Slide 1: Exchange filing cover letter: investor presentation
TD Power Systems Limited (CIN -L31103KA1999PLC025071) REGISTERED OFFICE & FACTORY: October 30, 2025 27, 28 and 29, KIADB Industrial Area Dabaspet, Nelamangala Taluk Bengaluru Rural District Bengaluru – 562 111 India The Corporate Service The Listing Department Tel +91 80 229 95700 / 6633 7700 Fax +9
Slide 2: TD Power Systems Investor Presentation
INV! TD POWER SYSTEMS HOLTOR PRI — sts) =e 4 ENTATION
Slide 3: Disclaimer
- i -— — —— This presentation and the accompanying slides (the “Presentation”), which have been prepared by TD Power Systems Limited (the “Company”), is solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shall
Slide 4: Journey and Evolution
7 Journey and Evolution;
Slide 5: Journey and Evolution
Journey and | Acquires Technology from Toyo Denki Japan Establishes Manufacturing Facility in Bangalore, India 1999-2001 3) 2002-09 Becomes the market leader in India Develops Vertical Hydro Generators with VOITH, Germany Signs Long Term Supply Agreement with INNIO for Gas Engine Generators 2011 Lis
Slide 6: Products
Products
Slide 7: Products
PRODUCTS Hydro - Up to 45 MVA Gas - Up to 25 MVA Motor/Engine/ Locomotive’ Marine Oil & Gas’ Geothermal’ Solar Thermal’ Transformer testing /Naval As per customer requirement
Slide 8: Facilities and People
Facilities and People
Slide 9: Manufacturing Facilities
Manufacturing Facilities State of the art facility TDPS has always believed in investing on a world class facility equipped to perform all critical operations in-house, ensuring complete control over the production process. This allows us to maintain high quality standards, optimize efficiency, and
Slide 10: Initiative towards Automation and Robotics
Initiative towards Automation and Robotics Automation and Robotics ‘We have implemented advanced automation and robotics in our manufacturing processes to enhance efficiency, accuracy, and consistency. Automation has enabled us to manage complex tasks with greater precision and adaptability, ensurin
Slide 11: Quality Systems
Quality Systems Quality Assurance We have implemented the best quality systems and procedures to ensure that every product we manufacture meets the highest standards. These systems are designed to monitor every step of the production process, from raw materials to final inspection, ensuring precisio
Slide 12: People
People Expertise We have a team of highly skilled and dedicated professionals who bring experience, passion, and innovation to every task. Their expertise, attention to detail, and commitment to quality ensure that we consistently meet and exceed customer expectations. Whether it’s engineering, prod
Slide 13: Board of Directors
Board of Directors
Slide 14: Board of Directors
Board of Directors Managing Director Nikhil Kumar Responsible for overall management of the Company's operations, strategic planning, technology alliances and sales and marketing. ‘With over 3 decades of work experience in the business of manufacturing electrical rotating machines, he spearheads uni
Slide 15: Board of Directors
Board of Directors Independent Director Rahul Matthan Experience spanning over 2 decades, advised clients on matters like cryptocurrency, telecommunications regulation, internet and social media law, technology M&A & played a significant role in shaping Data Privacy & technology policy in India. Ser
Slide 16: Management
Management
Slide 17: Management Team
MANAGEMENT TEAM Managing Director Nikhil Kumar Leads operations, strategic planning, technology alliances, sales and marketing. With an in-depth understanding of products, processes, customers, specific application requirements of each segment from over 3 decades of work experience in the business o
Slide 18: Management Team
MANAGEM! 7 Global Head — Sales and Marketing Vinay Hegde A founder member of TDPS, with 28 years of rich experience in Sales & Marketing, Joined the small core team of TDPS in 2001 as Engineer, Sales - An Electrical Engineer with 7 years of foundation experience with CG Newage Has successfully acqui
Slide 19: CSR Initiatives
CSR Initiatives
Slide 20: Corporate Social Responsibility
CORPORATE SOCIAL RESPONSIBILITY Our Corporate Social Responsibility (CSR) programs are designed with a multifaceted approach to foster inclusiveness, promote sustainability and support our communities.
Slide 21: Corporate social responsibility - Education
School Readiness Program: In collaboration with Keyed Foundation, TDPS has launched the School Readiness Program to support the objectives of the National Education Policy, which emphasizes the crucial role of early childhood education. This initiative will establish pre-primary classrooms in 20 gov
Slide 22: Corporate social responsibility - Healthcare and Sports
Corporate social responsibility — Healthcare and Sports Equipment Donation: To enhance diagnostics, patient management, and treatment infrastructure, TDPS partnered with Give Foundation and its affiliate, Doctors For You (DFY), to donate medical equipment to Shri Atal Bihari Vajpayee Medical College
Slide 23: Summary of Installations
Summary of Installations As on 30.09.2025 , -
Slide 24: Summary of Installations
Summary of Installations @ Europe 1420 Generators NorthAmerica @ TDPS Sales Office (Frankfurt, Germany) 314 Generators TDPS Factory (Istanbul, Turkey) ~~ a Central America 49 Generators Asia TDPS Sales Office (Ohio, USA) 5277 Generators TDPS Head Quarters (India) TDPS Sales Office (Japan) South Amer
Slide 25: Highlights of Q2 & H1FY'26
Highlights of Q2 & H1FY’26
Slide 26: Order Inflow and Key Highlights
Order Inflow and Key Highlights Order Inflow : Q2 FY’26- YoY Growth of order inflow in th = 5,241 v/s = 3,608 Million. Q2 FY’26 is from Exports — oops _ H1 FY’26 - YoY Growth f Ww 1 7 l l of order inflow in = 5 8 (6) Mi ion z 9,159 v/s z 6,576 Million. H1 FY’26 is from Expor ts Highlights : Steam Tu
Slide 27: ➢ ➢ ➢ ➢ ➢ × ➢ o × o × o × o
➢ ➢ ➢ ➢ ➢ × ➢ o × o × o × o × o × ➢ × ➢ ➢ ➢ ➢ ➢ ➢
Slide 28: Q2 & H1FY26 Financial Highlights
Q2 & H1FY26 Financial Highlights Q2 FY26 = 4,556 Million = 858 Million (18.8%) = 607 Million (13.3%) = 5,241 Million increase YoY increase YoY increase YoY increase Total Revenue* (Rs. in Mn) PAT (Rs. in Mn) 607 764 i i i 966 864 Q2FY25 Q2FY26! HIFY25 HIFY26 Q2FY25 Q2FY26! HIFY25 HIFY26 Q2FY25 Q2FY2
Slide 29: Diversified Order Book as on September 2025
Diversified Order Book as on 30 September 2025 2,491 (15.7%) TOTAL: Rs. 15,870 (In Mn) ©) Domestic Gl Exports including Deemed Export 8,388 Ml Railways (Exports) (52.9%) Hl Railways (Domestic) ()) Spares and Aftermarket {Turkey * All Values in Rs. (In Mn)
Slide 30: Q2 & H1FY26 Consolidated Profit and Loss Account
Q? & H1FY26 Consolidated Profit and Loss Account Particulars (Rs. in Mn) Q2FY26 Q2FY25 QIFY26 HIFY26 H1FY25 Revenue from Operations 4,524.65 3,064.44. 3,718.99 8,243.64 5,802.27 Other Operational Income 31.64 30.50 19.60 51.24 34.46 Total Income 4,556.29 3,094.94 47% 3,738.59 22% 8,294.88 5,836.73 4
Slide 31: Consolidated Balance Sheet
Consolidated Balance Sheet Assets (in Rs. Millions) Sep-25 Mar-25 Sep-25 Mar-25 Non - Current Assets 2,881.4 2,514.8 Total Equity 9,614.0 8,603.0 Property Plant & Equipments 1,814.6 1,806.7 Share Capital 312.4 312.4 Capital Work-in-Progress 481.8 165.9 ase oa oa Intangible assets 79.4 94.1 es & Surp
Slide 32: Historical Financial Data
Historical Financial Data
Slide 33: Historical Financial Highlights
Historical Financial Highlights Total Revenue (Rs. in Mn) EBIDTAS (Rs. in Mn) 1,734 1,156 945 5,948 614 672 437 FY21 FY22 FY23 > FY24 = FY25 FY21 FY22 FY23 9 FY24 FY25 FY21) FY22 FY23 FY24 = FY25 EBIDTA Margins* (%) +750 bps 1 +580 bps Y 18.8% 13.4% 17.1% 3.9 16.0 ano% 8% 11.3% 12.5% 7.6% 8.8% FY21
Slide 34: Historical Consolidated Profit and Loss Account
Historical Consolidated Profit and Loss Account Particulars (Rs. in Mn) 25 FY24 FY23 FY22 FY21 CAGR Revenue from Operations 12,787.62 10,005.20 8,722.97 7,974.25 5,935.84 Other Operational Income 123.19 46.97 110.13 85.36 12.24 Total Income 12,910.80 10,052.16 8,833.10 8,059.61 5,948.08 21.4% Cost o
Slide 35: Shareholding Pattern
Shareholding Pattern
Slide 36: Shareholding Pattern as on September 2025
Shareholding Pattern as on 30 September 2025 Particulars % Holding Promoters 26.9% Pp MutualFunds&AIF =| 25.4% ae FIs of 23.6% Others 24.1% Total Holding 100% (Excl. Promoters) Nippon Mutual Fund Aditya Birla Sun Life Mutual Fund HDFC Mutual Fund HSBC Mutual Fund ICICI Prudential Mutual Fund LIC Mut
Slide 37: Business Outlook
Business Outlook
Slide 38: Business Outlook
Business Outlook The revised top line guidance for FY 26 is 18 Billion INR. The order inflow from exports continue to be the driver for growth. The company has a diversified product range serving global markets for steam turbines, gas turbines, gas engine, geo-thermal, motor, and other special appli
Slide 39: Contact us !
Contact us ! TD Power Systems Limited CIN: L31103KA1999PLC025071 Ms. M N Varalakshmi — Chief Financial Officer www.tdps.co.in Strategic Growth Advisors Private Limited CIN: U74140MH2010PTC204285 Mr. Sagar Shroff / Mr. Tanay Shah sagar.shroff@sgapl.net / tanay.shah@sgapl.net +91 98205 19303 / +919833