TIL (TIL) — concall transcript

📢 Key Event
TIL emphasized order book conversion, aftermarket growth, and Tulip Compression expansion as core growth drivers during Q1 FY27 earnings call.

🔄 What Changed
PAT remained negative at INR5.5 crores consolidated and INR7.2 crores standalone; aftermarket revenue share target raised to 40-50% of total revenue; EBITDA margin expansion expected via localization and product refresh; order pipeline increased to INR373 crores; Tulip acquisition effective May 8, 2026 contributed partially to Q1 results.

🔮 What's Next
TIL targets 40-50% aftermarket revenue contribution; aims for 15-16% long-term EBITDA margins; plans to increase Tulip stake to 74% via up to INR50 crores equity infusion; DSO target of 60-75 days; product refresh cycle ongoing with CarryKing 515 launch expected in Q3/Q4 FY27; minimal capex of INR5-10 crores bridging; no land sales planned.

💡 Investor Takeaway
TIL is transitioning from turnaround to growth, driven by aftermarket expansion, product localization, and strategic stake increase in Tulip Compression, with improving operational momentum despite near-term profitability challenges.

TIL Ltd's Q1 FY27 earnings call highlighted strategic progress in core business execution and clean energy expansion via Tulip Compression. Management emphasized order book conversion, aftermarket growth, and localization efforts, with ReachStacker deliveries and indigenous product development driving momentum. Financials showed consolidated revenue of INR117.1 crores and EBITDA of INR7.3 crores, though PAT remained negative. The company is targeting 40-50% aftermarket revenue contribution and 15-16% long-term EBITDA margins, supported by product refreshes like CarryKing 515 and supply chain localization. Capex remains minimal at INR5-10 crores bridging, with no land sales. Management aims to increase its stake in Tulip from 60% toward 74% via a potential INR50 crore equity infusion, while expanding into defense and hydrogen markets. Growth is anchored in core segments, with aftermarket services emerging as a key margin driver amid competitive pressures and infrastructure tailwinds.

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About TIL Ltd (TIL)

Capital Goods · Capital Goods-Non Electrical Equipment · Listed on BSE

Market Cap: ₹1,976.18 Cr ROE: -26.4% ROCE: 2.4%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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