TD Power Systems Limited — PPTs, 29-01-2026: Investor Presentation

TD Power Systems (TDPS) delivered a strong performance for Q3 & 9M FY26. Total Revenue for Q3 jumped 27% YoY to ₹444.9 Cr, with PAT rising 24% to ₹55.0 Cr. For 9M, Revenue surged 36% to ₹1,274.3 Cr and PAT increased 37% to ₹165.8 Cr. EBITDA also saw robust growth, up 33% (Q3) and 41% (9M).

Order inflow was stellar, soaring 61% YoY in Q3 to ₹656.1 Cr and 48% in 9M to ₹1,572.0 Cr. Exports are a major growth driver, contributing 84% of Q3 and 79% of 9M order inflow. The order book stands strong at ₹1,845.2 Cr as of Dec 31, 2025.

Recent developments include key generator orders from USA, India, Indonesia, Austria, Spain, and Italy. Strategic focus on diversified product range and global OEMs, supported by ongoing automation in manufacturing, drives growth.

Management anticipates a top-line of ₹1,800 Cr for FY26, with a revised FY27 guidance of ₹2,200 Cr. Exports are expected to continue fueling growth, bolstered by production ramp-up from the recently commissioned third plant starting Q4 FY26.