India · Delayed Price · Currency is INR TD Power Systems Earnings Call Transcripts
Fiscal Year 2026
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Revenue and profit saw strong double-digit growth year-over-year, driven by robust export demand and a record order book. Margins were temporarily impacted by a one-off penalty, but guidance remains positive with significant capacity expansion and continued focus on execution.
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Revenue and profit grew strongly year-over-year, driven by robust export demand and record order inflows, especially in gas turbines and hydro segments. Guidance for FY 2027 is conservative, with further upside possible as production ramps up and market conditions remain favorable.
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Consolidated H1 FY26 income rose 42% year-over-year, with profit after tax up 45% and exports comprising 66% of sales. Revised FY26 revenue guidance is INR 18 billion, with strong order inflows and robust demand in gas, hydro, and export markets.
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Q1 saw 36% revenue growth and 51% higher standalone profit after tax year-over-year, with strong export-driven order inflow and a robust order book. U.S. tariffs prompted a production shift to Turkey, but cost competitiveness and guidance remain intact. Demand from data centers, AI, and hydro refurbishment is driving future growth.
Fiscal Year 2025
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Revenue and profit saw strong double-digit growth, driven by record export order inflows and robust demand from AI/data centers and grid stabilization projects. Guidance for FY26 and FY27 is optimistic, with new capacity and product launches expected to further boost growth.
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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. New capacity coming online in FY 2026 is expected to support further growth, with EBITDA margins guided at 17-18%.
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Record revenue, margins, and order inflow were achieved, driven by strong export demand and robust performance in gas, hydro, geothermal, and traction segments. FY25 guidance was raised to 25%-27.5% growth, with new capacity and automation investments supporting future expansion.
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Q1 FY25 saw 24% revenue growth and record order inflow, with exports driving 72% of new orders. FY25 guidance targets 20% top-line growth and margin expansion, supported by strong export demand in gas turbines, engines, and motors. Labor and plant expansion risks are being managed.