Slide 1: Exchange filing cover letter: Investor/Result Presentation
Date: May 17, 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 NSE Sy
Slide 2: Diffusion Engineers Limited - May 2026
DIFFUSI->N DIFFUSION ENGINEERS LIMITED May 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
DIFFUSI;N Innovative superconditioning solutions if COMPANY OVERVIEW
Slide 6: About Us - Overview
About Us - Overview Presentation with media with solid fill Note: Please use “Ctrl + Click” to watch the video
Slide 7: 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 8: Vision, Mission & Core Values
Vision, Mission & Core Values Core Values Vision Reliability Dedicated to driving the World’s Engineering progress with our Our promise is our performance. solutions that transform industries. By building trust and absolute reliability, we aim to be the go-to partner for industries facing high stake
Slide 9: 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 10: Journey So Far
Journey So Far ▪ Established subsidiary Company in Singapore ▪ Incorporated a new subsidiary Diffusion Engineers in the UAE Singapore Pte Ltd. ▪ Received domestic order worth Rs. 48 Cr for Supply of ▪ Invested in associate High-Pressure Grinding Rolls subsidiary in Singapore ▪ Acquired land for ▪ Un
Slide 11: 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 Independent Director Mr. Sherry Oommen Mrs. Deepali Bendre Mr. Abhishek Mehta Independent Director Independent Direc
Slide 12: 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 13: Business Overview
DIFFUSI;N Innovative superconditioning solutions a1 BUSINESS OVERVIEW Dro IY
Slide 14: Business at a Glance
Business at a Glance CEMENT POWER STEEL Key Raw Materials include • FERRO ALLOYS, ENGINEERING • POWDERED METALS USED IN like Chromium, Molybdenum, INDUSTRIES Manganese Nickel etc, • STEEL PLATES, MINING • METAL WIRES • OTHER ALLOYS SUGAR DEFENCE OIL & GAS 1 13 3
Slide 15: Our Products
Our Products sISnasia Special Purpose Electrodes Awelding electrode is a coated metal wire or rod that conducts electric current from a welding machine to a workpiece to create an arc, melting both the electrode and the base metal to forma strong joint. Flux Cored Wires A flux-cored wire is a contin
Slide 16: Our Services
F DIFFUSIA;N Our Services ti anes li Service Welding Kiln- consultancy and fabrication 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. Our kiln Consultancy a
Slide 17: Our Integrated Industrial Advantage
DIFFUSI4S Innovative Superconditioning Solutions Our Integrated Industrial Advantage We have built a fully forward- integrated manufacturing ecosystem. Complementary Trading Portfolio Trading of allied industrial products like welding equipment, powders, industrial sprays and sealants that complemen
Slide 18: A Closed-Loop Engineering Model
A Closed - Loop Engineering Model 1 17 7
Slide 19: 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 Diffusi
Slide 20: 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 21: 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 22: A Suite of Marquee Clientele
A Suite of Marquee Clientele 2 21 1
Slide 23: Strong Global Presence since 1982
Strong Global Presence since 1982 We have Tie-ups with over 95 distributors in domestic market and 9 distributors in the overseas market 2 22 2
Slide 24: Industry Overview
DIFFUSI;N Innovative superconditioning solutions » Lr... AY INDUSTRY IY OVERVIEW
Slide 25: 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 26: 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 27: Financial Overview
DIFFUSI;N Innovative superconditioning solutions » Lr... AY FINANCIAL IY OVERVIEW
Slide 28: Chairman's Message
Chairman’s Message Prashant Garg Chairman & Managing Director Diffusion Engineers Limited “FY26 was a strong execution-led year for Diffusion Engineers Limited, marked by healthy revenue growth, improved profitability, and continued expansion across core industrial segments. The company benefited fr
Slide 29: Standalone Financial Highlights - Quarterly
Standalone Financial Highlights - Quarterly (Rs In Mn) Revenue from Operations *EBITDA PAT 142.04 1,132.70 120.40 1,009.69 154.13 116.72 876.00 135.82 99.13 799.61 111.86 116.75 88.54 733.72 86.54 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q4 FY25 Q1 FY26 Q2 FY26
Slide 30: Quarterly Financial Highlights - Standalone
Quarterly Financial Highlights - Standalone Rs. in Mn Particulars Q4 FY26 Q4FY25 Y-o-Y% Q3 FY26 Total Income from Operations 1,132.70 1,009.69 12.18% 876.00 *Raw Materials 808.64 705.55 577.98 Employee Cost 114.31 106.42 117.12 Other Expenses 55.61 61.90 64.15 Total Expenditure 978.57 873.87 759.25
Slide 31: Full Year Financial Highlights - Standalone
Full Year Financial Highlights - Standalone Rs. in Mn Particulars FY26 FY25 Y-o-Y% Total Income from Operations 3,542.03 3,160.87 12.06% *Raw Materials 2,393.62 2,151.90 Employee Cost 455.23 399.15 Other Expenses 223.89 200.2 Total Expenditure 3,072.74 2,751.25 Growth in Total Income from Operation,
Slide 32: 5 years Standalone Annual Financial Highlights
5 years Standalone Annual Financial Highlights (Rs In Mn) 5 Years CAGR (%) Revenue (Rs. Mn) 26% 3542.03 3160.87 18% 2440.74 2571.26 18% 1957.58 Revenue EBITDA PAT FY22 FY23 FY24 FY25 FY26 *EBITDA (Rs. Mn) EBITDA Margin (%) PAT (Rs. Mn) PAT Margin (%) 12.96% 13.25% 14.00% 500.00 14.00% 12.60% 500.00
Slide 33: Consolidated Financial Highlights - Quarterly
Consolidated Financial Highlights - Quarterly (Rs In Mn) Revenue from Operations *EBITDA PAT 1,415.74 1,025.28 159.70 1,008.24 206.89 130.10 806.65 835.66 122.64 120.11 147.81 101.65 123.67 135.05 105.81 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q4 FY25 Q1 FY26
Slide 34: Quarterly Financial Highlights - Consolidated
Quarterly Financial Highlights - Consolidated Rs. in Mn Particulars Q4 FY26 Q4 FY25 Y-o-Y% Q3 FY26 Total Income from Operations 1,415.74 1,025.28 38.08% 1,008.24 *Raw Materials 1,008.43 694.31 673.62 Employee Cost 124.92 110.27 123.36 Other Expenses 75.51 72.89 76.21 Total Expenditure 1,208.86 877.4
Slide 35: Full Year Financial Highlights - Consolidated
Full Year Financial Highlights - Consolidated Rs. in Mn Particulars FY26 FY25 Y-o-Y% Total Income from Operations 4,066.28 3,352.76 21.28% *Raw Materials 2,736.09 2,228.57 Employee Cost 483.88 419.02 Other Expenses 274.88 233.61 Total Expenditure 3,494.86 2,881.20 Growth in Total Income from Operati
Slide 36: 5 years Consolidated Annual Financial Highlights
5 years Consolidated Annual Financial Highlights (Rs in Mn) 5 Years CAGR (%) Revenue (Rs. Mn) 32.28% 4066.28 3352.76 21.23% 22.48% 2781.45 2548.76 2045.89 Revenue EBITDA PAT FY22 FY23 FY24 FY25 FY26 *EBITDA (Rs. Mn) EBITDA Margin (%) PAT (Rs. Mn) PAT Margin (%) 13.97% 14.06% 14.05% 15.00% 600.00 14.
Slide 37: Order Book
Order Book Rs. in Mn Mar FY25 Mar FY26 Type Mar-25 Mar-26 1,421.64 Heavy Engineering 645.95 1,421.64 Wear Plates and Wear Parts 265.07 220.08 645.95 Welding Consumables 121.08 99.37 265.07 220.08 121.08 99.37 Grand Total 1,032.09 1,741.09 Heavy Engineering Wear Plates & Wear Parts Welding Consumable
Slide 38: Key Ratios
Key Ratios RoE(%) RoA(%) 18.52% 12.18% 16.86% 10.55% 10.6% 15.10% 9.93% 9.98% 13.01% 9.59% FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 RoCE(%) Total Debt to Equity Ratio (X) 0.34 20.63% 17.30% 18.46% 16.24% 16.27% 0.2 0.18 0.06 0.07 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 The decline
Slide 39: Working Capital Analysis (Days)
Working Capital Analysis (Days) Inventory Receivables 98 72 91 92 67 66 66 83 82 64 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Payables Net Working Capital 72 69 102 99 97 60 62 94 55 75 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 38
Slide 40: Thank You
Thank You Company Investor Relations Advisors Diffusion Engineers Limited. Adfactors PR Pvt. Ltd. CS Chanchal Jaiswal Mr. Rupesh Rege / Mr. Tejpal Singh/ Mr. Jay Jain info@diffusionengineers.com www.diffusionengineers.com rupesh.rege@adfactorspr.com jay.jain@adfactorspr.com tejpal.singh@adfactorspr.