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Investor Presentation

TD Power Systems Investor Presentation: Key Takeaways

Q2 FY27 revenue ₹8,414 Mn (+85% YoY), EBITDA ₹1,737 Mn (20.6%), PAT ₹1,236 Mn (+104%). H1 revenue ₹14,815 Mn (+79%), PAT ₹2,096 Mn (+89%). Export-led order wins.

Highlights
Revenue growthQ2 +85%, H1 +79% YoY
MarginsQ2 EBITDA 20.6% vs 18.8%; H1 19.9% vs 18.9%
Order book₹23,187 Mn at 30 Sep 2026; 74.2% exports
Demand visibilityOrder inflow +57% Q2, +70% H1; ₹23,187 Mn book

Growth

Q2 revenue +85%, EBITDA +102%, PAT +104% YoY; H1 revenue +79%, PAT +89%.

Outlook

No explicit numeric guidance. Large hydro orders expected across multiple projects; enquiry pipeline healthy in South Asia, Europe, India.

Risks

Export concentration: 74.2% of order book is exports; domestic only 15.8%. Hydro recovery awaited; no margin guidance given.

Last quarter's promises, checked

Delivered

  • Guided EBITDA 18-19% (analyst-cited, mgmt declined to commit) → Q2 20.6%, H1 19.9% (= BEAT)

Partly delivered

  • Guided FY27 revenue ₹2,600cr → H1 ₹1,481.5cr, 57% of target, year open (= PARTIAL)
  • Guided ₹2,800cr+ FY order inflow → Q2 +57% YoY, absolute inflow not disclosed (= PARTIAL)

Missed

  • Guided high-value hydro orders in Q2 → hydro recovery still awaited (= MISS)
  • Guided ₹50cr FY27 debottlenecking capex, 'ongoing' → 'No capex or acquisition plans' (= MISS)
Source

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

Read the document ↗

TD Power Systems Ltd: key numbers

Share price
₹625.90
Market cap
₹20,119 Cr
Revenue (annual)
₹1,856 Cr
Net profit (annual)
₹238.8 Cr
P/E (TTM)
73.2×Sector 51.9×
Promoter holding
26.51%-0.36% QoQ
FII holding
22.66%Current quarter

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

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17:11 IST NSE
Financial Results

TD Power Systems Q2 FY27 Results: Net Profit ₹123.7 Cr, Up 105.5% YoY

TD Power Systems Ltd reported revenue from operations of ₹841.3 Cr (+85.9% YoY) and net profit of ₹123.7 Cr (+105.5% YoY) for Q2 FY27.

Key figure
Net profit ₹123.7 Cr · +105.5% YoY