TD Power Systems Limited has announced that its Board of Directors will convene on January 29, 2026, to review and consider the company's unaudited financial results for the third quarter of fiscal year 2026. The meeting will specifically address the financial performance for the quarter and nine months ended December 31, 2025.

Regulatory Compliance and Meeting Details

The board meeting has been scheduled in accordance with Regulation 29 of the Securities and Exchange Board of India (SEBI) Listing Obligations and Disclosure Requirements Regulations, 2015. This regulation mandates listed companies to provide advance notice to stock exchanges regarding board meetings that will consider financial results.

Trading Window Closure

In line with insider trading prevention measures, TD Power Systems Limited has implemented a trading window closure effective from January 1, 2026. The trading window will remain closed until 48 hours after the official declaration of the financial results. The company had previously informed stakeholders about this trading window closure on December 23, 2025, ensuring proper advance notice to investors and market participants.

Stock Exchange Communication

The company has formally notified both major Indian stock exchanges about the upcoming board meeting. TD Power Systems Limited trades on the Bombay Stock Exchange (BSE) and the National Stock Exchange of India (NSE). The formal communication was signed by Bharat Rajwani, who serves as the Company Secretary and Compliance Officer, ensuring proper corporate governance protocols are followed.

Company Information

TD Power Systems Limited operates from its registered office and factory located in the KIADB Industrial Area, Dabaspet, Nelamangala Taluk, in Bengaluru Rural District. The company maintains its corporate identification number as L31103KA1999PLC025071, reflecting its incorporation status and business classification under Indian corporate regulations.

The artificial intelligence revolution is creating unprecedented demand for power infrastructure, with TD Power Systems emerging as a key beneficiary of this global transformation. As AI models require continuous operation in power-intensive data centres, the company's generator manufacturing capabilities are becoming increasingly critical to support this digital expansion.

Massive Market Opportunity Driven by AI Infrastructure

The global generator market presents a substantial growth opportunity, with projections showing expansion from $52 billion in 2025 to $73 billion by 2029. This translates to over ₹6 lakh crore market size, driven primarily by data centres, gas-based power generation, and clean energy applications.

According to the International Energy Agency, electricity usage by data centres has grown at 12% CAGR over five years, reaching 415 terawatt-hours. This figure is projected to more than double to 945 TWh by 2030, with data centre demand growing 4X faster than overall electricity consumption across other sectors.

Comprehensive Engineering Solutions Portfolio

TD Power Systems operates across multiple segments with a diversified product portfolio designed for critical power applications. The company manufactures generators ranging from 1 to 250 MVA, positioning itself as a global leader in this specialized space.

Generator Capabilities by Application

Beyond generators, the company manufactures electric motors including induction motors up to 20 MW, synchronous motors up to 50 MW, and traction motors up to 1,250 kW for railway applications. This diversification enables participation across multiple end markets including geothermal plants, marine systems, and specialized testing facilities.

Strategic Focus on High-Growth AI Infrastructure

For TD Power Systems, data centres and AI servers represent the most significant global growth driver, particularly in the US and Europe where the company generates 64-66% of its revenue. The mission-critical nature of AI infrastructure has made uninterrupted power supply non-negotiable.

Major technology companies including Meta, Alphabet, Microsoft, and Amazon have indicated continued increases in AI infrastructure spending through 2026. In the US alone, growing data centre demand is expected to add 100 GW to electricity demand by 2030.

Technology Evolution for Next-Generation Requirements

The company is evolving its technology to meet higher power requirements of modern server farms, moving into the 40-45 MW generator space with 2-pole generators designed for larger gas turbines and engines. These larger machines are scheduled for delivery beginning in FY26, with massive scale-up expected from FY27.

TDPS is also targeting the 60-70 MW space for even larger gas turbine applications, establishing a design and engineering centre in the United Kingdom to develop generators in the 50-150 MW range.

Strong Financial Performance and Growth Projections

The company delivered robust financial results in H1 FY26, demonstrating the strength of current market demand.

Management estimates revenue growth from ₹1,279 crore in FY25 to ₹1,800 crore in FY26 and ₹2,000 crore in FY27. The company is currently booking orders at a run rate of around ₹550 crore per quarter, a pace expected to sustain into the next financial year.

Diversified Growth Through Hydro and Railway Segments

The hydro segment represents a cornerstone of the company's renewable energy portfolio, with primary growth driven by international markets, particularly Nepal and Vietnam. FY27 is anticipated to be one of the highest years in history for hydro, primarily driven by exports.

In the railway sector, the company is expanding traction motor production for US, European, and Russian markets, with volume production expected to commence in Q1 FY27. The railway business order book grew significantly to ₹316 crore from ₹42 crore at the start of FY25.

Manufacturing Expansion to Support Growth

To support rising demand, TD Power Systems is commissioning a third manufacturing facility in Tumkur, fully operational from December 2025. The plant is designed to support larger generators, motors, and critical sub-assemblies, with existing facilities including 25% buffer capacity for short-term growth.

With this expansion and ongoing optimization, management estimates total revenue potential of ₹2,500-2,600 crore. The UK design centre is expected to offer prototype machines for customer testing by early January 2026, representing what management calls a "multiple hundred crore" opportunity.