Power Stock is engaged in manufacturing AC generators and electric motors for various power sectors like thermal, hydro, and wind, also offering EPC services and railway traction motors, jumps 8% after the company reported strong December quarterly results with a 50% YOY jump in net profit and strong FY26 topline revenue guidance.
Stock Price Movement:
In Friday’s trading session, TD Power Systems Limited’s share reached an intraday high of Rs. 409.90 per equity share, rising 7.84 percent from its previous day’s close price of Rs. 380.10. The stock opened at Rs. 401.15 and is currently trading at Rs. 404.55. The market capitalization now stands at approximately Rs. 6,318.41 crore.
Q3 FY25 Result Walkthrough:
Coming into the quarterly results of TD Power Systems Limited, the company’s consolidated revenue from operations increased by 44.41 percent YOY, from Rs. 242.60 crore in Q3 FY24 to Rs. 350.33 crore in Q3 FY25, and grew by 14.32 percent QoQ from Rs. 306.44 crore in Q2 FY25.
Further, the company’s EBIDT has increased by 54.41 percent, from Rs. 39.7 crore in Q3 FY24 to Rs. 61.3 crore in Q3 FY25.
In Q3 FY25, TD Power Systems Limited’s consolidated net profit increased by 50.27 percent YOY, reaching Rs. 44.93 crore compared to Rs. 29.90 crore during the same period last year. As compared to Q2 FY25, the net profit has increased by 8.87 percent, from Rs. 41.27 crore.
The basic earnings per share increased by 50.79 percent and stood at Rs 2.88 as against Rs 1.91 recorded in the same quarter in the previous year 2024.
Management Guidance:
The company projects revenue of Rs. 1,275 crore for FY25, reflecting a 27.4 percent growth from Rs. 1,001 crore in FY24. With 9 months of FY25 revenue already at Rs. 930 crore, the company is on track to achieve its target. For FY26, TDPS aims for Rs. 1,500 crore, a 17.6 percent increase from FY25 guidance.
Additionally, the company’s export growth is being driven by the global energy transition, particularly in renewable power plants, hydro facilities, data centers, and waste heat recovery projects. The domestic market shows promising recovery potential, while the company maintains a diversified product portfolio serving steam turbines, gas turbines, and specialized applications, with a third plant operational in FY26.
Order book
The company’s total order book value stands at Rs. 1309.2 crore as of 31st, December 2024. The largest segment is exports at Rs. 636.5 crore (48.6 percent), followed by railways at Rs. 333.7 crore (25.5 percent), and domestic orders at Rs. 323.3 crore (24.7 percent).
Further, spares and Aftermarket contribute Rs. 12.8 crore (1.0 percent), while Turkey represents the smallest portion at Rs. 2.9 crore (0.2 percent). This shows a strong export-oriented business model while maintaining a significant domestic and railway sector presence.
Key strategic orders include traction motors for German railways, diesel engine generators for the Indian Navy, control panels for transformers for an international client, and power solutions for projects in Kenya, Ireland, Greece, and the USA.
Products offering:
The company offers a wide range of power generation solutions, including steam, gas, hydro, and wind turbine generators. The engine generators cover diesel and gas up to 25 MVA. The company also provides specialized generators for locomotives, marine, oil & gas, and geothermal applications, along with induction, synchronous, and traction motors.
Installation Capacity:
The company has a strong global presence with installations across 110 countries, totaling 6,907 generators worldwide. Asia leads with 5,020 generators, followed by Europe with 1,081 generators, North America has 255 generators, and Central America accounts for 48 generators. Africa and Oceania contribute 288 and 162 generators, respectively, with South America having 53 installations, showcasing their extensive international reach.
Written By – Nikhil Naik
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