TD Power Systems Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TD Power Systems reported strong 9M FY26 financials, with standalone PAT up 41% to 154 Cr and consolidated PAT up 37% to 166 Cr. Q3 order inflow hit a record 656 Cr, soaring 61% YoY, primarily from exports (84%). The order book stands at 1845 Cr. Management projects FY26 revenue to exceed 1800 Cr and FY27 to reach 2200+ Cr (a conservative estimate). Demand for gas turbine/engine, notably from data centers, remains robust with visibility extending to 2030. The new plant is operational, and copper cost increases are being passed on. The company expresses a highly positive outlook.