TD Power Systems Limited has informed the Exchange about Investor Presentation
TDPOWERSYS · price
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TD Power Systems reported record FY26 results with total revenue of ₹18,695 million (45% YoY growth) and PAT of ₹2,360 million (36% YoY), marking the third consecutive year of highest-ever revenue and profit. Q4 FY26 was particularly strong with revenue of ₹5,951 million (67% YoY). Order inflow reached ₹22,385 million for FY26 with 51% YoY growth, and Q4 alone saw ₹6,665 million (61% growth). The order book stood at ₹19,729 million as of March 31, 2026, with 80% of orders from exports indicating strong global demand. Management highlighted very strong demand across all generator verticals with recent quarterly order inflow averaging ~₹650 crores. Capacity expansion plans for FY27 and FY28 are underway, including investments for larger generators and machining capabilities.
The stock has strong momentum with a record order book 2.5x current annual revenue and accelerating order flow. However, EBITDA margins compressed to 18.3% in FY26 from 18.8% in FY25 as the company scales to meet demand. Management is investing in capacity to capture the strong pipeline across data center, industrial, and hydro applications globally.