Slide 1: Cover letter to stock exchanges: Investor/Result Presentation
Date: February 07, 2026 To, To, The Manager The Manager Listing Department Corporate Relationship Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra Kurla Complex Floor 25, Phiroze Jeejeebhoy Towers, Bandra (East), Dalal Street, Mumbai - 400 051 Mumbai - 400 001 N
Slide 2: Innovative Superconditioning Solutions
Innovative Superconditioning Solutions DIFFUSION ENGINEERS LIMITED February 2026
Slide 3: Safe Harbor
Safe Harbor This presentation contains “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Diffusion Engineers Limited (DEL) and its group companies’ future business developments and econ
Slide 4: Company Overview, Business Overview, Industry Overview, Financial Highlights
Company Overview Business Overview Industry Overview Financial Highlights
Slide 5: Company Overview
WV i Innovative superconditioning solutions = if wv COMPANY OVERVIEW
Slide 6: About Us
About Us DIVERSIFIED PRODUCT PORTFOLIO TRUSTED PARTNERSHIPS ACROSS INDUSTRIES ▪ Trusted, long-term partnerships with leading ▪ Special welding consumables, wear plates players across multiple geographies. and heavy engineering equipment STRATEGICALLY LOCATED MANUFACTURING FACILITY INCORPORATED IN 19
Slide 7: Vision, Mission & Core Values
Vision, Mission & Core Values Vision Mission Dedicated to driving the World’s Engineering progress with We empower the industrial sector to overcome wear, our solutions that transform industries. By building trust a reduce downtime, and future-proof their operations. nd absolute reliability, we aim
Slide 8: Journey So Far
Journey So Far ▪ Converted from Pvt. Ltd. to Public Ltd. Company ▪ Acquired land (in part) ▪ Acquired land (N-79) for manufacturing for manufacturing ▪ Incorporated as facility at Unit I facility at Unit II Private Limited ▪ Acquired a subsidiary ▪ Acquired land Company Company, Diffusion (Khasra no
Slide 9: Journey So Far
Journey So Far ▪ Established subsidiary Company in Singapore ▪ Incorporation of wholly-owned Diffusion Engineers subsidiary named "Diffusion Singapore Pte Ltd. Engineers Middle East, ▪ Invested in associate ▪ Received domestic order subsidiary in ▪ Acquired land for ▪ Undertook expansion worth Rs. 4
Slide 10: Strong & Experienced Management Team
Strong & Experienced Management Team Mr. Prashant Garg Dr. Nitin Garg Mrs. Chitra Garg Mr. Anil Trigunayat Chairman and Managing Director Non-Executive Director Non-Executive Director Indepedent Director Mr. Sherry Oommen Mrs. Deepali Bendre Mr. Abhishek Mehta Independent Director Independent Direct
Slide 11: Key Strengths
Key Strengths SYNERGISTIC BUSINESS MODELS FOCUSED SERVING INDUSTRY MAJOR PLAYERS DIRECTLY ON FORWARD INTEGRATION AS WELL AS THROUGH OEMS ▪ Transitioning from a manufacturer of special welding ▪ Serves a diverse clientele, including both OEMs in the electrodes to producing flux-cored wires, wear plat
Slide 12: Business Overview
DIFFUSI<;N Innovative superconditioning solutions » fi ee BUSINESS OVERVIEW IV
Slide 13: Business at a Glance
Business at a Glance Diffusion Engineers Limited Manufacturing welding consumables, wear plates and wear parts a nd heavy engineering machinery for core industries Used in Industries Cement Steel Power Engineering Sugar Defence Mining Oil & Gas Key Raw Materials include Ferro alloys, Powdered metals
Slide 14: Diversified Product Portfolio
Diversified Product Portfolio… 1 13 3
Slide 15: Our Services
Services Service Welding Diffusion Engineers is a pioneer in offline, in-situ, and emergency breakdown reconditioning. Our expertise restores the life of worn-out components, reducing replacement costs and downtime. Typical Components Reconditioned: + VRM Tyres - CCS Rolls Cladding - Roller Press Ro
Slide 16: Our Integrated Industrial Advantage
Our Integrated Industrial Advantage We have built a fully forward - integrated manufacturing ecosystem 1 15 5
Slide 17: A Closed-Loop Engineering Model
A Closed - Loop Engineering Model 1 16 6
Slide 18: Heavy Engineering Equipment
Heavy Engineering Equipment We specialize in manufacturing and fabrication of heavy engineering equipment for cement, steel, power, sugar, and other core industries. Our dedicated Unit IV in Khapri (Uma), Nagpur – 441501, Maharashtra, ensures high-quality production and precision engineering Rotor H
Slide 19: State of the Art – Manufacturing Facilities
State of the Art – Manufacturing Facilities Unit I Unit II Unit III Unit IV Proposed Facility Operational since 1994 Operational since 2000 Operational since 2015 Operational since 2016 Commenced from Nov. 25 Special Purpose Flux cored wire, Anti-wear Flux cored wires, wear Special purpose welding e
Slide 20: Robust R&D set up
Robust R&D set up 01 DSIR approved R&D facility at Unit I Equipped with laboratory infrastructure for various developmental activities - process refinement, finished products testing and other 02 raw materials analysis We hold accreditation by the National Accreditation Board for Testing and Calibra
Slide 21: A Suite of Marquee Clientele
A Suite of Marquee Clientele 2 20 0
Slide 22: Strong Global Presence since 1982
Strong Global Presence since 1982 Manufacturing plant in Nagpur, India Export to other countries We have Tie-ups with over 95 distributors in domestic market and 9 distributors in the overseas market 2 21 1
Slide 23: Industry Overview
DIFFUSI<;N Innovative superconditioning solutions » fi ee INDUSTRY OVERVIEW IV
Slide 24: Welding Consumables Market
Welding Consumables Market Global Welding Consumables Industry ($ billion) ▪ The global welding consumables market size reached USD 17.7 bn in 2024. Looking 26.30 forward, IMARC Group expects the market to reach USD 26.3 Billion by 2033, exhibiting a growth rate (CAGR) of 4.49% during 2025-2033 17.7
Slide 25: Wear Plates & Heavy Engineering Market
Wear Plates & Heavy Engineering Market Global Wear Plate Market Indian Wear Plate Market Heavy Engineering Industry in India ($ billion) ($ billion) ($ billion) 300 6.8 46.6 4.5 180 31.5 2024 2034 2024 2033 2024 2032 ▪ The global wear plate market is anticipated to expand from $31.5 bn in ▪ Heavy el
Slide 26: Financial Overview
DIFFUSI<;N Innovative superconditioning solutions » fi ee FINANCIAL OVERVIEW IV
Slide 27: Chairman's Message
Chairman’s Message Prashant Garg Chairman & Managing Director Diffusion Engineers Limited During the Third quarter ended 31st December 2025, on a consolidated basis, we recorded revenue of ₹1,008.24 million, EBITDA (excluding other income) of ₹135.05 million, and PAT of ₹120.11 million representing
Slide 28: Standalone Financial Highlights - Quarterly
Standalone Financial Highlights - Quarterly Revenue from Operations *EBITDA PAT 142.04 135.02 Standalone Quarterly Performance (Rs. In Mn) 116.75 120.40 1,008.89 111.86 876.00 99.13 799.61 85.66 86.54 88.54 735.42 733.72 63.84 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q
Slide 29: Quarterly Financial Highlights - Standalone
Quarterly Financial Highlights - Standalone Rs. in Mn Particulars Q3 FY26 Q3 FY25 Y-o-Y% Q2 FY26 Total Income from Operations 876.00 735.42 19.12% 799.61 Total income from operations for Q3 FY26 stood at ₹876 million as compared to ₹735.42 million in Q3 FY25, *Raw Materials 577.98 485.67 517.16 regi
Slide 30: Nine Months Financial Highlights - Standalone
Nine Months Financial Highlights - Standalone Rs. in Mn Particulars 9M FY26 9M FY25 Y-o-Y% Total Income from Operations 2,409.33 2,151.18 12.00% Total income from operations for 9M FY26 stood at ₹240 9.33 million as compared to ₹2151.18 million in *Raw Materials 1,584.98 1,446.35 9M FY25, registerin
Slide 31: 5 years Standalone Annual Financial Highlights
5 years Standalone Annual Financial Highlights 5 Years CAGR (%) Revenue (Rs. Mn) 26% 3160.07 2440.74 2571.26 16% 16% 1957.58 1523.08 Revenue EBITDA PAT FY21 FY22 FY23 FY24 FY25 *EBITDA (Rs. Mn) EBITDA Margin (%) PAT (Rs. Mn) PAT Margin (%) 12.68% 12.94% 10.68% 14.00% 11.77% 500.00 12.00% 400.00 11.0
Slide 32: Consolidated Financial Highlights - Quarterly
Consolidated Financial Highlights - Quarterly Revenue from Operations *EBITDA PAT Consolidated Quarterly Performance (Rs. In Mn) 130.10 122.64 120.11 1,024.48 1,008.24 147.01 135.05 101.65 791.98 806.65 835.66 123.67 104.71 105.81 71.00 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26
Slide 33: Quarterly Financial Highlights - Consolidated
Quarterly Financial Highlights - Consolidated Rs. in Mn Particulars Q3 FY26 Q3 FY25 Y-o-Y% Q2 FY26 Total Income from Operations 1,008.24 791.98 27.31% 835.66 Total income from operations for Q3 FY26 stood at ₹1,008.24 million as compared to ₹791.98 million in *Raw Materials 673.62 507.72 526.80 Q3 F
Slide 34: Nine Months Financial Highlights - Consolidated
Nine Months Financial Highlights - Consolidated Rs. in Mn Particulars 9M FY26 9M FY25 Y-o-Y% Total Income from Operations 2,650.54 2,327.47 13.88% Total income from operations for 9M FY26 stood at ₹2,650.54 million as compared to ₹2,327.47 million for *Raw Materials 1,727.67 1,534.25 12.61% 9M FY25,
Slide 35: 5 years Consolidated Annual Financial Highlights
5 years Consolidated Annual Financial Highlights 5 Years CAGR (%) Revenue (Rs. Mn) 25% 3351.96 2781.45 18% 2548.76 17% 2045.89 1552.63 Revenue EBITDA PAT FY21 FY22 FY23 FY24 FY25 *EBITDA (Rs. Mn) EBITDA Margin (%) PAT (Rs. Mn) PAT Margin (%) 13.97% 14.04% 11.08% 10.75% 15.00% 13.35% 500.00 12.00% 40
Slide 36: Order Book
Order Book Rs. in Mn Mar FY25 Dec FY25 1521.65 Type Mar-25 Dec-25 Heavy Engineering 645.95 1,521.65 Wear Plates and Wear Parts 265.07 296.51 645.95 Welding Consumables 121.08 115.92 265.07 296.51 121.08 115.92 Grand Total 1,032.09 1,934.08 Heavy Engineering Wear Plates & Wear Parts Welding Consumabl
Slide 37: Key Ratios
Key Ratios RoE(%) RoA(%) 18.52% 12.18% 16.86% 10.55% 15.10% 9.93% 9.98% 11.64% 7.02% 9.59% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 RoCE(%) Total Debt to Equity Ratio (X) 0.34 20.63% 17.30% 18.46% 16.24% 0.19 0.2 11.18% 0.18 0.06 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 The decline
Slide 38: Working Capital Analysis (Days)
Working Capital Analysis (Days) Inventory Receivables 85 93 92 72 91 64 67 66 83 82 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Payables Net Working Capital 131 99 97 94 75 72 69 60 47 55 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 37
Slide 39: Thank You
Thank You Company Investor Relations Advisors Diffusion Engineers Limited. Adfactors PR Pvt. Ltd. CS Chanchal Jaiswal Mr. Amit Sharma / Mr. Rupesh Rege info@diffusionengineers.com amit.sharma@adfactorspr.com www.diffusionengineers.com rupesh.rege@adfactorspr.com www.adfactorspr.com