DEE Development Engineers Limited

₹5

n d T h a i l a n d 3 8 Y e a r s o f o p e r a t i o n a l e x p e r i e n c e • • • • ₹5 ₹2 ~₹9 ₹7 Order book grew 58% in a single year — from ₹1,228 Cr to ₹1,940 Cr. ₹1 ₹1 F Y 2 6

₹2

T h a i l a n d 3 8 Y e a r s o f o p e r a t i o n a l e x p e r i e n c e • • • • ₹5 ₹2 ~₹9 ₹7 Order book grew 58% in a single year — from ₹1,228 Cr to ₹1,940 Cr. ₹1 ₹1 F Y 2 6 (cid

₹9

a i l a n d 3 8 Y e a r s o f o p e r a t i o n a l e x p e r i e n c e • • • • ₹5 ₹2 ~₹9 ₹7 Order book grew 58% in a single year — from ₹1,228 Cr to ₹1,940 Cr. ₹1 ₹1 F Y 2 6 (cid:151)

₹7

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58%

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₹1,228

a l e x p e r i e n c e • • • • ₹5 ₹2 ~₹9 ₹7 Order book grew 58% in a single year — from ₹1,228 Cr to ₹1,940 Cr. ₹1 ₹1 F Y 2 6 (cid:151) A Y e a r o f S c a l e , E x e c u t i o n

₹1,940

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₹1

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8 %

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3 %

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7 %

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₹ 1,940.07

M a r c h ) h i g h l i g h t s t r o n g S o u t h e a s t A s i a t r a c t i o n . ₹ 1,940.07 Cr ₹ 1158.22 Cr N e w R e v e n u e D r i v e r s M a r g i n I m p r o v e m e n t C a p a

“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.”

Heavy Fabrications

1

Power generation

1

Largest process piping capacity in India

1

Op.EBITDA Guidance

1

Power generation

₹3 ~₹5 ₹3 ₹2 ₹1 ₹ 2 ₹1 Q4 FY25 ₹2 Q4 FY25 ₹5 S e g m e n t a l H i g h l i g h t s (cid:150) Q 4 & F Y 2 6 9 5 % 5 % % Q 4 F Y 2 6 R e v e n u e f r o m O p e r a t i o n s S p l i t C o r e N o n C o r e K e y H i g h l i g h t s C o r e B u s i n e s s - : R e c o r d e d r e v e n u e o f 2 2 c r o r e i n Q 4 F Y 2 6 , i n c o m p a r i s o n t o 5 8 c r o r e i n Q 4 F Y 2 5 , r e f l e c t i n g a Y o Y g r o w t h o f 2 5 % d r i v e n b y h i g h e r e x e c u t i o n i n o i l & g a s s e c t o r . Q 4 F Y 2 6 r e v e n u e s t o o d a t 0 c r o r e i n c o m p a r i s o n t o 0 c r o r e i n , u p 1 0 0 % l e d b y r a m p - u p i n w i n d m i l l t o w e r e x e c u t i o n a n d s t r u c t u r a l f a b r i c a t i o n . N o n - C o r e B u s i n e s s : - Q 4 F Y 2 6 r e v e n u e s t o o d a t 9 c r o r e , i n c o m p a r i s o n t o 0 c r o r e i n , w i t h - 5 % Y o Y D e g r o w t h . T a r i f f f o r t h e 6 M W p l a n t ( o u t o f t o t a l 1 4 M W c a p a c i

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 C o r e B u s i n e s s H i g h l i g h t s DEE is India’s largest player in process piping solutions in terms of installed capacity, providing end-to-end design-led-manufacturing. C o r e B u s i n e s s (cid:150) S p e c i a l i z e d P r o c e s s P i p i n g S o l u t i o n s O f f e r s a f u l l s u i t e o f s e r v i c e s i n c l u d i n g p r e - b i d , b a s i c , a n d d e t a i l e d e n g i n e e r i n g ; p r e - f a b r i

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 Medium-Term STRATEGIC OPTIONALITY Power sector mix shift driving margins Operating Leverage & Backward integration (pipe mill) Plant proximity to ports Automation – Productivity led efficiency 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