ALFA Finder| Revenue growth | Revenue grew 14.2% YoY in Q4; full-year revenue grew 8.6% overall. |
|---|---|
| Margins | Margins impacted by inflation; 10% price pass-through achieved, 90% still pending. |
| Demand visibility | Stable domestic demand; North American export market seeing positive momentum. |
| Management confidence | Cautiously optimistic; focusing on execution efficiency and cost mitigation strategies. |
Growth
Stand-alone revenue grew 14.2% YoY in Q4, driven by strong industrial demand and exports, although full-year PBT growth lagged at 3%.
Outlook
Targeting 70% utilization at new Bharuch plant by July 2026; rail expansion in Jamshedpur on track for December 2026 production.
Risks
Significant raw material inflation and lag in passing price hikes to OEM customers; high execution risk in Bharuch and Jamshedpur expansion projects.
Earnings Call filed with BSE, NSE: TIMKEN. Summary written with AI assistance from the document.
Timken India Ltd: key numbers
- Share price
- ₹3,083.90
- Market cap
- ₹23,197 Cr
- Revenue (annual)
- ₹3,478 Cr
- Net profit (annual)
- ₹414.9 Cr
- P/E (TTM)
- 51.2×Sector 51.9×
- Promoter holding
- 51.05%+0.00% QoQ
- FII holding
- 6.91%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Timken India Ltd
All →Timken India Legal & Regulatory
Timken India's GST appeal was rejected, upholding a Rs 8.19 Crore demand plus interest and penalty. The company plans to appeal and expects no immediate financial impact.
- Value
- ₹8.19 Cr
Timken India Business Update
Timken India received two BIS licences for roller bearings at its Bharuch plants. The licences enable certified supply to regulated sectors, with no financial value disclosed.
Timken India Earnings Call Transcript: Key Takeaways
Timken India delivered strong 25.4% YoY revenue growth, though margins faced pressure from unfavorable segment mix and rising input costs.
Timken India Q2 FY27 Results: Net Profit ₹120.9 Cr, Up 29.2% YoY
Timken India Ltd reported revenue from operations of ₹986 Cr (+25.4% YoY) and net profit of ₹120.9 Cr (+29.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹120.9 Cr · +29.2% YoY
Timken India Other Announcement
Timken India Ltd filed its quarterly shareholding pattern as per SEBI regulations. This routine disclosure details the company's shareholding structure for the quarter ending September 2026.
Timken India Management Change
Timken India announced the appointment of Mr. Pramesh Maheshwari as President of India and Southeast Asia and promoted Mr. Anubhav Khajuria as General Manager - HR.