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View Claim Ledger →Diffusion Engineers Limited — Q3 FY26
Diffusion Engineers delivered a strong Q3 FY26 with consolidated revenue of ₹182.4 crore (+27.3% YoY) and PAT of ₹12.0 crore (+69.1% YoY), driven by robust demand from cement, steel, and power sectors.
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Diffusion Engineers delivered a strong Q3 FY26 with consolidated revenue of ₹182.4 crore (+27.3% YoY) and PAT of ₹12.0 crore (+69.1% YoY), driven by robust demand from cement, steel, and power sectors. EBITDA margin remained stable at 13.39% despite high capacity utilization (~85%). The order book stands at ~₹200 crore, providing good visibility. Management guided for double-digit revenue growth in FY27, accelerating to ~25% as new capacities (electrode plant commissioned, heavy engineering facility by FY26-end) come online. Medium-term EBITDA margin target is 15-16% with asset turnover of 3-3.5x on ₹100 crore capex, aiming for ₹600-700 crore revenue by FY28-29. A strategic 10% stake in Torup Sun Systems (defence) adds optionality. Key risk: raw material price volatility (tungsten up 300%) could pressure near-term margins.
डिफ्यूज़न इंजीनियर्स ने तीसरी तिमाही में शानदार प्रदर्शन किया। कंपनी की कुल कमाई 182.4 करोड़ रुपये रही, जो पिछले साल से 27% ज्यादा है। मुनाफा 12 करोड़ रुपये रहा, जो 69% बढ़ा। सीमेंट, स्टील और बिजली क्षेत्रों से मांग बढ़ने से यह संभव हुआ। कंपनी की फैक्ट्रियां 85% क्षमता से चल रही हैं, फिर भी मुनाफा मार्जिन 13.39% स्थिर रहा। ऑर्डर बुक 200 करोड़ रुपये का है, जिससे भविष्य में कमाई सुनिश्चित है। कंपनी अगले साल 25% तक कमाई बढ़ाने की योजना बना रही है। नए कारखाने खुलने से 2028-29 तक 600-700 करोड़ रुपये की कमाई का लक्ष्य है। जोखिम: टंगस्टन जैसे कच्चे माल के दाम 300% बढ़ने से मुनाफा कम हो सकता है।
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Risks
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Risk Intelligence
Raw material price volatility
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Order Book
₹200 crore
N/A
Order book remains robust at close to ₹2 billion, reflecting sustained demand across key sectors.
Capacity Utilization
85%
N/A
Operating at ~85% capacity utilization across key product segments, reinforcing need for expansion.
Repeat Customer Revenue
80%
N/A
Over 80% of revenues come from repeat customers, highlighting sticky relationships.
Roller Revenue FY26
₹60-70 crore
+100% YoY
Roller revenue expected to reach ₹60-70 crore in FY26, doubling from prior year.
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Guidance and risk preview
Management expects double-digit revenue growth in FY27, accelerating to ~25% as new capacities come online.
Sharp increases in tungsten, molybdenum, nickel, and cobalt prices (tungsten up 300% vs 2024) could compress margins if not passed through.
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