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Timken India

Q1 FY27Industrial Products

Timken India Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management said on revenue, margins and capex.

Price₹3,134
Market cap₹23.6K Cr
P/E57.6
Updated3 Sept 2026
Read3 min read

What the Q1 FY27 call signalled

1 of 3 strong

RevenueModerate growth
MarginMargins steady
CapexCapex planned

The short version

Timken India has delivered high double-digit revenue growth (15% Y-o-Y) in Q1 FY27, indicating strong demand continuity. Timken India started FY27 with steady, high double-digit revenue growth (15% YoY in Q1).

From Timken India's Q1 FY27 earnings-call transcript · updated 3 Sept 2026.

Revenue & Sales Performance

Moderate growth
  • Timken India has delivered high double-digit revenue growth (15% Y-o-Y) in Q1 FY27, indicating strong demand continuity.
  • Bharuch plant is ramping up rapidly, with spherical roller bearings (SRBs) utilization expected to increase from 40-45% to 70% by August-September 2026, boosting capacity and sales.
  • Cylindrical roller bearings (CRB) line utilization is set to ramp up by Q2/Q3 FY27.
  • Rail plant at Jamshedpur expected to commence commercial production by calendar year-end 2026, supporting revenue growth especially from the rail segment.
  • Export markets, especially America, are resilient and growing (21% growth in export revenue), with continued focus on supplying tapers to USA.

2 more points from Timken India's call on revenue

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Profitability & Margins

See what Timken India said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • FY27 capex is planned to be in the range of 8% to 10% of sales, consistent with prior guidance.
  • Key ongoing investments include:
  • Rail expansion plant at Jamshedpur, expected to start commercial production by calendar year-end and ramp up subsequently.
  • Ramp-up of Bharuch facility, especially for spherical roller bearings (SRBs) and plain bearings.

2 more points from Timken India's call on capex

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Top-ranked in Industrial Products

Ranked on what management guided this quarter

Guidance-ranked
1Susan Electrical
Rev 1Mar 1
2Shera Energy
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 2
5
Rev 1Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Timken India said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The following points provide indirect insights related to order inflow and business outlook: - The Bharuch plant is ramping up quickly, with progressive revenue growth and increasing PPAP approvals, indicating growing order inflow. - Railways segment is currently slow due to delayed government procurement but expected to ramp up once the new Jamshedpur rail plant is commercialized by calendar year-end. - Heavy truck and off-highway sectors continue to show resilient demand, supporting steady order flow.

2 more points from Timken India's call on order book

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Timken India — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹969 Cr, net profit ₹116 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Timken India's management said in earlier quarters

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Frequently Asked Questions

What were Timken India Q1 FY27 results?

Timken India has delivered high double-digit revenue growth (15% Y-o-Y) in Q1 FY27, indicating strong demand continuity. Timken India started FY27 with steady, high double-digit revenue growth (15% YoY in Q1).

What is Timken India share price analysis?

Timken India currently shows a below-average growth signal. The stock trades at a P/E of 57.6 with a market cap of ₹23,574 Cr. Investors should review the full earnings analysis for detailed insights.

Is Timken India planning capital expenditure?

FY27 capex is planned to be in the range of 8% to 10% of sales, consistent with prior guidance.

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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.