DEE Development Engineers Limited

rs,

products, and allied services Strong exposure to Power, Oil & Gas, Petrochemicals, Power, Fertilizers, Chemicals, and Infrastructure Preferred partner to marquee domestic and global customers, supported

38%

6 — A Year of Scale, Execution & Transformation INR Cr Revenue Op. EBITDA FY25 827 FY26 1,142 38% YoY FY25 124 FY26 189 53% YoY PAT Order Book FY25 44 FY26 77 77% YoY FY25 1,228 FY26 1,94

53%

n & Transformation INR Cr Revenue Op. EBITDA FY25 827 FY26 1,142 38% YoY FY25 124 FY26 189 53% YoY PAT Order Book FY25 44 FY26 77 77% YoY FY25 1,228 FY26 1,940 58% YoY Corporate Actions

77%

TDA FY25 827 FY26 1,142 38% YoY FY25 124 FY26 189 53% YoY PAT Order Book FY25 44 FY26 77 77% YoY FY25 1,228 FY26 1,940 58% YoY Corporate Actions • New CFO appointed — Mr. Brham Prakash Yad

58%

Y FY25 124 FY26 189 53% YoY PAT Order Book FY25 44 FY26 77 77% YoY FY25 1,228 FY26 1,940 58% YoY Corporate Actions • New CFO appointed — Mr. Brham Prakash Yadav Strategic Move • Green Hydro

30,000 MT

partnership signed entry into new energy segment Capacity Milestones • • Anjar facility scaled to 30,000 MTPA — commissioned ahead of schedule India's first Seamless Pipe Plant(backward integration) commence

₹1,228

ation) commenced commercial production Key Orders Won Order book grew 58% in a single year — from ₹1,228 Cr to ₹1,940 Cr. ₹170 Cr domestic power orders fabrication strength and client confidence. reinf

₹1,940

ced commercial production Key Orders Won Order book grew 58% in a single year — from ₹1,228 Cr to ₹1,940 Cr. ₹170 Cr domestic power orders fabrication strength and client confidence. reinforce core U

₹170

ial production Key Orders Won Order book grew 58% in a single year — from ₹1,228 Cr to ₹1,940 Cr. ₹170 Cr domestic power orders fabrication strength and client confidence. reinforce core USD 40 Mn+

₹173

ce core USD 40 Mn+ LOI marks breakthrough into global OEM supply chains (conversion underway). ₹173 Cr multi-geography orders diversify revenue across domestic and international markets. ₹58 Cr fir

₹58

). ₹173 Cr multi-geography orders diversify revenue across domestic and international markets. ₹58 Cr first seamless pipe order validates immediate demand for new Anjar capacity. ₹20 Cr internatio

₹20

l markets. ₹58 Cr first seamless pipe order validates immediate demand for new Anjar capacity. ₹20 Cr international LOI (Taiwan) signals sustained global deal momentum. ~₹90 Cr windmill tower orde

“At amacro level, India’s capital expenditure cycle is gaining momentum, with corporates across infrastructure, energy, andindustrial segments expected to significantly ramp up investment in plant and equipment supporting demand for project delivery and capacity expansion.”

“We continue to maintain a robust order book of ₹ 1,940 Cr, providing strong revenue visibility and a healthy project pipeline across key segments, which underpins sustained execution momentum in the quarters ahead.”

“The business is expected to generate ~₹80 Cr in FY27 from power and biomass pellets combined.”

“Our biomass pellet facility recently became operational, which is expected to offset the current cash burn, stabilize segment profitability, and support margin improvement going forward.”

“Further, improving cash flows and operating performance are expected to support gradual reduction in debt levels going forward.” Krishan Lalit Bansal Promoter, Chairman & Managing Director 02 Business Overview Diversified Business Portfolio Piping Spools Pre-assembled pipe sections delivered ready-to-install, reducing on-site work and speeding up project execution.”

“Modular Piping (Skids and Modules) Plug-and-play piping systems fully assembled offsite, enabling faster installation and lower project costs.”

“as on Mar’26 Process Piping Solutions Heavy Fabrication Gas Power Process Piping Solutions Heavy Fabrication Gas 89% 94% Segmental Highlights – Q4 & FY26 INR Cr Business Q4 FY26 Q3 FY26 Q-o-Q Q4 FY25 Y-o-Y FY26 FY25 Y-o-Y % Q4 FY26 Revenue from Operations Split Core-Business 342 Non Core-Business 19 Total Revenue 361 276 11 287 24% 75.2% 26% 266 20 286 29% (5%) 26% 1086 56 1142 745 83 827 46% (33%) 38% Key Highlights”

“95% Core Non Core 5% Process Piping Solutions: Recorded revenue of ₹322 crore in Q4 FY26, in comparison to ₹258 crore in Q4 FY25, reflecting a YoY growth of 25% driven by higher execution in oil & gas sector.”

“% Q4 FY26 Core Revenue Split Heavy Fabrications: Q4 FY26 revenue stood at ₹20 crore in comparison to ₹10 crore in Q4 FY25 , up 100% YoY, led by ramp-up in windmill tower execution and structural fabrication.”

“94% Non-Core Business :- Power generation: Q4 FY26 revenue stood at ₹19 crore, in comparison to ₹20 crore in Q4 FY25 , with - 5% YoY Degrowth.”

Operating History

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Manufacturing Footprint

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Installed Capacity

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Core Business-

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Largest process piping capacity in India

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Op.EBITDA Guidance

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Investor Relations Advisors

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Installed Capacity

93,500 MTPA (Piping) 32,400 MTPA (Heavy Fabrication) Board Of Directors Krishan Lalit Bansal Promoter, Chairman & Managing Director • • • • Founded the company in 1988 Extensive experience across prefabricated piping systems and the biomass power sector Recipient of Business Leader of the Year (2011) and Lifetime Achievement Award (2016) from the Faridabad Industrial Association Also honoured with the Business Excellence Award by the International Study Circle and the Rashtriya Rattan Award by the All-India National Unity Council for contributions to the industry Shikha Bansal Whole-time Director • Leads strategy, finance, HR, operations, and marketing of the group • Oversee budgeting, forecasting, costing, profitability analysis, and management reporting for the Company • Director since December 1, 2020 • Holds a Bachelor’s and Master’s degree in Commerce • Executive Certification in Business Finance from IIM, Raipur • Postgraduate Program in Human Resource Management & Analytics from

Core Business-

95% Core Non Core 5% Process Piping Solutions: Recorded revenue of ₹322 crore in Q4 FY26, in comparison to ₹258 crore in Q4 FY25, reflecting a YoY growth of 25% driven by higher execution in oil & gas sector. % Q4 FY26 Core Revenue Split Heavy Fabrications: Q4 FY26 revenue stood at ₹20 crore in comparison to ₹10 crore in Q4 FY25 , up 100% YoY, led by ramp-up in windmill tower execution and structural fabrication. 94% Non-Core Business :- Power generation: Q4 FY26 revenue stood at ₹19 crore, in comparison to ₹20 crore in Q4 FY25 , with - 5% YoY Degrowth. Tariff for the 6 MW plant (out of total 14 MW capacity) was revised to ₹5.22/kWh (from ₹3.50), with ~₹5.14 crore retrospective recovery; further optimization appeal underway at APTEL. While tariffs impacted near-term margins, management’s pivot to biomass pellets is expected to offset cash burn and drive long-term ESG-led value creation. 6% Process Piping Solutions Heavy Fabrication Core Business Performance Robust Core Business Perform

Largest process piping capacity in India

Piping:- 93,500 MTPA, Heavy Fabrication:- 32,400MTPA, supporting scale-led execution and market leadership Diversification into heavy fabrication and sunrise sectors expands addressable market and long-term growth runway Strong engineering depth (730+ specialists) creates high entry barriers, pricing power, and customer retention Backward integration via seamless pipe plant (Ongoing) reduces import dependence and enhances gross margins Healthy order book of ₹1,940 crore ensures strong revenue visibility and execution stability through FY26 and beyond Core Business – Specialized Process Piping Solutions DEE is India’s largest player in process piping solutions in terms of installed capacity, providing end-to-end design-led-manufacturing. Diverse Product Portfolio Manufactures high-pressure piping systems, piping spools, industrial pipe fittings, induction pipe bends, and pressure vessels. Material Expertise Sector Focus & Global Reach Operational Excellence Specialises in handling compl

Op.EBITDA Guidance

19-20% margin by FY30 Op.EBITDA CAGR FY26-30:~26% PAT Drivers 9-10% of revenue in FY30 PAT CAGR FY26-30: ~30% Vision 2030 & Strategic Roadmap 1. KEY INDUSTRY DRIVERS Prioritized for Investors 2. MARGIN EXPANSION LEVERS Clear Value Creation 3. THE INVESTOR FLYWHEEL Sustainable Value Creation CORE ORDER BOOK VISIBILITY STRUCTURAL MARGIN DRIVERS Domestic Thermal Expansion 220 GW → 300 GW (80 GW Addition by FY32) Domestic Refining Expansion 258 → 310 MMTPA by 2030 Export Opportunities Strong export visibility Power sector mix shift driving margins Operating Leverage & Backward integration (pipe mill) Plant proximity to ports Automation – Productivity led efficiency Medium-Term STRATEGIC OPTIONALITY Biomass Pellets Nuclear Up~8 GW → 100 GW by FY47 OPERATING EFFICIENCY EMERGING HIGH-GROWTH SEGMENTS Data Centers $0.5T+ → $1T capex by 2026 (~ ₹ 25 Cr piping per 25MW) Semiconductors Multi-$bn fabs pipeline Asset turns Planned Minimal capex Debt reduction <2x → ~3.5x by FY30 INR 15-20 Cr mainten