India · Delayed Price · Currency is INR TD Power Systems Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY 2027 saw revenue and profit surge over 70% year-over-year, driven by strong export demand and robust order inflow. Capacity expansion and debottlenecking investments are underway, with guidance raised for FY 2027 and further growth targeted for FY 2028 and beyond.
Fiscal Year 2026
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Revenue and profit saw robust double-digit growth year-over-year, driven by strong export order inflow and buoyant demand across all segments. Margin pressure from a one-off Turkey event is expected to normalize, with management guiding for continued growth and major capacity expansion by FY28.
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Revenue and profit grew over 30% year-over-year, with record order inflows and strong export demand. Guidance for FY 2027 is set conservatively at INR 2,200 crore plus, with upside potential. Margins are expected to remain stable, and capacity expansion is planned post-2028.
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Revenue and profit surged over 40% year-over-year, driven by strong export demand, especially in gas turbine and hydro segments. Order inflows and guidance were raised, with capacity expansion on track and risks managed through flexible production strategies.
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Q1 saw 36% year-over-year revenue growth and a 51% rise in standalone profit after tax, with strong order inflow and robust export demand. The company is mitigating U.S. tariff risks by shifting some production to Turkey and expects to exceed its FY 2026 guidance, supported by capacity expansion and new product development.
Fiscal Year 2025
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Revenue and profit grew strongly year-over-year, driven by robust export demand, especially from data centers, AI, and grid stabilization projects. Order inflow hit record highs, with exports comprising 68% of new orders. Guidance for FY26 is INR 15 billion revenue, with further upside possible.
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Revenue and profit grew strongly year-over-year, driven by record order inflows and robust export demand, especially in gas turbines and motors. Guidance for FY 2025 and FY 2026 remains bullish, with new capacity and efficiency improvements expected to support further growth.
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Record H1 FY25 results with 18% revenue and 31% PAT growth, driven by robust export and order inflow momentum. FY25 guidance raised to 25–27.5% growth, with strong margins, new plant ramp-up, and expanding international and domestic opportunities.
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Q1 FY25 saw 24% revenue growth and 36% PAT growth year-over-year, with record order inflow driven by exports, especially in gas turbines and motors. FY25 sales are guided to grow 20%, with margins expected to expand faster than revenue. Export markets remain the key growth driver.