Investor Presentation
TDPOWERSYS · price
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TD Power Systems reported exceptional Q4 and FY26 results with total revenue of Rs 5,951 million (67% YoY) for Q4 and Rs 18,695 million (45% YoY) for full year. PAT reached Rs 702 million in Q4 (33% growth) and Rs 2,360 million for FY26 (36% growth). The company achieved its highest revenue and PAT for the third consecutive year. Order inflow for FY26 was Rs 22,385 million, up 51% YoY, with 80% coming from exports. The order book stands at Rs 19,729 million as of March 31, 2026. Key growth drivers include data center demand for gas engine generators, US market entry via retrofit orders, and strong hydro segment traction in Southeast Asia. Management indicated capacity expansion plans for FY27-28 to handle larger generator demand, with investment decisions expected within 3 months.
The company demonstrates strong execution capability with robust order pipeline and export momentum. The planned capacity investments for larger generators signal confidence in sustained demand growth, though near-term margins may face pressure from the execution ramp-up phase.