{"id":178400,"date":"2026-01-30T01:03:59","date_gmt":"2026-01-30T06:03:59","guid":{"rendered":"https:\/\/alphastreet.com\/india\/?p=178400"},"modified":"2026-01-30T01:03:59","modified_gmt":"2026-01-30T06:03:59","slug":"td-power-systems-limited-reports-27-increase-in-q3-fy26-revenue","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/td-power-systems-limited-reports-27-increase-in-q3-fy26-revenue\/","title":{"rendered":"TD Power Systems Limited Reports 27% Increase in Q3 FY26 Revenue"},"content":{"rendered":"\n<p>TD Power Systems Limited (NSE: TDPOWERSYS \/ BSE: 533553) released its financial results for the quarter ended December 31, 2025.<\/p>\n\n\n\n<p>The company secured breakthrough international orders for 11MW and 25MW generators. Management has raised its FY27 revenue guidance to \u20b922 billion following a 61% year-over-year surge in quarterly order inflows.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Company Profile and Business Model<\/strong><\/h2>\n\n\n\n<p>TD Power Systems Limited is an Indian manufacturer specializing in AC generators and electric motors for diverse applications. The company operates a state-of-the-art manufacturing facility in Bangalore and maintain local production capabilities in Turkey. The business model focuses on providing energy solutions for steam turbines, gas turbines, hydro generators, and gas engines. Today, the company serves approximately 45 global Original Equipment Manufacturers (OEMs) across 111 countries.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Latest Quarterly Results and Highlights<\/strong><\/h2>\n\n\n\n<p>Total revenue for Q3 FY26 rose 27% year-over-year to \u20b94,449 million. EBITDA grew 33% to \u20b9826 million, while Profit After Tax (PAT) reached \u20b9550 million. Order inflows for the quarter increased 61% to \u20b96,561 million, compared to \u20b94,073 million in the previous year. For the nine-month period (9M FY26), total revenue increased 36% to \u20b912,743 million. The order book as of December 31, 2025, stood at \u20b918,452 million.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"579\" src=\"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2026\/01\/TD-Power-Systems-Limited-1024x579.png\" alt=\"\" class=\"wp-image-178401\" srcset=\"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2026\/01\/TD-Power-Systems-Limited-1024x579.png 1024w, https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2026\/01\/TD-Power-Systems-Limited-300x170.png 300w, https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2026\/01\/TD-Power-Systems-Limited-768x434.png 768w, https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2026\/01\/TD-Power-Systems-Limited-1536x868.png 1536w, https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2026\/01\/TD-Power-Systems-Limited-2048x1158.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Segment Updates and Regulatory Milestones<\/strong><\/h2>\n\n\n\n<p>The company operates as a single reportable segment under Ind AS 108. In the steam turbine segment, TD Power Systems secured a breakthrough order from a U.S. OEM for two 11MW generators. The 2-pole generator segment received an engineering order from the USA for a 25MW aeroderivative gas turbine project serving data centers and AI infrastructure. Regulatory milestones include the continued implementation of the TDPSL Equity Based Compensation Plan 2019.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Broader Industry Trends and Market Situation<\/strong><\/h2>\n\n\n\n<p>Export markets remain the primary growth driver, accounting for 84% of order inflows in Q3 FY26. Industry demand is currently supported by energy requirements for data centers, grid support, and modular power solutions. The company maintains market leadership in India while expanding its footprint in North America, Europe, and Asia.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Robust Capital Strength and Shareholder Value<\/strong><\/h2>\n\n\n\n<p>The company reported a total equity of \u20b910,011.8 million as of December 2025. Paid-up equity share capital is \u20b9312.4 million, comprising 15,62,14,831 equity shares at a face value of \u20b92 each. Historical data shows a consistent upward trajectory in PAT margins, which reached 13.1% for the 9M FY26 period.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Guidance and Future Outlook<\/strong><\/h2>\n\n\n\n<p>Management has maintained its top-line guidance of \u20b918 billion for FY26. A revised revenue guidance of \u20b922 billion has been set for FY27. Following the commissioning of a third plant, the company expects a production and sales ramp-up starting in Q4 FY26. Export growth is anticipated to drive performance through FY28. Risks to this outlook include international market performance, industrial competition, and fluctuations in the Indian economy.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Where Does TD Power Systems Limited Stand Today?<\/strong><\/h2>\n\n\n\n<p>The company has achieved its highest revenue and PAT for two consecutive years as of 2025. Operational scale now includes over 7,813 total generator installations globally. The firm continues to strengthen its international market position through long-term supply agreements with major global entities like INNIO and Siemens.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>TD Power Systems Limited (NSE: TDPOWERSYS \/ BSE: 533553) released its financial results for the quarter ended December 31, 2025. The company secured breakthrough international orders for 11MW and 25MW generators. Management has raised its FY27 revenue guidance to \u20b922 billion following a 61% year-over-year surge in quarterly order inflows. Company Profile and Business Model [&hellip;]<\/p>\n","protected":false},"author":2385,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1941,5753],"tags":[15086,15091,15089,15082,15084,15087,15079,15083,15088,15090,15081,15080,15085,15092],"class_list":["post-178400","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock-analysis","category-industrials","tag-td-power-announcement","tag-td-power-earnings","tag-td-power-investor-relations","tag-td-power-management","tag-td-power-price","tag-td-power-q1","tag-td-power-stocks","tag-td-power-systems-limited","tag-td-power-ticker","tag-tdpowersys","tag-tdpowersys-q1","tag-tdpowersys-q2","tag-tdpowersys-q3","tag-tdpowersys-q4"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":164731,"url":"https:\/\/alphastreet.com\/india\/td-power-systems-ltd-q1fy24-29-rise-in-profits\/","url_meta":{"origin":178400,"position":0},"title":"TD Power Systems Ltd Q1FY24; 29% rise in Profits","author":"Chirag Gupta","date":"October 7, 2024","format":false,"excerpt":"TD Power Systems Ltd is engaged in manufacturing AC generators and Electric motors for various applications which are specifically designed to suit the needs of the customers based on their requirements and specifications. 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