What the business is, and whether it's a good one at a fair price.
Manufactures bearings — primarily tapered roller bearings (TRB), cylindrical roller bearings (CRB) and plain bearings — at its Bharuch and Jamshedpur plants in India. In FY26, consolidated revenue reached INR 3,478 crores, with standalone revenue at INR 3,148 crores (+8.6% YoY). The product range serves mobile equipment applications (around 65% of India bearing demand) like railways and vehicles, and process industries (around 35%) such as steel, cement, power generation, material handling, and wind energy where turbines are scaling toward 5MW. A new Bharuch plant generated INR 80 crores in its first full year of operation, with the company targeting 70% utilisation by July 2026. The Jamshedpur rail bearing expansion, with capex of INR 120+ crores, is scheduled to begin production in November-December 2026. The board approved a merger of wholly-owned Timken GGB into the parent to consolidate plain-bearings operations. Exports surged 66% YoY to INR 707 crores in FY26, with North America leading despite the absence of a US trade deal. Q4 standalone revenue crossed INR 1,000 crores for the first time at INR 1,073.1 crores (+14.2% YoY). Materials — particularly steel, grinding wheels and coolants — make up 29.8% of revenue, and input cost inflation has intensified; only 10% of planned price hikes have been passed through to customers so far. Capex ran at 8.5% of revenue in FY26, with FY27 guided at 8-9%.
Measured from the filed financials, judged against its Industrial Products peers · as of FY26 — not investment advice
How has the market priced it — with filings on the timeline?
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How does it stack up on valuation, returns and growth?
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Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.
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Who owns it — and is the promoter stake clean?
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Answered from TIMKEN INDIA LTD.'s filed financials and exchange disclosures
TIMKEN INDIA LTD. is a Industrial Products company listed on NSE and BSE, trading under the symbol TIMKEN.
Yes. The dividend yield is 1.09% at the current price. It paid out 65% of its profit as dividend in FY26.
Effectively yes. It holds ₹268 Cr more cash than debt. Debt stands at 0.00× equity.
On trailing P/E, TIMKEN INDIA LTD. ranks 333 of 366 in Industrial Products — cheaper than 9% of them, against an industry median of 18.8×. This is a position, not a valuation judgement.
On a typical session TIMKEN INDIA LTD. moves 0.95% — that is the median absolute close-to-close move across its last 269 trading days. Announcement days are routinely larger.
Every NSE and BSE filing by TIMKEN INDIA LTD. appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.
Figures are as last reported and may lag the latest filing. Not investment advice.