज वसूली में भी चुनौती हो सकती है।
Risks4 trackedTranscriptfull text
Research workspace
Focused Modules
Risks
4 risks
Risk Intelligence
PEC gas leakage incident may delay revenue ramp-up
View Risks →
Transcript
Full text
Call Transcript
Full transcript text is available on this route.
Read Transcript →Quarter Snapshot
Order Book
₹2,967 crore
Flat QoQ
Order book remains robust, providing multi-year revenue visibility.
Bidding Pipeline
₹800 crore
N/A
Current outstanding bids; success rate varies from 20-30% to over 50% in some verticals.
Dolphin Revenue (Q3)
₹30 crore
N/A
Dolphin contributed ₹30 crore revenue and ₹13.5 crore profit in Q3.
PEC Revenue Guidance (FY27-28)
₹150 crore
N/A
Management expects PEC to generate ~₹150 crore annually from FY27-28 onward.
Fast read
Guidance and risk preview
Based on existing order book and expected new orders, management is confident of 30-35% revenue growth in the next financial year.
A gas leakage at the PEC site caused a temporary well shutdown; management expects a 2-3 month delay in revenue ramp-up from this contract.
View Risks →