TD Power Systems Limited (TDPOWERSYS) Q1 Results FY27 Preview: Date, Time, Expectations & Key Things To Watch

CompoundingAI Research Updated August 07, 2026 4 min read

TD Power Systems enters Q1 FY27 with strong momentum, supported by a significant order book and the full-quarter operational impact of its third manufacturing plant. Investors will be watching for the company's ability to sustain a revenue run-rate of approximately Rs. 600 Cr per quarter while managing the tug-of-war between rising copper costs and favorable currency tailwinds.

Quick Details

Results date	August 11, 2026
Quarter	Q1 FY 2026-2027
Previous quarter revenue	Rs. 595.1 Cr
Previous quarter PAT	Rs. 70.2 Cr
Previous quarter EBITDA margin	17.4%
Market cap	Rs. 19,489.54 Cr
CMP	Rs. 1,247.5

TD Power Systems Limited Q1 Results Date and Time

The board meeting is scheduled for August 11, 2026, to consider the unaudited financial results for the quarter ended June 30, 2026.

The earnings conference call is scheduled for August 12, 2026, at 11:30 AM IST. Access is available via dial-in numbers for India, USA, UK, Singapore, and Hong Kong.

What to expect from TD Power Systems Limited's Q1 FY27 results

TD Power Systems is targeting an annual revenue of Rs. 2,400+ Cr for FY27, necessitating a quarterly run-rate of approximately Rs. 600 Cr that the company's expanded capacity is now positioned to deliver. While the company faces margin pressure from copper prices, which management noted as a risk as hedges expire, the significant depreciation of the rupee against the dollar is expected to provide a material tailwind for the 80% export-oriented order book. The company is also monitoring the status of a potential US-India trade deal to resolve the sustainability of tariffs on direct US exports, which currently account for 4-5% of business. Management's first call with new CEO Deepak Kumar Sinha will likely focus on the progress of the 40-45 MW large generator qualification and the stabilization of working capital cycles as the third plant scales.

Key Things To Watch

Performance vs Guidance Tracking: Tracking progress against FY27 strategic targets.

Revenue target of Rs. 2,400+ Cr — requires sustained quarterly run-rate of ~Rs. 600 Cr
EBITDA margin target of 20%+ — monitoring recovery from 17.4% in Q4 FY26
Order inflow growth target of 20-25% — tracking against Q1 FY26 base of Rs. 391.8 Cr
Motor business revenue target of Rs. 200+ Cr for FY27

Third Plant Ramp-Up: Operational throughput monitoring.

Production run-rate target of Rs. 600 Cr per quarter from Q1 FY27 onwards
Monitoring improvement in CFO to EBITDA conversion from the 0.39x level seen in FY26

Large Generator Development: Progress on multi-hundred crore growth opportunity.

Update on qualification status of the 40-45 MW 2-pole generator
Status of capacity addition plans for larger components

Risks and headwinds to monitor: Management-flagged operational and macro risks.

Commodity price volatility, specifically copper, following the expiration of hedges
US tariff impact on direct exports and potential activation of the Turkey contingency plan
Working capital pressure due to rapid production ramp-up and inventory requirements

Frequently Asked Questions

How is the company managing the impact of copper price volatility?

Management uses raw material hedges and price variation clauses with customers to mitigate fluctuations. However, as hedges were noted to be running out as of Q4 FY26, the company expects currency tailwinds to help maintain stable margins.

What is the status of the company's motor business growth?

The motor business is on track to achieve approximately Rs. 150 Cr in FY26 and is guided to reach Rs. 200+ Cr in FY27. Management maintains a long-term goal of growing this segment to Rs. 500 Cr over a 5-6 year perspective.

How does the company view the impact of US tariffs on its exports?

Direct US exports face a tariff impact that management has described as unsustainable beyond a six-month window from early 2026. The company maintains a contingency plan to shift production to its Turkey facility if a trade deal is not finalized.

Is the company's revenue growing?

Revenue has shown strong growth, with consolidated total income rising to Rs. 1,869.5 Cr in FY26 from Rs. 1,291.1 Cr in FY25. This growth is supported by an order book that reached Rs. 1,972.9 Cr as of March 31, 2026.