Reported Earnings • Jul 22
Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2026 results: EPS: ₹15.29 (up from ₹11.18 in FY 2025). Revenue: ₹18.6b (up 45% from FY 2025). Net income: ₹2.39b (up 37% from FY 2025). Profit margin: 13% (in line with FY 2025). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 1.4%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electrical industry in India. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Jul 20
Final dividend of ₹1.10 announced Shareholders will receive a dividend of ₹1.10. Ex-date: 5th August 2026 Payment date: 11th September 2026 Dividend yield will be 0.2%, which is lower than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but not covered by cash flows (167% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 69% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Annonce • Jul 15
TD Power Systems Limited, Annual General Meeting, Aug 12, 2026 TD Power Systems Limited, Annual General Meeting, Aug 12, 2026, at 14:00 Indian Standard Time. New Risk • Jul 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change). Annonce • Jun 17
Td Power Systems Limited Announces Head - IT Changes, Effective June 18, 2026 TD Power Systems Limited informed that the Board of Directors appointed Mr. Raghavendra Haveri as the Head - IT of the Company with effect from June 18, 2026. Mr. Raghavendra Haveri holds a Master of Business Administration (MBA) in Information Systems, along with a degree in Commerce and a Diploma in Computer Science and Engineering. He has over 25+ years of experience in managing enterprise IT landscapes across manufacturing and diversified industries, including engineering, automotive, FMCG and pharmaceuticals. Consequent to the aforesaid appointment, Ms. Ramya Ramesh ceased to hold the position of Head – IT and will continue in her existing role as Head – Sales and Project Execution (Motors). The date of occurrence of the event was June 17, 2026. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹1,126, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 40x in the Electrical industry in India. Total returns to shareholders of 424% over the past three years. Reported Earnings • May 16
Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2026 results: EPS: ₹15.29 (up from ₹11.18 in FY 2025). Revenue: ₹18.8b (up 47% from FY 2025). Net income: ₹2.39b (up 37% from FY 2025). Profit margin: 13% (down from 14% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 1.4%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electrical industry in India. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth. Annonce • May 06
TD Power Systems Limited to Report Q4, 2026 Results on May 14, 2026 TD Power Systems Limited announced that they will report Q4, 2026 results on May 14, 2026 Reported Earnings • Jan 31
Third quarter 2026 earnings released: EPS: ₹3.61 (vs ₹2.88 in 3Q 2025) Third quarter 2026 results: EPS: ₹3.61 (up from ₹2.88 in 3Q 2025). Revenue: ₹4.47b (up 28% from 3Q 2025). Net income: ₹563.2m (up 25% from 3Q 2025). Profit margin: 13% (in line with 3Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electrical industry in India. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 79% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jan 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹730, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 33x in the Electrical industry in India. Total returns to shareholders of 477% over the past three years. Annonce • Jan 20
TD Power Systems Limited to Report Q3, 2026 Results on Jan 29, 2026 TD Power Systems Limited announced that they will report Q3, 2026 results on Jan 29, 2026 New Risk • Dec 08
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.0% average weekly change). New Risk • Nov 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change). Declared Dividend • Nov 01
First half dividend of ₹1.00 announced Shareholders will receive a dividend of ₹1.00. Ex-date: 6th November 2025 Payment date: 29th November 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (5% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 01
Second quarter 2026 earnings released: EPS: ₹3.85 (vs ₹2.64 in 2Q 2025) Second quarter 2026 results: EPS: ₹3.85 (up from ₹2.64 in 2Q 2025). Revenue: ₹4.58b (up 49% from 2Q 2025). Net income: ₹601.9m (up 46% from 2Q 2025). Profit margin: 13% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 31
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹775, the stock trades at a trailing P/E ratio of 63.9x. Average trailing P/E is 38x in the Electrical industry in India. Total returns to shareholders of 558% over the past three years. Annonce • Oct 19
TD Power Systems Limited to Report Q2, 2026 Results on Oct 30, 2025 TD Power Systems Limited announced that they will report Q2, 2026 results on Oct 30, 2025 Annonce • Jul 25
TD Power Systems Limited to Report Q1, 2026 Results on Aug 06, 2025 TD Power Systems Limited announced that they will report Q1, 2026 results on Aug 06, 2025 Reported Earnings • Jul 16
Full year 2025 earnings released: EPS: ₹11.18 (vs ₹7.58 in FY 2024) Full year 2025 results: EPS: ₹11.18 (up from ₹7.58 in FY 2024). Revenue: ₹12.8b (up 28% from FY 2024). Net income: ₹1.75b (up 48% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Jul 14
Final dividend increased to ₹0.65 Dividend of ₹0.65 is 8.3% higher than last year. Ex-date: 30th July 2025 Payment date: 5th September 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annonce • Jul 09
TD Power Systems Limited, Annual General Meeting, Aug 06, 2025 TD Power Systems Limited, Annual General Meeting, Aug 06, 2025, at 14:30 Indian Standard Time. Valuation Update With 7 Day Price Move • May 19
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹491, the stock trades at a trailing P/E ratio of 43.9x. Average trailing P/E is 37x in the Electrical industry in India. Total returns to shareholders of 454% over the past three years. Reported Earnings • May 13
Full year 2025 earnings released: EPS: ₹11.18 (vs ₹7.58 in FY 2024) Full year 2025 results: EPS: ₹11.18 (up from ₹7.58 in FY 2024). Revenue: ₹13.0b (up 30% from FY 2024). Net income: ₹1.75b (up 48% from FY 2024). Profit margin: 13% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth. Annonce • May 05
TD Power Systems Limited to Report Q4, 2025 Results on May 12, 2025 TD Power Systems Limited announced that they will report Q4, 2025 results on May 12, 2025 New Risk • Apr 08
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Mar 24
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₹419, the stock trades at a trailing P/E ratio of 43.7x. Average trailing P/E is 36x in the Electrical industry in India. Total returns to shareholders of 521% over the past three years. Annonce • Mar 20
Td Power Systems Limited Announces Executive Changes TD Power Systems Limited announced that Board of Directors of the Company has appointed Mr. Mahesh K V, as the Head of Design with effect from May 1, 2025, in place of the current Head of Design, Mr. Vishwanath Hangari, who will be retiring from his position with effect from the close of business hours on April 30, 2025. Mr. Mahesh K V Is A Mechanical Engineer with over 22 Years of Experience at Tdps, Having Served in Various Leadership Roles Across Design and Engineering. He Has Handled A Wide Range of Generator Designs and Brings Deep Technical Expertise Along with Proven Leadership Capabilities. Valuation Update With 7 Day Price Move • Mar 10
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹353, the stock trades at a trailing P/E ratio of 36.7x. Average trailing P/E is 35x in the Electrical industry in India. Total returns to shareholders of 391% over the past three years. Reported Earnings • Feb 07
Third quarter 2025 earnings released: EPS: ₹2.88 (vs ₹1.91 in 3Q 2024) Third quarter 2025 results: EPS: ₹2.88 (up from ₹1.91 in 3Q 2024). Revenue: ₹3.54b (up 46% from 3Q 2024). Net income: ₹449.3m (up 50% from 3Q 2024). Profit margin: 13% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jan 28
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹336, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 42x in the Electrical industry in India. Total returns to shareholders of 293% over the past three years. Annonce • Jan 24
TD Power Systems Limited to Report Q3, 2025 Results on Feb 06, 2025 TD Power Systems Limited announced that they will report Q3, 2025 results on Feb 06, 2025 Annonce • Jan 16
TD Power Systems Limited Appoints Prashanth Kumar as the Head of Human Resources, Effective February 1, 2025 TD Power Systems Limited announced that, the board of directors of the company has appointed Mr. Prashanth Kumar as the head of human resources with effect from February 1, 2025. Mr. Prashanth Kumar holds a Master's degree in Social Work (MSW) from Roshni Nilaya, Mangalore and a Diploma in labour laws from Regional Labour Institute. With 21 years of experience in HR and IR verticals across diverse industries, his most recent working experience was with Innov Source Private Limited, Bangalore. Recent Insider Transactions • Jan 01
Head of Quality Assurance recently sold ₹3.2m worth of stock On the 27th of December, T. Krishna Murthy sold around 7k shares on-market at roughly ₹459 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹4.6m. Insiders have been net sellers, collectively disposing of ₹141m more than they bought in the last 12 months. Recent Insider Transactions • Dec 13
Insider recently sold ₹4.6m worth of stock On the 10th of December, N. Srivatsa sold around 10k shares on-market at roughly ₹463 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹4.9m. Insiders have been net sellers, collectively disposing of ₹123m more than they bought in the last 12 months. Recent Insider Transactions • Nov 23
Head of Engineering recently sold ₹1.8m worth of stock On the 19th of November, Vishwanath Hangari sold around 4k shares on-market at roughly ₹441 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹4.9m. Insiders have been net sellers, collectively disposing of ₹124m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Nov 05
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹439, the stock trades at a trailing P/E ratio of 50.7x. Average trailing P/E is 48x in the Electrical industry in India. Total returns to shareholders of 545% over the past three years. Declared Dividend • Oct 31
First half dividend of ₹0.60 announced Shareholders will receive a dividend of ₹0.60. Ex-date: 11th November 2024 Payment date: 28th November 2024 Dividend yield will be 0.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (14% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 54% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 30
Second quarter 2025 earnings released: EPS: ₹2.64 (vs ₹2.10 in 2Q 2024) Second quarter 2025 results: EPS: ₹2.64 (up from ₹2.10 in 2Q 2024). Revenue: ₹3.13b (up 14% from 2Q 2024). Net income: ₹412.7m (up 26% from 2Q 2024). Profit margin: 13% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Oct 29
TD Power Systems Limited Declares Interim Dividend for the Financial Year Ending March 31, 2025 TD Power Systems Limited at its Board of Directors meeting held on October 29, 2024 declared the interim dividend of INR 0.60 per equity share of INR 2/- each to equity shareholders of the company for the financial year ending March 31, 2025. The payment of the interim dividend will be made within 30 days of its declaration. The interim dividend will be paid to the eligible shareholders, whose names appear on the Register of Members of the Company as at close of the record date November 11, 2024. Annonce • Oct 18
TD Power Systems Limited to Report Q2, 2025 Results on Oct 29, 2024 TD Power Systems Limited announced that they will report Q2, 2025 results on Oct 29, 2024 Annonce • Oct 17
TD Power Systems Limited Informs Vijay Ravindra Kirloskar and Others Filed A Memo for Withdrawal of the Suit TD Power Systems Limited informed that Vijay Ravindra Kirloskar and Others (the Plaintiffs) filed a Memo for Withdrawal of the Suit on October 14, 2024 before the Hon'ble X Additional District & Sessions Judge) (Commercial Court) pursuant to which the Hon'ble Commercial Court allowed the Memo & passed an order on even date, dismissing the subject suit as withdrawn. Company reiterate that, the original suit and the order passed above are not material and have no bearing or impact on the financial results of the Company, as no relief was sought against the Company in the Original Suit. Annonce • Oct 16
TD Power Systems Limited Announces Executive Changes The Board of Directors of TD Power Systems Limited has appointed Mr. Krishna Murthy T.R, as the Head-Quality Assurance with effect from October 23, 2024 in place of Mr. Shripad Hegde who is retiring from his position as Head of Quality Assurance. Mr. Murthy holds a Diploma in mechanical engineering and has 34 years of work experience including 23 years with TDPS. He has held various positions within the Company, including Head of Supply Chain, which has provided him with extensive experience in developing and managing vendor partnerships. His in-depth knowledge of critical components used in products further enhances his qualifications. Recent Insider Transactions • Sep 29
Head of Engineering recently sold ₹1.2m worth of stock On the 24th of September, Vishwanath Hangari sold around 3k shares on-market at roughly ₹404 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹4.4m. Insiders have been net sellers, collectively disposing of ₹127m more than they bought in the last 12 months. Recent Insider Transactions • Aug 29
Head of Sales & Marketing recently sold ₹4.4m worth of stock On the 22nd of August, Vinay Hegde sold around 10k shares on-market at roughly ₹435 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹10m. Insiders have been net sellers, collectively disposing of ₹140m more than they bought in the last 12 months. Recent Insider Transactions • Aug 23
Insider recently sold ₹2.1m worth of stock On the 16th of August, R. Murthy sold around 5k shares on-market at roughly ₹423 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹10m. Insiders have been net sellers, collectively disposing of ₹143m more than they bought in the last 12 months. Annonce • Aug 15
TD Power Systems Limited Approves Final Dividend for the Year Ended March 31, 2024 TD Power Systems Limited approved and declare final dividend of 0.60 per share for the financial year ended March 31, 2024, at its Annual General Meeting on August 13, 2024. Annonce • Jul 26
TD Power Systems Limited to Report Q1, 2025 Results on Aug 13, 2024 TD Power Systems Limited announced that they will report Q1, 2025 results on Aug 13, 2024 Reported Earnings • Jul 21
Full year 2024 earnings released: EPS: ₹7.58 (vs ₹6.23 in FY 2023) Full year 2024 results: EPS: ₹7.58 (up from ₹6.23 in FY 2023). Revenue: ₹10.0b (up 15% from FY 2023). Net income: ₹1.18b (up 22% from FY 2023). Profit margin: 12% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 112% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Jul 20
Final dividend increased to ₹0.60 Dividend of ₹0.60 is 20% higher than last year. Ex-date: 6th August 2024 Payment date: 12th September 2024 Dividend yield will be 0.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 108% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annonce • Jul 18
TD Power Systems Limited, Annual General Meeting, Aug 13, 2024 TD Power Systems Limited, Annual General Meeting, Aug 13, 2024, at 14:00 Indian Standard Time. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹350, the stock trades at a trailing P/E ratio of 46.4x. Average trailing P/E is 43x in the Electrical industry in India. Total returns to shareholders of 783% over the past three years. Recent Insider Transactions • Jun 11
Non – Independent Director recently sold ₹3.1m worth of stock On the 4th of June, Subramanyam Prabhamani sold around 10k shares on-market at roughly ₹312 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹4.0m. Insiders have been net sellers, collectively disposing of ₹108m more than they bought in the last 12 months. Recent Insider Transactions • Jun 01
COO & Head of SBU 2 recently sold ₹3.4m worth of stock On the 29th of May, Ramakrishna Varna sold around 10k shares on-market at roughly ₹338 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹6.5m. This was Ramakrishna's only on-market trade for the last 12 months. Reported Earnings • May 25
Full year 2024 earnings released: EPS: ₹7.58 (vs ₹6.23 in FY 2023) Full year 2024 results: EPS: ₹7.58 (up from ₹6.23 in FY 2023). Revenue: ₹10.2b (up 17% from FY 2023). Net income: ₹1.18b (up 22% from FY 2023). Profit margin: 12% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 106% per year, which means it is tracking significantly ahead of earnings growth. Annonce • May 25
TD Power Systems Limited Recommends Final Dividend for the Financial Year Ended March 31, 2024 TD Power Systems Limited at its Board Meeting held on May 23, 2024, recommended a final dividend of INR 0.60 per Equity Share of face value of INR 2 each for the financial year ended March 31, 2024. The said dividend, if declared at the upcoming Annual General Meeting (AGM) of the Company will be paid within 30 days from the date of the AGM. Annonce • May 09
TD Power Systems Limited to Report Q4, 2024 Results on May 23, 2024 TD Power Systems Limited announced that they will report Q4, 2024 results on May 23, 2024 Annonce • May 01
TD Power Systems Limited Announces Resignation of Chandrashekhar K B as Head of Human Resources TD Power Systems Limited announced that Mr. Chandrashekhar K B, Head of Human Resources of the Company, has tendered his resignation from the said post due to personal reasons. The Company has accepted his resignation and relieved him from the duties w.e.f. April 30, 2024. Valuation Update With 7 Day Price Move • Apr 23
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹340, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 40x in the Electrical industry in India. Total returns to shareholders of 970% over the past three years. Recent Insider Transactions • Mar 30
Head of Sales & Marketing recently sold ₹3.1m worth of stock On the 27th of March, Vinay Hegde sold around 10k shares on-market at roughly ₹309 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹9.0m. Insiders have been net sellers, collectively disposing of ₹113m more than they bought in the last 12 months. Recent Insider Transactions • Mar 09
Chief Financial Officer recently sold ₹6.5m worth of stock On the 5th of March, M. Varalakshmi sold around 20k shares on-market at roughly ₹325 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹9.0m. This was M.'s only on-market trade for the last 12 months. Recent Insider Transactions • Mar 01
Insider recently sold ₹9.0m worth of stock On the 26th of February, R. Murthy sold around 31k shares on-market at roughly ₹285 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹113m more than they bought in the last 12 months. Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: ₹1.91 (vs ₹1.29 in 3Q 2023) Third quarter 2024 results: EPS: ₹1.91 (up from ₹1.29 in 3Q 2023). Revenue: ₹2.48b (up 21% from 3Q 2023). Net income: ₹299.0m (up 49% from 3Q 2023). Profit margin: 12% (up from 9.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 110% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Jan 16
TD Power Systems Limited to Report Q3, 2024 Results on Feb 01, 2024 TD Power Systems Limited announced that they will report Q3, 2024 results on Feb 01, 2024 Recent Insider Transactions • Dec 20
Insider recently sold ₹870k worth of stock On the 14th of December, N. Srivatsa sold around 3k shares on-market at roughly ₹290 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹5.5m. Insiders have been net sellers, collectively disposing of ₹76m more than they bought in the last 12 months. Annonce • Dec 20
TD Power Systems Limited Announces Re-Designation of Ramya Ramesh as Head-Global Supply Chain and Information Technology of the Company with Effect from January 1, 2024 TD Power Systems Limited informed that Ms. Ramya Ramesh currently designated as Head - Global Supply Chain, has now been re-designated as Head Global Supply Chain and Information Technology of the Company with effect from January 1, 2024. Ms. Ramya Ramesh holds a Bachelor ofEngineering from Visveswaraiah Technological University, Belgaum Karnataka, India. With 14 years of experience, she has successfully managed theCompany's operation across various verticals, including marketing, overseas business development and procurement, delivering satisfactory outcomes. Since April 1, 2022, she has been heading Company's global supply chain. Recent Insider Transactions • Nov 21
Head of Sales & Marketing recently sold ₹4.1m worth of stock On the 15th of November, Vinay Hegde sold around 15k shares on-market at roughly ₹274 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹58m more than they bought in the last 12 months. Upcoming Dividend • Nov 15
Upcoming dividend of ₹0.50 per share at 0.4% yield Eligible shareholders must have bought the stock before 22 November 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.3%). In line with average of industry peers (0.4%). Reported Earnings • Nov 09
Second quarter 2024 earnings released: EPS: ₹2.10 (vs ₹1.28 in 2Q 2023) Second quarter 2024 results: EPS: ₹2.10 (up from ₹1.28 in 2Q 2023). Revenue: ₹2.77b (up 30% from 2Q 2023). Net income: ₹327.7m (up 65% from 2Q 2023). Profit margin: 12% (up from 9.4% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 130% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Nov 08
TD Power Systems Limited Declares Interim Dividend for the Financial Year Ending March 31, 2024 The board of directors of TD Power Systems Limited at their meeting held on November 8, 2023, Declared an interim dividend of 0.50 per Equity Share of Face Value of INR 2/- each to the Equity Shareholders of the Company for the financial year ending March 31, 2024. The payment of dividend will be made within 30 days of its declaration. The interim dividend will be paid to the eligible shareholders, whose names appear on the Register of Members of the Company as at close of the record date November 22, 2023.