AI-generated · cited to primary sources · not investment advice
TD Power Systems (533553) Nov 2025 Filing Analysis
Does management do what it says?
Management confirmed that the 2-pole generator business (specifically for gas engines/turbines) saw massive growth and notable deliveries, including projects like SpaceX. (1 met across 1 tracked commitment)
“This machine will be offered to the customer by end of December, early Jan. And once the testing is complete and the qualification is complete, we expect to start getting larger orders by second half of '26.”
The third plant has been commissioned as of the Q3 FY26 report, with production ramp-up scheduled for Q4 FY26. (2 met across 2 tracked commitments)
“With the third plant partially commissioned and fully operational by early Q4 of FY'26, the company is in a position to fulfil any increase in orders from any of the sectors that it is present in.”
Management maintained the FY26 target of INR 18 billion but upgraded the FY27 guidance from 'over INR 20 billion' to a specific '22 Billion INR'. (1 revised across 1 tracked commitment)
“Based on the surge in orders in this segment, we increased our guidance this financial year to INR 18 billion and over INR 20 billion for next financial year.”
See the full cited Management analysis of TD Power Systems
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