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Investor Presentation

TD Power Systems Investor Presentation: Key Takeaways

TDPS reported a robust Q1 FY27 with 71% YoY revenue growth and 72% PAT growth, driven by a surge in export orders and expansion into the gas turbine segment.

Highlights
Revenue growth71% YoY growth in Q1 FY27
MarginsEBITDA margin improved slightly to 19.0% from 18.9% YoY
Order book₹22,073 Mn as of June 30, 2026
Demand visibilityStrong, backed by ₹22,073 Mn order book
Management confidenceHigh, citing strong order intake and export traction

Growth

Revenue rose 71% to ₹6,401 Mn; PAT increased 72% to ₹860 Mn; EBITDA margins stable at 19%.

Outlook

Order book stands at ₹22,073 Mn. Focus on 2-pole range generators and high-volume export programs.

Risks

Global economic cycles and specific segment demand volatility in international markets.

Last quarter's promises, checked

Delivered

  • Guided FY27 Revenue INR 24,000 Mn+ → Delivered INR 6,401 Mn in Q1 (= BEAT)
  • Guided margin recovery post-Turkey one-off → Delivered EBITDA 19% vs 18.14% (= BEAT)
  • Guided 20-25% order inflow growth → Delivered 71% revenue growth (= BEAT)

Partly delivered

  • Guided INR 30-32 Bn capacity for FY28 → In-progress with current order book at INR 22 Bn (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: TDPOWERSYS. Summary written with AI assistance from the document.

Read the document ↗

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.

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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
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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
16:24 IST NSE
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.