TD Power Systems Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TD Power Systems reported robust FY26 financials: Standalone income up 35% to INR1,737 Cr, PAT up 42% to INR218 Cr. Consolidated income grew 44% to INR1,878 Cr, PAT up 36% to INR236 Cr. Order book is INR1,973 Cr, with FY26 inflows soaring 51% to INR2,238 Cr, driven by exports. FY27 revenue guidance is INR2,400+ Cr, eyeing INR3,200 Cr by FY28. Management sees strong demand from AI data centers & renewables. Plans for large generator investments are underway. Margins impacted by a one-off event but are expected to recover. High factory utilization is the new normal, with a confident growth outlook.