| 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
- ₹3,206.10
- Market cap
- ₹24,116 Cr
- Revenue (annual)
- ₹3,478 Cr
- Net profit (annual)
- ₹414.9 Cr
- P/E (TTM)
- 56.6×Sector 53.6×
- Promoter holding
- 51.05%+0.00% QoQ
- FII holding
- 7.32%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 Earnings Call Transcript: Key Takeaways
Timken India delivered 15% revenue growth in Q1FY27, successfully passing on significant steel and fuel cost inflation to maintain stable margins despite sluggish railway demand.
Timken India Q1 FY27 Results: Net Profit ₹119.7 Cr, Up 10.4% YoY
Timken India Ltd reported revenue from operations of ₹943.3 Cr (+14.7% YoY) and net profit of ₹119.7 Cr (+10.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹119.7 Cr · +10.4% YoY
Timken India Earnings Call: Key Takeaways
Timken India delivered record Q4 FY26 revenue exceeding ₹1,000 crores for the first time, driven by strong industrial demand and export momentum in North America.
Timken India Q4 FY26 Results: Net Profit ₹158.3 Cr, Down 16.8% YoY
Timken India Ltd reported revenue from operations of ₹1,090 Cr (+14.5% YoY) and net profit of ₹158.3 Cr (-16.8% YoY) for Q4 FY26.
- Key figure
- Net profit ₹158.3 Cr · -16.8% YoY