TIMKENNSETimken India Limited· BearingsHighNeutral
Announced Mon, 3 Nov · 19:14 IST

Timken India Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.

TIMKEN · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Timken India reported Q2 FY26 revenue from operations of ₹7,729.87 million, up about 2.7% from ₹7,528.86 million in Q2 FY25, while net profit was nearly flat at ₹894.66 million versus ₹899.48 million. For the half year ended September 30, 2025, revenue grew to ₹15,818.04 million (from ₹15,365.87 million) and net profit rose about 4% to ₹1,936.90 million (from ₹1,862.53 million), translating to EPS of ₹25.75. Profit before tax dipped marginally to ₹2,510.80 million for H1. The board also approved the re-appointment of Mr. Soumitra Hazra as Independent Director for 3 years from May 31, 2026 and elevated two senior managers. The statutory auditor (Deloitte Haskins & Sells LLP) issued an unmodified limited review report, and the company paid a final dividend of ₹36 per share during the quarter.

Likely market impact

Results are broadly stable with modest revenue and profit growth, no negative surprises, and a clean audit report—neutral to mildly positive for shareholders. The large dividend payout (₹2,708 million in H1 versus ₹188 million a year ago) reduced closing cash, but operating cash flow remains healthy at ₹2,350 million.