Arthneeti
Latest: TD Power Systems Ltd Q1 FY27 (Apr–Jun 2026) results →This page is Q3 FY26 (Oct–Dec 2025).All Q3 FY26 results →
TP

TD Power Systems Ltd

Q3 FY26Electrical Equipment

TD Power Systems Q3 FY26 earnings call: Revenue & Margins

Q3 FY26 earnings call: what management said on revenue, margins and capex.

Price₹729
Market cap₹24.0K Cr
P/E87.2
Updated26 Aug 2026
Read4 min read

The short version

FY '27 guidance is set at INR 2,200+ crores, considered conservative, with quarterly inflows around INR 575-600 crores expected. FY '27 guidance is INR 2,200 crores revenue, considered conservative, with potential upside in the second half.

From TD Power Systems Ltd's Q3 FY26 earnings-call transcript · updated 26 Aug 2026.

Revenue & Sales Performance

  • FY '27 guidance is set at INR 2,200+ crores, considered conservative, with quarterly inflows around INR 575-600 crores expected.
  • Management anticipates further upside potential in order inflows in the second half of FY '27.
  • Capacity utilization is increasing; ramp-up to INR 550-575 crores per quarter in Q4 FY '26 and around INR 600 crores per quarter from Q1 FY '27 onward.
  • No bulk capacity investments planned till FY '28; focus is on making current production more efficient.
  • Post FY '28, potential new investments expected in 2-pole generator production and motor business.
  • Sustained growth expected in both domestic and export markets, including gas turbines, gas engines, steam turbines, hydro turbines, and motors.

2 more points from TD Power Systems Ltd's call on revenue

Create a free account to keep reading this call

Profitability & Margins

See what TD Power Systems Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • No bulk capacity investments planned until FY '28; focus will be on utilizing existing assets fully until then.
  • Investment will be made in 2-pole generator production and motors business starting FY '28 onwards.
  • Continuing investments in automation and lean manufacturing to improve production efficiency.

2 more points from TD Power Systems Ltd's call on capex

Create a free account to keep reading this call

Top-ranked in Electrical Equipment

Ranked on what management guided this quarter

Guidance-ranked
1Waaree Energies Ltd
Rev 1Mar 1
2GP Eco Solutions
Rev 1Mar 1
3
Rev 1Mar 2
4
Rev 1Mar 2
5
Rev 1Mar 3
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what TD Power Systems Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • The order book for the Manufacturing segment stands at INR 18.45 billion.
  • INR 15.6 billion pertains to manufacturing business.
  • INR 2.85 billion is the railway business (split as INR 1.87 billion Indian locomotive and INR 0.98 billion new orders).
  • Exports and deemed exports make up 75% of pending orders, excluding railway orders.
  • Order inflow during the quarter reached a record INR 6.56 billion, up 61% YoY.
  • Nine-month order inflow from direct and deemed exports is INR 12.05 billion, up 62% YoY.
  • 79% of nine-month order inflow is exports; 21% domestic.

2 more points from TD Power Systems Ltd's call on order book

Create a free account to keep reading this call

TD Power Systems Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹589 Cr, net profit ₹72 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

Continue your research

What TD Power Systems's management said in earlier quarters

Others in Electrical Equipment this season

  • Diamond Power Infrastructure Ltd (Q3 FY26)

    Q3 FY26 Revenue:** ₹47,408 lakhs . Key investor presentation takeaways from Diamond Power's Q3 FY26 investor presentation — and how it ranks against sector peer

  • Ram Ratna Wires (Q3 FY26)

    Q3 FY26 Revenue from Operations: ₹1,277.9 crore . Key investor presentation takeaways from Ram Ratna Wires Ltd's Q3 FY26 investor presentation — and how it rank

  • Shilchar Tech. (Q3 FY26)

    Revenue from Operations for Q3FY26: ₹170.26 crore, up 11% YoY from ₹153.74 crore in Q3FY25. Key investor presentation takeaways from Shilchar Technologies Ltd's

  • Ravindra Energy (Q3 FY26)

    EBITDA margin: 23.74% (Page 35) . Key investor presentation takeaways from Ravindra Energy Ltd's Q3 FY26 investor presentation — and how it ranks against sector

Compare:vs A B Bvs B H E Lvs CG Power & Ind

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Arthneeti Pro · Annual

TD Power Systems Ltd and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were TD Power Systems Ltd Q3 FY26 results?

FY '27 guidance is set at INR 2,200+ crores, considered conservative, with quarterly inflows around INR 575-600 crores expected. FY '27 guidance is INR 2,200 crores revenue, considered conservative, with potential upside in the second half.

What is TD Power Systems Ltd share price analysis?

TD Power Systems Ltd currently shows a neutral. The stock trades at a P/E of 87.2 with a market cap of ₹23,978 Cr. Investors should review the full earnings analysis for detailed insights.

Is TD Power Systems Ltd planning capital expenditure?

No bulk capacity investments planned until FY '28; focus will be on utilizing existing assets fully until then.

Keep TD Power Systems Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.