TD Power Systems Limited has informed the Exchange about Transcript

TD Power Systems reported strong Q1 FY26 results with consolidated total income of INR 3.76 billion (up 36% YoY) and PAT of INR 500 million (up 40% YoY). Standalone EBITDA margin improved to 18.7% from 17.17%, and the order book stood at INR 14.68 billion, with Q1 order inflows of INR 3.92 billion (up 32% YoY), 66% from exports. Management guided that FY26 revenue will likely exceed the existing INR 1,500 crore guidance and the motor business is on track for INR 1.5 billion this year and INR 2+ billion next year. To navigate the 50% US tariffs on Indian goods, the company will shift ~4-5% of its direct US exports to its Turkey facility, while 75% of US sales routed via European OEMs will attract only the 15% EU-US duty. The third manufacturing plant is being commissioned progressively in Q2-Q3, raising capacity to INR 2,000-2,400 crore, and the MD confirmed no promoter selling is planned for the next 24 months.