Td Power Systems Limited · NSE:TDPOWERSYS
Td Power Systems — Q3 FY26 Earnings Presentation
39 slides from Td Power Systems's earnings presentation, Jan 29, 2026
Slide 1: Cover letter to stock exchanges
TD Power Systems Limited (CIN -L31103KA1999PLC025071) REGISTERED OFFICE & FACTORY: 27, 28 and 29, KIADB Industrial Area Dabaspet, Nelamangala Taluk January 29, 2026 Bengaluru Rural District Bengaluru – 562 111 India Tel +91 80 229 95700 / 6633 7700 The Corporate Service The Listing Department Fax +9
Slide 2: TD Power Systems Investor Presentation
TD POWER SYSTEMS INVESTOR PRESENTATION
Slide 3: Safe Harbor
This presentation and the accompanying slides (the “Presentation”), which have been prepared by TD Power Systems Limited Safe Harbor (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 Evolution Develops Vertical Hydro Generators Local production Acquires with VOITH, of Generators in Technology from Germany Turkey Toyo Denki Signs License Japan Signs Long Term Signs Long Term Revival in the Agreement with Supply Agreement with Domestic market Achieves Siemens to Establ
Slide 6: Products
Products
Slide 7: Products
PRODUCTS MOTORS GENERATORS FOR TURBINES INDUCTION MOTORS Steam - Up to 250 MVA Gas - Up to 250 MVA Hydro - Up to 45 MVA Wind * GENERATORS FOR ENGINES SYNCHRONOUS MOTORS Diesel - Up to 25 MVA Gas - Up to 25 MVA GENERATORS FOR SPECIAL APPLICATIONS TRACTION MOTOR Motor/Engine/ Locomotive * Marine Oil &
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, ensuring
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: Management
Management
Slide 14: Management Team
13 MANAGEMENT TEAM Managing Director Chief Operating Officer Chief Financial Officer Nikhil Kumar Ramakrishna Varna M N Varalakshmi Leads operations, strategic planning, technology alliances, sales and Part of founder - member team since inception of the A founder member, with 30 years of experience
Slide 15: Management Team
14 MANAGEMENT TEAM Global Head – Sales and Marketing Head Operations Company Secretary Vinay Hegde Sanju Devis Bharat Rajwani A founder member of TDPS, with 28 years of rich experience in A Mechanical Engineer with a Master’s degree in Engineering An Associate Member of the Institute of Company Secr
Slide 16: Board of Directors
Board of Directors
Slide 17: Board of Directors
Board of Directors 16 Managing Director Promoter & Non - Executive Chairman Non - Executive Director Nikhil Kumar Mohib N. Khericha Prabhamani S Responsible for overall management of the Company’s operations, He was in practice for over 25 years, in the area of Capital Is the founder member of TDPS
Slide 18: Board of Directors
Board of Directors 17 Independent Director Independent Director Independent Director Rahul Matthan Prathibha Shastry Alexander Olsson Experience spanning over 2 decades, advised clients on matters Experience of over 2 decades, has held executive and Over two and half decades of her career, she has b
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
Corporate social responsibility - Education School Readiness Program: Rehabilitation and remedial support In collaboration with Keyed Foundation, TDPS has for children with learning launched the School Readiness Program to support the objectives of the National Education Policy, which disabilities:
Slide 22: Corporate social responsibility – Healthcare and Sports
Corporate social responsibility – Healthcare and Sports Equipment Donation : Neuro Rehabilitation Center : Sports Excellence Trust : To enhance diagnostics, patient management, TDPS, with its partner Bangalore Sanjayanagar The Company supports initiatives promoting and treatment infrastructure, TDPS
Slide 23: Summary of Installations
Summary of Installations As on 31.12.2025
Slide 24: Summary of Installations
Summary of Installations Europe 1484 Generators North America TDPS Sales Office (Frankfurt, Germany) 418 Generators TDPS Factory (Istanbul, Turkey) Central America 56 Generators Asia TDPS Sales Office (Ohio, USA) 5361 Generators TDPS Head Quarters (India) TDPS Sales Office (Japan) South America Ocea
Slide 25: Highlights of Q3 & 9MFY'26
Highlights of Q3 & 9MFY’26
Slide 26: Order Inflow and Key Highlights
Order Inflow and Key Highlights Order Inflow : Q3 FY’26 - 61% YoY Growth 84% of order inflow in Order Book on 31 st December ₹ 6,561 v/s ₹ 4,073 Million. Q3 FY’26 is from Exports 2025 9M FY’26 - 48% YoY Growth 79% of order inflow in ₹ 18,452 Million ₹ 15,720 v/s ₹ 10,649 Million. 9M FY’26 is from Ex
Slide 27: Order Inflow and Key Highlights
Order Inflow and Key Highlights Highlights continued… 2 Pole Generator Segment : ➢ Received an order for the replacement of existing LMZ, Russian Make 65 MW , 11kV 2pole Generator in IFFCO Paradeep Plan in Orissa.. ➢ Received an Engineering order from OEM in USA for a 25MW, 13.8kV, 60Hz, 3600rpm, 2p
Slide 28: Q3 & 9MFY26 Financial Highlights
Q3 & 9MFY26 Financial Highlights Q3 FY26 ₹ 4,449 Million ₹ 826 Million (18.6%) ₹ 550 Million (12.4%) ₹ 6,561 Million 27% increase YoY 33% increase YoY 24% increase YoY 61% increase YoY Total Revenue EBIDTA PAT ORDER INFLOW Total Revenue* (Rs. in Mn) EBIDTA* (Rs. in Mn) PAT (Rs. in Mn) Order Inflow (
Slide 29: Diversified Order Book as on 31st December 2025
Diversified Order Book as on 31 st December 2025 321 (1.7%) 97 21.1% 2,187 (0.5% ) (3,957 ) (11.6% ) 722 (3.8% ) 668 (3.6% ) TOTAL : Rs. 18,452 (In Mn) Domestic Exports including Deemed Export Railways (Exports) 10,821 Domestic Railways (E - Locomotive) (57.6% ) Railways New Business Spares and Afte
Slide 30: Q3 & 9MFY26 Consolidated Profit and Loss Account
Q3 & 9MFY26 Consolidated Profit and Loss Account Particulars (Rs. in Mn) Q3FY26 Q3FY25 Y - o- Y Q2FY26 Q- o- Q 9MFY26 9MFY25 Y - o- Y Revenue from Operations 4,426.76 3,503.27 4,524.65 12,670.40 9,305.54 Other Operational Income 21.83 6.48 31.64 73.07 40.93 Total Income 4,448.59 3,509.75 27% 4,556.2
Slide 31: Consolidated Balance Sheet
Consolidated Balance Sheet Assets ( Rs. in Mn ) Dec - 25 Mar - 25 Equity & Liabilities ( Rs. in Mn ) Dec - 25 Mar - 25 Non - Current Assets 3,100.1 2,514.8 Total Equity 10,011.8 8,603.0 Property Plant & Equipments 1,954.7 1,806.7 Share Capital 312.4 312.4 Capital Work - in - Progress 577.8 165.9 Int
Slide 32: Historical Financial Data
Historical Financial Data
Slide 33: Historical Financial Highlights
Historical Financial Highlights Total Revenue (Rs. in Mn) EBIDTA* (Rs. in Mn) PAT (Rs. in Mn) 12,911 2,431 1,734 +21.4% 10,052 +37.9% +41.2% 8,833 1,721 1,156 8,060 1,412 945 5,948 1,004 614 672 437 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 EBIDTA Margins* (%) PAT Ma
Slide 34: Historical Consolidated Profit and Loss Account
Historical Consolidated Profit and Loss Account Particulars (Rs. in Mn) FY25 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
Slide 35: Shareholding Pattern
Shareholding Pattern
Slide 36: Shareholding Pattern as on 31st December 2025
Shareholding Pattern as on 31 st December 2025 Particulars % Holding Promoters 26.9% Mutual Funds & AIF 23.2% 25.5% 26.9% FII’s 24.4% Others 25.5% Total Holding 100% Shareholders more than 1% holding (Excl. Promoters) Abu Dhabi Investment Authority, ADIA (FII) Aditya Birla Sun Life Mutual Fund Bank
Slide 37: Business Outlook
Business Outlook
Slide 38: Business Outlook
Business Outlook We maintain our top line guidance of 18 Billion INR for FY 26. Additionally, we give a revised guidance for FY 27 at 22 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 tur
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 / +91 983