AI-generated · cited to primary sources · not investment advice
TD Power Systems (533553) Feb 2026 Filing Analysis
Does management do what it says?
The company significantly exceeded the quarterly booking target, achieving an order inflow of INR 656.1 crores (INR 6,561 Million) in Q3 FY26. (4 exceeded, 1 met across 5 tracked commitments)
“We maintain our top line guidance of 18 Billion INR for FY26.”
The motor business remains on track to achieve the INR 150 crore (INR 1.5 billion) target for the current year. (2 met, 1 missed across 3 tracked commitments)
“Our motor business is growing at the rate we mentioned earlier. This year, we will still be on track to achieve around INR 150 crores top line.”
The company has prepared the Turkish facility as a 'Plan B' to handle US exports if a trade deal is not reached by the end of 2025. (1 in progress across 1 tracked commitment)
“Export growth will continue to drive the company’s business in FY 27 & FY 28.”
Gross profit margins for FY26 fell short of the 35% target, ending the year at 33.6%. (2 missed, 1 in progress across 3 tracked commitments)
“And sir, on the gross margin side... we should expect this gross margin to sustain here at around 35%? Nikhil Kumar: Yes.”
See the full cited Management analysis of TD Power Systems
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