TD Power Systems Shares Jump 7% as Revenue Guidance Set to Exceed ₹1,800 Crore

Bengaluru-based TD Power Systems, a manufacturer of AC generators and electric motors, is preparing to increase its revenue guidance for both the current financial year and the next. The decision follows a surge in order inflows that has extended into the second quarter, signalling strong demand despite global headwinds.

Guidance Update

Managing Director Nikhil Kumar said the revised figures will be formally announced during the company’s Q2 earnings call. The earlier guidance projected consolidated revenue of ₹1,500 crore for FY25 and ₹1,800 crore for FY26. The company also expects to maintain its EBITDA margin guidance of around 18% for the current year, with updated profitability targets for the next year to follow once export strategies are clearer.

Diversified Business

TD Power Systems operates across multiple geographies and sectors, with a notable presence in Europe and substantial involvement in hydroelectric projects. This diversification across products and markets provides stability and reduces reliance on any single segment.

Tariff Challenges and US Strategy

The company is weighing its options in response to a recently imposed 50% tariff on exports to the United States. To sustain its position in the US market, TD Power Systems is considering shifting production of generators from India to its existing facility in Turkey, which has been operational since 2017. Goods from Turkey face a lower duty of 15%, offering a practical short-term alternative.

Kumar noted that while this arrangement is not ideal for India, the steep US tariff represents a significant barrier to trade. If the 50% tariff persists in the long term, the company will evaluate further expansion of production capacity outside India to meet customer requirements.

Financial Standing

With a market capitalisation of ₹8,623.38 crore, TD Power Systems has shown steady growth. The company’s order pipeline remains healthy, strengthening its confidence in meeting elevated revenue expectations and sustaining profitability.

TD Power Systems Share Price Performance

On September 3, 2025, TD Power Systems Share Price opened at ₹518.00 compared to the previous close of ₹513.35. The stock touched a low of ₹516.00 before climbing 7.00% to ₹549.70 as of 3:20 PM.

Read More: TD Power Systems: co secures export order worth 670m rupees for traction motor components

Conclusion

TD Power Systems’ decision to raise revenue guidance underlines its resilience and strong demand outlook. While US tariffs pose challenges, the company’s Turkish facility offers a near-term solution, and further international expansion could help secure long-term growth. Diversified operations, robust order inflows, and stable profitability guidance place the company in a strong position going forward.

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