Timken India Q2 FY27: PAT ₹115 Cr & Rev ₹929 Cr

Metric	Value
Revenue	₹929 Cr
Net Profit (PAT)	₹115 Cr

📢 Key Event
Timken India Q1 FY27 revenue grew 15% YoY to INR929 crores with PBT at INR150 crores.

🔄 What Changed
Revenue growth of 15% YoY and PBT growth of 15% YoY; adjusted PBT margin improved to 16.2% due to capitalized depreciation; Bharuch plant utilization progressing toward 70% by Q3 FY27; merger under NCLT review.

🔮 What's Next
Bharuch plant to reach 70% utilization by Q3 FY27; merger with Timken GGB Technology pending NCLT approval; capex remains at 8-10% of sales for rail and plant expansion.

💡 Investor Takeaway
The company is executing strategic portfolio optimization and capitalizing on high-growth segments like rail and wind to drive margin expansion and sustainable growth.

Timken India reported Q1 FY27 revenue of INR929 crores, up 15% YoY, with PBT at INR150 crores (15% YoY growth) and net profit at INR115 crores. Adjusted PBT margin stood at 16.2%, slightly above prior year's 16.1% after accounting for capitalized depreciation. Consolidated revenue reached INR943 crores, with consolidated net profit at INR119 crores. The company highlighted strong performance in rail (22% of revenue), mobile (184 crores), distribution (154 crores), and process segments driven by wind energy projects and export demand, particularly in the U.S. Bharuch plant ramp-up progressed steadily, targeting 70% utilization by Q3 FY27. The scheme to amalgamate Timken GGB Technology with Timken India is under NCLT review to unlock synergies. Management emphasized strategic focus on high-margin segments, cost efficiency via the 80/20 portfolio review, and continued capex allocation (8-10% of sales) for rail expansion and Bharuch plant scaling.

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About Timken India Limited (TIMKEN)

Capital Goods · Industrial Products · Listed on NSE

Market Cap: ₹26,561.24 Cr P/E: 61.0

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

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