TD Power Systems Ltd
TD Power Systems Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
FY '26 revenue guidance is INR 1,500 crores with strong upward potential based on order inflows. TD Power Systems projects steady revenue growth with a path to INR 1,900-2,000 crores by FY '27 driven by new products and export railway business.
From TD Power Systems Ltd's Q4 FY25 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- FY '26 revenue guidance is INR 1,500 crores with strong upward potential based on order inflows.
- Clear path to INR 1,900-2,000 crores revenue in FY '27 driven by new products and export railway business.
- Existing capacity can be optimized to achieve up to INR 2,200-2,300 crores revenue before new capacity additions are needed.
- U.S. market expected to grow to 20-25% of total business due to private sector tech investments.
- Export business remains backbone with 65-70% order share expected to continue.
- Growth driven by large data center and AI farm demand, grid stabilization units, and traction motors for Europe, U.S., and CIS.
- New larger generators (up to 40-45 MW) and motors support expansion in global markets including Middle East and India.
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Profitability & Margins
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Capital Expenditure Plans
- TD Power Systems is commissioning a new plant with multiple sheds; equipment installation and commissioning started by May, with impact expected in H2 FY '26.
- The company plans to optimize existing capacity and will not add new capacity until reaching approximately INR 2,200 crores revenue.
- A design center is being set up in the U.K. with 2-3 highly qualified individuals focused on developing new large generators and motors (up to 100 MW) to compete in evolving markets, especially data centers.
- Post the third plant filling up, the company will build cash reserves to fund further capacity expansion, planned beyond INR 2,200-2,300 crores revenue.
- Investments to improve plant efficiency are ongoing to reach higher utilization without immediate new capital expenditure.
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Top-ranked in Electrical Equipment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Current order book of the Manufacturing segment: INR 13.68 billion
- INR 10.12 billion: regular manufacturing business
- INR 3.16 billion: railway business
- INR 0.11 billion: space and aftermarket
- INR 0.29 billion: Turkey business
- Current year order book: INR 14.79 billion, up from INR 10.51 billion previous year
- Export and deemed export orders (excluding railway) constitute 62-68% of orders
- Guidance for FY '26 revenue: INR 1,500 crores with strong upward potential
- Order inflow guidance for FY '26: INR 1,600 crores to INR 1,700 crores
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TD Power Systems Ltd — Quarterly revenue & net profit
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.
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What TD Power Systems Ltd's management said in earlier quarters
- Q3 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were TD Power Systems Ltd Q4 FY25 results?
FY '26 revenue guidance is INR 1,500 crores with strong upward potential based on order inflows. TD Power Systems projects steady revenue growth with a path to INR 1,900-2,000 crores by FY '27 driven by new products and export railway business.
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?
TD Power Systems is commissioning a new plant with multiple sheds; equipment installation and commissioning started by May, with impact expected in H2 FY '26.
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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.