TD Power Systems Ltd (TDPS) shares hit a record high following the release of its September quarter results, with the stock gaining over 7% in a single day and 15% for the week. The company's robust performance and upward revision of its full-year revenue guidance have sparked investor interest.

Q2 FY26 Financial Highlights

TDPS reported impressive growth across key financial metrics for the quarter ended September 30, 2025:

The company's revenue saw a significant 30% year-over-year increase, reaching ₹395.58 crore. EBITDA grew by 22% to ₹74.38 crore, while net profit rose by 25% to ₹50.78 crore compared to the same quarter last year.

Revised Revenue Guidance

TD Power Systems has revised its full-year revenue guidance upward for FY26:

• Previous Guidance: ₹1,500 crore
• Revised Guidance: ₹1,800 crore

This 20% increase in revenue projection is attributed to steady order inflows from both domestic and international markets.

Order Book and Market Position

As of September 30, 2025, TDPS reported a robust order book of ₹1,587 crore, indicating strong business momentum. The company expects continued strength in its Gas engine and Gas turbine segments, which have been key drivers of growth.

Stock Performance

The positive financial results and upward guidance revision have had a significant impact on TDPS's stock performance:

• 7% surge following Q2 results announcement
• 15% gain for the week
• 64% increase year-to-date
• Consistent positive annual returns since 2019

The stock has shown remarkable long-term appreciation, rising from ₹26 at the end of 2018 to current levels of ₹737.25, representing a gain of over 2,700% in less than seven years.

Dividend Announcement

The Board of Directors has declared an interim dividend of ₹1 per equity share (face value ₹2) for the financial year ending March 31, 2026. The record date for dividend eligibility is set for November 6, 2025.

Management Commentary

Nikhil Kumar, Managing Director of TD Power Systems, commented on the results, stating, "Our strong performance this quarter reflects the growing demand for our products and our ability to execute efficiently. The upward revision in our revenue guidance underscores our confidence in the company's growth trajectory and the robust order inflows we are experiencing across markets."

Conclusion

TD Power Systems' impressive Q2 FY26 results, coupled with its optimistic revenue guidance for the full year, have reinforced investor confidence in the company's growth prospects. The stock's stellar performance and the company's strong order book suggest that TDPS is well-positioned to capitalize on opportunities in the power generation equipment sector.

As the company continues to strengthen its market position and expand its operations, investors and industry observers will be keenly watching TDPS's performance in the coming quarters to see if it can maintain this growth momentum.

TD Power Systems , a leading player in the rotating electrical equipment sector, has set ambitious growth targets for the coming years. The company anticipates a significant boost in its financial performance, driven by a combination of domestic and international factors.

Record Export Orders Fuel Growth Projections

TD Power Systems expects to achieve revenue growth exceeding 20% in the fiscal year 2026-27. This optimistic outlook is primarily attributed to the company's record export orders, which are set to play a crucial role in driving its expansion.

Expanding Market Share in Core Business

The company is poised to strengthen its position in the rotating electrical equipment market. TD Power Systems' strategy involves capitalizing on its existing strengths while actively pursuing opportunities to increase its market share in this segment.

Domestic Infrastructure Revival

TD Power Systems is well-positioned to potentially benefit from the anticipated revival in domestic infrastructure projects. This resurgence may create increased demand for the company's products and services, potentially contributing to its growth trajectory.

Global OEM Partnerships

The company's partnerships with global Original Equipment Manufacturers (OEMs) are expected to be a key driver of growth. These collaborations may open up new markets and opportunities for TD Power Systems, further supporting its expansion plans.

Financial Outlook

TD Power Systems' management is optimistic about the company's financial performance in the coming years. The company anticipates:

The combination of record export orders, expanding market share, domestic infrastructure revival, and global partnerships is expected to contribute to these positive financial projections.

While the company's outlook appears promising, investors should note that these are forward-looking statements and actual results may vary based on market conditions and other factors.