Timken India Limited — Investor Meet, 10-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Timken India kicked off FY27 with a solid Q1. Standalone revenue grew 15% YoY to INR929 crore, with PBT also up 15% YoY at INR150 crore. PAT hit INR115 crore, and EBITDA margin stood at 19.6%. Strong gross margin expansion of 100 bps YoY reflects effective cost management despite industry pressures. The new Bharuch plant is ramping up fast, contributing ~INR50 crore in Q1 and nearing breakeven. Expansion for rail at Jamshedpur is on track. Robust demand in Process (up 30%) and Exports (up 21%) segments drives momentum. Management remains confident in performance and strategic initiatives.