ALFA Finder| Revenue growth | 15% YoY growth to ₹929 Cr, driven by process and exports. |
|---|---|
| Margins | Steady; EBITDA at 19.6% despite input cost pressures. |
| Demand visibility | Strong in wind and heavy trucks; sluggish in railway segment. |
| Management confidence | Balanced; focused on execution and cost pass-through strategy. |
Growth
Top-line grew 15% YoY to ₹929 Cr; EBITDA margins held steady at 19.6% through strategic price hikes.
Outlook
Bharuch plant ramp-up to 70% capacity by Q3/Q4; ongoing capex at 8-10% of sales for expansion.
Risks
Subdued government railway procurement and ongoing geopolitical volatility impacting global export markets remain primary headwinds.
Last quarter's promises, checked
Delivered
- Bharuch plant capitalization → Completed (= BEAT)
- Jamshedpur capex ₹120Cr+ → On track/November production (= BEAT)
- Pass through RM inflation → 100 bps GM expansion (= BEAT)
Partly delivered
- Bharuch ramp-up → 70% util delayed from July to Q3/Q4 (= PARTIAL)
- Export growth → 21% growth vs previous 66% jump (= PARTIAL)
Missed
- Bharuch FY26 revenue target (implied 40-45% util) → Delivered ₹80Cr (= MISS)
Earnings Call Transcript 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.