Timken India Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Timken India reported Q1 FY27 standalone revenue of INR929 crores, up about 15% year-on-year, with PBT of INR150 crores compared to INR130 crores in the same quarter last year. Management attributed growth to resilient demand in core segments and execution across export and domestic business, while noting steel, gas and other input cost pressures during the quarter. The company also discussed the Bharuch plant ramp-up, the pending NCLT approval for the Timken GGB Technology merger, and slower government railway procurement.
Timken India reported Q4 FY26 standalone revenue from operations of INR10,731 million, up 14.2% year-on-year, and crossed INR1,000 crores in quarterly revenue for the first time. Full-year FY26 standalone revenue reached an all-time high of INR31,478 million, an 8.6% increase, with PBT of INR5,304 million and EBITDA margin of 18.7%. Management discussed cost pressures from rising input prices, price-pass-through efforts, the Bharuch plant ramp-up, and the Jamshedpur rail expansion project.