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Earnings Call Transcript

TD Power Systems Earnings Call Transcript: Key Takeaways

TDPS reported strong Q1 FY27 results with 71% consolidated revenue growth and 72% PAT growth. Management raised FY27 revenue guidance to INR 2,600 crore, driven by buoyant demand in data centers and renewables.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growthConsolidated sales up 71% YoY to INR 6.43 billion.
MarginsEBITDA margin steady at 19.34%; guided range maintained at 18-19%.
Order bookManufacturing segment at INR 22.08 billion; Q1 inflow INR 7.34 billion.
Demand visibilityStrong; driven by AI data centers, renewables, and grid stabilization.
Management confidenceHigh; citing 'buoyant' markets and 'compulsive buying power' from customers.

Growth

Consolidated sales up 71% to INR 6.43 billion; Standalone PAT up 81% to INR 853 million.

Outlook

Raised FY27 revenue guidance to INR 2,600 crore; planning capex to reach INR 40 billion capacity by FY29-30.

Risks

Subdued domestic demand; potential execution delays in data centers; Turkey facility remains primarily a service backup.

Source

Earnings Call Transcript filed with BSE, 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.

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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
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
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.