TDPOWERSYSNSETD Power Systems Limited· Electrical EquipmentMediumNeutral
Announced Mon, 19 May · 19:02 IST

TD Power Systems Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

TDPOWERSYS · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

TD Power Systems reported strong FY25 results with standalone total income of INR 12.88 billion, up 28% YoY, and PAT of INR 1,530 million, up 25% YoY. Consolidated PAT grew 50% to INR 1,734 million. Order book reached a record INR 14.79 billion with Q4 order inflow of INR 4.13 billion, the highest ever, driven by 67% growth in export/deemed export orders (now 68% of total). Management guided FY26 revenue of INR 1,500 crores with strong upside potential and FY27 path toward INR 1,900–2,000 crores. EBITDA margin guidance set at 18–18.25% with upward potential. Key growth drivers cited include AI data centers, gas turbine generators, grid stabilization (post Spain/Portugal blackout), U.S. exports, railway traction prototypes for Europe/U.S./CIS, and the new third plant commissioning in H2 FY26.

Likely market impact

Strong order momentum and clear FY26-FY27 revenue trajectory provide robust visibility for shareholders. Margin guidance of 18%+ with upward bias and record order inflows support a positive earnings outlook, though execution of new plant ramp-up and traction prototype deliveries in FY27 remain key milestones to watch.