DDEL Share Price: ₹90 Crore Ka Order Aur Q3 Results Ka Toofan! Company Ki Lag Gai Chandi!

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AuthorKavya Nair|Published at:
DDEL Share Price: ₹90 Crore Ka Order Aur Q3 Results Ka Toofan! Company Ki Lag Gai Chandi!
Overview

Arre yaar, DEE Development Engineers (DDEL) ke liye toh Q3FY26 kamaal ka raha! Company ne profit mein **666.4%** ka zabardast jump dikhaya hai aur revenue bhi **77%** badh gaya. Iske alawa, unhone **₹90 crore** ka bada order bhi jeeta hai windmill towers ke liye!

₹90 Crore Ka Naya Order Aur Green Energy Mein Entry!

Sabse pehle toh, DDEL ki subsidiary DEE Fabricom India ne ek dum solid ₹90 crore ka order jeet liya hai windmill towers banane ka. Yeh unka ab tak ka sabse bada domestic order hai, aur isse company ne renewable energy sector mein entry maari hai. Yeh project May 2026 se January 2027 tak chalega. India mein green energy ki demand badh rahi hai, aur 2030 tak market $37 billion ka ho sakta hai, toh DDEL isme pakka kamaega.

Q3 Results Mein Operating Leverage Ka Kamaal!

Aur numbers ki baat karein toh, Q3FY26 mein company ne kamaal kar diya. Revenue 77% badhkar ₹286.7 crore ho gaya. Lekin sabse shocking toh operating EBITDA hai, jo 666.4% chadh gaya aur ₹43.40 crore tak pahunch gaya! Ye sab operating leverage aur capacity utilization badhane ki wajah se hua hai. Quarter mein ₹18.6 crore ka profit hua hai, jo last year same time loss mein tha. Labour code ke ek ₹4.2 crore ke one-time impact ke baad bhi, core business margins 18.04% par rahe. Matlab, sales badhi toh profit usse bhi zyada speed se badha!

Valuation Aur Analysts Kya Keh Rahe Hain?

Ab valuation ki baat karein toh DDEL abhi ₹1,446 se ₹1,475 crore ke aas paas trade kar raha hai. Iska P/E ratio 17.5x se 22.53x ke beech hai, aur future estimates toh aur bhi mast dikha rahe hain, FY26-FY27 ke liye P/E 6x-8x ho sakta hai. Jab hum iski tulna BEML (P/E 48.84x) aur Elecon Engineering (P/E 24.27x) jaise competitors se karte hain, toh DDEL ka valuation kaafi attractive lagta hai. Analyst bhi zyada tar 'Strong Buy' keh rahe hain aur target ₹380 tak ka de rahe hain, matlab abhi kafi upar jaane ki potential hai. Lekin haan, kuch log thoda cautious bhi hain, profitability aur competition ko lekar thoda doubt hai, aur ROE/ROCE bhi kuch assessments mein sector se neeche hain. Toh, valuation achha hai par company ko apna operational efficiency maintain karna hoga.

Order Book Aur Future Ki Planning

Company ka order book bhi ₹1,302.73 crore ka hai, matlab aane wale time mein revenue ki tension nahi hai. Oil & gas aur power sectors toh pehle se hi strong hain, jahan government paisa laga rahi hai. Ab renewable energy mein bhi entry maari hai, jo sector 15% CAGR se grow kar raha hai. Toh company ek taraf traditional energy aur doosri taraf green energy dono mein focus kar rahi hai, jo future ke liye bahut acha hai.

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