TD Power Systems shares rally over 12% after Q1 profit jumps 72% YoY to Rs 86 crore

Shares of TD Power Systems rallied over 12% to Rs 1,433 apiece on the BSE on Wednesday after the company reported a 72% year-on-year (YoY) increase in Q1 profit after tax (PAT) to Rs 86 crore, compared with Rs 50 crore in the year-ago quarter.

The company reported its Q1 earnings post-market hours on Tuesday. Revenue surged 71% YoY to Rs 640 crore from Rs 374 crore in the corresponding quarter of the previous year. EBITDA also rose 72% YoY to Rs 121.7 crore, compared with Rs 70.8 crore in the June quarter of FY26.

TD Power Systems delivered its highest-ever quarterly order inflow and sales during Q1 FY27, as order inflow jumped 87% YoY to Rs 734 crore. As the current rate of order inflow has exceeded Rs. 700 crores per quarter, this puts pressure squarely on execution, according to the company’s statement as per the regulatory filing, but the company is well positioned to deliver close to the inflow rate.

The company has upgraded its FY27 guidance to Rs 2,600 crore. According to the company’s statement, it continues to see very strong demand across all verticals of the generator business.

During the June quarter, the company secured multiple orders from leading turbine OEM across steel, cement and sugar industries, including international projects in Africa and the Middle East. It also bagged orders across its Hydro engine generator and gas engine generator segments, such as securing the Hydro engine segment’s largest order from a Domestic Hydro OEM for 4 × 16 MW vertical hydro generators for a major hydropower project in Africa.

The company indicated further high-volume genset programs for CY 2027, in addition to an expected competitor-replacement order for an African mining customer.

Power stocks today

The Nifty energy sector traded flat on Wednesday, with TDS Power Solutions bucking the trend with its rally. Bharat Electronics shares rose over a percent to lead the gains on Sensex at the opening hour, while shares of Hitachi Energy jumped over 1.5% to Rs 35,550. Shares of JSW Energy fell 1.45% to trade at Rs 558.60 on the BSE.The overall market breadth was positive, with NSE seeing 1,408 advances and 830 declines, while 173 stocks remained unchanged.

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