TD Power Systems Limited — Q1FY27 earnings call summary
Filed 18 August 2026 · Official transcript
- Capacity expansion: INR500m debottlenecking for INR32bn FY28 capacity; plans for INR40bn+ by FY29-30
- Q1 FY27 standalone revenue INR6.3bn +74% y-y; PAT INR853m +81% y-y; EBITDA margin 19.34%
- FY27 revenue guidance revised to INR26bn with upside potential
- Large generator segment expansion announcement expected August; 18-20 months production lead
- Strong demand driven by AI data centers, grid stabilization, renewables; supply chain stable
- Service revenue ~5-6% of sales; margins maintained via pricing, cost control, mix, exchange rates
- Consolidated revenue INR6.43bn +71% y-y; PAT INR860m +72% y-y; strong cash INR2.4bn
- Order inflow INR7.34bn Q-o-Q +87%; exports 93% of inflows
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