| Revenue growth | 14.2% YoY for Q4; 8.6% for full year FY26. |
|---|---|
| Margins | Q4 PBT margin 19.3%; FY26 standalone PBT margin 15.5%. |
| Order book | Healthy order book mentioned for North American exports. |
| Demand visibility | Strong in core industrial, process, and exports; rail slow/steady. |
| Management confidence | Confident in outgrowing the market; focus on cost pass-through. |
Growth
Q4 revenue grew 14.2% YoY to ₹10,731M; FY26 standalone revenue rose 8.6% to ₹31,478M.
Outlook
₹120cr+ capex for Jamshedpur rail expansion; targeting 70% utilization at new Bharuch plant by July.
Risks
Rising input costs and raw material inflation; global macroeconomic uncertainty and trade tensions.
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 a resilient performance in Q4 FY26, crossing the ₹1,000 crore quarterly revenue milestone for the first time despite rising raw material inflation.
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