TD Power Systems Limited (TDPOWERSYS) Financial Results — Revenue ₹17,370 Cr

Revenue: ₹17,370 CrNet Profit: ₹2,180 Cr

📢 Key Event
TD Power Systems reports 35% YoY standalone revenue growth and raises FY27 guidance to over INR2,400 crores

🔄 What Changed
Order inflow grew 51% YoY to INR22.38bn; export orders now 76% of total; FY27 revenue guidance revised upward; gross margin outlook improved to 33-34%

🔮 What's Next
INR2,400+ crores FY27 revenue guidance; INR50 crores additional capex planned; gross margin target of 33-34%

💡 Investor Takeaway
Strong export-driven growth and upwardly revised guidance signal expanding international momentum, though margin pressure from Turkey delays may persist short-term

TD Power Systems reported strong Q4 FY26 results with standalone revenue of INR17.37bn up 35% YoY and PAT of INR2.18bn up 42%. Consolidated revenue reached INR18.78bn, up 44% YoY, driven by 51% growth in order inflow to INR22.38bn, with 76% export orders. The company raised FY27 revenue guidance to over INR2,400 crores and plans INR50 crores additional capex for large generator capacity expansion targeting export markets like AI data centers. Gross margins are expected to rebound to 33-34% after a temporary dip from a Turkey contract delay. The current order book stands at INR19.73bn, with pending growth in generators and motors segments at 66%.

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