Deep Industries Limited (DEEPINDS) Earnings Call Transcripts

Deep Industries Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Deep Industries Limited reported a significant revenue increase of 49% year-on-year, reaching INR 248.7 crores, while full-year revenue surged 55% to INR 891 crores. The net profit for Q4, excluding one-time items, was INR 148.6 crores, contributing to a full-year net profit of INR 352.9 crores. Management maintained a positive outlook, projecting a revenue growth of 25% to 30% for FY '27, supported by a robust order book exceeding INR 3,000 crores and favorable macroeconomic conditions in the energy sector.

Reported metrics

Guidance from management

Management expects revenue growth of 25% to 30% for FY '27, supported by a strong order book and favorable market conditions. They indicated confidence in maintaining EBITDA margins around 44% to 45%.

What management said

So we have written off all old trade receivables of Kandla Energy. With our extensive effort of recoverability, we decided that it is not recoverable anymore. And so we decided to write off those old trade receivables of Kandla. With regards to other legacy trade receivables of Dolphin, we have kept them outstanding in our books considering the arbitration awards received in our favor. So out of total INR 160 crores...

So with the current trend that is going on, we are quite optimistic that this trajectory of growth that has been witnessed in past few years should keep continuing. But our sense is that it could be more than 25% to 30%.

What analysts pressed on

Analysts expressed concerns regarding the delays in production enhancement due to the gas leak incident, questioning the impact on future revenue projections. There were also inquiries about the recovery of legacy trade receivables and the overall health of the balance sheet post-write-offs.

Main topics on the call

• Strong Revenue Growth — Deep Industries reported Q4 FY '26 operational revenue of INR 248.7 crores, a 49% increase year-on-year, and full-year revenue of INR 891 crores, up 55%. Management stated, "The strong growth momentum in top line comes f...
• Profitability and Cash Flow — Net profit for Q4 FY '26 was INR 148.6 crores, with full-year net profit at INR 352.9 crores. Cash flow from operating activities improved to INR 270 crores from INR 210 crores in FY 2025, indicating strong operational e...
• Order Book Stability — The company maintains a robust order book of over INR 3,000 crores, providing visibility for future revenue. Management emphasized, "Our order book remains robust, revolving consistently over INR 3,000 crores, providing ...
• Write-off of Legacy Receivables — Deep Industries wrote off INR 208 crores of Kandla legacy trade receivables, which did not impact cash flows. Management noted, "This nonrecurring and noncash adjustment reflects our commitment to financial discipline."

Read the full Deep Industries Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 11 Deep Industries Limited earnings call transcripts on record, spanning May 29, 2023 to July 29, 2026. Based on this history, Deep Industries Limited reports semi-annually. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DEEPINDS

Exchange

NSEI

Country

IN

Sector

Energy

Industry

Energy Equipment and Services

Calls on record

11

First call

May 29, 2023

Most recent

July 29, 2026

Reporting cadence

semi-annually