Deep Industries Limited · NSE:DEEPINDS
Deep Industries — Investor Presentation (August 2026)
41 slides from Deep Industries's investor presentation, Aug 31, 2026
Slide 1: Regulation 30 Intimation to Stock Exchanges
August 31, 2026 To, To, Corporate Relations Department Corporate Relations Department BSE Limited National Stock Exchange of India Ltd. 2nd Floor, P.J. Towers, Exchange Plaza,Plot No. C/1, G-Block, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai – 400001 Mumbai – 400051. SCRIP CODE: 543288 SY
Slide 2: Corporate Presentation
India's only integrated Onshore and Offshore Oil & Gas Service Provider CORPORATE PRESENTATION
Slide 3: What We Will Cover
AGENDA What We Will Cover 01 Company Overview 05 Government Schemes — New Growth Vectors 02 Leadership & Governance 06 Business Verticals — Deep Dive 03 Industry Landscape 07 Financial Performance 04 Energy vs Defence — The Strategic Case 08 Outlook & CSR DEEP INDUSTRIES LIMITED 02 / 40
Slide 4: Company Overview
01 Company Overview Three decades of building India's oil & gas field-services backbone DEEP INDUSTRIES LIMITED 03 / 40
Slide 5: A Three-Decade Journey to National Scale
ABOUT US A Three-Decade Journey to National Scale India's only integrated Onshore and Offshore Oil & Gas Service Provider ▪ Commenced business in 1991 and listed on Indian stock exchanges — over three decades of continuous operating history. ▪ Originally spanned both Exploration & Production (E&P) a
Slide 6: Positioned at the Centre of India's Energy Push
ABOUT US Positioned at the Centre of India's Energy Push ▪ Dominant presence across natural gas compression, natural gas dehydration, drilling & workover rigs, Integrated Project Management, and full gas- processing facilities on charter hire. ▪ Moved up the value chain with a first-of-its-kind Prod
Slide 7: A Pioneer in Oil & Gas Support Services
ABOUT US A Pioneer in Oil & Gas Support Services 20 80+ 30+ 70% Onshore rigs Gas processing units Years as India's only Of the post-exploration (6 drilling + 14 workover) & compressors owned integrated O&G services co. value chain covered ▪ Only company in India providing comprehensive oil & gas sup
Slide 8: A Diversified Oil & Gas Services Portfolio
BUSINESS VERTICALS A Diversified Oil & Gas Services Portfolio Covering ~70% of the post-exploration value chain Natural Gas IPMS Natural Gas processing facilities - wellhead to Integrated turnkey drilling & well-completion transportation Drilling Services Natural Gas Compression Workover Services Na
Slide 9: A Testimony to Our Capabilities
LOYAL CUSTOMER BASE A Testimony to Our Capabilities Disclaimer: Logos shown are for representative purposes only. DEEP INDUSTRIES LIMITED 08 / 40
Slide 10: Leadership & Governance
02 Leadership & Governance Three decades of promoter-led execution, backed by an independent board DEEP INDUSTRIES LIMITED 09 / 40
Slide 11: Paras Savla
OUR FOUNDER Paras Savla Chairman & Managing Director ▪ Founded Deep Industries in 1991 and has led the organization to exponential growth over three decades. ▪ Under his leadership, the company has diversified across the Oil & Gas value chain with progressively value-added service offerings. ▪ Built
Slide 12: Other Key Managerial Personnel
LEADERSHIP Other Key Managerial Personnel Rupesh Savla Rohan Shah Managing Director Whole-time Director (Finance) & CFO More than 30 years of experience in the energy sector; steered A Chartered Accountant with over 20 years of expertise in the organization towards extensive operational expansion. F
Slide 13: An Eminent Board with Extensive Domain Knowledge
OUR BOARD An Eminent Board with Extensive Domain Knowledge Comprising Executive and Non-Executive Directors in compliance with SEBI Regulations Paras Savla Rupesh Savla Rohan Shah Chairman & Managing Director Managing Director Whole-time Director (Finance) & CFO Dr. Kirit Shelat Ms. Shaily Dedhiya S
Slide 14: Industry Landscape
03 Industry Landscape India's upstream sector is being structurally re-rated — onshore first DEEP INDUSTRIES LIMITED 13 / 40
Slide 15: Constituents of Onshore & Offshore Oil & Gas Services
INDUSTRY LANDSCAPE Constituents of Onshore & Offshore Oil & Gas Services Deep Industries is now engaged across both Onshore and Offshore Oil & Gas Services Onshore Offshore Operations performed on land Operations performed in deep sea ▪ Capital efficiency — Drilling, mobilization, and operating cost
Slide 16: Oil & Gas India — From Import Dependence to Domestic Upside
INDUSTRY LANDSCAPE Oil & Gas India — From Import Dependence to Domestic Upside PAST — Structural Import Dependence PRESENT — Policy Reset & Acreage Opening Status as of FY26 CY2025–26 Initiatives ▪ Single license for conventional & unconventional hydrocarbons India has historically imported the majo
Slide 17: Onshore Comes First — Then Multi-Year Exploration-Led Growth
INDUSTRY LANDSCAPE Onshore Comes First — Then Multi-Year Exploration-Led Growth CRITICAL SHIFT — Onshore Drilling Comes First FUTURE — Multi-Year Exploration-Led Growth Immediate Execution Phase FY26–FY30 Outlook ▪ Majority of DSF & CBM blocks are onshore ▪ Continuous acreage rounds (OALP / DSF / CB
Slide 18: Energy Security Is National Defence
04 Energy Security Is National Defence.. Why a critical energy-services franchise deserves a defence-grade re-rating DEEP INDUSTRIES LIMITED 17 / 40
Slide 19: Defence companies protect borders; energy companies protect economic borders
ENERGY SECURITY Defence companies protect India's geographical borders. Critical energy companies like Deep Industries help protect India's economic borders. DEFENCE IMPERATIVE ENERGY IMPERATIVE • Reduce dependence on imported defence equipment • Reduce vulnerability to imported energy • Build domes
Slide 20: The Investment Thesis
THE INVESTMENT THESIS “We are not speculating on oil prices. We are a toll-booth on India's structural shift toward a gas-based economy — an import- substitution engine with defence-level criticality, and a virtually debt-free balance sheet.” ▪ Just as domestic production of defence equipment reduce
Slide 21: Government Schemes — New Growth Vectors
05 Government Schemes — New Growth Vectors Samudra Manthan & GOBARdhan — both administered by the Ministry of Petroleum & Natural Gas DEEP INDUSTRIES LIMITED 20/ 40
Slide 22: Samudra Manthan — National Offshore Exploration Scheme
GOVERNMENT SCHEMES Samudra Manthan — National Offshore Exploration Scheme ₹84,084 Cr Through FY31 600+ MMTOE Total outlay approved Implementation window Targeted reserve accretion by Union Cabinet (Aug 2026) (Ministry of Petroleum & Natural Gas) (oil-equivalent) Scheme components Deep's capability r
Slide 23: GOBARdhan — National Biogas / CBG Scheme
GOVERNMENT SCHEMES GOBARdhan — National Biogas / CBG Scheme ₹23,731 Cr ~10x 3% → 5% Outlay, FY27–FY36 Targeted rise in domestic Mandatory CBG blending (Ministry of Petroleum & Natural Gas) CBG production, to ~4,000 TPD by FY29 ramps FY27 to FY29 (CNG & PNG) Scheme mechanics Deep's capability read-ac
Slide 24: Business Verticals — Deep Dive
06 Business Verticals — Deep Dive Seven service lines spanning the onshore and offshore value chain DEEP INDUSTRIES LIMITED 23/ 40
Slide 25: Natural Gas — Charter Hire of Gas Processing Facility
06.1 BUSINESS VERTICALS Natural Gas — Charter Hire of Gas Processing Facility Project Jaya Delivered the entire surface facility and produced-fluid processing ▪ Design, Supply, Installation, Commissioning and O&M of hydrocarbon production network — from wellhead to the transportation point — on a sy
Slide 26: Natural Gas — Compression
06.2 BUSINESS VERTICALS Natural Gas — Compression Asset size: the Company owns more than 80 gas compressors Artificial Gas Lift Gas Transportation Boil-Off Gas Gas-Based Power Enhanced oil recovery — gas Distribution — compression offsets Reduces evaporation loss — Power generation — compression com
Slide 27: Natural Gas — Dehydration
06.3 BUSINESS VERTICALS Natural Gas — Dehydration ▪ Removes water vapour from produced natural gas to meet pipeline-quality and processing specifications. ▪ Prevents hydrate formation, corrosion and two-phase flow issues in downstream pipelines and equipment. ▪ Complements Deep's compression and cha
Slide 28: Integrated Project Management Services (IPMS)
06.4 BUSINESS VERTICALS Integrated Project Management Services (IPMS) ▪ IPM is a turnkey solution to drill and complete a well, or a number of wells, under a single contract. ▪ Under IPM, Deep focuses on the complete project — deploying in-house expertise alongside third-party services where needed.
Slide 29: IPMS — Workover & Drilling Rig Services
06.4 BUSINESS VERTICALS IPMS — Workover & Drilling Rig Services Leading solution provider for Coring, Air Drilling, Workover and Drilling Rig Services to Oil & Gas companies in India. 6 Drilling Rigs 14 Workover Rigs Coring Services Air Drilling DEEP INDUSTRIES LIMITED 28/ 40
Slide 30: Production Enhancement Contract
06.5 BUSINESS VERTICALS Production Enhancement Contract ₹1,402 Cr 15 Years ONGC Contract value Contract tenure Counterparty — a mature field ▪ Deep has secured a ₹1,402 crore, 15-year contract from ONGC offering comprehensive services to boost production from one of ONGC's matured fields. ▪ Under th
Slide 31: Offshore Services — Dolphin Offshore
06.6 BUSINESS VERTICALS Offshore Services — Dolphin Offshore Prabha–DP2 ▪ The dynamically-positioned DP2 barge, owned by Beluga International DMCC, Dubai — a wholly-owned subsidiary of Dolphin Offshore Enterprises (India) Ltd — has commenced revenue generation. ▪ Offshore services are required by th
Slide 32: Financial Performance
07 Financial Performance Q1 FY27 momentum, on top of a record FY26 DEEP INDUSTRIES LIMITED 31/ 40
Slide 33: Consistent, Revolving Order Flow
FINANCIAL PERFORMANCE Consistent, Revolving Order Flow Opening Order Book Additions Executed Closing Order Book (1 Apr 2026) (Q1 FY27) (Q1 FY27) (30 Jun 2026) ₹3,007 Cr ₹319 Cr ₹279 Cr ₹3,047 Cr Amount in INR Crores. Figures on a consolidated basis, rounded to nearest decimal place. +39.8% +38.7% +4
Slide 34: Financial Highlights — FY 2026
FINANCIAL PERFORMANCE Financial Highlights — FY 2026 Delivering consistent growth, year on year +55% +61% +65% +102% Revenue: ₹576.13 Cr (FY25) EBITDA*: ₹263.79 Cr PBT*: ₹210.78 Cr Cash Profit*: ₹218.53 Cr → ₹890.71 Cr (FY26) → ₹424.82 Cr → ₹347.95 Cr → ₹442.12 Cr 1000 800 600 400 200 0 Revenue EBIT
Slide 35: Consolidated P&L — FY 2026
FINANCIAL PERFORMANCE Consolidated P&L — FY 2026 Particulars (₹ Cr) FY26 FY25 % YoY Revenues 890.71 576.13 54.60% Other Income 69.54 32.33 115.11% Total Income 960.26 608.46 57.82% Operating Expenses 400.15 237.19 68.70% Employee Benefit Expenses 78.12 62.39 25.21% Other Expenses* 57.17 45.08 26.82%
Slide 36: Balance Sheet & Key Ratios
FINANCIAL PERFORMANCE Balance Sheet & Key Ratios Particulars (₹ Cr) 31-Mar-26 31-Mar-25 31-Mar-24 ROE* ROCE* Non-Current Assets 1,754 1,483 1,239 21.86% 19.27% FY26 · vs 12.01% (FY25) FY26 · vs 13.06% (FY25) Current Assets 841 910 672 Total Assets 2,595 2,393 1,911 EV/EBITDA* Debt/EBITDA** Equity 1,
Slide 37: Outlook & CSR
08 Outlook & CSR A supportive business landscape, and a commitment beyond the balance sheet DEEP INDUSTRIES LIMITED 36 / 40
Slide 38: A Supportive Business Landscape
STRATEGIC OUTLOOK A Supportive Business Landscape Deep Industries Limited — India's only integrated Onshore and Offshore Oil & Gas Service Provider for more than 30 years — is well placed to benefit from the current industry outlook. Industry at an Inflection Point Supportive Policy Initiatives The
Slide 39: Investing in Education, Beyond the Balance Sheet
CORPORATE SOCIAL RESPONSIBILITY Investing in Education, Beyond the Balance Sheet ▪ Deep Industries has launched Blended Interactive Learning — a technology-driven approach to enhance primary education in Gujarat, aligned with the government curriculum. ▪ The flagship product, Smart Class, integrates
Slide 40: Disclaimer
DISCLAIMER Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Deep Industries Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for an
Slide 41: Thank You
THANK YOU Ms. Munmun Dutta Mr. Balasubramanyam Danturti VP, Business Acquisition & Investor Relations Investor Relations Consultant munmun@deepindustries.com baladanturti@yahoo.com DEEP INDUSTRIES LIMITED 40/ 40
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