Q2 2026 Diffusion Engineers Ltd Earnings Call Transcript

Nov 17, 2025 / 10:30 AM GMT

Transcript

Key Points

Positve

Diffusion Engineers Ltd (NSE:DIFFNKG) reported a year-on-year revenue increase of 7.60% for Q2 FY26, showcasing continued growth.
The company has a strong order book of over INR 170 crores, driven by significant demand in the heavy engineering sector.
Over 80% of revenues come from repeat customers, indicating strong customer loyalty and confidence.
The company is undergoing IPO-funded capacity expansion, which includes new welding consumable capacities and a new heavy engineering facility.
Diffusion Engineers Ltd (NSE:DIFFNKG) is targeting to double its top-line in the medium term, supported by strong order inflows and operational excellence.

Negative

Q2 FY26 showed a relatively flat top-line compared to previous quarters, attributed to delays in executing roller press roll orders.
The company faces long lead times for sourcing heavy components from Europe, impacting execution timelines.
There is increased competition due to industry consolidation, which could pressure margins.
Finance costs increased by about INR 2 million this quarter, attributed to working capital loans.
The expansion projects are still underway, with the main plant expected to be operational by the end of Q4 FY26, potentially delaying immediate revenue contributions.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DIFF.NS - Diffusion Engineers Ltd
Q2 2026 Diffusion Engineers Ltd Earnings Call
Nov 17, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Diffusion Engineers Limited Q2 NH1F526 earnings conference call. This conference call may contain forward-looking statements based on the beliefs, opinions, and expectations as in the date of this call. These statements are not guarantees of future performance. And involves certain risks and uncertainties that are difficult to predict. As a reminder, our participant lines will be in less only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need any assistance during the conference call, please sit in an operator by pressing.

Then $0 your touchstone phone. Please note that the conference is being recorded. I now

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