The document is a regulatory filing containing the transcript of an earnings conference call held on November 04, 2026, to discuss the Un-audited Financial Results (standalone and consolidated) for the Quarter and half year ended on 30th September 2026.
The event was a post-results investor interaction hosted by Arihant Capital Markets Limited. Management participants included Mr. Paras Savla (Chairman and Managing Director) and Mr. Rohan Shah (Director Finance and Chief Financial Officer).
The company confirmed that the transcript would be made available on the company's website at https://www.deepindustries.com/call-transcript.html. No specific statement about unpublished price sensitive information (UPSI) was included in the provided transcript excerpt.
Financial highlights discussed included Q2 FY27 consolidated revenue of INR295.43 crore (up 33.7% YoY) and H1 FY27 revenue of INR574.34 crore (up 36.6% YoY). Consolidated EBITDA for Q2 was INR124 crore (margin 39.6%) and for H1 was INR255.83 crore (margin 41.6%). Net profit for Q2 was INR81.22 crore (PAT margin 26%) and for H1 was INR170.37 crore (PAT margin 28%).
Management provided explicit financial guidance for FY27: 30-35% revenue growth and PAT in the range of INR350-370 crore. For FY28, PAT guidance was given as INR470-500 crore. The order book stood at INR3,089 crore as of the date of the call.
Strategic themes discussed included: growth from production enhancement contracts (expected INR50-60 crore revenue in balance FY27 and INR150 crore in FY28), expansion in offshore services through Dolphin Offshore, opportunities in biogas compression under the GOBARdhan Scheme, and exploration of green hydrogen and geothermal energy segments.
Capex guidance was provided: INR150 crore for production enhancement contracts (may spill into FY28) and potential additional INR100-200 crore for Dolphin Offshore depending on contract awards. Funding expected through internal accruals and debt, with no immediate equity raise plans.
Additional Notes Section
The document is specifically labeled as an enclosure to a regulatory submission under Regulation 30 of SEBI (LODR) Regulations, 2015.
The transcript includes detailed management commentary on macroeconomic environment, energy sector dynamics, government policies (including Samudra Manthan scheme with INR84,084 crore outlay), and specific business vertical performance.
The call included a Q&A session with analysts from various firms including Bheda Family Office, Veer Growth AIF, Wallfort Fund Management, Bajaj Alternate Investment Management, Cosma Ventures, and Narnolia Financial Services.
While extensive financial data and performance metrics were discussed, the document itself is the transcript of the discussion rather than the original results announcement.
