Timken India Limited , a leading manufacturer of engineered bearings and power transmission products, has reported a strong start to the fiscal year, with its best-ever first-quarter performance.

Revenue Growth and Profitability

The company's revenue from operations reached ₹808.80 crores in Q1, marking a 3.2% year-on-year increase. Despite this growth, profit before tax (PBT) remained flat at ₹130.40 crores. The PBT margin stood at a healthy 16.1%, compared to 16.6% in the same period last year, supported by cost control efforts amid softness in volumes and cost fluctuations.

Segment-wise Performance

Timken India's revenue mix for Q1 was as follows:

Bharuch Plant Update

The company has successfully capitalized one CRB (Cylindrical Roller Bearing) line at its Bharuch plant, commencing commercial production in late June. Billing for products from this new line started in July, with the first bearing exported to North America.

Expansion and Investments

Timken India remains committed to building capacity for growth and improving efficiency across its supply chain. The company is investing ₹120.00 crores in rail expansion at its Jamshedpur facility and ₹35.00 crores in plain bearings capacity at the Bharuch plant.

Market Outlook

Management expressed cautious optimism about demand across key industrial sectors. While certain segments like wind energy are performing well, others such as steel and cement are experiencing mixed trends. The railway sector is expected to show slow and steady growth over the long term.

Export Concerns and Opportunities

The company is closely monitoring potential impacts of U.S. tariffs on exports. However, management believes that even with tariffs, India remains competitive due to its cost advantages and manufacturing capabilities. Timken India is actively exploring opportunities in other markets such as Indonesia, Vietnam, South Africa, and Australia to diversify its export base.

Future Prospects

Timken India is exploring opportunities to leverage its parent company's technology in areas such as lubrication, chains, belts, and linear motion bearings. The company is also considering expansion into industrial motion products through various strategies, including greenfield projects, brownfield expansions, or potential M&A activities.

As Timken India continues to navigate global economic uncertainties, its focus remains on execution excellence, operational discipline, and delivering value to stakeholders. The company's strong start to the quarter, coupled with its strategic investments and market diversification efforts, positions it well for sustained growth in the coming quarters.

Timken India Limited , a leading manufacturer of engineered bearings and power transmission products, has made public its unaudited financial results for the quarter ended June 30, 2025. The company disclosed this information through a regulatory filing to the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) on August 2, 2025.

Financial Results Publication

The quarterly financial results were published in newspapers, adhering to the regulatory requirements set by the Securities and Exchange Board of India (SEBI). Timken India has made these results available on its official website, allowing shareholders and interested parties to access the detailed financial information.

Post-Results Conference Call

In a separate announcement, Timken India informed that it conducted a post-results conference call on August 1, 2025, to discuss the Q1 FY 2025-26 performance. The company has made the audio recording of this call available on its website under the 'Statutory Compliances' section, demonstrating its commitment to transparency and open communication with investors.

SEBI Circular on Physical Share Transfer

Along with the financial results, Timken India's newspaper publication included information about a recent SEBI circular dated July 2, 2025. This circular pertains to a special window for the re-lodgment of transfer requests for physical shares under the 'Ease of Doing Investment' initiative. This move by SEBI aims to simplify the process for investors holding physical shares, potentially affecting shareholders who have not yet dematerialized their holdings.

Investor Access

Investors and stakeholders can access the detailed financial results and the post-results conference call audio on Timken India's official website. The company's proactive approach in disseminating this information aligns with regulatory requirements and enhances transparency in its financial reporting practices.

Timken India Limited continues to keep its shareholders informed about its financial performance and relevant regulatory updates, reinforcing its commitment to corporate governance and investor relations.