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Earnings Call

TD Power Systems Earnings Call: Key Takeaways

TDPS reported strong FY26 performance with standalone revenue up 35% and PAT up 42%. Growth is driven by AI data centers, gas engines, and a transition to larger generator capacities.

Why this was an Alfa AlertManagement materially raised FY27 revenue guidance from previous levels to ₹2,400-plus crores, representing a significant upward revision to match high order inflow.
Highlights
Revenue growthConsolidated up 44% YoY; Standalone up 35% YoY.
MarginsTurkey one-off hit margins; expect return to 35-36% levels.
Order bookManufacturing: ₹19.73B; Total Inflow: ₹22.38B (+51% YoY).
Demand visibilityStrong; AI data centers (100GW US potential) and gas engines.
Management confidenceHigh; capacity booked through FY28 on conservative basis.

Growth

Standalone revenue: ₹17.37B (+35%); PAT: ₹2.18B (+42%). Consolidated revenue: ₹18.78B (+44%); PAT: ₹2.36B (+36%).

Outlook

FY27 revenue guidance raised to ₹24B+; targeting ₹32B by FY28. Significant capex planned for 200MW large generator rotors.

Risks

High capacity utilization execution pressure; commodity price volatility (copper); shipping delays and LD penalties in Turkey.

Source

Earnings Call filed with NSE, NSE: TDPOWERSYS. Summary written with AI assistance from the document.

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TD Power Systems Ltd: key numbers

Share price
₹751.55
Market cap
₹23,483 Cr
Revenue (annual)
₹1,856 Cr
Net profit (annual)
₹238.8 Cr
P/E (TTM)
85.4×Sector 53.6×
Promoter holding
26.87%+0.00% QoQ
FII holding
26.18%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from TD Power Systems Ltd

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10:47 IST BSE
Capital Structure Change

TD Power Systems Capital Structure Change

TD Power Systems allotted 12.5 lakh equity shares at ₹600 each to two promoters, raising ₹75 Crore on preferential basis. Post-allotment combined promoter holding rises to 8.67%.

Value
₹75.00 Cr
15:30 IST NSE
Capital Structure Change

TD Power Systems Capital Structure Change

TD Power Systems received in-principle approval from BSE and NSE to issue 12,50,000 equity shares to its promoters on a preferential basis.

Value
₹75.00 Cr
20:27 IST NSE
Annual General Meeting

TD Power Systems Annual General Meeting

TD Power Systems' Extraordinary General Meeting concluded with shareholders passing resolutions for a preferential share issuance to promoters and capital raising via QIP.

17:03 IST BSE
Financial Results

TD Power Systems Q1 FY27 Results: Net Profit ₹86.3 Cr, Up 72.3% YoY

TD Power Systems Ltd reported revenue from operations of ₹640.1 Cr (+72.1% YoY) and net profit of ₹86.3 Cr (+72.3% YoY) for Q1 FY27.

Key figure
Net profit ₹86.3 Cr · +72.3% YoY