| Revenue growth | Revenue grew 14.2% YoY in Q4; full-year revenue grew 8.6% overall. |
|---|---|
| Margins | Margins impacted by inflation; 10% price pass-through achieved, 90% still pending. |
| Demand visibility | Stable domestic demand; North American export market seeing positive momentum. |
| Management confidence | Cautiously optimistic; focusing on execution efficiency and cost mitigation strategies. |
Growth
Stand-alone revenue grew 14.2% YoY in Q4, driven by strong industrial demand and exports, although full-year PBT growth lagged at 3%.
Outlook
Targeting 70% utilization at new Bharuch plant by July 2026; rail expansion in Jamshedpur on track for December 2026 production.
Risks
Significant raw material inflation and lag in passing price hikes to OEM customers; high execution risk in Bharuch and Jamshedpur expansion projects.
Earnings Call filed with BSE, NSE: TIMKEN. Summary written with AI assistance from the document.
Timken India Ltd: key numbers
- Share price
- ₹3,105.60
- Market cap
- ₹23,360 Cr
- Revenue (annual)
- ₹3,478 Cr
- Net profit (annual)
- ₹414.9 Cr
- P/E (TTM)
- 54.8×Sector 53.9×
- Promoter holding
- 51.05%+0.00% QoQ
- FII holding
- 7.32%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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