| Revenue growth | 15% YoY growth to ₹929 Cr, driven by process and exports. |
|---|---|
| Margins | Steady; EBITDA at 19.6% despite input cost pressures. |
| Demand visibility | Strong in wind and heavy trucks; sluggish in railway segment. |
| Management confidence | Balanced; focused on execution and cost pass-through strategy. |
Growth
Top-line grew 15% YoY to ₹929 Cr; EBITDA margins held steady at 19.6% through strategic price hikes.
Outlook
Bharuch plant ramp-up to 70% capacity by Q3/Q4; ongoing capex at 8-10% of sales for expansion.
Risks
Subdued government railway procurement and ongoing geopolitical volatility impacting global export markets remain primary headwinds.
Last quarter's promises, checked
Delivered
- Bharuch plant capitalization → Completed (= BEAT)
- Jamshedpur capex ₹120Cr+ → On track/November production (= BEAT)
- Pass through RM inflation → 100 bps GM expansion (= BEAT)
Partly delivered
- Bharuch ramp-up → 70% util delayed from July to Q3/Q4 (= PARTIAL)
- Export growth → 21% growth vs previous 66% jump (= PARTIAL)
Missed
- Bharuch FY26 revenue target (implied 40-45% util) → Delivered ₹80Cr (= MISS)
Earnings Call Transcript filed with BSE, NSE: TIMKEN. Summary written with AI assistance from the document.
Timken India Ltd: key numbers
- Share price
- ₹3,163.90
- Market cap
- ₹23,798 Cr
- Revenue (annual)
- ₹3,478 Cr
- Net profit (annual)
- ₹414.9 Cr
- P/E (TTM)
- 55.9×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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