TDPOWERSYS
TD Power Systems (TDPOWERSYS)
Latest view
Constructive
as of 4 Mar 2026 · not a recommendation
Evidence timeline
4 Mar
2026
2026
TD Power Systems (TDPOWERSYS) — Investment Thesis 2026
Constructive/r/thesis/TDPOWERSYS_2026-03-04.html
4 Mar
2026
2026
TDPOWERSYS — Thesis
—/r/thesis/TDPOWERSYS_2026-03-04.pdf
What management said
from NSE earnings-call filings · extracted, not interpreted
Call 19-May-2026 · transcript PDF
Outlook, as stated
General guidance, as mentioned earlier, I still stick to INR 1,500 crores for this financial year with a certain upside potential and which will be confirmed in the next quarter, and margins will be maintained at the current levels plus/minus 0.5%.
I also hinted that; not hinted, it is pretty obvious that I said that the expected quarterly inflow will be something in the region of INR 575 crores to INR 600 crores and the production rate would be matching that order inflow.
This is a conservative guidance based on the ramp-up of the order booking that we're seeing, which is around INR 575 crores to INR 600 crores per quarter, we see an extremely high probability to increase our guidance further.
4.2
concrete references per 100 words spoken — counts, currency, units and
named periods, not adjectives
Chart exhibits
as drawn · not updated since
No forward scenario
the call carried no figure that bridges to earnings growth.
Price chart
260 sessions to 31 Jul 2026 ·
daily close ·
our own broker data