TD Power Systems Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

TD Power Systems delivered strong Q1 FY26 results with standalone PAT up 51% to INR 47.1 Cr and consolidated PAT up 40% to INR 50 Cr, both on 36% total income growth. Order inflow surged 32% YoY to INR 392 Cr, with exports contributing 66%.

To navigate US tariffs, the company will divert about 5% of its sales through its Turkish plant, leveraging a lower 15% duty, while maintaining its competitive cost advantage. Management anticipates exceeding the FY26 guidance of INR 1500 Cr, with a FY27 projection of INR 1800 Cr. Growth is propelled by robust demand from US data centers and Europe, alongside strong performance in hydro, motor, and railway segments. The outlook remains confident with strategic diversification.